Customer Service Management
Resume:
STEVE SEID
Cincinnati, OH 45202
*********@*****.***
EXPERIENCE
Western and Southern Financial Group, Cincinnati, OH May 2009-
Present
Leadership Development Associate - The Leadership Development Program is a
rotational executive leadership program within Western and Southern
Financial Group and subsidiary companies
. Western and Southern Financial Group Distributors, April 2011-Present
o Research Generations X and Y and develop recommendations for
marketing to the next generation of financial advisors
o Evaluate use of the iPad as a sales, marketing and efficiency
tool for annuity wholesalers in bank, independent agent and
broker dealer distribution channels
o Lead a project to review technology needs of the business unit
and build a plan for short and medium-term development
o Research social media use in financial services and develop a
utilization strategy for the marketing department
. Fort Washington Investment Advisors, July 2010-April 2011
o Led a cross-functional team of eighteen associates in the
development of a business plan for the recently merged Wealth
Management business unit which manages over $1billion in assets
for high net worth individuals and small institutions
o Initiated implementation of the business plan which included
sections on marketing, investment process and strategy, business
development, relationship management, financial, group structure
and business strategy
o Designed and implemented a process for annual strategic planning
within the Wealth Management business unit
. Eagle Realty Group, December 2009-July 2010
o Assisted in the due diligence of an acquisition target's
mortgage loan portfolio and presented recommendations to Western
and Southern senior management
o Completed a white paper on economic development focused on
attracting companies to the Greater Cincinnati Metropolitan Area
o Led a project team in the design of an online screening and
prioritization tool for the Mortgage Loan Department to help
manage mortgage loan deal flow and improve customer service
. Columbus Life Insurance Company, May 2009-December 2009
o Evaluated the product development process and presented
recommendations for significantly increasing speed to market and
competitiveness of new product offerings
o Evaluated alternative fulfillment and straight through
processing solutions for use within the independent agent
distribution channel
o Developed an ongoing producer and end-consumer marketing
research initiative that derives trends and needs that impact
product development efforts in current, new and niche markets
Broadcom Corporation, Irvine, CA May 2008-August 2008
Summer MBA Finance Intern
. Analyzed historical M&A transactions in the semiconductor industry and
presented findings and strategic recommendations regarding future
transactions to the Business Development Group and CFO
. Completed a cost analysis on all Broadcom locations on a cost per
employee and cost per square foot basis and presented recommendations
for short and long-term cost savings to the G&A Group and CFO
American International Group, Los Angeles, CA May 2006-June 2007
Underwriter
. Generated new business of over $1.3M in a single book of business
resulting in top-line growth of 10% over prior year
. Developed pricing and endorsement strategies for three categories of
corporate management liability insurance by analyzing financial
statements and relevant qualitative information
. Assisted in the development of new systems and technology which
included the release of an automated underwriting system
American International Group, New York, NY
November 2004-May 2006
Operations Analyst
. Redesigned and maintained a monthly president's report, which included
financial and production analysis for every class of business in
product portfolio
. Produced weekly forecast sheets utilized by management to monitor
actual production versus forecasted production facilitating the
evaluation of each of our regional offices
. Monitored outstanding accounts receivable to reduce the quantity of
delinquent payments greater than $150,000 resulting in a 6% decrease
in receivables outstanding from prior year
EDUCATION
Kelley School of Business, Indiana University, Bloomington, IN
May 2009
Master of Business Administration: Major in Finance and Corporate
Innovation
. Studied abroad during Spring Semester 2009 at ESADE Business School in
Barcelona, Spain
. Global Business Certificate
Rutgers University, New Brunswick, NJ May 2004
Bachelor of Science: Major in Finance, Minor in Psychology
CFA Institute
Level II CFA Candidate
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