Customer Service Management

PROFILE

Well-rounded business professional currently enrolled in Masters of Finance

graduate program. Experienced in strategy, planning and analysis, process

design, and contact-through-contract business development. Seeking

transition into preparatory leadership role. Comfortable in corporate,

entrepreneurial, and cultural ambiguity. Excellent presentation and writing

skills. Open to domestic and international assignments.

Relevant Skill Sets:

Business Development Presentations Recruitment Revenue

Generation

Corporate Strategy Sales Contracts

Business Planning

Financial Analysis Process Design Client Management

Event Planning

Cross-Cultural International Analysis Operations Support

Cross-Functional Collaboration

EDUCATION & TRAINING

MS Finance Candidate, Northeastern University, 2012 -

Coursework in Corporate Finance, Theory & Policy, Valuation, Financial

Markets, Risk Management (Futures & Options), Investment Analysis.

Financial Modeling & Valuation Course, Training The Street, Winter 2010

American Management Association - Finance, Six Sigma, Growth, Emotional

Leadership, Presentation Skills, Business Writing. 2007-2008.

BS Business Administration, Towson University, August 2005

Philosophy and Journalism Major, University of Dayton, August 2000 - 2002

PROFESSIONAL EXPERIENCE

SELFHELP (New York, NY)

Business Development Manager

04/09 - Present

Led efforts to 30% census growth for healthcare division of 75 year-old

social services organization serving 20,000 across New York City

. Acquired 12 new referral sources within nine months, including Lenox

Hill, Coney Island Hospital, Harlem Hospital, and Bronx VA

. Met annual quota of sourcing, negotiating, and closing linkage

agreement contract with a New York City hospital within first eight

months

. Organized annual agency-sponsored healthcare conference and panel

discussion under budget and above the target vendor participation

. Managed external client relationships related to billing systems,

authorization, contractual agreements, and customer service issues

. Represented the organization in presentations, healthcare fairs,

executives committees, recruitment fairs, and government conferences

PITNEY BOWES (Stamford, CT)

Corporate Strategy Analyst

02/07 - 09/08

Explored corporate-level business problems and developed strategic

frameworks for business units and C-suite executives.

. Developed EBO model framework to identify and execute new business

ventures at enterprise, functional, and business unit levels

. Mapped internal portfolio of 100+ software products to larger external

markets for use of senior management and executive board

. Created business cases for healthcare IT, marketing services and

advertising, document management, and European postal markets

. Worked with Strategic Alliances Group to size market for MapInfo LIC

software via BI vendor partnerships

. Market and competitive analysis, forecasting, product portfolio

analysis, and business process and workflow mappings

LEHMAN BROTHERS (New York, NY)

Operations Specialist

01/06 - 02/07

Ensured the authenticity and proper identification of securities borrowed

by and lent to third party investment firms

. Disclosure of approximately 10,000 underlying principal lenders in

accordance with updated SEC regulation

. Compared information provided by agent with internal records in Global

Accounts system (GARM)

. Verified government tax I.D., legal name and address, and existence of

entities through internet, D&B, etc.

. Reviewed, discussed, resolved, and improved procedures and data

integrity discrepancies with internal staff and third party agents

. Managed summer interns for two separate projects over the course of

three months

FREELANCE WORK

Various Clients (Virtual, USA) - Business Consultant

06/05 - Present

Providing market research, business development, brokerage, and financial

analysis services on a freelance basis

. CFO and minority owner of Ellechore publishing company

. Market research and business development for Orielle Creative Company

. Recruitment for Zealy Stewart, & Associates, run by former Forbes

Global 5 financial services company Human Resources Executive

. M&A small business representation for Bridge Business Brokers

STUDENT INTERNSHIPS

Bloomberg L.P. (Princeton, NJ) - Data Intern, Global Financials & Security

Issuance 06/05 - 08/05

. Researched company filings, securities, equities, and news to confirm

countries of domicile

. Confirmed floating bond rates through internal notes, underwriters,

calculations, and company filings

. Placed 3rd of 7 teams investing$200k into S&P 500 by combining solid

holdings and aggressive day trading

. Attended Fixed Income, Equity, Bloomberg Business, Market Players, and

Economy in-house courses

. Cross-training with Indices, Fundamentals, VB macros, Bloomberg Fair

Value, and Holdings staff

Johns Hopkins Hospital International (Baltimore, MD) - International

Marketing/Finance Intern 11/04 - 02/05

. Researched economy, healthcare market and policy, major healthcare

facilities, government and education in Trinidad & Tobago, Algeria,

and Mexico used to support market expansion decisions and financial

due diligence

. Assisted in Excel-based analysis and forecasting of regional revenues,

expenses, and variance

. Sorted key indicator performance statements for distribution to

appropriate specialists

Ferrara & Company (Princeton, NJ) - e-Marketing Summer Analyst

06/04 - 08/04

. Research of client websites, e.g. Church & Dwight and Heinz, for

consumer goods marketing consultancy

. Measured websites for interactivity, targeted content, multi-brand

integration, and measurability

. Presented analysis of 75+ client and competitor consumer packaged

goods websites to management

Maryland Dept. of Economic Development (Baltimore, MD) - International

Operations Intern 01/04 - 05/04\

. Provided reports on foreign markets, including industry and economy

in South Africa and China

. Prepared summary of U.S.-Iraq contracting and subcontracting law

for regional trade specialist

. Attended strategy meetings with Maryland companies and government

officials

. Researched international activity of local companies

. Assisted in US-ASEAN/Maryland Business Forum recruitment and

operations

Unilever-Bestfoods (Somerset, NJ) - INROADS Intern

06/02 - 08/02

. Hardcopy and database management and maintenance in corporate

information center

. Participated in intern development seminars, community events and

weekend retreat

. Presented project summary to management team

ADDITIONAL INFO

SOFTWARE - Access, Bloomberg, Excel, PowerPoint, SPSS, WordPress

RESEARCH VENDORS - Advertising Age, Bloomberg, Forrester, Gartner, HBR,

Jupiter

ORGANIZATIONS - Black MBA Association, Manhattan HIV Network Executive

Committee, NAMIC, NAMME, NY Urban League

PUBLISHED ARTICLES IN - Black MBA, BlackVoices.com, Black Web 2.0,

Corporate Dealmaker, Hemispheres, National Geographic, Uptown

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