Project Manager Sales

Andrew H. Lampert

*** ***** **** ********, *******, CT 06896

Phone 203-***-**** ? Email: ******.*********@*****.***

STRATEGIC MARKETING & BUSINESS DEVELOPMENT

Professional profile

? Articulate, creative & success driven financial services executive

offering strategic marketing & business development leadership across

complex capital markets, products, sectors & borders

? Achievements include consistent, year over year P&L, client & client

satisfaction growth ranging from 200% - 800% in increasingly competitive

arena

? Skilled business intellectual capable of entering new markets, analyzing

opportunities & identifying trends; capabilities include theorizing &

constructing "go to market" initiatives delivering superior value added

products & services

? Accomplished networking professional noted for ability to collaborate &

leverage business relationships into alliances & partnering opportunities;

unique network of professional contacts across fixed income, equities &

alternative investments marketplaces

? Personable, respected & thought provoking management head instilling

teamwork, consensus building & goal achievement as on going process & core

work value

? Proven ability as influencer, negotiator, pragmatic problem solver,

change agent & cross-functional leader consistently receiving promotions,

increased responsibilities, staffing & P&L objectives

? Previous licenses held include Series 3, 6, 7, 24 & 63

? Kellogg M.B.A. & bank credit trained

Key competencies

? Business positioning & opportunity assessment ? Market, product

& service positioning

? Financial analysis, revenue forecasting ? Market &

investment analysis

? Product development & launches ? Strategic business

development

? Business & financial management ? Creative relationship

management

Professional experience

LAMPERT & ASSOCIATES, Redding, CT

2000- Present

Principal of strategic consulting firm providing advisory services tailored

to client needs

? Expanded client base beyond traditional financial services institutions &

products; developed unusual business models & service offerings with

corresponding institutional investor demographics

? Conducted extensive profile, opportunities assessment & profitability

analysis of U.S. tax lien marketplace for institutional transactions,

municipal bulk purchasing & closed-end funds; developed national business

platform with ramp up to market, operational expansion & potential exit

strategy

? Analyzed tax exempt derivatives marketplace, opportunities, valuation

products/capabilities/deficiencies & competitive environment; identified

potential partnering candidates, matched synergies & recommended best fit

profiles potentially expanding client base & revenue opportunities by 800%

? Authored multiple strategic marketing & business development programs for

distressed assets aimed at new markets & complex investments driving P&L

? Consulted with several alternative energy organizations on capital

raising, institutional financing programs & business development

? Led initial capital raise for U.K. based fixed income manager targeting

U.S. institutional investors & consultants; conducted market demand study

for global fixed income hedge fund vehicle

? Oversaw investment advisor due diligence & monitoring for early stage

fund of funds; conducted research & relationship management outreach for

prospective family office & high net worth investors

? Evaluated capital raising opportunities for global real estate hedge fund

launch; led exploration of licensing opportunities for proprietary property

level analytics software targeted to CMBS investors

? Gained in depth knowledge across global real estate, alternative

investments & derivatives markets

BANK OF MONTREAL, Chicago, IL 1982 -

2000

(Includes BANK OF MONTREAL, HARRIS BANK & NESBITT BURNS)

HARRIS BANK/BANK OF MONTREAL, Chicago, IL 1998 -

2000

Vice President recruited to reinvigorate product & revenue base for 300+

staff member Corporate Trust Division specializing in structured finance

products

? Developed strategic business plan to leverage existing resources, expand

product capabilities & penetrate markets focused on high return asset

classes

? Re-engineered product/service enhancements for rapidly expanding CDO/CLO

market; deep involvement among stakeholders & constituents across

marketplace

? Led 200% business development increase with institutional clients;

integral party to conduct due diligence & deal review across structure,

cash flow, legal documents & on going surveillance reporting

? Attended key industry association meetings, conferences & value added

networking events to identify new business opportunities, enhance existing

relationships & expand outreach

? Market success drove division sale for impressive multiple of 4.5X

revenues

NESBITT BURNS SECURITIES INC., Chicago, IL

1992 - 1997

Vice President & Director leading U.S. fixed income operations; budget &

staff responsibility; provided annual revenue projections & individual

staff performance goals

? Key member of senior management across Bank of Montreal, Harris Bank &

Nesbitt Burns uniting strategies, resolving business conflicts, maximizing

cross-selling efforts & identifying post acquisition/integration issues

across bank portfolio services

? Attributed with 100% revenue increase & 200% increase of professional

staff

? Authored & implemented strategic marketing, sales, technology & product

development tactics resulting in 400% marketshare increase among U.S.

institutional investors

? U.S. executive dealing with Canadian based product managers to showcase

expertise & knowledge across investment products

? Led investor roadshows & outreach highlighting capabilities in research,

trading & new issue deal flow: integrated buy side research professionals &

products into core service offerings

? Project manager to implement division wide CRM tools from concept

development to final implementation

HARRIS BANK, Chicago, IL 1982 -

1992

Vice President & National Sales Manager promoted to lead global

institutional sales for U.S. Treasury marketplace; budget & staff

responsibility; provided annual revenue projections & individual staff

performance goals

? Delivered 300% increase in revenues & improved client satisfaction by

600% documented by Greenwich Associates

? Increased customer trading volume 300% utilizing personal relationships

with Middle Eastern & European based central banks

? Instituted client outreach program uniting sales & trading into team

based approach

? Led fixed income & marketplace training program across banking groups for

cross-selling effort

Vice President, International Bond Sales

1986 - 1988

Assistant Vice President, Bond Sales

1984 - 1986

Investment Officer 1982 -

1984

education

M.B.A., Finance & Marketing, Kellogg GSM, Northwestern University,

Evanston, IL

B.A., Economics & Sociology, Northwestern University, Evanston, IL

other highlights

Fluent in written Spanish

Kellogg Alumni Club, Connecticut

Interest in re-instating licenses as required

Willing to relocate

Contact this candidate