Manager Sales
Resume:
Valerie Ahneman Home: (***) ***-
** *** **** **** ********: (203)
Cos Cob, CT 06807
Fax.: 203-***-****
Email address: ********@*********.***
P.E. DESIGNS, INC. JUNE 1998 TO PRESENT
PRESIDENT
Established consulting company catering to high net worth individuals in
need of financial management and organizing due to the complexities of
their financial assets, which may include numerous residences and staff,
and large investment portfolios, invested domestically or internationally.
Assignments include the managing of properties and staff, including payroll
and tax withholding, the coordination of estate, investment and tax
planning strategies with established professional relationships, the
consolidated reporting of assets for analytical purposes, the monitoring of
charitable contributions and trusts (personal and foundations), the
bookkeeping of household expenditures and bill-paying, and budget
management. (References upon request)
AHNEMAN KIRBY, LLC JANUARY 1999 TO NOVEMBER 2010
CHIEF FINANCIAL OFFICER
Duties include the management of the financial budget and strategy of a
$1.5 MM civil engineering and land surveying firm, the management of human
resources, 401K plan and marketing materials, the coordination of corporate
tax returns and reporting with accountants.
CITIBANK F.S.B.. GREENWICH. CT. SEPTEMBER 1993 TO SEPTEMBER 1997
BRANCH MANAGER, VICE PRESIDENT
Hired to establish and manage the profitability of a new retail and
commercial banking franchise in Greenwich, Connecticut. Supervised a staff
of eight with sales, operational, service and compliance responsibilities.
Developed and implemented successful sales strategies. Joined various
community organizations. Prepared small business loan packages up to $1MM.
Consistently delivered double-digit growth in revenue and footings,
reaching $2MM in annual revenue and $lOOMM in footings.
CITIBANK. N.A., NEW YORK, N.Y. MAY 1987 TO
SEPTEMBER 1993
Expertise in global securities administration/clearing, cash management,
foreign exchange products, and information distribution services, targeting
major financial institutions, including broker-dealers,
commercial banks and investment managers.
SENIOR PRODUCT AND SALES MANAGER, VICE PRESIDENT (1991)
Managed Citibank's partnership with the International Securities Clearing
Corporation and oversaw the daily production of global securities reports
for the U.S. brokerage community, supervising a department of seven with
sales, customer service, product development and software application
responsibilities. Tasked to improve the product offering to increase broker-
dealer participation, and revenue by 30% in 1993 to $13MM. (1992)
Appointed Senior Global Custody Product Manager, with a staff of two, to
design and implement a startegic sales plan for global custody products.
Developed and launched a worldwide sales training program and a standard
Global Custody account opening package for institutional clients. Assisted
salesforce with servicing specifications, contractual arrangements and
closings. Prepared business specifications for product development and
modifications. Efforts generated a 20% growth in 1992 Global Custody
revenue to $14.5MM. (1991)
VALERlE AHNEMAN 43 Old Camp Lane, Cos Cob, CT 06807 Home:
CITIBANK. N.A., NEW YORK, N.Y. (Continued)
INSTITUTIONAL SALES-; ASSISTANT VICE PRESIDENT (1990)
Generated $6MM in revenue as an institutional salesperson, managing over
thirty institutional relationships. Secured fifteen new relationships for
the Division.
MARKETING MANAGER, CROSS-BORDER SALES SUPPORT (1989)
Developed a global marketing plan for the Worldwide Securities Services
Division. Published global marketing materials for external use. Produced
an internal monthly newsletter for worldwide distribution capturing sales
efforts, financial results, product features, technological enhancements
and foreign financial market news.
PRODUCT MANAGER, NEW PRODUCT DEVELOPMENT (1988)
Managed the development and implementation of Quotron's foreign exchange
quotation product, FX Quote. Formulated product specifications. Coordinated
the development effort with worldwide internal and external organizations.
Trained the salesforce.
ASSISTANT MANAGER, STRATEGIC PLANNING (1987)
Conducted extensive research on brokerage back-office software packages in
foreign markets. Developed a strategic plan for international expansion for
Citibank's U.S. brokerage software subsidiary, Security Industry Software
Inc. Marketed the software package in overseas markets and identified
potential clients in Canada and the United Kingdom.
GOLDMAN SACHS & CO., NEW YORK. N.Y. MAY 1985 TO MAY 1987
Recruited for an extensive three-month training program covering securities
processing from trade input to settlement. Assigned to the International
Operations area and specialized in Eurobond and Foreign Securities
Clearance.
EDUCATION
Manhattanville College, Purchase, New York.
Bachelor of Arts, "Cum Laude", May 1985. Major: Business Management, Minor:
Political Science and Spanish
SKILLS
Fluent in French and Spanish. PC proficient: Microsoft Word, Excel,
Powerpoint, Quicken, Quickbooks Pro.
ARTS and COMMUNITY
French singer for Jazz Band " Bon Chic Bon Genre "
www.valerieahneman.com
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