Project Manager Management

ERIK GARLITZ

***** ***** *****, ****, **** ***** . 440-***-**** .

abl5s9@r.postjobfree.com

QUALIFICATIONS SUMMARY

Decisive leader with strong problem solving and analytical skills

possessing over 10 years of diversified experience serving as management

professional specifically with respect to investment banking, asset

management, financial and capital market research, and management

consulting. Extensive knowledge and experience in the areas of:

- Corporate Finance - Mergers & Acquisitions -

Industry & Economic Research

- Project Management - Financial Modeling -

Strategic Business Planning

- Asset/Investment Management - Business Valuation -

Business Development

> Comprehensive knowledge and experience in the areas of mergers &

acquisitions ("M&A"), capital raising transactions, privately-held and

publicly-held business valuation, and corporate finance actions.

> Extensive experience with respect to the preparation of business

valuation opinions including i) corporate finance valuations including

fairness opinions, transaction valuations, stock options, and general

corporate purposes and ii) compliance valuations including estates,

gifts, tax planning, and ESOP.

> Leadership experience in areas of U.S. securities trading, U.S. and

international market research, and investment strategy for equity and

hedge fund portfolios.

> Diversified background in strategic financial and economic research in

both U.S. & international markets.

> Project management and organizational skills; effectively able

establish priorities and/or processes to facilitate efficient execution

of responsibilities for complex engagements.

> Ability to mine complex data and translate business information into

models which are predictive of financial business results to assist in

effective decision making.

> Ability to synthesize and communicate significant amounts of

information in a succinct manner.

> Business development; including the ability to persuade and build

consensus through facts, logic and relationships; primary experience

with senior executives, business partners, accountants, and attorneys.

> Specific Industry Experience: Industrial Manufacturing, Industrial

Service, Metals Production and Distribution, Fabricated Products,

Specialty Distribution, Chemicals, Healthcare and Healthcare IT,

Consumer Products, and Business and Financial Services (Asset

Management including Hedge Funds).

PROFESSIONAL EXPERIENCE

PRICE FOR PROFIT

Cleveland, OH

Management Consulting Project Manager;

Oct. 2009 - July 2010

> Currently serving as a Project Manager for a leading multi-regional

consulting firm focused on delivering increased profitability to B2B

companies through effective price management.

> Effectively providing leadership, project strategy development,

project management, support of client relationships, internal process

development, and data analysis and model development.

> Participating fully in the development of organizational vision,

strategy, and tactics.

> Successfully developed best practices in communications and project

management across the business.

> Key contributions include transaction level analysis providing a

better understanding of price/volume trade-offs, identifying key

drivers for positive and negative price realization in the market as

well as synthesizing customer segments, win/loss data, and price

banding analysis.

> Project Manager for price management initiatives including strategic

price setting for one of the largest U.S. manufacturers of consumer

adhesives and sealants ($220 million in sales) and strategic price

setting and leaks for a leading U.S. manufacturer of commercial

vehicle systems ($500 million in sales).

ERIK GARLITZ

BRUML CAPITAL CORPORATION

Cleveland, OH Investment Banking Senior Analyst;

Aug. 2006 - Oct. 2009

> Served as the Senior Analyst for a premier Cleveland-based investment

banking firm.

> Responsible for significant contributions in the firm's M&A

transactions, capital raising transactions, public and privately-held

business valuations, and other corporate finance actions.

> Extensive experience in: i) developing complex financial and valuation

models; ii) financial statement analysis; iii) capital structure

analysis; iv) conducting industry and market research; v) drafting and

presenting various professional documents including descriptive

memoranda, management presentations, and valuation opinions; vi)

conducting and managing extensive company due diligence; and vii)

identification of potential buyers, acquisition targets, and financing

options.

> Leader in the preparation and presentation of dozens of corporate

finance and compliance valuations.

> Successfully assisted in the completion of numerous M&A transactions

(both buy-side and sell-side transactions) and the completion of

certain capital raising transactions with respect to arranging of debt

and equity financing involving both international and domestic sources

of capital.

> Representative transactions experience: The exclusive sale of Boyd

Watterson Asset Management to Titanium Asset Management (LSE:TAM.L)

(Jan. 2009); the acquisition of ChartConnect, Inc. and Mars Medical

Systems, Inc. by Noteworthy Medical Systems, Inc. (Feb. 2009 & July

2008); the exclusive sale of The Monarch Group to The Riverside

Company (Sept. 2008); the management buyout of Boyd Watterson Asset

Management from PNC Financial Services Group, Inc. (NYSE:PNC) (Oct.

2007).

> Successfully participated in new business development resulting in

direct revenue generation.

SHAKER INVESTMENTS, LLC

Cleveland, OH

Head Securities Trader; Research Analyst; General Partner;

Jan. 2001 - Aug. 2006

> Served as Head Securities Trader and Equity Research Analyst for a

registered investment advisor and Hedge Fund with up to $3.5 billion

of assets under management.

> Supervisor of all traders and other trading operations personnel;

charged with insuring regulatory and internal compliance of the

trading operations.

> Full responsibility for the execution of all equity portfolio and

hedge fund trading activity.

> Provided fundamental and technical investment analysis to portfolio

managers and other research staff; equity research coverage included

metals & mining, oil & gas, and healthcare IT.

> Improved operations productivity while experiencing a reduction in

staffing and operational costs.

> Assisted in landing major institutional accounts up to $100 million in

assets under management.

> Earned General Partnership as the youngest employee of Shaker

Investments, LLC.

> Appeared in or have been interviewed for: i) Bloomberg Markets

Magazine, ii) Traders Magazine, and iii) The Wall Street Journal &

Wall Street Journal Radio.

EDUCATION

BALDWIN-WALLACE COLLEGE

Berea, OH

Master of Business Administration ("MBA")

Aug. 2007 - Dec. 2009

Concentration: Finance/Entrepreneurship; GPA: 3.90

> Winner of the 2009 Cleveland Chapter Association for Corporate Growth

("ACG") Cup Competition

BOWLING GREEN STATE UNIVERSITY

Bowling Green, OH

Bachelor of Science in Business Administration ("BSBA")

1996 - 2000

Major Emphasis: Finance; Minor Emphasis: Marketing;

ERIK GARLITZ

PROFESSIONAL TRAINING

WALL STREET PREP Chicago,

IL

Graduate of Wall Street Prep - Financial Training Solutions

May 2007

> Wall Street Prep is a global, full-service financial training

organization focusing specifically on financial statement modeling,

valuation modeling, DCF, LBO, and M&A modeling, as well as market

comparables modeling and analysis.

BLOOMBERG UNIVERSITY New

York, NY

Graduate of the Bloomberg Markets - Bloomberg University

Jan. 2005

TECHNICAL SKILLS

> High degree of proficiency in a variety of computer applications,

including Microsoft Office suite, MS OneNote, MS Visio, SQL,

SharePoint, PowerPoint.

OTHER PROFESSIONAL EXPERIENCE

H&R BLOCK

Cleveland, OH

College Investment Representative

July 2000 - Dec. 2000

MORGAN STANLEY

Cleveland, OH

College Investment Representative - Sales Assistant

May 2000 - June 2000

NORTHWESTERN MUTUAL

Cleveland, OH Registered College Agent - Life, Health, and Variable Annuity

May 1999 - Dec. 1999

> Rated one of the top 10 internship programs in the U.S. according to

the Princeton Review.

> Received insurance certification for the state of Ohio - Life, Health,

and Variable Annuity.

ASSOCIATIONS & AFFILIATIONS

Cleveland Chapter of Association for Corporate Growth (ACG)

Founding Member of the Baldwin-Wallace MBA Alumni Association (Board)

Baldwin-Wallace College

The Cleveland Professional 20/30 Club

Former Member of the Cleveland Securities Traders Association (STA)

Bowling Green State University Alumni Association

BGSU Delta Tau Delta Alumni Contributor

*** References Available Upon Request ***

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