Roger K.
Greenwood
** ********* ***** . ******* ****, NY 12065 . 518-***-****
abmlqh@r.postjobfree.com
summary
An experienced and results-oriented manager with superior
financial, human resources, problem solving,
and effective communication skills with a history of achieving
organizational goals.
Professional Experience
Merriam Agency, Schenectady, NY
2009-
. Certified Financial Planner providing peace of mind to clients
through estate, insurance and benefits planning
Coldwell Banker Realty, Lake George, NY
. Licensed Real Estate Salesperson ( part-time) representing sellers
and qualified buyers 2006-
Greenwood Associates, Clifton Park, NY
1979-2004
. Manager of real estate investment organization developing
properties for lease or for sale
Crest Litho, Inc., Albany, NY
. President and CFO of 130 employee award winning book manufacturer
and commercial printer 1972-1992
United States Navy
. LTJG Supply Officer, USS Cone DD 866, awarded Navy achievement
medal
EDUCATION
Sage Graduate School, Albany, NY
. MBA (May 2010): HR, Quality, Financial & Strategic Management,
Compensation
The College for Financial Planning, Denver, CO
. Certified Financial Planner Designation
Rensselaer Polytechnic Institute, Troy, NY
. Management Development Program
Navy Supply Corps School, Athens, GA
Navy Officer Candidate School, Newport, RI
Duke University, Durham, NC
. B.A., Business Administration
Affiliations
Boys' and Girls' Club of Schenectady, President; Printing Industry
Association of NYS, President; Rotary; former member regional bank
board; National Association of Realtors; SHRM; Financial Planning
Association
SELECTED
ACHIEVEMENTS
Evaluation: Designed and implemented a self-insured company
health care plan covering 130 employees with a stop loss
provision that reduced overall costs by 50%.
Negotiation: Negotiated a new union contract where union
employees approved a 10% wage cut and reduced manning levels
on key production lines resulting in the company being more
cost competitive.
Planning: Secured funding utilizing an Industrial
Development Authority loan and other county job funding that
enabled the purchase of a web offset press resulting in
increased sales, shortened delivery times, and reduced labor
costs.
Leadership: Successfully lead the Capital Campaign for the Boys'
Club which through team based organization and communication
exceeded the fund raising goal by 28% and achieved area
recognition leading to a large donation from a local
foundation.
Management: Successfully determined, implemented and managed all
the elements of retirement planning needs (legal documents,
real estate, investments and insurances) for clients retiring
and moving from New York to Oregon.