Sales Management

TIMOTHY J. SLAVIN

* *** ****? Bronxville, NY **708 ? Mobile: 917-***-**** ?

********@*****.***

SENIOR SALES, MARKETING, & NEW BUSINESS DEVELOPMENT

Accomplished executive with flawless record of guiding startup Financial

Services Technology and expansion of Defined Contribution products, and

global BPO organizations to profitable growth. Driver and champion of

transformational programs; able to build internal support at all levels and

create cross-functional project teams that deliver exceptional results.

Expert in aligning strategy with organization vision and goals,

interpreting the voice of the customer through enhanced customer insight

and knowledge management.

Demonstrated Core Competencies

New Business Development ( Private Equity ( Client Relations ( Market

Penetration ( Business Plans

Territory Management ( Software Development ( Change Management (

Entrepreneur ( P&L ( Turnarounds (Startup Ops ( Health Savings Accounts (

Defined Contribution Industry ( Third Party Administration

PROFESSIONAL EXPERIENCE

InvestLink, New York, NY 1997-Present

InvestLink markets software, branded as Total Service Manager (TSM), to the

Defined Contribution/401K industry. The software integrates recordkeeping,

information processing, trading, and administration.

CHIEF EXECUTIVE OFFICER

High-profile senior operating co-founder and initial funder specializing in

a software company that markets a 401K recordkeeping, trading, and

administration product and a Health Savings Account product. Hold full P&L

accountability for strategic direction, sales leadership, and operational

management. Manage, mentor, and develop a staff of 5 direct reports,

including the Chief Technology Officer, Director of Operations, Director of

Client Service, Director of Quality Assurance, and Director of Sales. Built

strong business partnerships with the top ten financial services firms,

encompassing Fidelity, TD Ameritrade, American Funds, and Schwab.

. Determined market opportunity, go-to-market strategy, and development

priorities targeting consumers. Realigned focus of marketing and

development plans to maximize perceived value/willingness-to-pay and

increase projected market penetration.

. Relationships with over 75 Defined Contribution Third Party

Administrators.

. Cultivated strong and sustainable relationships with financial services

partners, organizations, and leaders to position InvestLink as an

alternative to an entrenched competitor.

. Authored and executed business plan, built organizational structure, and

contributed vision and thought leadership during startup and growth

phases.

. Served as primary source for strategy, client advisory, recommendations

and solutions, big-picture perspective, and quantitative market research.

. Launched a profitable business, delivering immediate and impressive

results, growing the firm to the third largest Defined Contribution/401k

software firm, and successfully marketing and selling the business three

times to two Fortune Five Hundred financial services firms and a private

equity firm..

Bankers Trust Company, New York, NY 1993-1997

Bankers Trust was a leading investment bank, trading, and processing firm,

with annual sales of $7B and approximately 15,000 employees worldwide.

MANAGING DIRECTOR, Global Client Management

Joined the organization as Managing Director with the primary

responsibility for worldwide client management across 35 countries.

Directed all related aspects for dispensing Global Custody, money

transfers, letters of credit, securities lending, and bank processing. Held

accountable for money transfer operations, $123MM budget, 6 Managing

Director team reports, along with responsibility for 215 indirect reports

in 34 countries. Cultivated and deepened relationships with international

senior executives with the express purpose of expanding market share and

increasing profits.

TIMOTHY J. SLAVIN - Page 2 Mobile: 917-***-**** ? ********@*****.***

MANAGING DIRECTOR, Global Client Management cont'd.

. Reorganized thee Client Management Organization, brought the entire

function under new leadership and instilled a strong customer-

satisfaction focus.

. Built a talented, versatile, and nimble staff, hiring 50% new client

managers worldwide who were able to capitalize on new learning and rapid

shifts in the market.

. Amplified base revenue by 19% compounded each year, despite significantly

difficult market conditions and bank reputational issues.

. Introduced proactive management techniques to strengthen focus on cost

avoidance and elimination, lowering overall P&L expense costs 16%.

. Acknowledged as chief architect for turning around stodgy non-sales

focused client management team.

ADP Brokerage Services, New York, NY 1987-1993

Leading securities, front-office, and proxy processing business in

financial services.

SENIOR VICE PRESIDENT, Sales & Client Management

Recruited to provide all-encompassing leadership, vision, strategy for

growth, client satisfaction and retention for the Sales and Client

Management division of ADP Brokerage Services. Reporting to the President,

focused on processing products including securities processing, front-

office services, proxy processing, and BPO. Managed $53MM budget and 150-

person sales force, with 6 VP-level direct reports. Marketed new proxy

processing business that was later spun off to Broadridge in 2007, removing

approximately $2B from ADP's total yearly revenue. Leveraged significant

international experience with C-level client contacts to initiate programs

and services that support long-term business growth objectives.

. Directed an organizational restructuring plan, meeting weekly with

President of ADP to review progress, executing plan within 4 months,

successfully re-tooling the entity and imparting a team mind-set.

. Drastically decreased personnel expenses 29% by creating an environment

that rewarded individual employees for contributions to long-term cost

avoidance and profit growth.

. Evaluated competitive activity and defined new corporate strategy for

market positioning, boosting base revenue by an average of 18% year-over-

year.

. Dramatically increased clients under long-term contracts from less than

15% to 98% within 18 months, deploying consultative sales training and

account management programs focusing on C-level client's needs assessment

and long-term support.

. Created innovative account retention programs to protect key accounts

against competition, retaining entire account base during considerable

competitive onslaught by SunGard.

. Developed a unique key account management program, resulting in an

average of 17% addition of new business per year, including wins at

American Express, Citicorp Securities, TD Waterhouse, Ameritrade and New

York Stock Exchange.

PREVIOUS PROFESSIONAL EXPERIENCE PRIOR to 1990:

Coinmach Industries: Senior Vice President, 1987-1988

AT&T: Division Manager-National Financial Accounts, 1970-1987

EDUCATION

BA, Liberal Arts

St. John's University, Queens, NY

Securities Industry Association Wharton School Program

PROFESSIONAL AFFILIATIONS

American Society of Pension Professionals & Actuaries (ASPPA)

The Society of Professional Asset-Managers and Record Keepers (SPARK)

Board Member, Wealth Management Systems Inc (WMSI)-New York-Leading IRA

Rollover Technology Company

Board Member, Syngent, Inc.-New York-Co-location Outsourcing Firm

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