Sales Marketing

STEVEN W. SCHULZ

**** *. ***** **., *****, NE ***16

402-***-**** (Res.) 402-***-**** (Cell) ( *******@***.***

Senior Marketing and Finance Executive successful at building and leading

high performance teams of professionals in core business functions of

marketing, finance, analytics and technology. Skilled at partnering with

sales and other customer-facing areas of an organization to develop

productive cross-enterprise alliances. Demonstrated strengths include

extensive analytical and problem-solving skills, ability to simplify

strategy into specific actions, and an aptitude for offering innovative

solutions to complex problems. A loyal, well-respected manager of people

who excels at creating rapport with staff, peers and managers.

( Revenue & Profitable Growth ( Market Research & Analysis (

Strategic Planning

( Business Process Redesign ( Financial Projections (

Business Unit Oversight

( Database Marketing ( New Product Development ( Customer

Strategies

( Negotiating & Closing Deals ( Managing Budgets and P&L's (

Personnel Development

Master of Business Administration . Business Administration .

University of Nebraska, Omaha, NE

Bachelor of Science . Biological Sciences . University of Nebraska,

Lincoln, NE

PROFESSIONAL EXPERIENCE

NMC, INC. (NEBRASKA MACHINERY COMPANY), Omaha, NE 2008

to Present

Vice President - Corporate Development and Strategy

Functioned as a member of the Executive Leadership Team with decision-

making authority for all marketing and IT functions of this $270 million

Caterpillar dealer in Nebraska with 13 locations and diversified activities

in agriculture and material handling. Responsible for corporate business

planning & analysis, company-wide strategy deployment, performance metrics

and reporting, product management, business intelligence and corporate

communications. Reported to the President/CEO and managed all marketing,

analytical and IT professionals.

. Saved over $350 thousand dollars (over a three year period) in the first

six months of employment by consolidating and renegotiating existing

technology contracts and leases while significantly improving performance

and reliability of the systems infrastructure.

. Designed and implemented new marketing campaigns specific and relevant

for each business unit and customer segment in conjunction with the

creation of a new branding strategy that helped differentiate offerings

and services to the distinct markets while maintaining common elements of

the corporate brand throughout.

. Implemented a company-wide CRM system that centralized customer

information, monitored sales activities, and provided product

availability information across three business units with real-time

access via smart phones for sales reps and account managers.

. Selected to serve on Caterpillar's Dealer Advisory Council for general

construction products, providing insight and guidance at the dealer level

for the product line and national marketing efforts.

. Designed, developed and implemented an interactive executive dashboard

that provided key metrics and actual-to-expected measures to the

Executive Leadership Team. Additionally designed and released an

innovative solution to monitor daily sales activity through the creation

of Microsoft desktop gadget.

. Restructured the allocation of marketing dollars across multiple

channels, increasing direct customer touches while reducing marketing

expenses by over $250,000 annually. Additionally reviewed agency

relationships and marketing spend, further reducing expenses by $150,000

while maintaining or increasing production quality.

STEVEN W. SCHULZ

Page 2

MSI SYSTEMS INEGRATORS, INC., Omaha, NE

2006 to 2008

Enterprise Solutions - Managing Director / Consultant

Managed the day-to-day operations of three solutions departments (Content

Management, Business Intelligence and Microsoft Solutions) with direct

accountability for budgeting, forecasting, resource allocation, sourcing,

sales, project pricing, and engagement management. Responsible for the

management and direction of over 25 architects, software engineers, and

technical resources.

. Tripled the monthly revenue run rate of all three solution areas with

five months (Business Intelligence increased from $43,000 to $137,000;

Content Management increased from $50,000 to $160,000; and the Microsoft

Practice increased from $27,000 to $87,000) by reworking the sales

process, shifting responsibilities within the team, appropriately hiring

staff, and providing a strong focus for each solution area.

. Provided consulting services to C-level executives around Business

Intelligence solutions focused on advanced marketing functions, customer

analytics, financial analysis, and operational efficiency.

. Created a participatory working environment for architects and engineers,

providing them with more responsibility for the outcome of projects,

which in turn positively impacted retention rates in all three areas and

significantly increased client satisfaction.

. Collaborated with HR/Recruiting to develop an associate program to

attract bright, young talent into MSI directly from local universities,

providing MSI with an organic growth strategy which reduced salary

pressure and provided for more competitive, blended rates for clients.

FIRST NATIONAL BANK OF OMAHA, Omaha, NE

1996 to 2006

Vice President of Marketing and Business Development - 1999 to 2006

Promoted to Vice President within the Consumer Bank Marketing division with

accountability for customer segmentation, database marketing, campaign

execution and tracking, new product development, affinity sales, strategic

planning, competitive analysis and customer profitability modeling.

Responsible for management and direction of 4 direct reports and 20

marketing and analytical professionals.

. Implemented a campaign management solution that handled all targeted

communication for over 4 million customers, decreased time to market by

more than sixty percent, virtually eliminated selection errors and

monitored text and control results for all marketing programs.

. Responsible for the successful design, implementation and release of a

smart card product which was named as one of the top twenty-five card

products of 2003 by CardTrak . The SmartOne Visa product generated over

60,000 new accounts in 15 months.

. Designed and successfully launched a suite of pre-paid products including

gift cards, corporate gift cards and payroll cards. Corporate gift cards

alone produced over $2 million in initial sales in the 4th quarter of

2003 and had grown to over $40 million per year by 2005.

. Increased 2005 Credit Card servicing revenue (155% in Agent Banks, 85% in

Commercial Card, and 67% in Affinity Cobrand) by clearly mapping out the

desired market characteristics, eliminating less desirable markets,

setting minimums on portfolio size, establishing internal hurdle rates,

and properly aligning the sales incentive program.

. Developed and implemented a proprietary customer segmentation scheme that

doubled response rates to cross-selling efforts and provided

appropriately targeted candidates for marketing campaigns.

. Provided direction and oversight of the e-messaging marketing channel to

insure responsible use of electronic communications and solicitations to

customers, while insuring appropriateness and compliance.

STEVEN W. SCHULZ

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Second Vice President of Finance and Analytics - 1996 to 1999

Recruited to the Bank's $4 billion Credit Card Division to construct an

analytical data warehouse and recruit and direct a team of analysts.

Accountable for financial analysis and reporting, marketing analysis,

credit risk analysis and reporting, customer segmentation, product and

customer pricing, and profitability modeling.

. Designed, constructed, and implemented an analytical and marketing data

warehouse in less than 7 months and returned a 400% return on investment

within the first 18 months. The data warehouse integrated 5 separate

systems into a central data repository, reducing complex analysis from

weeks to days, centralizing reporting and significantly reducing run-time

expenses.

. Actively participated in the due diligence process for the evaluation and

purchase of over 25 credit card portfolios including Old Kent Bank, Union

Bank of California, and Sovereign Bank.

. Created, validated and managed the content and distribution of over 150

functional and management reports, supporting the information needs of

the Executive Management Team that had responsibility for seven

functional departments within the credit card division.

. Recruited, trained and directed a new team of professionals with respect

to technical database access, database marketing, financial analysis and

reporting, analytical research, and credit risk modeling.

MUTUAL OF OMAHA COMPANIES, Omaha, NE

1984 to 1996

Actuarial Manager of Life & Annuity Profitability Management - 1993 to 1996

Directed a team of eight staff members responsible for management

reporting, product monitoring, and performance analysis on life and annuity

insurance products. Acted as a liaison between the insurance company and

the rating agencies at periodic meetings providing reporting, projections,

and presentations.

. Developed and maintained an executive summary of quarterly financial,

product, and distribution information for senior-level management. The

report became the primary tool for analysis and decision-making for the

life and annuity product lines.

. Responsible for quarterly and annual performance projections for the life

and annuity lines of business and presenting the results to the Executive

Committee. The projections were the foundation of budget, investment,

and staffing allocations.

. Collaborated with marketing and investment executives to develop new

insurance products and reposition existing products so that they were

competitively and profitably positioned within their markets.

. Developed and implemented a new business projection model for direct

response sales, accurately modeling response lags, expenses, and

incorporating actuarial assumptions to produce detailed cash flows for

multiple products and distribution channels.

Early Position Mutual of Omaha: Actuarial Research Systems Supervisor

(1984 to 1993)

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