Customer Service Management

SUMMARY

I have an exemplary record of leading organizations to deliver beyond

expectations and a superior strategic aptitude and talent for proactively

identifying and resolving problems. I am a forward-thinking, innovative,

decisive leader - accustomed to making high-stakes decisions and overcoming

complex business challenges.

____________________________________________________________________________

__________________________

CERTIFIED TREASURY PROFESSIONAL (CTP)

Designation is awarded by the Association for Financial Professionals (AFP)

through a combination of professional treasury experience as well as

passing a rigorous examination that measures corporate finance and treasury

comprehension

____________________________________________________________________________

___________________________________________________

PROFESSIONAL EXPERIENCE

CONNORS

GROUP INC., Sherman Oaks, CA

2006-2009

Senior Consultant, Account Management

. Instrumental in developing initiatives with the CEO and other company

executives that increased productivity and company growth within the

sales department and the entire company

. Responsible for reviewing designs for new product launches and making

recommendations on marketing, pricing and implementation of the

product launches

. Directed colleagues in operations, marketing and technology on key

deliverables to clients

. Acquired expert knowledge of customer relationship management (CRM)

systems, corporate financial management ERP's and order management

systems (OMS) including Hyperion, Lawson, Oracle, SAP, Siebel and

Salesforce

. Provided support and guidance to the Treasurer and Controller on

financial management systems software on a regular basis

. Responsible for client relations, new business development and

existing client retention with the goal of realizing company growth

and increasing market share

. Accomplished producing the largest amount of revenue on a ten-person

sales team in 2007, 2008 and 2009

. Selected based on merit to provide training, leadership and guidance

to all junior level Consultants

. Led sales team to increase productivity and revenues resulting in the

company being recognized by the Private Company Index (PCI) as one of

the "Top Five Growth Companies" in the second quarter of 2007 and

consistently led the sales team to deliver double digit percent

increases in revenue on a quarterly basis there after

THE ROCK ISLAND

COMPANY INC., Chicago, IL 2004-2006

Senior Trading Specialist

. Member of the Chicago Stock Exchange (CHX)

. Managed institutional and retail order flow in an assigned book of

securities with full responsibility for maintaining a fair and orderly

market at a listed trading post on the floor of the Chicago Stock

Exchange (CHX)

. Traded and managed the firm's capital with full responsibility for P&L

trading 1.5 million shares of stock per day on average

. Collaborated with back office management on key trading floor

initiatives and accounting issues implementing expense reducing and

productivity improvements into the core business by eliminating

unnecessary expenses and developing innovative new strategies to grow

profits that positively affected the firm's bottom line

. Monitored and oversaw the financial reporting of the individual

trading operations

. Selected based on merit to provide training, leadership and guidance

to all junior level Trading Specialists

. Supervised the Trading Assistants and directed colleagues in the floor

operations department on client relations, compliance and market

regulation

HIGH FOCUS

GROUP L.L.C., Chicago, IL

2002-2004

Vice President of Treasury & Operations

. Managed all treasury and finance functions for the company including

capital planning and funding, cash management, banking, accounts

payable and receivable, financial reporting, financial forecasting and

the budget

. Managed and performed daily, weekly and monthly balance sheet and cash

reconciliations

. Produced short and medium-term cash flow forecasts and analysis for

preparation of the budget

. Assessed and improved the financial aspects of the management

structure, hourly labor, cost of goods sold (COGS), marketing and real

estate build-out costs in order to maximize a profitable return on

investment (ROI) without diminishing customer service

. Managed and supervised the building, construction and development of

the multiple franchises

. Successfully negotiated a 15% reduction in the cost of construction

and lowered the operating overhead by 10%

. Spearheaded the profitable build-out and sale of company assets with a

42% ROI

. Personally responsible for obtaining architectural designs and

blueprints, Chicago building permits, and the management, training and

supervision of employees

. Instrumental in the business planning, general management and ultimate

success of the venture

CHICAGO SECURITIES

GROUP L.L.C., Chicago, IL 2000-2002

OTC Trading Specialist, NASDAQ

. Managed institutional and retail order flow in an assigned book of

securities with full responsibility for maintaining a fair and orderly

market at an over-the-counter (OTC) trading post on the floor of the

Chicago Stock Exchange (CHX)

. Performed the Trading Specialist role as a principal providing capital

and adding liquidity to the market during temporary imbalances in

supply and demand

. Managed position risk levels in a fast-paced environment by evaluating

trade risk, market risk, and specific industry risk with the goal of

capitalizing on short-term price movements

. Gained valuable knowledge regarding capital markets, market operating

procedures, regulatory compliance and trading methodologies

. Supervised the Trading Assistants and directed colleagues in the floor

operations department on client relations, compliance and market

regulation

EDUCATION

CSU CHANNEL ISLANDS, Camarillo, CA

Martin V. Smith School of Business and Economics

Master of Business Administration

(Expected 2011)

DEPAUL UNIVERSITY, Chicago, IL

Bachelor of Science in Commerce, Finance Major

. The National Society of Collegiate Scholars nomination (academic

honorary)

. The National Dean's List (academic honorary)

. The National Scholars Honor Society (academic honorary)

. Financial Management Association (FMA), member

. Board of Directors, Chicago Economic Society

PROFESSIONAL CERTIFICATIONS & ASSOCIATIONS

CERTIFIED TREASURY PROFESSIONAL (CTP)

Awarded by the Association for Financial Professionals (AFP)

ASSOCIATION for FINANCIAL PROFESSIONALS (AFP)

Member

Contact this candidate