Lisa Sepetjian
** ******* ******; Apt. *A 201-***-****
Midland Park, New Jersey 07432 917-***-****
*************@***.***
SUMMARY
Senior Account Executive
Over 15 years of building and strengthening strategic account
relationships. Visionary leader and problem-solver proven in recapturing
business, further penetrating market share, and increasing profit.
Consistently obtain high performance through leadership and cohesive team
building. Excellent interfacing skills with all levels, including senior
executives, internal clients, end-users, and third party vendors.
Expertise includes:
Needs Analysis Client Implementation
Consultative/Partnership Selling Mentoring
Team Building Cross Selling
PROFESSIONAL EXPERIENCE
Bankers One Capital, Newtown, CT
Debt and Equity Placement Intermediary
Consultant/Manager 2007-
Present
Co-founder, responsible for relationship development at franchisor level,
and loan procurement for borrowers. Developed relationships with both
internal and external customers. Introduced products and services to key
accounts. Manage loan process from pre-screen through final disbursement.
Accounts include: The Little Gym, Golden Corral, Tropical Smoothie Caf ,
Raving Brands, DreamMaker, Tutoring Club, Sylvan Learning Center and
Gymboree. Generated $20MM+ pipeline, with average loan size of $500K,
within 18 months.
CIT Group, Livingston, NJ
Nation's #1 SBA Lender with over $1 Billion in funded volume
National Account Manager 2006 - 2007
Managed and developed 40 strategic accounts, with volume of $50M.
Identified opportunities for growth, developed and implemented solutions.
Key accounts under management showing a cross section of industry sectors
included: Dunkin' Brands, Inc., Golden Corral, Sylvan Learning Centers,
Huntington Learning Centers, Raving Brands, and The Little Gym.
. Increased Kiddie Academy pipeline from less than $500,000 to over $15
million in 10 months.
. Pizza Patron stream grew from zero to over $500,000 in 9 months.
. Represented CITSBL in Dunkin' Brands, Inc. Global Alliance.
. Increased Golden Corral pipeline from $1.5 million to $5 million in 9
months.
. The Little Gym pipeline increased 70% in 9 months.
. Worked with clients in solutions-based relationship to kickstart dormant
accounts.
Allied Irish Bank PLC, New York, NY 2001-2006
Britain's Best Business Bank; Treasury, and not-for-profit and commercial
lending operations in the US.
Vice President, Treasury Services
Responsible for New Business Development and reactivating accounts in
Corporate Foreign Exchange Services
. Developed and reactivated 25 accounts generating $100m and $130m in
profit in 2 years.
. Generated over $1M in profit through needs analysis and understanding new
treasury operations for Chicago Bridge & Iron; introducing upper
management to AIB GB.
. Constructed new marketing brochure within significantly lower budget than
previous.
Vice President, Not-for-Profit Cash Management
Built and implemented marketing strategies to launch e-manager, on-line not-
for-profit banking and cash management application to new and existing
clients.
. Opened/managed 5 key accounts, including Archdiocese of New York.
. Organized quarterly marketing and sales plans to revised budget targets.
. Represented Retail & Business Banking unit for CRM Project team.
Ruesch International, New york and Washington, DC 1995-2001
International financial institution specializing in corporate foreign
exchange services.
Assistant General Manager, New York, NY 2000-2001
Staffed, trained, and led 25 salespeople. Directed managers of three sales
departments, with different needs and goals, assessed annual performance
reviews; planned staff development.
. Analyzed sales trends and buying patterns, and applied appropriate sales
strategies, which led to Q1 fiscal year 2000-2001 growth exceeding yearly
growth plan by 6%.
. Developed and executed strategies for transferring 85% of client base to
on-line account management.
. Inaugurated and led new-hire training program for New York office.
. Instituted new corporate branding, positioning, marketing, restructuring
of departments, including performance evaluations, and dress code to
staff.
Manager, Quotation Traders, Washington, DC 1999-2000
Led staff of 6 foreign exchange traders.
. Increased overall trading margin by .2% for fiscal year 1999-2000 through
of Top 600 accounts. Evaluated current relationship, buying activity,
and executed standards to increase profitability. Educated traders in
London and Zurich on new practices to extend of increased profit margins.
. Increased overall sales profit growth by 3.5%; reviewed competitive
analysis by region, planned and integrated appropriate strategies to
regain lost market share and increase profit margin.
. Conducted monthly new hire class on fundamentals of 'Interacting with
Trading'.
Manager, Business Development, New York, NY 1997-1999
Led new business sales team of 4 foreign exchange consultants tasked with
increasing foreign exchange sales in New York and New Jersey. Strategically
developed new sales team after promotion to manager of this significantly
visible department.
. Exceeded prior year's sales volume by 10% in a highly competitive market.
. Planned and employed strategies for prospecting and reactivating accounts
according to new corporate standards, which led to New York office
surpassing all other regional offices in monthly sales revenues.
. Recruited and trained new staff in higher level of sales techniques and
strategies.
. Created sales programs to stimulate competition amongst staff and
increase productivity.
Manager, Client Development, New York, NY 1995-1997
Led staff of 3 in managing and expanding business with portfolio of 100
high-profile clients in New York office.
. Increased fiscal year 1995-1996 volume by 19.5% and 1996-1997 volume by
39.3% in a challenging environment.
. Reactivated 30 clients to regain market share and increase sales
revenues.
. Structured quarterly sales analysis plans in conjunction with current
market trends.
EDUCATION
BA - HOME ECONOMICS Montclair State University
SKILLS
Microsoft Office Word, Excel, PowerPoint
Goldmine, ACT!, Salesforce.com
SPEAKING ENGAGEMENTS: Treasury Management Association
"Ready, Set, time Your Foreign Exchange Transactions" 1997
"Strategies for Managing Foreign Exchange Risk in Today's Market" 1998
Languages: Spanish, Armenian
FIFA World Cup 1994 - transportation committee