William BoydIII
Email: *********@********.***
Address: **** ****** *****
City: Doylestown
State: PA
Zip: 18902
Country: USA
Phone: 215-***-****
Skill Level: Management
Salary Range: 50
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
WILLIAM B. BOYD, III
2816 Hearth Place * Doylestown, PA 18902 * Phone: (215) 794 - 7046 * *********@********.***
SENIOR MANAGER
* Experienced and energetic Senior Manager with extensive experience in business development, accounting, operations & resources management, and organizational leadership seeks a new position as a CFO or Full Charge Bookkeeper handling securities, mortgage, real estate, and insurance needs.
* I formed three Broker dealers: Mercer Securities Ltd., a Discount Retail Broker, Gem Investment Ltd, and Gem Advisors, Inc., both private placement firms. I also formed an investment advisory firm called Gem Investment Advisors.
* Served as Director of Operations/Accounting for a $6.5M full service, self-clearing broker. Recognized for ability to reduce costs and improve collections. Managed up to 60 personnel.
* Managed $1.3M in revenues for software developer and Internet hosting services for large medical practices. Recovered up to $294M in debt during 2007.
* Recovered $215M of funds missing from firm that was unknown by management and outside accountant as well as $210M in taxes not taken within one year of assuming financial role.
* Recovered $125M in missing funds not discovered in audit by NASD & outside accounting firm within three months of assuming financial principal role.
* Managed $12M in credit lines at regional self-clearing broker dealer used to facilitate margin lending.
* Managed sales force of ten at private placement firm for five years revenue in excess of $100M and profits in excess of $40M.
* Effectively managed sales force of 40 for three branch and three satellite offices in PA, NYC and NJ. Achieved first year revenues of $3M; closed firm after partner`s death.
* Excellent leadership, communication and interpersonal skills; ability to build rapport with key stakeholders and succeed in high-pressure, challenging and deadline-driven environments.
* Computer Skills: Mind leader Management, Excel, Quicken Books.
AREAS OF EXPERTISE
Broker Office Supervision
Financial Accounting
Resource Management
Compliance Expertise Risk Assessment
Self-Clearing/Fully Disclosed Securities
Capital Raising Organizational Management
New Business Development
Mortgage Loans & Real Estate
Insurance Experience
PROFESSIONAL EXPERIENCE
BOYD BUSINESS CONSULTING, Doylestown, PA, 2008 - present
Consultant/Bookkeeping/ Insurance/Loan Origination/Organizer
In this consulting firm, I formed:
NAKASHIMA Woodworking, INC, New Hope, PA 2012-2012
Contractor: (six weeks) took over full charge bookkeeper for a wood art manufacturer
While bookkeeper recuperated from surgery. All functions, Hourly & Salaried payroll,
Accounts receivable, costing, billing accounts payable bank & credit card reconciliation.
NAKASHIMA FOUNDATION, New Hope, PA 2012-2012
Same functions as above without payroll.
DOGGY PET SITTING SERVICES LLC, Doylestown, PA, 2008 - present
Bookkeeping/Recordkeeping
William B. Boyd Page 2