Sales Management

DORENE J. MARTINEZ

617-***-**** ***************@****.*******.*** 571 Carroll St. 2E, Brooklyn, NY 11215

Education

****-**** ******* ********** *********, MA

Master in Public Policy, Harvard Kennedy School of Government

Core Curriculum: Economics, Leadership, Negotiations, Statistics

Harry S. Truman Scholar. Public Policy and International Affairs Fellow.

1994-1999 UNIVERSITY OF CALIFORNIA (UCLA) LOS ANGELES, CA

B.A., Honors Social Science. College Honors, Magna Cum Laude, Phi Beta Kappa.

Outstanding Senior of the Year 1999.

Experience

09/07-Pres. DEUTSCHE BANK NEW YORK, NY

Global Transaction Banking Sales, VP

Sell Trade Finance and Cash Management services globally to large cap Energy / Chemicals companies.

Portfolio Management: Responsible for closing USD 2.5 million worth of new business in 2010. Manage

the Bank s relationship with over 50 large cap clients whose operations are both global and domestic.

Increase organic growth by cross-selling bank products and growing revenue regionally. Independently

determine sell strategy, account plans and new targets. Develop relationship with company Treasurers,

Assistant Treasurers and senior Cash Managers. Present solutions and resolve issues for clients daily.

Project Management: Structure bank service model by client, manage/coordinate colleagues and Deutsche

Bank services globally when bidding on new business and servicing existing customer base. Organize

Bank events/outings for existing and prospect clients to demonstrate client appreciation and mine for new

opportunities. Make regular, formal pitches and presentations in both large and small formal settings.

Extracurricular: Global Transaction Banking (GTB) hiring committee 2009 present; GTB Americas

Diversity Committee and Recruiting Subcommittee 2010 present.

01/07-08/07 HSBC BANK USA, N.A. NEW YORK, NY

Global Transaction Banking Sales, VP

Produced cash management proposals and presentations for domestic and international large cap clients.

Project Management: Ran deal team meetings to determine viability of new bids for business. Liaised

between product management, sales, implementation and client service to determine RFP solutions and

final pitches. Managed domestic and international proposals, deliverables and timelines and created the

bank template for all US Payments and Cash Management bids. Developed close working relationships

with and coordinated deliverables from HSBC colleagues in Europe, Asia and Latin America.

Proposal/Database Management: Enhanced internal information flow regarding cash management

products and services between sales and product teams. Developed internal database to provide quick

access to marketing material and maintain the integrity of product content. Enhanced document repository

to facilitate storage of information and ability to retrieve sales presentation materials. Improved upon and

monitored layout and content of proposals ensuring maintenance of corporate image.

05/05-10/06 NYC RETIREMENT SYSTEM PENSION FUND/COMPTROLLER S OFFICE NEW YORK, NY

Investment Officer

Designed investment strategy for the New York City Retirement System Pension Fund.

Portfolio Management: Actively monitored performance, investment and exit strategy for portfolio of $1

billion in public/private equity and fixed income securities. Managed $175 million in private equity fund

of funds. Determined portfolio benchmarks and asset allocation. Identified and performed due diligence

on new investment opportunities and managers. Analyzed fund performance, assessed quality of

management team, investment strategy and overall fit with NYC Retirement System investments. Drafted

and issued RFP for funds of funds managers ($800 million allocation); drafted RFP for transition

managers, public equity and fixed income investment vehicles ($1.2 billion allocation). Chaired RFP and

manager selection committees.

Board Presentations and Reporting: Communicated execution strategy and developments on a monthly

basis to five separate pension funds including the NYC Employees, Teachers, Police, Fire and Board of

Education Pension Funds. Reported directly to the CIO and Asst. Comptroller on portfolio developments.

1

Plan Sponsor Education: Working in conjunction with Strategic Research Institute, organized a private

seminar and forum for the Plan Sponsor community to address how to incorporate new investment

strategies into a traditional investment program (Sept. 2006). Organized education sessions for internal

Asset Management staff on Transition Management and broker-dealer duties of best execution, as

defined by the SEC and NASD.

09/04-03/05 KEEFE BRUYETTE & WOODS, INC. NEW YORK, NY

Short-term Analyst

Assisted the Equity Capital Markets of a full-service investment bank, specializing exclusively in the

financial services sector, with the execution of IPO s and private placements. Deals included: Community

Bancorp (CBON) and Calamos Asset Management, Inc. (CLMS).

Analyzed market conditions and appetite for new issues before, during and after underwriting.

Liaised between the sales and trading desk and the investment banking group.

Coordinated Roadshows and facilitated communication between institutional investors, clients and bank.

5/02-8/02 GLOBAL ROUTES MORASPUNGO, ECUADOR

In-Country Summer Director

Managed six community development projects in three rural communities, oversaw and approved

construction budget, executed all business transactions and negotiations.

Designed, established and monitored six college internships in Ecuadorian public institutions.

Reported directly to US headquarters on weekly basis regarding program developments and expenditures.

Responsible for overall program design, in-country group travel, residential placements, student language

acquisition, cultural acclimation, execution and completion of local community projects.

12/00-12/01 EAST SAN JOSE LAW CENTER SAN JOSE, CA

Paralegal/Legal Asst.

Trained Social Services Agency Staff and Social Services participants regarding new government policies.

Led thirty annual workshops addressing compliance with new and existing regulations.

Under supervision of attorney, managed own caseload of clients; supervised and trained twenty Santa

Clara University law students to conduct client interviews and perform legal documentation of cases.

Affiliations

& Other Deutsche Bank: Global Transaction Banking (GTB) Diversity Committee 2010; GTB hiring committee

2009 2010; Team-building and community service organizer 2008

Park Slope Food Coop: Chair Committee 2007 2009

Harvard University: Alumni Association 2004 2010; KSG Admissions Committee 2004

NYC Metro Sports: Coach of the Avengers, a co-ed adult league softball team 2007; Member in 2006

International Sierra Leone: Project consultant for national education campaign (Summer 2003)

University of Granada, Spain: Spanish literature and political economy (1999 2000)

National Autonomous University of Mexico: History/Politics of Mexico (Summer/Fall Semester 1997)

University of Costa Rica: Coursework in Central American political leadership (Spring Semester 1997)

Languages Spanish - Fluent in reading comprehension, written and verbal communication

Technology Microsoft Office Suite, MS Visio, Stata, Lotus Notes, Publisher, Photoshop

2

Contact this candidate