Sales Management

Michal Ilani-Lemze

Email: **********@********.***

Address: ** ****** **** ****

City: Great neck

State: NY

Zip: 11021

Country: USA

Phone: 516-***-****

Skill Level: Experienced

Salary Range: $120,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

MICHELE ILANI-LEMZE

69 Middle Neck Rd.

Great Neck, New York 11021

**********@********.***

tel. 516-***-****

Education: Brandeis University (2003): B.A. Economics

Licenses: Series 7

Affiliations

Coates Analytics Advisory Board Member: Provided input on Coates products, enhancements, research, and industry wide issues.

Allianz Emerging Leaders Committee: Created new ways to improve early career experiences through various initiatives and engaged on broader strategy issues requested by Senior Management.

Skills

Software: Expert: MS Excel (logical & array functions, VBA, pivot tables, charts), Word, PowerPoint, Acrobat (writer & reader)

Proficient: Salesforce Coates Analytics, fund.space (Sales Page), Visio, Project, database and universe structures

Languages: Hebrew (fluent speaking, proficient reading and writing)

Experience

Citigroup, Vice President Strategic Analyst, Commercial Banking (12/10 - present)

Analyze Sales Data for three channels within the Commercial Banking Group: Morgan Stanley Smith Barney financial advisor referrals, foreign exchange, and derivatives.

* Manage all financial reporting requirements for distribution to senior management.

* Track and analyze pipeline and booking trends to identify opportunities and assess team performance.

* Administer payments to Morgan Stanley Smith Barney financial advisors as main point of contact, evaluate commission and revenue sharing arrangements, and determine necessary modifications.

* Collaborate with compensation team to manage and monitor commission payments to commercial banking sales specialists.

Allianz Global Investors Distributors, Sales Strategy Associate, Client Intelligence (06/08 - 12/10)

Analyze Sales Data and Sales Team (quantitative and qualitative) to determine trends and opportunities for presentation to senior management including CEO, Head of Sales, and Head of National Accounts.

* Lead and enhance day-to-day processes and tasks for sales, finance, and marketing including requirement gathering, liaising between business and technology, providing innovative and viable solutions, issue resolution, and leveraging existing reports to satisfy new requests, saving time and cost.

* Establish and maintain relationships with business users and technology, establishing myself as point of contact for all needs.

* Train business users on new sales reporting technology; group demonstrations, one-on-one training, and on call.

* Prepare presentations detailing client firm Sales` trends and demographics to drive sales business decisions.

* Create segmentation strategy for sales team and actionable items for each segment.

* Provide insight in the form of daily, weekly, and monthly presentations and reports for Senior Management.

Bear Stearns Advisory Services Group, Product Specialist (07/06 - 06/08)

Educated Financial Advisors on the 250 third party products available as part of Bear Stearns Wrap Platform (including Mutual

Funds and Managed Accounts) and created product-comparison documents and presentations to promote products and business objectives.

* Designed marketing materials for Financial Advisors to present to their clients, including Morningstar reports, custom analysis exhibits, and an internal industry publications, "Due Diligence: Behind the Scenes"

* Lead conference calls and interviewed portfolio managers/analysts from investment managers/funds concerning investment processes and products.

* Created highly customized selections of investment managers, mutual funds and ETFs for each client based on risk tolerance, cash flow, tax status/regulatory environment, and unique circumstances.

Merrill Lynch Managed Solutions Group, Senior Consulting Specialist (08/03 - 07/06)

Provided guidance and research to financial advisors regarding capital market performance, investment policy development, and asset allocation strategy.

* Created marketing material on the need for an investment policy and all of its components, wrote comprehensive investment policy statements and provided clients with written critiques of their current investment policy statement.

* Developed asset allocation strategies for prospective clients utilizing deterministic assumptions and create a marketing tool, the Total Portfolio Plan that incorporates the strategy and key investment policy language

* Conducted strategic asset allocation studies that represent the risk and return trade-off of various diversification strategies. The studies incorporate several sets of asset class assumptions and are tailored to each client`s long-term needs, circumstances and risk tolerance.

* Wrote comprehensive investment policy statements and provided clients with critiques of their current investment policy statement.

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