Financial Sales Consultant

ERIC A. KARNO

**** ******* ******* *****

Smyrna, GA 30080

214-***-**** / ******@*****.***

Senior Business Developer and Consultant

EXECUTIVE PROFILE

Over the past two decades I have delivered outside-the-box financial

solutions to Fortune 500, large private, not-for-profit and start-up

companies, and serving as a leader in my field at national consulting

firms. With extensive successful experience in selling and managing large,

complex projects with tight deadlines, I have proven myself as a highly

creative problem solver and valuable technical resource with the poise and

experience to have worked before "C" level executives.

Selected Achievements

. Generated $250K by selling and managing a qualified plan-compliance

review for the U.S. division of a global automotive manufacturer.

[Andersen]

. Sold and managed a global M&A project that produced ~$1M in revenue

within six weeks. [Andersen]

. Built and managed an Executive Compensation Tax practice that did over

$1.5 million of business in its first 12 months [Andersen]

. Generated $4M of first-year revenue and $500K of ongoing revenue by

developing and selling a new P&L neutral technique for a bank client's

SERP financing. [Aon ]

Areas of Expertise

. Selling of Consulting Services and Financial Products/Cross-Selling of

Firm Services Across Lines of Business/Creation of Sales Collateral

via Various Mediums

. Account Maintenance/Client Relationship Management

. M&A & IPO Pre Transactional Due Diligence/SEC Reporting &

Disclosure/Golden Parachute Calculations and Analysis/Sarbanes-Oxley

. Tax and Financial Accounting and Reporting

. Financial Analysis: IRR/ ROI/ ROE/Cash Flow/P&L

. Corporate and Individual Income Taxation / Payroll Taxes/Trust and

Estate Taxation

PROFESSIONAL SUMMARY

CUNA MUTAL GROUP

Global financial services firm serving the needs of credit unions across

the United States, Madison, WI

Director Executive Benefits Sales 2011

. Marketed insurance solutions, served as a senior technical expert,

and directed strategic design and financing of executive benefit

plans for clients.

. Authored articles and bulletins published by the firm in response

to changes in tax and accounting requirements affecting executive

benefits programs.

. Consulted client credit unions regarding the special limitations

imposed on their ability to offer nonqualified plans, provided

strategies to mitigate such limitations, and most efficiently

finance related obligations.

CLARK CONSULTING

Nationally recognized leader in the design, implementation, financing, and

administration of executive compensation and benefit programs, Dallas, TX

Vice President - Banking Solutions 2008 to 2009

. Served as head of risk management for all technical matters pertaining

to design, funding, implementation, and administration of client

executive compensation and benefit programs

. Kept abreast of legislative and regulatory changes relevant to

executive compensation and benefits and draft internal and client

bulletins

. Responded to tax, legal, and accounting questions from plan design and

administrative staff

. Counseled field consultants on technical matters to assist with sales

efforts while maintaining compliance with relevant regulations

AON CONSULTING

$1.2B global human capital consulting firm, Atlanta, GA

Vice President - Executive Benefits 2001 to 2007

. Marketed and provided executive compensation and benefits consulting

services, served as a senior technical expert, and directed strategic

design and financing of executive compensation and benefit plans for

clients.

. Managed the comprehensive analysis and complete overhaul of all

executive remuneration programs for a Fortune 50 telecommunications

firm that resulted in over $500K of new revenue.

. Developed and marketed a systematic program to assist clients with new

SEC proxy disclosure requirements for executive compensation and

benefits programs

. Authored numerous articles and bulletins published by the firm in

response to changes in tax and accounting requirements affecting

executive compensation and benefits programs.

. Designed proprietary solutions to fund nonqualified plans and post-

retirement medical obligations that maximized tax-efficiency and

improved P&L impact to plan sponsors.

ARTHUR ANDERSEN/DELOITTE & TOUCHE

Big 5 accounting and management consulting firms, Los Angeles, CA

Senior Tax Manager - Human Capital Tax Technical 1996 to 2000

. Sold and managed a $1 million, 6 week M&A project that utilized five

U.S. lines of business and 30 foreign tax offices spread across 5

continents.

. Sold and managed numerous M&A, IPO, and ESOP tax consulting projects.

. Marketed the services and proprietary tax solutions of the practice

across the firm and to prospective clients.

EDUCATION

Bachelor of Arts/Psychology/University of California, Los Angeles

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