Manager Sales

JEFFREY L. RICHARDSON

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

Stoneham, MA 02180

E-mail: ****************@*******.***

Mobile : +1-781-***-****

PROFILE

Native English speaker with proven International experience. Successful

accomplishments as a Senior Financial Analyst, Investor Relations

Manager and Investment Advisor, with specific expertise in Investor

Relations, Analyst Relations, Consultant Relations, Sales and Marketing,

Business Development, Equity & Fixed-Income Analysis and Portfolio

Management. Excellent interpersonal communication and presentation

skills. Confident in interacting effectively with internal contacts,

including: management and investment boards, finance, underwriting,

legal, enterprise risk management and internal communication teams, as

well as external contacts, primarily: business executives, rating

agencies, sell-side/buy-side analysts, investment bankers, institutional

investors, private equity, hedge funds, portfolio managers, consultants,

journalists, brokers and clients. Proven leadership skills, decision

making ability, and the capacity to perform successfully in a fast-paced

environment. A conscientious professional with a high level of

integrity.

EXPERIENCE

Feedbooks (eBook Retail & Technology Start-up)

Paris, France

Investor Relations - Global Head of Business Development

June 2009 - Present

. Explore business opportunities with top tier US and European

Publishing/Media & OEM companies, covering

North America, Canada, Europe, Australia & Asia.

. Key contact for (Executive Management) of Publishing/Media & OEM

companies.

. Responsible for obtaining and scheduling meetings and conference calls

with all Publishing/Media companies,

while identifying potential targets.

. Successfully secured and executed eBook Contracts and Business

Agreements between all Top Tier

Publishing Houses in the US, Canada and, Europe, including

worldwide OEM Agreements for eReading

Devices & Tablets, resulting in an increase in revenues and

enhancing profitability prospects for

Feedbooks.

. Designed and Created Marketing Presentations to be used for Publisher

and Investor Introductions/Meetings.

. Directly report to Founder/CEO.

Convenient Cards (Financial Services - Pre-Paid Debit Cards)

Springfield, MA (USA)

Investor Relations - Business Development Consultant

May 2010 - Present

. Created, Developed and Executed a Marketing Plan introducing the

Company's unique product and services

utilizing two company verticals - Travel Tour Market and

Hospital Payroll, proven to reduce operating costs.

. Presented Marketing Plan directly to (Executive Management) of Travel

Industry and Hospital Administration.

. Contributed to Company's Business Strategy, adding insight and

recommendations to CEO and Board Members.

. Directly report to Company CEO.

PARIS RE (Former AXA Re); Acquired by: PartnerRE

Paris, France

Investor Relations Manager - Senior Financial Analyst

Jan 2008 - June 2009

. In charge of Investor Relations - Key Relationship Manager for Sell-

Side/Buy-Side Analysts, Rating

Agencies Consultants and Institutional Investors; while

communicating on all Financial and Company matters.

. Member of Finance and Investment Committee. Played Active Role

Working with Asset Management Team and CFO's Worldwide, as pertaining

to all Financial matters.

. Responded to inquiries by Sell-Side/Buy-Side Analysts, Rating

Agencies, Investment Bankers, Portfolio

Managers, Investors, Broker Market Security Analysts and

Journalists accordingly.

. Managed, Drafted and Distributed, Internally/Externally all Company

Press Releases (financial and other),

including; review of Quarterly Earnings and creation of a Q&A

Document listing questions from Analysts prior to release of

Quarterly Results in order to inform Company Management of

potential concerns and issues Analysts currently have prior to the

release of Financial Results.

. Provided Consensus Estimates to Sell-Side Analysts prior to Results

Publication.

. Organized and Prepared Quarterly Results Call and Presentation made to

Wall Street Analysts and Investors.

. Coordinated and Scheduled all Meetings/Conferences/Conference Calls

with Wall Street Analysts and Investors; including Road Shows in the

US and Europe. Created all Corporate and Investor Presentations as

required.

. Responsible for maintaining the Company's Website, insuring that all

Financial Data and Company Messaging was accurate and up-to-date.

. Assisted, Edited and Contributed to the Company's Annual Report and

other required Financial Disclosures.

. Analyzed Sell-Side Analyst Models in order to facilitate an open and

constructive dialogue between the Company and Analyst Community.

. Conducted Competition Analysis among Company's peer group as a means

of providing a benchmark for the Company's Management and a model for

establishing the Group's best practices.

INVEST FINANCIAL CORPORATION (Subsidiary of Jackson National Life)

Boston, United States

Investment Advisor - Branch Manager/Registered Principal

May 2003 - June 2007

. Managed assets in excess of $50 Million.

. Operated branch office and supervised registered representative,

office staff.

. Experienced in public speaking, client presentations and investment

seminars.

. Structured bond and equity portfolios implementing various strategies.

. Returned branch office to profitability within 6 months of hire

through

cost reduction and restructuring of business.

VANGUARD CAPITAL, INC. (Bank of New York Clearing, Inc.)

Boston/Baton Rouge, United States

Investment Advisor - Branch Manager/Registered Principal

November 1996 - May 2003

. Managed client portfolios in excess of $40 million.

. Observed and consulted all clients on their accounts, made

recommendations, discussed market trends, economic

factors which may have impact on financial markets and assets,

reviewed client investment objectives, and

discussed importance of diversification of financial assets.

. Directed daily operations, prepared office for annual branch audit

from headquarters as well as any NASD/SEC

audits. Conducted weekly meetings in private or as a group to

discuss any new developments, correspondence

from home office, or implementation of new rules/regulations passed

down from NASD/SEC or headquarters

compliance officer.

MORGAN KEEGAN & COMPANY, INC.

Houston, United States

Investment Advisor

June 1995 - June 1996

. Sold a variety of securities including corporate, taxable/tax-

free bonds, stocks, IPOs, as well as mutual funds.

. Structured and developed various portfolios to meet clients'

needs and their investment goals.

H & R BLOCK FINANCIAL ADVISORS, Inc.

Houston, United States

Registered Representative

June 1994 - May 1995

. Opened and developed new accounts, assisted high producing portfolio

manager.

. Received sales training and enhanced knowledge of financial markets.

EDUCATION

Bachelor of Science Degree in Finance, Concentration in Marketing -

May 1994

Louisiana State University - Baton Rouge, United States

Post BS Finance Degree: Completed Semester Course: Financial

Statement Analysis

Summer Study Abroad Program: World Politics and English Literature in

London, England

Professional Designations:

FINRA 7, General Securities Representative FINRA 65, Investment

Advisor

FINRA 24, Registered Principal Insurance; Life, Accident &

Health

FINRA 63, Uniform Securities Agent State Law

ACCOMPLISHMENTS

. Managed "Successful" Investor Relations Program for a NYSE Euronext

Listed Company and was

instrumental in driving Company valuation; less than 24 months

from IPO, Company was acquired for $2Billion.

. Successful Sales Background:

. Ranked in (Top 10% of Sales) 2004 - 2006, - INVEST Financial

Corporation,

{Among 1600+ Financial Advisors} - Nationwide -

USA

. Ranked (Top 5 in Sales) 2004 - 2006, The Hartford Funds,

{Among all Financial Advisors} - New England

Territory - USA

. Ranked (Top 5 in Sales) 2004 - 2006, Franklin Templeton Investments,

{Among all Financial Advisors} - New England

Territory - USA

. Nationally Recognized for Financial Product Sales by:

. American Funds

. Eaton Vance Investment Management

. Fidelity Investments

. Franklin Templeton Investments

. MFS Investment Management

. Putnam Investments

. The Hartford Funds

CIVIC/COMMUNITY INVOLVEMENT

. 2000 - Co-founded Baton Rouge International School, French and

American Bilingual School.

. 2001 - 2002 Chairperson - Recruitment for Baton Rouge International

School.

. 2002 - Organized Baton Rouge International School Gala Fundraiser.

. 2004 - 2006 - Organized "Bob Richardson Memorial Golf Classic";

for benefit of "Our Lady of Lake Children's Hospital" - to

purchase new equipment and medical supplies.

HOBBIES

. Enjoy - Jogging, Traveling and Snow Skiing.

Contact this candidate