Masashi “Mark” Yamamoto

Current Address:

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

Sunnyvale CA 94087

408-***-****

ac00qe@r.postjobfree.com

Objective

To obtain senior financial advisor/service position in a large and strong financial firm that can be benefited from my professional experiences / qualifications and at the same time provides me with further career experiences, advanced knowledge and opportunities to serve high net worth /ultra-high net worth clients in consistent basis.

Highlights Of Qualifications

Extensive knowledge and experience in financial planning with emphasis on retirement planning, investments, tax saving strategies, risk management, wealth transfer and estate planning, business continuation strategies and employee benefits and executive bonus plans.

Strong presentation, interpersonal and trust building skill sets backed by holistic analysis approach that helped earning deep trusts from high net worth clients and business owners or highly ranked executives

Consistent mind-set of putting “the best interest in clients “under any circumstances

Ability to handle several complex tasks simultaneously in long lasting high pressure situations.

Persistent, thorough and detailed oriented personality. Strong analytical and problem solving skill backed by good product knowledge and insight.

Over 30 years of well-rounded experiences in sales, marketing, and business operations at large global organizations.

Great understanding of Japanese American culture and business practice backed by over 25 years of working experience and native level communication skills in English and Japanese.

Work Experience

Financial Advisor

Prudential Financial, 1731 Technology Dr. STE 600 San Jose CA 951110 Dec 09- Present

(Responsibilities)

As experienced financial advisor, provides financial analysis and consulting to individual (families) and business to improve their future financial standing in the area of asset accumulation and protection/preservation, debt managements, risk managements, tax strategies, and wealth transfer to the next generations.

Offers investment advisory service as IAR through Investment Advisor, Prudential Financial Planning Services.

Offers insurance and securities products and services as registered representative of broker, Pruco Securities, LLC.

(Major Achievements)

Managed to build over $25M of AUM in the last 5 years

Helped over 500 individuals & families providing their comprehensive financial plans and recommendations.

Built over 300 household clients list and 2000 prospects/leads list.

Actively involved in a local chamber of commerce activities and promoted business in local community as well as neighborhood cities. As result, was awarded by Cupertino city as “Chamber of commerce ambassador” of the year in 2015.

Sr. Loan Officer Jan 07 –Dec 09

Tri Star Financials, Inc 39899 Balentine Dr. STE 345 Newark, CA 94560

(Major Achievements)

Closed over 6 commercial loans that equate $23M in loan amount.

Closed averaging about 10 residential loans per year for the last 4.5 years

Supported over 11 families loan modification process in last 1.5 years.

Focused on first time home buyers and credit challenged borrowers purchase loans.

Experience in investor loans, commercial loans and hard money loans.

Senior Marketing Manager Mar 03-June 07

Renesas Technology America, Inc, 450 Holger Way San Jose CA 95134

(Responsibilities)

Managed as product manager one of Renesas core product line, 16-bit Micro Controller Unit family marketing (strategy, promotion, advertisement, pricing, development proposals, etc).

Generated cohesive marketing strategies and revenue plan synchronized with global market share expansion plan by constant and tight communications/coordination with senior managements, other off shore branch companies and Japan head quarters.

(Major Achievements)

Contributed in over $60M annual revenue with 10-15% annual growth from the responsible product family.

Contributed in major design wins at Bosch security, GE, Tyco, Apple, Caterpillar, etc by proving creative cost cutting innovative solutions to their system designs.

Planned, organized and launched a new promotion campaigns into uncultivated industrial automation /communication market segments. The campaign resulted in generating over 150 new customers leads and identified additional $50M /yr revenue streams within 2 years from the launch of the project.

Deputy Director (Marketing Operation) Jun 97- Mar 03

Mitsubishi Electronics America, Inc 1050 E. Arques av, Sunnyvale, CA 94086

(Responsibilities)

Managed 13 marketing managers and planners.

Supported and managed daily demand changes from Key accounts to support Build-To-Order, Custom-To-Order operation requirements for non standard components.

Provided the factories with short, mid and long term demand forecasts so that they can produce efficiently and plan for future factory capital increase/decrease.

Managed custom products pricing strategy that offered to the field sales the most competitive price to win the business while assuring the bottom-line profitability to the company.

(Major Achievements)

Achieved ZERO delinquent order shipments performance for full year to major customers who were extremely difficult to support due to their very fluctuating demand of long production lead-time custom products. The performance was recognized by receiving major appreciation awards three years in a row as global No 1 vendor from key customers such as Sun Micro System, Northern Telecom’s, Apple computers, IBM and GE.

Developed a state of art logistic follow-up system that fully automated delivery monitoring and alerting possible problems. The new system allowed the front end sales team to reduce delivery management tasks and focus on business development efforts.

Contributed in multiple ASIC design wins that generated over $30M x 3 yrs revenue stream.

Education

Sophia University, Tokyo Japan Mar. 1983

Bachelor of Arts, Double Major in: French Language, & International Relations/ Business

GPA: 3.6

Other Skill Sets

Proficient in MSWord, Excel, Power point, Access, SAP, and some CRM systems

Department of Real Estate license # 01809754

Department of Insurance license # 0G17753

Security License Series 6, 7, 63,65

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