Customer Service Sales

Michael Weltz

Mobile: 917-***-**** New York, NY 10003 *******.*.*****@*****.***

SUMMARY

A strategy expert with diverse experience across financial services. Highly motivated team player who is comfortable interacting with all levels of an organization. Known for taking initiative and for coming up with unique and creative insights that solve problems and create value. Areas of expertise:

oEntrepreneurship

oRisk Management

oProcess Improvement

oGrowth Strategy

oProgram Management

oLean (certified)

EXPERIENCE

AXA, New York, NY

2012 – present

Senior Director, Corporate Strategy (2013 – present)

Director, Corporate Strategy (2012 – 2013)

Developed and led strategic initiatives on behalf of the CEO and other members of the executive committee for a global insurance company with annual revenue of $100B+. Simplified complex, vague issues and communicated with clarity to align senior stakeholders and facilitate decision making on critical issues. Sample projects:

Generated $100m+ in incremental revenue by identifying and addressing pain points in the customer journey, to improve the customer experience

Reduced fraudulent disbursements by 80% within 45 days, by optimizing fraud detection and prevention

Improved advisor productivity by 22% by assessing and optimizing 60+ software programs and tools

Developed 3-year strategic plan to align business unit and companywide initiatives to strategic objectives

Built business case and implementation plan to create an Employee Benefits business with $200m+ in revenue

BOOZ & COMPANY, New York, NY

2009 – 2012

Lead Associate (2011 – 2012)

Associate (2009 – 2011)

Consulted clients with revenues of $200m to $70B on strategy and operations for a top tier management consulting firm with offices in 30+ countries. Utilized hypothesis driven approach to solve complex problems and develop actionable recommendations. Representative client experiences:

Identified 25-35% savings in two groups of a financial services firm through “Lean” transformations

Assessed the operational readiness of a retail bank with aggressive growth plans

Increased sales 20% by developing a new product that enabled a client to compete in a new market

Conducted a “make vs. buy” analysis for a global Fortune 500 company

Reduced the annual operating costs of a national chain by $250m+ by optimizing their retail operations

PARK EAST GRILL, New York, NY

2002 – 2007

Conceptualized, launched and successfully sold 100 seat upscale steakhouse and catering company with annuals sales of $2M+. Managed all aspects of the business including human resources, finance, marketing, operations and customer service.

Founder / General Manager

ZIMMER LUCAS PARTNERS, New York, NY

2000 – 2002

Conducted research, maintained financial models, and made investment recommendations at hedge fund with $1B+ AUM

Associate Equity Analyst

EDUCATION

COLUMBIA BUSINESS SCHOOL, New York, NY

2007 – 2009

MBA, Management Consulting, May 2009

Honors & Awards: Dean’s List, A.T. Kearney Case Competition national champion

Elected: Cluster Social Chair, AVP Marketing Club

BINGHAMTON UNIVERSITY, Binghamton, NY

1996 – 2000

BA, Economics, Minor in Chemistry, May 2000

Honors & Awards: GPA 3.7, Deans List, Semester abroad at Oxford University, U.K.

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