Sales Management
Resume:
James E Moniz MSFS
*** ********* **** *******, ** 02339
******@*****************.***
www.corebusinessgroup.com
O B J E C T I V E S
Business Development Professional seeking Senior role designing, evaluating and administering strategic business development initiatives. Relevant positions: CEO, COO, CGO (Chief Growth Officer), Sales Management, Sales E D U C A T I O N
American College
2002
Masters in Financial Services
Graduate Certificates:
Pensions and Executive Compensation
Taxation and Estate Planning
Financial Asset Management
1995
American College
Chartered Life Underwriter (CLU)
1991
American College
Chartered Financial Consultant (ChFC)
E X P E R I E N C E
President Core Business Group
2013 - Present
President Northeast VisionLink
2003 - 2013
The Core Business Group (formerly Northeast VisionLink) is a business consulting firm owned by Mr. Moniz, focusing on succession transition and exit planning, corporate governance, business growth strategies, strategic staffing decisions, compensation and rewards strategies that help growth-oriented companies creates alignment between strategic business plans and compensation and James E Moniz MSFS
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rewards strategies for key employees.
Mr. Moniz's experience and capabilities include comprehensive diagnostic analytics, a pay for performance philosophy and development, compensation plan and executive benefit design including concept, financial models, plan specifications, documentation and launch, and rewards reinforcement leadership management.
President Northeast Wealth Management
1977 –Present
Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives. Recognized for sales leadership, typically achieved sales goals in the 5-10% of the industry. Inducted in the Hall of Fame recognizing long-term consistent sales results. CONSULTING:
2010 – Chief Growth Officer Our Sales Coach
Worked with business owners and select salespeople to help them develop a sales strategy and execute a sales process that will ensure success. Sales Manager John Hancock
Responsible for the recruiting, training and managing sales people. Managed operations and staff. Provided advanced sales expertise. Taught courses for CLU, ChFC and CFP designations. Recognized for sales leadership. Board of Directors Homes for Our Troops
2010 - Served on the Board of Directors for one year after providing a compensation evaluation. Homes for Our Troops is a nonprofit organization that builds homes for disabled veterans.
L E C T U R E S :
Doctors in Debt: Harvard Medical School Boston MA
Creating and Sustaining a Competitive Advantage: SHRM Annual Conference Phoenix, AZ
CEO Summit:
Leadership in Challenging Times 2009
Creating and Sustaining a Competitive Advantage 2010 The Succession, Transition and Exit Planning Dream Team 2011 Boston MA
James E Moniz MSFS
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Massachusetts Society of CPA
10X Challenge:
The CEO Connector
Partners in Business Development
ARTICLES:
The Basics for Building and Maintaining Incentive Plans at Smaller Firms Compensation and Benefits Review
The “Taxing” Matter of Long Term Incentives
Fringe Benefit Rules
Executive Compensation as a Strategic Tool
HR Worldview
The Grinch that stole the Christmas Bonus:
Patriot Ledger
Competitive Advantage: becoming the “big dog”
HR Worldview
I’m paying out $1 million in bonuses for my top five people – what’s in it for me?
HR Worldview
James E Moniz MSFS
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