James E Moniz MSFS

*/*/****

*** ********* **** *******, ** 02339

781-***-****

ac5xp5@r.postjobfree.com

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

Page 2

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

Page 3

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

Page 4

Contact this candidate