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Manager Marketing

Baltimore, Maryland, United States
August 24, 2018

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**** ****** ******, **** ****, Baltimore, MD 21224


ACT, Inc (Architectural Construction Technologies) January 2005 to present (CA)

Vice President for Client Implementations & Account Management

Work for the CEO focusing on program management of existing and forthcoming real estate & IT projects. Hands-on, "do-it-all" person with great management style and solid touch with clients. We deploy aggressive use of approaches that concentrate on re-usability, flexibility, technology, straight-through processes and converting the needs of prospective tenants or owners into new real estate ventures. I direct & oversee 4 project managers and dozens of contractors. I use my finance skills to develop business cases, financial models, marketing materials, negotiations, and contracts. As the primary client contact and Account Manager, I ensure good communication flows, build the customer database, manage marketing, create and document detailed business requirements, and deliver satisfied customers. I established a new change mgt request program and project prioritization team. Projects are being completed at an average cost saving of 44 basis points due to my management techniques and analysis. I am exceeding my upper-end target job metrics by 13%. I have been commended for acquiring target tenants that optimize project success - by capturing and predicting the deal requirements that best achieve architectural conceptualization.

Teltrust Inc April 2000 to Dec 2004 (NY & Utah)

Vice President of Product Development

Worked with the investors and EVPs to complete turnaround of a $150 million company in the

telecommunications industry, while also leading the development of a new suite of Customer Relationship Management (CRM) services. Created strategy and staffed a department to manage the life cycle of traditional products and deployment of new products leveraging competencies in: content; telecomm; Internet; personalization; data; computer memory storage; reports & dashboards; training; customer care & acquisition; telemarketing; direct marketing; and call center mgt. Reduced aggressive release schedules by 28%. I completed 13 product development projects under budget vs. 2 that came over budget. Staffed and mentored product & project teams that consistently performed above expectations as rated by managers from other departments & external customers. Instituted sound budgets and met them.

Worked with clients to price and identify optimum project scope, marketing plans, business requirements, and quick pay-back BPM efforts utilizing our CRM product suite; determined ideal metrics for the knowledge base features; and adopted programs for continuous calibration during testing phases and after "going live" to ensure successful adaptive learning from user reactions. Early stage BI design.

Net Exchange January 2000 to April 2000 (NY)

Contract COO

Achieved our goal of selling the company with a finished slate of products. Developed strategy and product design for an Internet start-up in the unstructured document infrastructure ASP space. I used the founder's patented relational database architecture to create an integrated collaboration/email platform for small and medium sized businesses. Defined markets, user requirements, strategy, and product release for multimillion-dollar start-up. Directly assisted the CEO & CTO with corporate planning, daily management, business analysis, information architecture and user interface decisions. Implemented and led the Change Control Board & Corporate Priorities Task Force. Put release mgt & version control programs in place.

DST Systems (Output Technology Solutions) 1998 to 2000 (NY & MO)

V.P. & Director of Product Development

Mentored a staff charged with development, marketing and full life-cycle management of technology services for premier financial services companies (e.g. - Fidelity, E*Trade, Paine Webber and Dreyfus). Formed a successful team with these primary functions: product design, software project management, market research, determination of user requirements, release planning, marketing, and business development. Created the vision, strategic plans, and budgets for a group that produced two new Internet products: an on-line mutual fund library for financial intermediaries and an e-mail trade confirmation service for broker/dealers. Reduced time to market by 60% using new processes. Recognized by our clients and industry as product innovators and premium solution providers; especially for on-demand print, custom data, & fulfillment.

Thomson Financial Services 1997 to 1998 (NYC)

Marketing Director & Project Manager

Developed software specifications and life cycle plans for new products to be offered on our subscription-based Internet service. Led them to completion using cross-functional teams. Clients consisted of firms serving the municipal bond industry: issuers, investment bankers, traders, underwriters, brokers and attorneys. Sought and contracted for third party content to move company from fourth to best in class in municipal bond offerings via the Internet. The most extensive effort was designing the framework, operations and requirements for an interactive Web-based auction/trading system. The service addressed user needs, regulatory constraints, stringent security concerns, interactivity between disparate data repositories, portfolio management functions, operations, bid submission & review features, and messaging among involved parties. I increased product awareness via print & web ads. Branded & positioned products.

PHH Arval Vehicle Management Services 1992-1996 (Baltimore)

Director & VP of Business Development

Achieved long-term strategies for new business growth of this multi-billion dollar company with emphasis on emerging technologies. Identified new products and markets, sized opportunities, explored entry methods and initiated discussions with partners & acquisition candidates. Developed a strategic marketing program for the mid-size accounts group. Built the company's first lifetime customer value models, database marketing system, integrated direct mail & telemarketing campaigns, demand trigger models and measurement systems. Response rates and sales conversions quadrupled. Other assignments: Co-Head of the Credit Re-Engineering Task Force, acquisitions of small businesses and portfolios, senior member of the Global Strategy Team, leader for Pacific Rim expansion, member of Activity Based Costing Task Force and stakeholder for Risk Base Pricing.

Independent Consultant 1990-1992 Baltimore

Worked as an Independent consultant with full expertise in strategic planning, finance and marketing. Client projects included acquisitions analysis, valuations, business development, market analysis, product line reviews, and communications programs. Clients ranged in size from new ventures to Fortune 1000.

USF&G Financial Services 1988-1990 Baltimore

Assistant Marketing Director

Routinely assessed the management, financial performance, strategy and corporate value of regional brokerage firms and an asset management company. Co-champion for purchase of a $4 billion mortgage operation, which became highly profitable. Handled a team that developed international marketing programs using a $20 million annual sponsorship of a Formula 1 racing team and other sporting events.

Salomon Brothers 1985-1988 (NY)

Product Manager & Fixed Income Trader

Traded municipal fixed income instruments. Promoted to Product Manager for a $5 billion variable and fixed rate bond & note program. Charged with reviving a product line that was the industry leader (40% market share) but losing ground and becoming unprofitable. Evaluated pricing, marketing, sales, operations, credit quality, investment banking and trading. Success was measured by increasing the retention and addition of issuers in the floating rate program, minimizing the cost of funds, raising desk profitability and enhancing investor returns. By instituting tiered pricing and targeted sales strategies, we increased profitability to $18 million per year and market share to 56% in two years.


Ph.D. Candidate and Fellow, Finance New York University (1984-86)

Master of Arts, Government Georgetown University (1983)

Master of Arts, Graduate Certificate, Int'l Security Georgetown University (1983)

Master of Finance, Finance Loyola College (1982)

Bachelor of Arts, Economics & Slavic Languages University of Michigan (1981)


Foreign Languages: former fluency in Russian, Greek, Czech, Serbo-Croat, and American Sign Language

Personal computers, Microsoft Office, Internet, full life-cycle software development management

Solid facility with business law and contracts

Good technical writer: business & use cases, white papers, product features, sales collateral, direct marketing materials, brochures, information architecture, and requirements documents using RUP

Certificates in: Project Management; People Management; RequisitePro; Use Cases; RUP, Integrated Direct Marketing; Enterprise Computer Storage Technology; Life & Health Insurance Agent, and expired holder of series 7 & 63 securities licenses and national security clearance


Entered college after the 10th grade (age 16)

Discovery of a mathematical property for testing divisibility by 11

Professional Member of World Futurist Society – long-term trend analysis and future scenarios

Former President of U.S Collegiate Body of Student Councils

Semi-Finalist or Quarter-Finalist in several prominent national screen-writing contests

Expert court testimony on: business matters, lifetime customer value models; valuations

Presented Congressional testimony on $20 billion utility economics legislation before US Senate

Former Economist for United States Chamber of Commerce

Former Assistant Professor of Economics, Finance and Marketing at Towson University

Have been published, interviewed, and quoted in print and on Web

Created videos for IT units, call centers, sales, product mgt, marketing, HR, and training depts.

Created and implemented international Intern programs for 3 employers

Member of various civic and professional organizations' Boards of Directors

Selected to participate in exclusive annual international senior HR Executive Leadership Summits

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