John J. Moroney
*************@*****.***
914-***-**** ~ Pleasantville, NY
Financial & Business Management Professional
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Business Developer ~ Managing Director ~ Entrepreneur
Results-driven and tenacious business Professional offers superior product
knowledge, vast business network, and verifiable record of achievement in
generating new business. Recognized subject matter expert, trusted for
capitalizing on profitable opportunities and delivering innovative client
solutions. Charismatic and decisive leader who engages a polished
interpersonal style that promotes respect, credibility, and trust. Highly
adaptive and self-directed with a tireless work ethic and demonstrated
commitment to performance excellence. Self-confident, organized, and
motivated to bring product expertise, innovation and an entrepreneurial
spirit to all business endeavors.
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QUALIFICATIONS SUMMARY
? Client Service & Relations ? Negotiation & Closing Skills
? Mentoring, Training & Development
? Budget/P&L Management ? Market & Competitive Research ?
Financial & Risk Management
? Consultative Sales ? Concurrent Project Management ?
Investment Review & Evaluation
? Bloomberg / Microsoft Office ? Team Building ?
Financial Markets
? Contract Negotiation ? Product Creation & Development ?
Records Management
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BUSINESS HIGHLIGHTS
Business Growth Developed and built business, igniting portfolio
growth by more than 400% and increasing revenues by
200% in a highly competitive market.
Sales & Marketing Routinely sought after for subject matter expertise
and persuasive communication style to serve as firm
representative on special initiatives,
industry-related events and associations, and to
deliver key presentations.
Project Management Financial markets specialist with a reputation as the
'go to person' when a project must be taken from
inception to completion.
Efficiency Dramatically improved real-time reporting,
Improvement accelerated deal flow, and reduced both costs and
errors by introducing a straight-through processing
system.
Leadership Consistently outperformed revenue and client
Performance satisfaction goals, as evidenced by successive
promotions from Assistant Treasurer to Managing
Director.
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PROFESSIONAL HISTORY
Merrill Lynch, White Plains, NY 2012 - Present
Financial Advisor
. Series 7
. Series 66
. New York State Life Insurance, Accident and Health, Variable
Life/Variable Annuities
The Bushido School of Karate, White Plains, NY
Sensei 2006 - Present
. Martial arts instructor
Assistant Program Director 2012 - Present
. Handle front desk activities: payments, registrations, and scheduling
JJM SV SOLUTIONS, Pleasantville, NY 2010 - 2012
Stable Value Consultant
. Provide full-spectrum advisory service for firms interested in
entering stable value wrap business including business planning,
marketing strategy development, networking links, operational
procedures, product descriptions, risk management, and developing
systems specifications.
RABOBANK INTERNATIONAL, New York, NY 1987 - 2009
Managing Director / Executive Director / Director /Vice President, Stable
Value Products Group
. Managed sales and risk for $27 billion stable value wrap portfolio
with annual revenues in excess of
$18 million, consistently meeting and/or exceeding budgeted revenue
goals.
. Marketed and sold stable value products to 401(k) and municipal
markets; possess unassailable knowledge of defined contribution
market, stable value products, short-term bank funding/liquidity,
Eurocurrency arbitrage, and municipal GICs.
. Spearheaded evaluation and implementation of several new products
including Municipal GICs, Tender Option Bonds, Bank Investment
Contracts, Synthetic BIC activity, and Mexican 48 Hour Repo.
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ACADEMIC BACKGROUND
PACE UNIVERSITY, Graduate School of Business, MBA, Financial Management,
New York, NY 1995
BARUCH COLLEGE, BBA, Economics, Baruch Scholar, New York, NY 1989
Business partner and conscientious team leader committed to the pursuit of
putting client-driven and innovative solutions into practice