Manager Sales

David Boggs Bolding

**** ****** ****** ***** **** #910 Alexandria, VA 22302

703-***-****•*************@*******.***

Results oriented MBA general manager, extensive field sales leadership, trade marketing, product

management, national accounts, consultative selling to high net worth and c-level clients. Direct

industry experience: Fortune 100 Consumer Package Goods, Retail, Wholesale, Distributor Networks

and Consortiums, National Accounts; Financial Services, Insurance, Wealth Management, Asset &

Portfolio Management, Consulting.

Asset Management, Portfolio Management

16 consecutive years of direct investment and portfolio management: AUM up to $55 million;

Collaborated with client estate planning attorneys and CPA’s, providing for tax-efficiency, wealth

transfer, and on-going income. Stewardship and fiduciary.

10 years direct management $2 million reserve fund for large, luxury condominium; advising

board of directors and property management on specific income from assessments and

investment income required for meeting, reserve replacement schedule budget.

Forecasting replacement needs over next 20 years-created spreadsheet + formula model/glide

scope for determining replacement cost vs. future fund availability and budgets and needs for

special assessments.

Cash management, deposits, transfer of funds, ledger entries to + from source account,

accounts payable; collaborated with property management companies w.r.t. costing, expenses,

unearned income, g/l ledger, accounts receivable/payable, taxation.

Negotiated leases and on-going management for field offices in Tampa, Denver, SLC,

Washington, DC, Richmond, Norfolk including budgets, equipment, staffing.

65+ corporate vehicles and inventory/fleet management: asset level approximately $3.5 million

Accounting and Finance, Planning

16+ years planning, formulation, implementing, and analysis of multi-million dollar budgets;

forecasting future revenues, income. Annual promotion and trade marketing plan/budget.

Internal audit in conjunction with Area finance manager/CPA of all accounts payable,

expensed line items, property, equipment, actual vs. budget.

Cost accounting, budgeting, procurement of manufacturing materials including raw materials,

packaging and printing, and production scheduling for $1.3 billion consumer product brand

family. Developed costing standards and adhered to budgeting covenants compliance.

Created and presented numerous ROI models and funding proposals to CEO, SR. VP-Finance,

Legal counsel resulting in incremental corporate investment to grow business unit

P&L: $200 million field sales department, contribution by segment, brand; P&L $1.3 Billion

brand family, business unit. National trade marketing planning budget/allocation: $30 million

Planning and controllership of $25 million rebate program and timely disbursement of

payments. Development of regional and customer specific pricing strategies.

Non-profit private foundation 501(c)(3): Assisted in establishing two foundations, serving as

treasurer and responsible for all financial accountability including filing IRS-990

David Boggs Bolding 2

Field Sales & Operations, Trade Marketing, Human Resources Leadership

Extensive leadership experience within a large complex organization including all facets

of recruiting, hiring, training, promotion, performance appraisal, salary and benefit

administration, discipline and probation. Scope: 115 personnel

Blanchard Situational Leadership; Blake-Mouton Managerial Grid; Xerox Account Development

Strategies; USC Marshall School of Business-Food Industry Management Program.

Cross functional team facilitator, matrix organization-interaction with CEO, CFO,

Sr. VP Sales, Legal Counsel, Production, Transportation, Field Sales Force

Developed promoted over 60 individuals into positions of increased responsibility

Quality Improvement initiative team leader (Corporate Quality Award Recipient)

Surpassed sales revenue targets: $55M, $70M, and $200M-Winner of Corporate Challenge Cup

Field Sales/Trade Marketing Leadership-National, SE, Rocky Mountain States, Mid-Atlantic

Developed, conducted numerous training/cross training programs- Field Sales Management, Key

Accounts

IT/Software/Computer Applications

Extensive experience with corporate data bases; quantitative analysis for decision making

Provided business analysis IT needs with corporate IT department pertaining to budget

formulation, performance data, market research, process improvement

Proficient with Thompson/Reuters, Bloomberg, Nielsen, IRI, numerous proprietary programs

Excellent skill set with most Windows based programs

Proficient to Advanced Level with Microsoft Office, Word, PowerPoint, CRM

Extensive Excel spreadsheet creation, analysis, modeling, ad hoc financial analysis

Education

MBA, University of South Florida-Tampa, 1984.

BA, International Studies, School of International Service, American University,

Washington, DC, 1978. Dean’s List. Congressional Intern.

Professional Experience

Financial Services/Investment Management/Wealth Management 1995-2012

Vice President-Investments and Senior Financial Consultant

Capitol Securities Management, Inc.

Scott & Stringfellow/BB&T (VP, Financial Advisor, Private Client Group)

Morgan Stanley (VP, Financial Advisor, Director’s Club)

Consumer Package Goods (Fortune 500-****-****

Director, National Account Manager-Corporate, Department Manager, Section Manager

Brown & Williamson Tobacco Corporation (BAT Industries)

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