Sales Management

DREW GORMAN

** ***** ******, ******** ** Hudson, NY 10706

914-***-**** / **********@**********.***

Objective

Obtain a career position with a company seeking a self motivated, sales and

marketing specialist with a strong creative drive and extensive expert

experience in a variety of businesses related to global enterprise and high

net worth individuals. This company would be seeking a successful

professional with advanced corporate and personnel management, new business

acquisition, sales and marketing, public relations and technical innovation

skill sets. One who thrives on high net worth client acquisition and

liaison services and business challenges requiring the highest standards of

excellence and integrity. My experience requires this more lengthy resume.

Extensive traveling is not an issue. Relocation is an acceptable option.

Experience

Gorman & Co. Consulting, LTD

President/CEO 2011-Present

Hastings on Hudson, NY

Private Investment Banking and business advice and services; management,

sales and liaison services to high net worth clients; advice and financing

for "Green" waste to energy enterprises; business advice and management

services related to Native America and Native American call centers.

Edison Group, Inc.

Account Manager 2013-Present

Reorganized the management and strategic sales and marketing services

Edison now provides to global high technology companies regarding

competitive analysis, third party evaluations, TCO studies, blogs, video

streaming, 'white papers' etc.; completely updated hundreds of CRM ACT!

files related to IBM; created the powerful telemarketing process now used

by Edison; completed six months of intensive 'Sandler Sales' training.

American Portfolios Inc.

Vice President 2008-2011

Mount Kisco, NY

Established independent fee based Financial Services firm for the purpose

of managing the financial lives of a select group of high net worth (HNW)

clients.; acquired HNW clients; specialized in identifying appropriate HNW

investment vehicles, Financial Planning, insurance and all items related to

HNW Wealth Management.

Wachovia Securities Inc.

Financial Advisor 2002-2008

White Plains, NY

Director of Sales & Marketing; created & expanded an effective, lucrative

marketing plan that combined very effective 'drip' and 'opt in' style

automated mail and internet marketing systems with an aggressive HNW

'hunting and tracking' CRM platform. The successful execution of this

marketing plan expanded assets from $50 million to more than $500 million

under management in less than three years; created a sophisticated website,

interactive internet strategies and small CDs that were used to replace

business cards; wrote the official three year business plan for our PCG;

acquired the largest high net worth clients in the history of our PCG which

resulted in more than $80 million in additional funds under management;

managed the successful internal merger between First Union and Wachovia at

our independent Private Client Group (PCG) offices in Mount Kisco; prepared

for and successfully managed all audits; Managed all compliance

requirements and procedures successful; provided advisory services for PCG

clients featuring stocks, bonds, REITs, mutual funds, ETFs, annuities,

synthetic derivatives, options, insurance products, financial planning,

Trusts etc.; created and managed our in-house hospitality services for

clients and prospects; developed hiring and training programs for new

hires; managed the real estate and offices rented by our PCG.

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First Union Securities Inc.

Financial Advisor 2002-2002

White Plains NY

Managed all office and advisor operations, client documentation, compliance

requirements and technology systems; organized client profiles and

conducted all internal audits; successfully prepared for and managed all

external audits; created and executed successful marketing efforts which

expanded our client base; introduced an effective CRM platform; provided

wealth management advisory services for high net worth clients; created

successful and impressive hospitality systems for client and prospect

meetings.

Prime Capital Services

Gilman & Ciocia, CPA

Financial Advisor 2000-2001

Old Greenwich, CT

Established client investment relationships with clients filing tax returns

at Gilman & Ciocia; assisted in identifying opportunities to save money for

clients by filing and investing properly using as a guideline the tax

advice and opinions of Gilman & Ciocia tax preparation consultants.

Prudential Securities

Financial Advisor 1997-2000

White Plains, NY

Obtained the Series 7 and 65 SEC licenses and the Life and Health

insurance license in one of the most competitive learning and performance

based training programs in the Securities Industry; established a

respectable 'book of business' and client relationships; as Partner in 'The

Baker Group', co-managed in excess of $250 million in client assets

including stocks, bonds, mutual funds, REITs, insurance products and

managed accounts.

Mortgage Plus Mortgage Bank

Director, Sales Development 1996-1997

Syosset, NY

Completed career in the mortgage banking industry; incorporated mortgage

banking techniques and created innovative methods to improve mortgage

originations and the bottom line.

County Seat Capital Corp.

President 1995-1996

Mineola, NY

Built a thriving mortgage company from a firm that had been in a state of

decline. Accomplished this based on in-depth experience compiled while

working and teaching in previous mortgage environments.

Executive Mortgage Bank

Regional Account Executive 1994-1995

Farmingdale, NY

Created a mortgage division designed to provide mortgages to people with

less than stellar credit; created and taught in an internal school designed

to teach mortgage strategies and origination.

PhysicianFinders Inc.

Vice President 1991-1994

Hartsdale, NY

Created the corporate business plan; established a medical advisory board

with 25 physicians in 10 major disciplines; conducted the sales of medical

practices; conducted and arranged for physician recruitment; responsible

for daily corporate operations and management and training of personnel;

arranged for a private placement and corporate underwriting.

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National Standard Mortgage Bank

Loan Officer 1990-1991

Tarrytown, NY

Specialized in originating residential and commercial loans; corporate

sales & marketing; underwriting and processing of loans; training of new

loan officers.

L&L Painting

Vice President 1986-1991

Mineola, NY

Major commercial contractor servicing the most prestigious names in the

construction industry. Responsible for marketing; sales; job site

inspections; fast track and CPM analysis; internal personnel management;

client acquisition; client relationship management.

One Main Street Inc.

President 1976-1986

Hastings on Hudson NY

Retail and wholesale soft goods company. Responsible for all business

operations including selecting, buying and managing inventory; sales and

sales planning; management of personnel; floor design & merchandising;

financial management and planning, banking, real estate management,

compliance, payroll and personnel.

Gorman-Russo Realty

Partner 1976-1986

Hastings on Hudson, NY

Responsible for all real estate operations and management; financial

planning; real estate sales, renting and purchasing; personnel, payroll and

property management.

Education

Lea College, Albert Lea MN; New York University, NY; SUNY Purchase, NY

Organizations/Affiliations

iClean Global, Member (current)

A division of NYSERDA and an affiliate of the SUNY College of Nanoscale

Science & Engineering

Ferry Sloops Inc, President (former)

A 501(c)3 Environmental Education Corporation; Structured the organization;

built a 32 foot single masted environmental Sloop with Pete Seeger et al;

computerized the organization and sharply increased membership and

fundraising activities. During this time I worked closely with Pete while

performing with him and producing multiple concerts and festivals raising

considerable amounts of money to build the Sojourner Truth and help clean

the Hudson River.

BOMA, Vice President (former)

Building owners and Management Association (BOMA); Co-founded the 101st

Chapter of BOMA International, a 501(c)6

organization. The members of BOMA manage more than one billion square feet

of property in the US.

Chamber of Commerce, Hastings on Hudson, Vice President (former)

Assisted in revitalizing the Village of Hastings on Hudson while organizing

and conducting multiple activities during the Hastings Centennial

celebration.

Creative Arts Council, Member (former)

Developed a variety of community arts activities while enhancing the local

cultural environment.

Interests

I have lived in Westchester County New York for more than 30 years and

traveled extensively. My wife Adele works with special needs children in

our local school district and is a past president of the PTSA. Adele and I

are directly involved in issues related to children with disabilities and

the challenges that confront their families. We have three children in

Hastings schools and in college. I am an accomplished musician, performer

and composer. My interests include family activities, the Hudson River,

environmental issues, travel and music.

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