ZACK SYED
**** ***** **** **. ********** RI *****
******@*****.***
CAREER SUMMARY
. Accomplished financial service professional with proven track record,
strong
knowledge of financial services sales and marketing.
. Excellent business reputation as a competent and knowledgeable
professional. Driven to produce results, excellent communicator capable of
handling large client base and referral base.
. Confident team player with the ability to thrive in multi-task
environment, Driven to
perform and produce measurable results.
EDUCATION.
. Johnson & Wales University 2001
MBA International Business & Finance
. University of Rhode Island 1994
Bachelor of Business Administration
EMPLOYMENT:
Liberty Tax Service Branch Manager April, 2011 to Present
Tax preparation and commercial loan agent, tax certified for small
business.
Manage team of 6 tax preparers and tele-sales team.
Hire and train new tax preparers, Run marketing and sales campaign to
promote business
Manage all aspects of branch management.
Paasneri Group LLC General Manager April-2010 to April, 2011
Responsible for profitable operation of the company.
Total revenue over half a million dollars
Manage production and sales team of 7 .
Hiring training and retention of the customer service staff.
Increased sales by adding 2 new wholesales account in past month.
Manage and control cost by streamlining procurement and vender
acquisition.
Allied Home Mortgage. Owner/ Manager 1/2004- August 2008.
. Manage and run all aspects of the branch from residential loan
origination,
commercial loan, to managing a team of 10 Loan officers & processor
. Responsible for hiring training and retention.
. Conduct business development seminar, ad campaigns.
. Business network with attorneys, financial advisor, insurance agents and
realtors
to market and promote financial services.
Taylor Made Mortgage. Sales Manager 9/2002 - 1/2004.
. Manage a team of 6 loan officers and a processor.
. Facilitate the loan process from lead generation to closing.
. Responsible for hiring and training and motivating to excel.
Morgan Stanley. Financial Advisor 4/2001- 9/2002.
. Series 7, Series 63, Series 31.
. Life and health Insurance.
. Conforming mortgages A& B credit.
Develop business referral programs with attorneys, CPA. and business
mangers to
Enhance 401k and IRA for their employees.
. Provide the financing and securitizing services to companies and no-
profits.
. Extensive focus on clients wealth building and retirements needs.
. Excess to private money mangers and mutual funds
. Conduct financial seminars, to increase Morgan Stanley market share.
Conseco Finance. Senior loan officer/trainer, 3/1999- 4/2001.
. Ranked #1 for the highest non-conforming mortgage production.
. Ranked # 16 in the region out of 145 loan officers.
. Trained new loan officers.
BUSINESS & CIVIC ACTIVITIES:
. Member Board of Directors Physical therapy-RI Department of Health. 2005
. Member Psi Class, Leadership RI 2003
. Chairman, founding member Pakistan American Assoc. of New England
. Nominated for Providence business news forty under forty awards.
. Hosted and developed radio show " PAA'NE UNLEASHED" to bring financial,
social and political personalities to the radio community.
. Several community citations by the Mayor of Providence, David Cicilline
and
United State Senator Jack Reed.
. Rhode Island Senate Citation for " leadership for a future program".
. Graduated 2007 " Leadership for a Future"
COMPUTER SKILLS:
. Well versed in office technology, Emails. Microsoft word, excel,
internet search
engines.
. Tele-conference and video conference.
. Financial trading platforms, financial analysis programs.
. Calyx financial loan processing software and data base
. Fannie- Mae automated underwriting and FHA automated underwriting
systems
LANGUAGES:
. Fluent in verbal and written English, Urdu/Hindi.
. Comfortable in written and spoken Spanish.
Professional License: Property and Casualty license