Shawn Owen
*** ********** *** • Brentwood, NY ***17 • 631-***-****
*****.****@****.***
Summary:
Dedicated, results-oriented, decisive professional. Talents include building relationships, solving
problems, implementing change, training/communicating, improving business processes and writing
procedures and business requirements. The ability to work independently, communicate clearly, concisely
and effectively, both verbally and in writing.
Experience:
Craig Scott Capital, Uniondale, NY 2013 - Present
Relationship Manager
• Protect the bank from taking a loss by adhering to bank policies, procedures and controls to protect
customer, bank assets and information, and enforce compliance standards.
• Develop a rapport with key client partners to deepen the bank’s customer relationships and to position the
bank for additional sales.
• Maintain and increase client portfolios through utilization of proactive and disciplined research.
• Leverage referrals and other lead generation techniques (e.g., community outreach) to identify new
prospects and cross-selling opportunities with current clients.
• Cultivate partnerships with specialist to obtain and provide qualified referrals.
Craig Scott Capital, Uniondale, NY 2012 - 2013
Account Executive
• Maintain contact with all clients to ensure high level of client satisfaction, resolves all customer concerns
and problems in a timely manner.
• Managed the day to day administration for a number of clients to solve account related issues.
• Built relationships with daily client contacts, decision-makers, and internal resources.
• Develop new marketing strategies.
• Sells consultatively and makes recommendations to prospects and clients of the various solutions the
company offers for their accounts.
• Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed
sales, and follow-up activities.
• Manage investment portfolios and provide investment advice.
• Maintaining professional and technical knowledge by attending educational workshops; reviewing
professional publications; establishing personal networks; participating in professional societies.
Urban Knowledge Bookstores, Deer Park, NY 2009 - 2012
District Operations Manager (Marketing and product functions)
• Work with President and operational leads to scout potential locations, develop strategy for target locations,
as well as complementary revenue streams (via advertising, partnerships, public relations).
• Developed go-to-market framework for initial launch and multi-phase rollout for target locations. Organized
and led direct marketing for grand opening events.
• Achieving financial objectives by preparing annual budget; scheduling expenditures; analyzing variances;
initiating corrective actions, for each respective location.
• Responsible for daily operations of seven locations, maintaining each location by recruiting, selecting,
orienting, and training employees and store managers throughout six states to ensure operations are running
efficiently and compliant.
Shawn Owen
211 Washington Ave • Brentwood, NY 11717 • 631-***-****
*****.****@****.***
• Ensuring merchandise availability by approving contracts; maintaining inventories with necessary cash and
inventory control, studying product trends. Managing staffing budgets in assigned locations.
• Conducts investigations and interviews for inventory, cash loss, and breach of company policies and
procedures. Proactively monitor controls to identify employee theft.
• Analyzed under-performing product line and developed new pricing and marketing strategies. Implemented
new strategies and standards that helped business line grow.
Developmental Disabilities Institute, Smithtown, NY 2001 - 2009
Assistant Residential Manager
• Ensuring that staff members supervised receives information, such as medical, psychological, and social
factors contributing to the individual's situation.
• Regularly inspected case records to evaluate the completeness and quality of treatment plans, medical
records, and progress notes.
• Completion of staff evaluations competencies and deficiencies by meeting with subordinates on an
individual basis to discuss their job performance's strengths and weaknesses, suggestions for improvement,
and follow-up as appropriate.
• Knowledge of Emergency Procedures and accurate implementation of procedures in handling crisis
situations as they arise.
• Assist with implementing and maintaining internal financial controls and procedures.
Education:
SUNY Suffolk Community College, Brentwood, NY - Associates of Science Degree in Accounting
Licenses and Certifications:
• Series 7 and Series 63 licensed
References available upon request