Newell W. Anderson, Jr.
Email: ******.***********@*****.***
International marketing and business executive/manager with extensive
business & global experience in P&L, strategic planning, marketing/public
relations, branding, merchandising, business development, account
management, and turnarounds and takeovers. Seasoned executive in mergers &
acquisitions, takeovers, crisis management, international business
operations and development. Experienced negotiator and strategist with a
strong and aggressive verse in deal making and problem resolution.
. Increased worldwide distributors from 25 to 250 through strong
negotiations, M&A and international appointments.
. Directed international business development and strategy, marketing,
advertising, sales support, planning and operations of 150 international
employee group and profits of $200 million+.
. Organized and directed cross-functional international market launch teams
achieving annual cost savings exceeding $2-3 million per annum.
. Directed successful acquisitions of Germany, France, Japan, Belgium,
Holland, and Scandinavia international distributors and increased margins
of 28% and sales of 35%.
. 25%+ annual growth rates contributed to total sales volume objective
through business development and negotiated international client
contacts.
. 209% of sales target achieved by developing/revitalizing business in
Europe, Asia/Pacific, Latin America and the Middle East.
. 225% + international sales volume incremental increase accomplished in 2
years.
Results-oriented leader whose aggressive negotiating and deal making
skills, marketing/public relations and domestic & international business
expertise enables realization of common goals through diplomatic
negotiations.
. 50% total market share realized through development of military accounts
and international governmental agencies., United Nations, USAID, World
Bank, IMF, UNA/USA, Pentagon.
. Increased market share from 16% to 24% and achieved #2 sales ranking for
key product lines with highest incremental increase in sales and profits.
. Enhanced market share for key product lines in the most import dominated
area of the country.
Seasoned strategist able to maximize performance through extensive problem-
solving skills, negotiating tactics and strong effective action plans.
Detailed business analysis capable of finding solutions and generating
action.
. Took domestic sales to #1 volume in the country.
. # 1 profit division realized through comprehensive management and
development of clients.
. 131% of target achieved and received #1 leasing and rental market
ranking in the country.
. Turned worst performing district to #1 district in the country in
sales, profits and performance.
Team player and strong communicator with ability to develop excellent
client rapport to enhance action results required with a get the job done
attitude. Excellent problem solver with the ability to make things happen
for required results.
. P & L responsibility for international development. Directed $45
million budget and up to 145 staff.
. Increased international sales volume by 164% and annual earnings of
$200 million.
. Developed and implemented international operations 5 year business plans
and strategies for expanding into 100 international markets with minimal
capital and resource allocations, yielding profits in excess of $400
million.
. Increased worldwide distributors from 25 to 250 through new
appointments, mergers, acquisitions, takeovers and buyouts.
. Divested directed ownership allowing principal with remaining 8%
ownership of $2 billion assets.
Bachelor of Science, Business Finance/Marketing, Advertising/Public
Relations, Magna Cum Laude, Rollins College
Securities Licenses: Series 7, 63, 65 and 24 Principal, Life & Variable
Annuities; New York, Rotary Club of Philadelphia; Area 3 Special Service
Projects Coordinator, Co-Chairman, Membership Committee, Philadelphia
Estate Planning Council, WPA/Corcoran Advisory Board Washington DC, Greater
Washington DC Board of Trade, Chairman; Friend Raiser American Cancer
Society, Board of Directors Planned Lifetime Assistance Network of
Pennsylvania Gotham Network Group Philadelphia Charter member.
Newell W. Anderson, Jr.
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PROFESSIONAL EXPERIENCE
Newell Anderson Enterprises - New York, NY
2009 - Present
President & Chief Executive Officer
Caccioppoli-Anderson / Private Marketing Consultants
Principal Partner
. Mergers & Acquisitions, Private Equity, management buy-outs, capital
raises, strategic & equity partners.
. Marketing, strategic & tactical, public relations, branding,
networks.
3Sixty/EHE International - New York, NY
2010 - 2011
Senior Director / Wealth Business Strategy
. Develop comprehensive health, wellness and medical strategies for high
net worth clients of wealth managers.
. Develop, institute and implement marketing strategies and campaigns.
. Oversee the advertising, marketing, merchandising and branding
strategies.
. Work with wealth managers for the benefit of their most valued
clients.
. Enact a 24/7/365 access to medical personnel throughout the country.
. Build a comprehensive health and medical team around clients and their
families.
BDO Seidman LLP
2008 - 2009
Seidman Private Advisors LLC New York, NY
Senior Managing Director/Northeast-MidAtlantic
Senior Manager / BDO
Private Wealth Management
. Develop comprehensive wealth management strategies for high net worth
families.
. Coordinator a team of specialists around the family to deliver the
solutions required.
. Enhance cross-sell relationships with internal partners in Tax, Audit,
Consulting,Valuations, Real Estate and M&A.
. Responsible for east coast operations in wealth management.
. High level client relationship and family service and focus.
. Developed marketing, and branding strategies for east coast.
RBC Wealth Management, Philadelphia, PA
2007 - 2008
RBC Capital Markets
Vice President / Wealth Strategist
Private Wealth Management
. Coordinated the financial affairs of select clients and their families.
Developed and implemented comprehensive wealth management strategies for
high net worth individuals and families.
. Formulated teams of specialists around the $5mm+ and ultra high net
worth clients ($20mm+) based on the needs and goals using wealth
management issues and strategies.
SunTrust Bank, NA Washington DC
2003 - 2007
Vice President / Wealth Strategist
Private Wealth Management
. Developed and implemented comprehensive wealth management strategies on
team approached basis for accredited investors and high net worth
individuals and families.
. Developed marketing, merchandising and branding strategies for wealth
management teams.
. Sourced prospects and clients to appropriate channel to provide
comprehensive based solutions using financial planning as guide. Leading
team to invoke wealth management approaches.
. Formulated, directed and implemented wealth management training for PWM
team and lines of business partners to foster introductions from a wide
variety of sources.
. Directed marketing activities and business plans to achieve directed
goals.
. Family office direction for ultra wealthy with a minimum of $20mm with 56
introductions in 2 years.
. Developed and lead the group into the premier wealth management team in
the organization.
. Initiated and developed extensive relationships with partner groups for
cross-selling introductions as a team.
. Developed commercial, real estate, mortgage and automotive groups for
this purpose through relationship building, training and education.
Extensive cross-sell relationships and quid pro quo introductions.
. Member of the Executive Vice President Committee for development and
execution of Private Wealth Management strategies.
. Revenues of $1.6mm and $2.4mm.
Newell W. Anderson, Jr.
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Mellon Financial Corporation Philadelphia PA
2001 - 2002
The Mellon Private Wealth Management Group
Dreyfus Service Corporation
Vice President / Private Client Advisor
. Responsible for investment and wealth management activity of high net
worth & accredited investors.
. Development of new clients that meet required investment criteria.
. Responsible for generation of revenues of wealth management activities.
. Assets exceeding $200mm and revenues of $2mm+
Joseph Stevens & Company, Investment Banking, Inc. New York, NY
1997 - 2000
Vice President, Investment Banker Investment Management, Private Client
Group
. Private Wall Street Investment Banking Firm - New York City.
. Managed Investment of Private Wealth Management clients network
through market investments, asset and money management.
Smith Barney - Miami FL 1996 - 1996
Financial Consultant
. Starting in a new industry attended comprehensive training in
securities and investments.
. GPM certified to manage portfolios of clients.
Chrysler Corporation Auburn Hills, MI
1981 - 1996
Director, International Development & Business Operations, Chrysler
International Corporation, 1992 - 1996
. P & L responsibility in development of new international business,
sales, and profits of worldwide distributors.
. Implemented and directed 5-year business plans, international fleet
programs, and marketing/merchandising strategies.
. Extensive direction & involvement in mergers and acquisitions and
takeovers with worldwide distributors.
. Developed and implemented product plans, sales support programs and
business plans for international operations and worldwide distributors.
. Designed and successfully implemented buyout plans for all European
distributors.
. Formulated, directed and successfully implemented separation terms for
existing international joint ventures.
. Initiated lobbyist activities at the United Nations, State Department,
UNA/USA, USAID, IMF, & World Health Organization.
. Developed and implemented in depth worldwide market and business
development strategies.
. Developed, implemented and directed international financial statements
and reporting for all worldwide distributors.
. Coordinated all legal, financial, credit and regional worldwide offices
in the appointment and establishment of all agreements, mergers,
acquisitions, buyouts, takeovers and terminations.
. Drafted international distributors agreements for legal approvals and
implementations.
. Negotiated all aspects of the appointments of worldwide
distributors/dealers in a coordinated effort with Legal.
. Responsible for all international trademarks throughout the world in
coordination with Legal.
. Developed, initiated and reviewed international audits of distributors on
a worldwide basis.
. Negotiated and directed international operation on takeovers, buyouts,
mergers & acquisitions and business operations.
. Coordinated and directed relations and strategies with international
advertising agencies and international distributors.
Chrysler Corporation Auburn Hills, MI
1987 - 1989
Manager, Business Manager: Financial Analysis & Strategic Planning
1991 - 1992
. Enhanced sales and profits by implementing quality improvement
programs and upgrading/replacing clients.
. Responsible for direction to #1profit division in the country with
increased market penetration, sales and profits.
. Directed merger and acquisitions activity, business turnarounds, take-
overs and buy-outs.
. Developed financial analysis and profit development meetings for
improvement of poor performers.
. Responsible for the implementation of all marketing, merchandising and
promotional events.
. Responsible for the implementation of advertising agencies promotional
efforts.
. Directed 5 advertising associations with annual billings exceeding
$125,000,000.
. Responsible for SWAT teams that initiated the conducting audits on
business operations.
. Responsible for the direction and implementation of all public
relations events.
Newell W. Anderson Jr.
Page 4 of 4
Chrysler Corporation Auburn Hills, MI
1989 - 1991
Manager, Marketing, Corporate Communications & Public Relations
. Directed the development of all advertising, marketing and promotional
activities of 5 dealer-advertising associations.
. Increased annual billings by 351%.
. Member of special corporate executive team for PR activities,
corporate communications & investor relations.
. Directed relations and accounts with corporate, dealers and
advertising agencies: BBDO, Bozell, K&E and CME.
Chrysler Corporation Auburn Hills, MI
1981 to 1988
District Sales Manager
South Florida / West Palm Beach - Ft. Lauderdale - Miami
. Held P & L responsibility and turned under performing district to #1
district in country of sales and profits.
. Directed appointments and terminations of clients.
. Responsible for all inventory, sales, profitability, and market
penetrations of districts.
. Responsible for public relations activities and advertising in
district.