Sales Management

TERRENCE BURKE

C: 312-***-**** ********@*****.*** 9543 S. Central Park

Evergreen Park, IL 60805

PROFILE AND QUALIFICATIONS

Versatile financial professional with expertise in option trading and risk management; I also served as Chief Operating Officer

of a software development firm, where I demonstrated strong leadership skills in sales, management of cross-functional

teams, customer care, and finance. I have set strategic direction, created and met performance goals, built high-level

development and operational teams, and cultivated solid relationships across customers, functional areas, and organizational

levels.

PROFESSIONAL EXPERIENCE

Heartland Facilities, Chicago, Illinois

Vice President 2104 - Present

Designed workflow processes for establishing, tracking and billing service requests for our large corporate customers.

Built vendor management database using VBA and MS Access to verify subcontractor certifications and reviews.

Refactored accounting system to track income, expenditures and asset purchases

MZK Options, Chicago, Illinois

Corn Option Market Maker, 2011 – May 2014

Trade corn options, both electronically and open outcry on the floor of the CME.

Risk management including hedging delta, vega, gamma/theta, skew and old crop/new crop spreads.

Led the evaluation of several electronic option trading platforms including Option City, Whentech, ProOpticus and

Orc.

Negotiated contract terms with the winning proposal (Option City).

Managed the transition from legacy trading platforms (Global Risk and Trading Technology/T4) to Option City.

Established new processes and procedures for trading execution and risk management using MS Excel, MS Access,

VBA, SQL and Option City.

IOCOM/Insors Integrated Communications, Chicago Illinois

Chief Operating Officer, 2004 -2011

General - Defined, developed and managed successful execution of a business plan to develop and market an IP-based

visual communication platform.

Equity capital – key member of management team that created and presented business plans to investors, raising over $19

million in capital.

Product Management - Defined and documented product requirements by meeting with customers and translating their

business needs into technical requirements.

Product Management - Defined and managed the development of the Software as a Service platform using Sales Force

and related applications for automated back office customer management (for direct sales and distribution channels),

customer provisioning, and billing.

Sales - Presented to senior management in sales cycles for large marquee accounts including Chevron, BP, and the UK

National Health Service. Participated in weekly sales meetings and worked directly with sales representatives in

technical, pricing and fulfillment issues. Oversaw sales growth from $0 to $30 million in aggregate sales to over 400

corporate, research and government institutions.

Team Building- Personally recruited, interviewed and hired each member of the Operations, Support, Quality Assurance

and Software development teams.

Customer Training - Established customer training program. Managed the development of and created content for training

documentation and videos.

Customer Training - Author of several technical whitepapers describing overall technical architecture and capabilities.

Customer Support - Led the Tier 3 customer support team and was the liaison with customers, partners, and the internal

software QA and development team to solve critical customer support issues.

Operations – Managed the procurement, assembly, shipment and installation of visual collaboration rooms to domestic

and international locations including Angola, Azerbaijan, Columbia, Europe, India, Japan and Singapore

Accounting - Built initial internal accounting structure (Quickbooks) and then led the transition to a more robust ERP

platform, including vendor selection (MS Dynamics), defined new processes and oversaw software/IT installation.

System Analyst, 1999 – 2003

Developed a patented process for determining internal and external call patterns within Fortune 500 enterprises by analyzing

data sets through SQL queries and VBA code.

Wrote business cases for VoIP deployments on large enterprise accounts.

Liaison with technical and customer groups to resolve outstanding issues.

Designed and deployed staff support processes and evaluated organizational effectiveness.

Kottke and Associates, Chicago, Illinois

Options Market Maker, 1992 - 1999

As an independent floor trader successfully initiated and managed commodity option and futures positions with full

responsibility for profit and loss on all future and option positions. Created and maintained data sets and computer programs

for tracking PnL, historical volatilities and call/put slope analysis. Achieved profitability for 8 consecutive years.

Chicago Board of Trade: Soybean Option Pit 1996 -1999

Chicago Mercantile Exchange: Eurodollar Option Pit 1993 - 1996

Chicago Board of Trade: Corn Option Pit 1992-1993

Crescent Options, Chicago, Illinois

Partner, 1993-1996

Co-founded partnership to recruit, train and financially back option market makers. Mentored traders in the Corn, Soybean,

Eurodollar and Live Cattle option markets, including overseeing position risks and daily review of option and futures trades I

created an option training program for clerks and conducted weekly mock trading sessions.

Amsterdam Option Traders USA, Chicago, Illinois

Vice President, Operations and Options Trading, 1987-1992

Options Market Maker, rose from clerk to Vice President in 3 years. Successfully initiated and managed option positions on the

Chicago Board Options Exchange in various stocks, commodities and currencies including Ford Motor Co, OEX, corn and

Japanese yen.

PATENTS

U.S. Patent # 6356628 issued on March 12th, 2002

U.S. Patent # 6535591 issued on March 18th, 2003

EDUCATION

University of Illinois at Urbana – B.S., Finance 1987, magna cum laude

University of Dundee, Scotland 1983-84

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