James M. Miljanich
***** *********** ******* #***, *********, NC 28278
Phone: 704-***-****
E-mail: acs2kz@r.postjobfree.com
SALES AND FINANCE
Qualifications • Consistently increased sales and maintained beneficial relationships with multitude of accounts.
• Provided key research and analysis to highly profitable Investment Grade Traders.
• Extensive background in business operations, finance and mortgage.
Professional
Experience VP – FIXED INCOME SALES 2012 - 2013
Stifel, Nicolaus& Company, Charlotte, NC
• Account Manager for 25 accounts on investment banking desk.
• Increased business by a minimum of 50% with the 3 largest accounts.
• Overall sales book production increased by 50% in one fiscal year.
• Executed 100k in production with a newly acquired account.
FIXED INCOME - MIDDLE MARKET SALES 2008 - 2012
Bank of America, Charlotte, NC
• Provided support and backed up 3 sales associates.
• Sought opportunities to increase business with institutional and tier 2 accounts.
• Provided additional interim support to head of institutional sales in Charlotte and head of sales in Chicago.
• Aligned account investment strategies through knowledge of multiple products: high grade, high yield, mortgage, muni and agency bonds.
• Gross sales credits exceeding $1mm and production breakdown:
value: 50%, riskless/focus: 10%, into risk: 20%, new issue: 20%
Major Achievements
• Promoted to Account Manager for 35 accounts
• Increased production of 3 high profile accounts by a minimum of 10%.
• Increased sales credits 5% annually, through in-depth account analysis.
• Transacted additional 15% sales credits on $5 million book.
FIXED INCOME - TRADING ASSISTANT 2007 - 2008
Bank of America, Charlotte, NC
• Booked 100 plus trades daily for 3 traders.
• Researched and reconciled trade fails and discrepancies with Back Office.
• Monitored market risk exposure and reconciled P&L daily for 3 traders.
Major Achievements
• Minimized Trace Violations through timely reconciliation.
• Maximized profits through watchdog activities on DV01 positions.
• Successfully and diligently provided back up for traders in their absence.
SENIOR LOAN OFFICER 2005 - 2007
Service One Mortgage, Mission Viejo, CA
• Managed daily business operations of independent mortgage firm.
• Mortgage originator and closer for 10 million dollars in financing.
• increase market shares by identifying emerging markets.
Major Achievements
• Increased loan transactions by 20% monthly.
• Increased employee productivity 15% by establishing operating procedures and standard practice documentation.
LOGISTICS ANALYST 2002-2005
Walt Disney Studios/BVHE, Burbank, Ca
Managed $30 million of domestic and international vendor traffic to 4 US and 2 Canadian warehouses.
Major Achievements
• Negotiated favorable rates with a total cost savings of 100k US dollars/yr.
• 100% success rate for meeting production in-house date requirements.
• Reconciled invoicing issues for a cost savings of 5k US dollars per invoice.
• Secured multiple lane agreement resulting in a 2k dollar per day cost reduction.
PROJECT MANAGER 2000-2001
Walt Disney Interactive – Glendale, Ca
Managed supply chain execution of 70 time-sensitive product launches.
Major Achievements
• Negotiated minimal pricing and maximum quantities with an estimated savings of 10k US dollars per release.
• Created 300 production models, directly aligned to master production planning and scheduling, with 100% accuracy
• Success rate of 100% in meeting launch date and inventory requirements.
OWNER/OPERATOR 1994 – 1999
Peppers Bar and Casino
Managed restaurant, bar and casino financial and business operations.
Major Achievements
• Negotiated sale of company holdings with a 25% return on investment.
• Profits exceeded overhead by 35% through inventory optimization.
• Grew profitability by 50% through alternate business dealings and initiating contractual changes.
• Addressed human resource issues corresponding to less than 10% turnover.
Education
Bachelor of Arts
Major: Finance
WoodburyUniversity, Burbank 1993
Professional Trained/Certified in: Business Conduct, E-mail Etiquette, Ethics and Sexual Harassment Prevention
Licensed: Series 7 and 63
Technical AS400, Bloomberg, EDI, FSP, SAP, Microsoft Office Suite