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Sales Management

Location:
United States
Posted:
July 12, 2016

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Resume:

RICHARD E. STEWART * Stratford Garden Court 301-***-**** home

Silver Spring, MD 20904 301-***-**** cell

acvn75@r.postjobfree.com

EXECUTIVE PROFILE

Operational Management / Strategic Planning / Investment Management /

Executive with proven leadership roles & responsibilities in both large and emerging growth companies. Expertise in leading division/departmental operations, finance, sales & marketing, investment banking, and capital markets in a broad array of industries. Strong track record for the successful implementation of strategies and firm-wide initiatives that led to company-wide changes across the organization.

Successfully managed in excess of nine billion dollars of investment assets. Deep hands-on experience in structuring deals and conducting intricate valuations for complex transactions.

Led company wide initiatives to create measurable performance and profit based metrics that increased profitability by more than forty percent. Strategic thinker with project management experience that has successfully managed cross-functional teams. Skilled at building, motivating, and leading executive teams and executing corporate vision.

Industry Expertise & Management Skills

Experience in building out and executing the strategic direction for emerging firm

Excellent verbal, analytical, organizational, and leadership skills

Experienced Leader in identifying potential organizational cost savings

Company turnaround expertise

Significant expertise in instituting and implementing Corporate Development Strategies

Develop and manage multi-million dollar revenue, expense, and capital budgets

Investment Banking expertise to source deals, raise Institutional Capital & close transactions

Direct Capital Markets experience managing & leading a multi-million dollar firm

Business Development experience in raising over 500 million dollars of investment assets

Expert in the use of New Markets Tax Credits to facilitate funding and investment transactions

Top Secret Clearance

Selected Accomplishments

Created tactical Sales Model that increased sales and successful RFP responses by 40 % in 1 year

Created strategies that reduced cost by 35% and simultaneously increased revenue by 45%

Created a new funding process that generated 25 million dollars in new capital for the company

Doubled size of $150 million dollar fund in 1 year

Executive Leadership award three years in a row

Created strategic company-wide metrics that company used to govern its management practices

Managed four billion dollars of investable assets on a daily basis

Received numerous customer initiated awards and commendations

Rated number two out of fifty in Executive Management Class

2007-Present Innolog Holding Corporation McLean, VA

Chief Operating Officer- Lead the overall daily responsibilities for the firm with direct oversight for the Operations Division, Human Resource, IT, and Development Group. Proactively identify and implement opportunities to increase revenue, decrease costs, gain efficiencies, improve fiscal controls and improve operational capabilities. Manage assigned ad-hoc projects that resulted in a 30% cost savings to the company and achieved desired outcomes and metrics. Provide oversight and guidance to implement systems, controls, and procedures to ensure fiduciary responsibility and sound financial management. Responsible for identifying and leading Corporate Development initiatives designed to increase the firm’s revenue. Responsibilities include structuring all aspects of the transactions that encompass mergers and acquisitions, divestitures, leveraged buyouts. Direct the strategic vision and growth of the firm that doubled the firm’s revenue and increased the client base by over forty percent. Manage the firm’s Business Development Team that culminated in a 35% increase in the “win-ratio” of successful bids. Lead the team in executing the annual audit and other compliance reporting procedures.

Galen Capital Corporation McLean, VA

Senior Managing Director- Responsible for Investment Banking, Corporate Operations, and Structuring of transactions nationwide for the firm. Managed the multi-million dollar Profit and Loss position of the firm and established the overall company-wide initiatives. Direct the strategic vision and growth of the firm that doubled the firm’s revenue and increased the client base by over forty percent. Responsibilities include supporting and developing a portfolio of middle-market corporate relationships, liaising up to the Chief Executive Officer level including all aspects of structuring capital market transactions, as well as mergers and acquisitions, making recommendations, and providing workable solutions tailored to each client. Manage and monitor the current portfolio with particular emphasis on leveraged and non-investment grade companies, gather and analyze financial and other information in regards to potential and current clients. Create financial models and conduct financial statement analysis while using discounted cash flow analysis. Lead the team in executing mergers, acquisitions, divestitures, and leveraged buyouts.

2006-2007 FSI Holding Inc Columbia, MD

Executive Director, Corporate Development- Design and implement the corporate strategic development plan for the entire organization. Vertically integrate the Marketing, Finance, E-Commerce, and Business Development divisions of the organization. Create and implement the financial and sales structure that increased revenue by 70% while simultaneously reduced expenses by 40%. Formalized the business processes and built a new management team. Lead a cross-functional team instituted financial reporting procedures, developed comprehensive business metrics, and instituted performance evaluation systems. Oversee the tracking of a $15 million dollar organizational budget. Act as the company liaison to a number of the organization’s funders and lead the Growth and Forecast committee. Create national partnerships with financial institutions and corporations around the country to build out the necessary infrastructure needed to leverage the company’s resources. Develop new revenue-producing business models that are created to expand the geographic and financial strength of the firm. A key member of the Board of Directors charged with the organizational growth and compliance of the firm.

2004-2005 Enterprise Housing Financial Services Columbia, MD

Senior Director, Capital Management- Directly responsible for the strategic management of a $200 million Economic Development Fund in 19 targeted markets. Developed and managed the operating budget, strategic plan, and forecasted the level of funding needed to finance investment transactions nationwide. Created and structured new investment vehicles that generated $ 25 million dollars in new capital for the organization’s lending operation. Liaison to financial institutions and investors for all capital- raising of assets.

2001-2003 Edna McConnell Clark Foundation New York, NY

Senior Portfolio Manager- Developed and managed a five-million dollar portfolio of public/private organizations. Structured investment parameters and provided tactical advice designed to assist organizations in achieving projected outcomes. Provided leadership to the portfolio team for sourcing and identification of investment opportunities. Conducted due diligence of investment criteria and assisted in the creation of growth-oriented business plans that summarize the strategic direction for all investments. Directed and managed professional consultants engaged to support the investment portfolio.

2000-2001 Deloitte & Touche Mclean, VA

Senior Manager- Managed projects that provided strategic marketing and financial expertise for the Financial Services and Real Estate Sector. Identified target markets and created strategic tactics that provided the leadership for three different lines of business. Created a cross functional team that increased the firm’s market share in the Mid-Atlantic Region. Coordinated annual reporting and ensured forecasted business line financial goals are accomplished.

1997-2000 Friedman, Billings, Ramsey Arlington, VA

Vice President- Presented market-driven research to clients and executed trading transactions. Conducted due diligence on Venture Capital Portfolio and recommended investment opportunities and financial structures. Managed in excess of $100 million dollars investment portfolios and achieved return on investments that exceeded the S&P 500 benchmark. Conducted Institutional Sales activities of equity, high yield, and private placements focused in the Real Estate, Technology, and Financial Services Sector.

1993-1996 Ford Motor Company Washington, DC

Senior Manager of Federal Finance Program – Overall responsibility for the financial and operational performance of the nationwide Finance Center Program. Developed and implemented the compliance policies to ensure financial integrity within the program. Created and implemented cost-saving procedures that resulted in a 35% cost savings in the program while increasing revenue 45%. Created and led the tactical direction of the finance center and its nationwide affiliates. Monitored and invested eight billion dollars worth of commercial paper investments.

1987-1992 International Business Machines Corp. Hartford, CT

Financial Analyst – Conducted profitability analysis and analyzed pricing strategies to evaluate IBM’s market share. Analyzed pricing policies, sales strategies, and distribution channels for the fastest growing product division. Developed alternative strategies to position the product in the marketplace and utilized return on investment models to determine organization’s profitability.

Education, Licenses, & Affiliations

MBA, Penn State University, emphasis in Finance State College, PA

MBA, Manchester Business School, emphasis International Business Manchester, England

BBA, University of Massachusetts, emphasis in Finance & Economics Amherst, MA

Series 7, 63, 24, 79

Top Secret Clearance

Board Member of Cinderblock Foundation

Board Member of AAE Venture Fund

Board Member of Innovative Technologies Incorporated



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