RONALD C. GOLDBERG, JD

**** ******** *** #***, ***** Vista, CA 90066 C: 818-***-**** ad4li1@r.postjobfree.com

MARKETING, BUSINESS DEVELOPMENT & OPERATIONS MANAGEMENT

CORE LEADERSHIP COMPETENCIES

Conceptualizing and Implementing Market Strategies – Development of Annual and Multi-Year Business/Marketing Plans – Formulating New Products and Service Lines – Implementing Sales and Revenue Tracking – Collaborating with National and Regional Clients to Create Business Plans to Meet Revenue Goals – Managing Advertising Agency and Market Research Firm Relations – Developing Strategic Alliances – Cost Containment – Acquisitions/Mergers – Managing P&L and Multi-Million Dollar Budgets – Continuous Improvement – B2B Business Development – Exhibitor Trade Show Strategies and Representation

NOTABLE CONTRIBUTIONS

Increased affinity base for non-profit financial services organization from less than 20 financial institution clients to 50+ financial services organizations by fostering strategic alliances and orchestrating innovative marketing and advertising campaigns.

Drove multi-million dollar revenue increases for both financial services as well as insurance organizations by creating national insurance compliance, CRM, and insurance company national joint venturing.

Dramatically increased visibility in Pacific Region, ensuring renewal of prestigious endorsement of the California and Nevada Credit Union Leagues.

PROFESSIONAL EXPERIENCE

PETERBERG COMMERCIAL INSURANCE SERVICES, Los Angeles, CA

Executive Vice President: Chief Marketing Officer 2009 to present

Chief Marketing/Business Development Officer for this high profile dedicated Commercial Insurance Brokerage in the greater Los Angeles area. Create all sales and marketing programs. Attend trade shows as an exhibitor. Train all staff on commercial insurance products. Maintain all relationships with insurance carriers and MGA’s. Position is current and strictly confidential.

BYDESIGN FINANCIAL SOLUTIONS, Granada Hills [California consumer credit counseling agency]

Community & Business Relations Vice President 2007 to 2009

Chartered with maximizing revenue by increasing client base. Developed new business marketing strategies with major federal credit unions and regional bankruptcy law firms. Fostered corporate relationships and loyalties by providing onsite staff training re: programs and services.

Increased affinity client base 100% by exhibiting and delivering presentations at statewide credit union chapter meetings for credit union C-level executives, boards of directors, and bankruptcy law firm partners.

Negotiated and expanded outreach to corporate sponsors and increased funding commitments by 80%.

Active leadership role with Los Angeles Regional Advisory Committee of Community Professionals, comprised of credit union CEO’s and representatives from California and Nevada Credit Union Leagues.

CU HOME LOANS, Burbank [A wholesale mortgage banking firm focusing on credit unions]

Sales & Marketing Vice President 2005 to 2007

Managed all commercial and multi-family underwriting. Marketed mortgage banking programs to credit union executives and other affinity groups. Hired, trained, and managed 30+ Loan Officers, Processors, Underwriters and Originators. Presented seminars to targeted group audiences that resulted in closed transactions. Reviewed and implemented product enhancements to existing lines of insurance. Wrote letters of agreement.

RONALD C. GOLDBERG, JD PAGE 2

Grew loan production 300% by developing strategic alliances with credit unions, law firms, and CPA firms.

Increased production of underperforming mortgage originators by observing their presentations onsite, creating weekly reporting format, and deploying effective direct management approaches.

Met with credit C-level executives and gained approval to enhance their internal marketing and advertising plans, which increased overall relationship production and revenue by 30%.

Coordinated trade show exhibits, including design and oversight of booth construction.

Developed and integrated a full-service insurance brokerage and designed new insurance products.

Initiated and managed contractual relationship with First Entertainment CU (Warner Bros. and Sony).

CAPITAL ONE BANK INSURANCE SERVICES, Westlake Village [Formerly INSLOGIC, a national “start up” insurance brokerage aggregator offering auto, term life, and homeowner products.]

Director of Special Projects/Acting Chief Compliance Officer 1999 to 2004

Senior operating executive with strategic planning and marketing management responsibility for Capital One’s largest national affinity groups, including carrier and existing client relations. Planned and launched new affinity insurance programs: employee benefit, auto, homeowners, term life, and other products. Successfully resolved conflicts between company and carriers, major clients, and State Insurance departments. Outsourced and managed relationships with compliance national law firm: Director of Corporate Licensing, Regional Vice President of Carrier Relations, and Internal Junior Legal Counsel.

Supervised compliance of 300+ licensed national agents, increasing sales by 60% or 20,000 new insurance policies generated annually.

Guided project strategy and sales to major Fortune 500 companies: Ford Motor Company, PNC Bank, and Charles Schwab Corp.

Developed key account management protocol; created compliance reports and methodology.

Successfully negotiated with insurance companies resulting in highest commissions available.

Increased client sales by collaborating with executives in meeting their internal business and marketing plans, ensuring they met their internal revenue goals,

Took the lead in developing new insurance products/programs, including Deductible Reimbursement program for Ford Motor Company and Guaranteed Group Term Life program for Charles Schwab Corp.

FORD MOTOR CORPORATION, San Francisco [formerly CARCLUB.com]

Insurance and Consumer Lending, National Vice President 1998 to 1999

Developed products instrumental in increasing membership to 150,000 and generating $1.5M in new monthly revenue.

Increased sales of Triple A Club of Metropolitan New York City by implementing AD&D Insurance program marketed to 5M members in New York. Also managed relationship with Lloyds of London.

OTHER EMPLOYMENT: Credit Union Members of America, Inc., Woodland Hills – Owner/CEO

Instructor at both University and Community College levels

EDUCATION, LICENSURE, & AFFILIATIONS

Juris Doctorate - University of LaVerne`

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B.S. in Political Science – California State University, Northridge

Life and Disability: Fire and Casualty Broker – State of California

Planning Commissioner – City of Clayton, CA (2 year term)

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