firstname.lastname@example.org • Redondo Beach, CA 90277 • 310-***-**** • linkedin.com/in/silva-thomas
Business Development Leader
Accomplished and dynamic business development professional with a proven history in client relationships and retention to drive organizational growth. Proficient in proposing revenue generating ideas from an existing book of business and industry contacts. Technically savvy in industry-specific technologies and adept at team building and collaboration. Skilled interpersonal communicator able to work as part of a diverse and specialized team or independently.
Senior VP – Business Development – Relationship Manager, Comerica Bank, Los Angeles, CA 2018 to Present
Provide investment and trust solutions for consultants and institutional clients. Oversee client retention operations. Services include: investment strategy and management, Custody/Trust, securities lending, performance measure and pension benefit services.
Generated proposal and sale requests via cultivating long-lasting client relations.
Director – Investments Operations, Northrop Grumman Corporation, Los Angeles, CA 2008 to 2016
Spearheaded daily operations focused on overseeing $20B+ in investment assets of corporate pension funds. Aligned investment strategies with business objectives and ensured regulatory compliance. Performed presentations before the Investment Committee on a quarterly basis.
Merged standalone plans into Northrop to consolidate investments and benefits.
Established a Defined Contribution Trust and investment platform for a new spin-off company.
Facilitated funding management by creating a liability hedging strategy for Deferred Compensation.
Key role in trust mergers, consolidations, transition management, and integrations to ensure stability.
Implemented Custom Target Date funds to enhanced participant retirement objectives.
Corporate Director – Investments – Public Equity Management, Northrop Grumman Corp. 2004 to 2008
Specialized in investment strategy research and recommendations with a subject matter expertise in plan policies and procedures. Ensured profitability by meeting regularly with investment managers. Key point of contact for report to the Investment Committee.
Analyzed and recommend successful strategies for domestic and international asset classes.
Mitigated risks through effective due diligence and portfolio performance monitoring.
Ensured most Favored Nation Pricing by evaluating and negotiating investment manager fees.
Treasurer – Northrop Grumman Foundation 2004 – 2016
Managed Foundation assets by overseeing all financial, investments and trust activities in compliance with the guidelines set by the Board of Directors. Responsibilities included:
Developed and executed investment strategy.
Hired and monitor investment managers and custodian.
Prepared and presented quarterly financials and investments results to the Board.
Bachelor of Science: Business Management California State University, Los Angeles, CA
Series 63 securities license
Six Sigma Green Belt (Financial Process Excellence)
Real Estate Broker License