Clinic Coordinator Customer Service

Bruce E. Zucker

**** ****** ******* **** #**** • Dallas, Texas 75248

214-***-**** • ******.*****@*****.***

EXPERIENCE

THE ZUCKER GROUP

Founder and Limited Partner

Dallas, Texas

2008–2011

Founded privately held investment firm to identify, acquire, and actively manage lower-middle market, privately held service companies with revenues in the range of $10 million to $30 million

Raised $600 thousand of seed capital during two financing rounds from 21 investors across the U.S.

Sourced, evaluated, and negotiated M&A transactions focusing on growth companies with the expectation of taking on C-level operating roles within the acquired companies post-transaction

NEW BENEFITS

Clinic Coordinator

Dallas, Texas

2006–2008

Implemented branding programs that increased revenues for the urgent care clinics and allowed uninsured and underinsured patients to receive quality healthcare while saving out of pocket expenses

Earned professional licenses to sell both health and life insurance policies

RUSHTRADE SECURITIES

President and Director of Trading

Dallas, Texas

2003–2006

Administered the Broker-Dealer through the daily management of the back office, trade desk, compliance, and operations departments

Serviced a high net worth client base and assisted in raising needed capital for the firm

Directed a national marketing campaign resulting in lower client acquisition costs, by maximizing use of the Internet

Revitalized the customer service initiative resulting in efficiencies in manpower and enhanced customer service

MYDISCOUNTBROKER.COM

Founder, President, and CEO

Dallas, Texas

1996–2002

Created the business plan and built the company from four to ninety-five employees

Grew the customer asset base to $500M in five years via marketing and product development

Recognized nationally with multiple top ten rankings by publications such as Kiplinger’s, Smart Money, and Barron’s

Created three-time Telly award winning commercial series as part of national marketing and media campaign

Conducted multiple national media tours and focus groups leading to increased brand awareness

Interviewed as industry expert for stories on CNBC and in Wall Street Journal, USA Today, Barron’s, and Fortune

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