Tony H. Ly
Spc***
San Jose, CA 95112
Email:
************@*****.***
Project Engineer/Branch Manager: 30+ years of Management experience in sales, operations
and staffing. Keen understanding of business priorities, project management for revenue target
and development of client relations. Cross-functional communicator easily interfaces with high
profile staff, vendors and customers. Consistent success in developing the processes and
procedures to streamline operations and maximize revenue generation.
EDUCATION: May 1996, Heald Business College
Associate of Applied Science, Accounting
EXPERIENCE:
SC Detailing January 1, 2016 - Current
- manage operations
- service existing clients
-set appointments
-detail vehicles,RV, boats classic cars, exotic cars and tractors.
-manage financials for the company.
- 1 man operation for the company.
Innovative High Technologies, Inc. May 14, 2014 – July24, 2015
Client Relations Manager/Project Engineer
-Responsible for growing projects through sales efforts with existing clients and business
development.
-Project accountability and execution inclusive of scope, deliverables, implementation,
profitability, quality and resources.
-Interface and manage customer relationships in a business, technical and sales environment
-Create strategies for risk mitigation and contingency planning
-Analyze, track and report project budget, hours, expenses, profitability, revenue, margins, cost
and utilization on a regular basis.
-Compile and present reports defining project progress, problems and solutions.
-Develop project estimates, budgets, and schedules.
-Monitor project progress; prepare monthly reports analyzing the accuracy of the budget,
schedule, cash flow and manpower forecasts.
-Identify opportunities for cost-saving measures and quality improvement.
-Coordinate the production of construction documents with design team.
-Travel to project sites as needed to determine project status, scope and/or schedule.
Pacific Financial Bancorp
Commercial Loan Specialist June 2012 – May 2014
Commercial lending. Prospecting businesses to grow portfolio and increase revenues.
SCI- Service Corporation International
Community Service Sales Manager October 2012 – Aug. 20, 2013
Promote sales and ensure that Market Area sales target are achieved. Recruit talented licensed
Advisors to protect families in Preplanning needs. Provide sales team of 5-15 Advisors with
coaching, mentoring and training. Review and evaluate sales performance. Prepare annual sales
goals and implement sales processes. Ensure all regulatory requirements are current and in
compliance. Go on calls with Advisors to do presentations and close sales.
California Bank & Trust
Branch Manager Vice President June 2011 – June 2012
Oversees, leads, and directs one or more branches with regards to operations, sales, and
regulatory compliance to meet assigned lending and deposit goals Develops programs to
maximize branch profitability, minimize risk, and to improve customer service and product
knowledge. Lender responsible for processing, underwriting, and approving loans within assigned
limits. Reviews branch reports for compliance and accuracy.
Specialize in Commercial, SBA and Consumer lending
Comerica Bank Sept. 2010 – May 2011
Personal Banker, Sunnyvale CA
Bank of America, Fremont, CA
Personal Banker January 2010 – July 2010
Acquisition of new households, Grow Deposits and Deepen relationship
Cross-sell and deepening relationship for consumer and business clients.
Utilize business partners to meet customer’s financial needs.
Control and maintain lost control and compliance.
Business Development
Bank of the West, San Jose, CA
Vice President, Branch Manager March 2005 – October 2008
Wells Fargo Bank, San Jose, CA
Vice President, Branch Manager February 1994 - February 2005
Level 5
• Manage branches with deposit balances of $200m to $450m.
• Service clients' total financial needs resulting in greater market share and profitability.
• Responsible for 20-30 employees
• Responsible for hiring and developing a strong sales team.
• Manage budgets, schedules and performance standards
• Promote team members for advancement
• Involve in the community to increase our presents.
• Act as business partner in providing necessary tools and resources to sales members to
increase financial products and services.
License: Life
Special Skills and Activities:
-Assess and Deploy Train the trainer (Siebel)
-Computer Skills: Microsoft Word, Excel, Access Power Point, FrontPage
Awards
Hawaii Sales and Service Conference 2003
President’s Club 2005, 2004, 2003, 2002 and 2001
Prospector 2005, 2004, 2003, 2002 and 2001
References: Available upon request