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Project Engineer Branch Manager

Location:
San Jose, CA
Posted:
April 21, 2025

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Resume:

Tony H. Ly

**** ******* ****,

Spc***

San Jose, CA 95112

408-***-****

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



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