Sales Manager
Resume:
PROFESSIONAL EXPERIENCE
*/**** – */**** The Krauss Agency (Allstate Insurance & Investments/non-owner)
Investment and Sales Manager/Business Analyst
Clientele book of 1500 plus clients/Managing 15 employees
Negotiation policies (Auto, life and home insurance/ Investments)
Excellent team player & manager/ability to deal with business & risk partners at all levels
Drove process improvements and provided oversight of product areas
Business management strategy Six Sigma
Monitoring market developments/Analyze Market
Providing investment service/ Marketing initiatives
Maintaining and managing/marketing for new investors/clients
Knowledge of corporate finance, accounting and financial modeling
Identifying and implementing business patterns
Service Oriented Architecture SOA Principles
Unified Modeling Language System
Process design and technical experience through multiple Pega implementations
IT Architecture/ SQL Server Reporting Services (SSRS)
SQL Server Integration Services (SSIS) & Microsoft SQL Server Analysis Services (SSAS)
Lead team and initiative projects in the process improvement analysis and business system enhancement
Market making, bonds/stocks, trading of derivatives, mutual funds, life/health/auto insurance
Fixed income instruments, foreign exchange, currency, commodities, equity securities, retirement
Knowledge of such programs as business Analyst in the credit risk area, system testing, RAPM/RAROC, implementation, credit risk reporting, limits reporting, collateral management, data management, architecture, data warehousing, System architecture & business intelligence
12/2007 – 8/2009 Bank of America Corporation
Assistant Bank Manager/Investment Banker
Promoted to Assistant Bank Manager from Investment Banker within eight months
Promoted to Investment Banker from Personal Banker within six months
Managed bank which included eight employees
Monitoring relevant market developments
Analyze market to determine fluctuation
Providing investment service to clients
Capital structure and liquidity analyst
CRM customer relationship management software from Microsoft Dynamics
Market making, bonds/stocks, trading of derivatives, mutual funds
Fixed income instruments, foreign exchange, currency, commodities, equity securities, retirement
Knowledge of corporate finance, accounting and financial modeling
Establish, retain, and deepen relationships to achieve team sales goals
Acquisition of new customers through active relationship management
Anticipate customers financial needs, match products and services
12/2006-12/2007 J P Morgan Chase
Investment Banker/Market Analyst
Monitoring relevant market developments, industry news and fluctuations in stock prices
Market making, bonds/stocks, trading of derivatives, mutual funds, fixed income instruments
Foreign exchange, currency, commodities, equity securities, retirement vehicles
CRM customer relationship management software from Microsoft Dynamics
Analyze market to determine fluctuation in stocks/bonds/mutual funds
Acquisition of new customers through active relationship management
Specialized in all forms of credit loans- A-paper, sub-prime, residential and commercial
Earned multiple company awards in recognition of performance
Creation of financial projections and merger models
Providing investment service to clients /Market-based and intrinsic valuations
Capital structure and liquidity analyses
1/2006 – 8/2007 Quantum Mortgage Corporation
Senior Consultant & Mortgage specialist/credit Analyst
Consistently ranked #1 in company sales for sixteen consecutive months
Monitoring relevant market developments
Together with Bank of America, Chase, Wells Fargo, Citi bank & M&T
Analyze market (30yr bond) to determine fluctuation rates
Specialized in all forms of credit loans- A-paper, sub-prime, residential and commercial
Process and negotiate rates/Ensuring superior service
Earned multiple company awards in recognition of performance
4/1999 – 5/2006 Action Motors Corporation
Sales Division Manager/Finance Manager
Promoted from Sales to Sales Manager within eight months (4/99-11/99)
Promoted to Sales Division Manager (4/2002) Finance manager (06/2004-5/2006)
Consistently ranked #1 in company sales for eighteen consecutive months
Designed and managed internet sales division and team (23 employees)
Train and manage sales staff
Impacted CEO/management revenue, achieving more than a 1 million in sales
Five million in internet division sales (2005-2006)
Indicate both the industry and practice of helping organization improve their performance primarily through the analysis of existing organizational problems and development of plans for improvement
4/1998 – 4/1999 Sears Corporation
Business Analyst IT (Intern)
Designed business information systems, incorporate new technical systems to improve company work-flow, production, efficiency and effectiveness
Analyzing and developing logical data models
Maintained current knowledge of rapidly changing computer technology
Evaluating information harvested through surveys and workshops, task analysis, and business process description
Strong technical skills, business intelligence, and a full understanding of the needs of the customer
Effectively communicate with external clients and internal teams to deliver GUI, interface and screen designs
Interface between technology teams, support teams, and business units
Indicate both the industry and practice of helping organization improve their performance primarily through the analysis of existing organizational problems and development of plans for improvement
Excel, Microsoft, Windows, PowerPoint, QuickBooks, Word and Outlook
ACCOMPLISHMENTS
• I can speak four languages- English, German, Italian and Spanish
• Master’s of Science in Finance and double major with a bachelors in business Administration/Management & Finance
• Regional award for outstanding sales for Allstate Investments, Auto and Life Insurance (The Krauss Agency 2010-2011)
• Division sales award for 210% above goal (Bank of America 2008-2009)
• Consistently ranked #1 in company sales for sixteen consecutive months (Quantum Mortgage 2006-2007)
• Consistently ranked #1 in company sales for eighteen consecutive months (Action Motors 2004-2006)
• Five million in internet division sales (Action Motors 2004-2005)
• The last four years I have lead team and initiative projects in the process improvement analysis and business system enhancement, in the function to provide support and expand capabilities in the areas of client development/management, project management, programming, and administration. These functions provide the initial step in the process of delivering integrated business and information solutions. My role also requires the ability to develop and deliver presentations to clients and to look for business opportunities that are used to develop detailed business and technical specifications, projected costs and proposals (The Krauss Agency 2009-2012)
EDUCATION & LICENSING
• Series 7
• Series 63
January 2009 Mercy University Yorktown, New York
To May 2012 MS- Finance (Master’s of science in Finance) GPA 3.75
Sept. 2002 BA- Finance (Bachelor’s in Finance)
To May 2006 BA- Business Administration & Management (Bachelor’s in Business-double major)
September 2000 Westchester Community College Valhalla, New York
To May 2002 Associates- Business Administration & Management GPA 3.90
September 1995 Mahopac High School Mahopac, New York
To May 1999 Diploma/ Credits Business Law Grade 95 Number 23 out of 375 Class
LANGUAGES
Italian, Spanish and German.
Hobbies & Interests
• Sports/Fitness- I played football from 9th through 12th grade stopping in college after I broke my ankle, but still love the sport. I run and bike 2-4 miles daily, I love working out and basically anything that has to do with the outdoors, hiking/camping etc.
• Reading/Writing- I like to read books on fiction. I have Read most resent Abraham Lincoln Vampire Hunter, a Game of Thrones, the Habit, Landover, the road not taken, etc. A few favorite authors include Terry Brooks, Robert Frost and J.R.R. Tolkien.
• Painting/Drawing- I recently viewed a few painting that I fell in love with so I tried painting them myself and after I was hooked, on my down time it’s one of my most favorable hobbies.
• Traveling- Exploring exotic countries & learning the culture and languages.
References
The Krauss Agency Attorney at Law Quantitative financial service (QFS)
Bryan J. Krauss Colin Frank Krauss Diane Poulos
Partner/owner Corporate law Executive (Hedge Fund)
845-***-**** 508-***-**** 914-***-****
Quantum Mortgage Corp. Attorney at Law Bank of America Corp.
Michael Benevento Christy Ford Krauss Sherry Paul
Charlie Weil Corporate Law Manager
Partnership Corp. Danbury Justice Ct 914-***-****
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