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-***-****

914-***-**** 508-***-****

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