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Project Manager Sales

San Francisco, CA
August 15, 2012

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Paul Wood

**** ********* **., ***** ****, CA ****3 Cell 707-***-****

Executive Summary:

Over 10 years experience being a corporate analyst, managing budgets, analyzing markets and business metrics while creating successful business strategies for executive management. Partnered with executive managers to set corporate goals and strategy. Additional strong management knowledge obtained through a MBA focused on executive management, managing 30 volunteers simultaneously in a citywide campaign, and serving as an executive board member for a nonprofit organization.


MBA: Executive Management, Sonoma State University, Rohnert Park, CA. 5/2012

B.A.: Economics, Sonoma State University, Rohnert Park, CA. 5/2003


US Economists, Executive Business Consultant, Santa Rosa CA, 6/2011-Present

Provide consulting services and business solutions to clients

Partner with corporate executives to generate company strategy and policy

Successfully completed projects including strategic framework for company reorganizations, author business plans, sales forecasting, workforce efficiency plans, and the creation of both traditional and online marketing campaigns

AAA Insurance, Executive Business Strategist, Santa Rosa CA, 4/2009-6/2011

Member of the Northern California executive team responsible for $386 Million in annual revenue, and providing leadership to increase business

Lead in corporate planning of budget, production goals, staffing needs, and critique past performance of Northern California region

Created parameters for marketing campaigns, and examined their impact on AAA’s market

Investigated markets for profitability, competitive situations, and market share, which led to a 19% increase in membership customers over two years and increased sales to $32.5 million annually

Authored strategic reports and market intelligence for corporate executives

Generated new tools for local managers to pull real time results and information

Successfully acted as the project manager/business lead in managing IT system integration and implementing new software into the field

JDSU, Senior Market Analyst, Santa Rosa, CA, 5/2007-8/2008

Partnered with the acquisition department to find investment opportunities and aided in the $138 million purchase of ABNH

Developed new ideas for product diversification, and investigated markets for profitability

Forecasted the volume of sales, revenue and costs associated with products

Advised corporation on ways to make reporting, planning, and forecasting processes more efficient

Business lead for Siebel implementation project and consulted IT department on CRM system needs

Cross Check, Senior Business Analyst, Rohnert Park, CA 4/2005 – 5/2007

Maximized profitability on accounts by calculating price adjustments and reducing costs

Managed the department and corporate claims budget

Created strategic reports and partnered with the executive staff to create tactical plans

Oversaw IT implementations and business models of electronic check conversions

Researched trends in pricing, costing, claim behavior, and our competitors’ strategies

Minimized risk by analyzing customer accounts, market trends, and the validity of insurance claims

Worked with the sales department to customize accounts for customer satisfaction and retention

Examined corporate sales plans, partnerships, and structures for profit potentials

Bamboo Reef Ent., Sales, Business Analyst (Part Time), Rohnert Park, CA. 1/2000 – 5/2007.

Conducted analysis on sales, profit, and costs

Created several successful strategies to increase revenues and reduce costs

Planned and managed events, including international travel

Designed customer retention and collaboration programs

Drafted marketing campaigns and materials

American General Financing, Financial Representative, Santa Rosa, CA. 4/2004 – 4/2005

Conducted credit analysis and consulted customers on financial issues

Sold loan products to customers including secure, unsecured, and mortgage loans

Acted as a liaison between customer and title companies

Analyzed customer’s needs for insurance and estate protection

Reviewed and educated customers on legal documents and loan procedures


Knowledge of more than 40 computer applications and systems including: SPSS, Access, Word, Excel, PowerPoint, PhotoShop, Acrobat, Outlook, PageMaker, Dreamweaver, Cognos, Salesforce, Siebel, Quickbooks, Quicken, Oracle Discoverer, Oracle Applications, Flash, 3DS Max

Volunteer Positions/Community Service:

Citizens for Paul Wood, Campaign Manager/Treasurer, Windsor, CA 12/2005 – 1/2007

Managed 30 volunteers for office work, precinct walking, and campaign events

Handled accounting for a citywide campaign and reviewed all accounting for election law parameters

Verified that donations fall within legal parameters and filed election paperwork with government agencies

Created marketing strategy/materials, and organized public events

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