MARK GOLDFINGER
**************@*****.***
Professional Qualifications:
A creative and resourceful MBA, with over 25 years experience in business development and relationship management. Recognized for exceptional ability to successfully create and implement new sales and relationship management strategies while forming synergistic and mutually rewarding business alliances. Experience in large corporate settings, as well as start-up, and entrepreneurial ventures.
Experience:
2010 - National Notary Association
Vice President – (Business Development) - Corporate Risk Management
Created and implemented a Corporate Risk Management Program for the nation’s Notary employers (banks, credit unions, financial service firms).
2005 – 2010 Merrill Lynch (now a division of Bank of America)
Business Financial Advisor
Awards and distinctions:
ML Recognition Club; 1st Quintile in Assets and Production thru 2008
Qualified for Focus On Growth bonus in 2008 (first year eligible) out of 3000 nationwide Financial Advisors (including the smaller group of Business Financial Advisors)
Qualified for retention bonus on BofA acquisition
Goals achieved 2008: My team brought in over 15 new $250k+ household relationships (1st Quintile); 12% growth in production for the year
Personally manage $35+ million in assets (the other $70 million split between my two partners in the HFG Group)
Certifications earned at Merrill Lynch:
CFM - Certified Financial Manager
CRPC - Chartered Retirement Planning Counselor
CSNA - Certified Special Needs Advisor
Securities Licenses: Series 7, 31, and 66
Licenses: CA Real Estate, CA Life & Health and P&C Insurance, LTCI, CA Part.for LTCI
2000 – 2005 First Federal Bank & Gilmore Bank
Vice President / Business Development - Commercial Relationship Manager & Banking Officer
Generated over $32 million in new banking relationships in 2003;$50 million f/c for 2004
Winners Circle 2002, 2003, 2004; built a $300+ million pipeline
1992 – 2000 Creative Capital Leasing
Vice President - Business Development – Sales & Marketing Management
Annually generated millions of dollars in “c” credit lease financing applications
Developed and implemented a national broker network
1985 – 1992 Architectural Enhancements
Partner (VP – Marketing & Sales)
Created company and successfully marketed new product lines & new distribution chains
Designed and implemented proprietary software & business systems
Formed a nationwide sales network
1976 – 1984 CBS Inc.
VP – International Sales, Marketing & Licensing
Negotiated the worldwide rights to the Coleco line, which included ColecoVision, Cabbage Patch Kids, and the Adam Personal Computer
Headed up the global product licensing operations and significantly increased product royalties every year
Spearheaded the negotiations leading to a multi-million dollar Canadian Joint Marketing Venture
Effectively managed this new venture to record sales and profits
Effectively planned, directed and serviced the global marketing efforts of the various organizations of the CBS Product Group, which included CBS Toys, CBS Records International, CBS Software, CBS Electronics, and Ideal Toys International
Education:
1978 Graduation - St. John's University, (night school) - MBA - Marketing & Finance Specialties
1975 Graduation - Baruch College, BBA - Sales & Marketing Management