Project Manager Executive

ERIC A. KARNO

**** ******* ******* *****, ******, GA 30080 (c)214-***-**** ******@*****.***

EXECUTIVE PROFILE

Financial and Life Insurance Sales Professional

Proficient business developer selling product and service solutions for complex tax, financial, and executive rewards needs of high profile corporate clients that produce significant revenue, often within strict time constraints. Highly skilled project manager with proven ability to train, motivate, and steer diverse teams of junior level staff to achieve results that dovetail with client objectives. Experienced financial and legal adviser with a broad knowledge of both practical and theoretical applications of tax and accounting laws. Polished professional with exceptionally strong communication, interpersonal, and Board presentation talents.

Selected Achievements

• Sold and managed all aspects of M&A project that produced ~ $1M in revenue within ten weeks. [Arthur Andersen]

• Generated $4M of first-year revenue and $500K of ongoing revenue by developing and leading the sale of a new technique for funding supplemental executive retirement plan (SERP) benefits. [Aon]

• Led the development of new insurance financing products sold to numerous clients in connection with their executive benefit offerings, leading to millions of dollars in annual revenue. [Aon]

• Generated $750K by selling and managing a one-month qualified plan-compliance review to the U.S. division of a global automotive manufacturer. [Deloitte & Touche]

• Wrote and created a comprehensive reference guide to financial accounting entries related to executive benefit arrangements and COLI/BOLI financing of related liabilities [Clark Consulting]

PROFESSIONAL SUMMARY

CLARK CONSULTING

Nationally recognized leader in the design, implementation, financing, and administration of executive compensation and benefit programs Dallas, TX

Vice President – Banking Solutions 2008 to 2010

Served as head of risk management for all technical matters pertaining to design, funding, implementation, and administration of client executive compensation and benefit programs

Kept abreast of legislative and regulatory changes relevant to executive compensation and benefits and draft internal and client bulletins

Responded to tax, legal, and accounting questions from plan design and administrative staff

Counseled field consultants on technical matters to assist with sales efforts while maintaining compliance with relevant regulations

Implemented processes and procedures to mitigate risk in plan design and administration

AON

$10+ billion global insurance brokerage, risk management, and human capital consulting firm Atlanta, GA

Vice President – Executive Benefits 2000 to 2007

Sold and provided executive benefits consulting services, served as a senior technical expert, and directed strategic

design and financing of executive benefit plans for clients.

Managed the comprehensive analysis and complete overhaul of all executive remuneration programs for a Fortune 50

telecommunications firm that resulted in over $500K of new revenue.

Developed and marketed a systematic program to assist clients with new SEC proxy disclosure requirements for

executive compensation and benefits programs

Authored numerous articles and bulletins published by the firm in response to changes in tax and accounting

requirements affecting executive compensation and benefits programs.

Designed proprietary solutions to fund nonqualified plans and post-retirement medical obligations that maximized tax

efficiency and improved P&L impact to plan sponsors.

Identified and corrected erroneous tax and accounting treatment of various executive compensation and benefit programs

maintained by clients across the firm.

Consulted numerous tax-exempt clients regarding the special limitations imposed on their ability to offer nonqualified

plans, provided strategies to mitigate such limitations, and most efficiently finance related obligations.

ARTHUR ANDERSEN

Big 5 accounting and management consulting firms Los Angeles, CA

Senior Tax Manager – Executive Compensation & Benefits 1996 to 2000

EDUCATION

Juris Doctorate | Tulane University, New Orleans, LA

Bachelor of Arts Psychology | University of California, Los Angeles

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