Professional Profile

Successful, influential, and savvy professional with more than 20 years of experience in the areas of Finance, IT and Retail. Expertise in recruiting and developing team members. Proven track record of providing quality advice and service. Demonstrated driver and relentless focus on end results. Core competencies include:

Problem Solving

Relationship Building

Data Analysis

Client Service

Team Management

Sales and Marketing

Strategic Planning

Financial Planning

Professional Experience

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Polo Ralph Lauren (1/2008 – Present)

Supply Chain Logistics Analyst – Import/Export

Point of Entry Footwear and American Living

§ Book and track shipments from international origin to final destination

§ Close collaboration with brokers, carriers, customers and internal partners to drive on time deliveries

§ Provide analysis and metrics to support business needs and identify opportunities

§ Participate in several community service initiatives throughout the year

Export and Claims

§ Subject Matter Expert responsible for creating international export documentation

§ Manage carrier claims process

§ Review daily carrier shipping reports to ensure routing and transit time compliance

§ Collaborate with internal and external partners to drive results

Ameriprise Financial, High Point, NC (11/2003 – 1/2008)

$5.2 billion revenue Fortune 100 Company specializing in providing financial services for individuals, businesses and institutional investors.

Financial Advisor/Manager

Successfully achieve financial client goals by managing strategic planning, forecasting and client services.

Evaluated financial goals utilizing various financial simulations

Created financial models to determine tax implications of retirement income distributions

Analyzed performance of client asset holdings and feasibility of rebalancing portfolios

Produced annual financial plans with recommendations and strategies for implementation

Increased new client acquisition by 30% resulting in 40% increase in gross profits

Recruited and counseled new hires on effective methods of passing licensing exams, marketing and client acquisition techniques

Conducted weekly one on one meetings with Advisors

Covered meetings client meetings with new Advisors

2002 - 2003

Due to the outsourcing of my department, I spent this time concentrating on the completion of my MBA and passing the licensing exams necessary to start the financial advisor position with Ameriprise.

American Express, Greensboro, NC (1999 - 2002)

Business Analyst

Technical expert to the Employees Relations Group responsible for managing system and equipment upgrades. Created project plans and provided quarterly reports to leadership team.

Liaison between technical and non-technical staff

Analyzed data to streamline and maximize efficiencies of current system

Facilitated requirements gathering and fact finding

Worked closely with business and cross-functional technology team members to document and communicate business goals and objectives.

Established essential partnerships with support technical teams

Made recommendations for process improvements

Worked with technical and non-technical end users to create documentation for new systems

Tracked results and provided analysis, reports and metrics to support business needs and identify opportunities

Butler Technology, Greensboro, NC (1997 - 1999)

Internet Technician

Responsible for maintaining and creating high standard innovations for AT&T intranet site.

Developed clear and concise solutions for site users

As Team Leader, inspired and strategically aligned corporate initiatives for new projects.

Deloitte & Touche LLP, New York, NY (1995 - 1997)

Executive Assistant

Supported two Vice Presidents and one Associate in the Corporate Finance Department.

Responsible for scheduling, expense management and various administrative duties

Prepared client marketing materials and PowerPoint presentations

Developed Excel spreadsheets containing charts, graphs used in client presentations

Responsible for managing database consisting of more than 1,000 client contacts.

Dean Witter Reynolds, Inc. New York, NY (1990 - 1995)

Executive Assistant

Supported three Vice Presidents and one Managing Director in the Corporate Finance Department of this Fortune 500 financial institution.

Responsible for expense management, creating PowerPoint presentations and general administrative duties.

Abraham &Strauss Department Store, Brooklyn, and White Plains, NY (1988 - 1990)

Assistant Buyer/Department Manager

Assisted Buyer for $2 million volume Women’s Accessories department, featuring hats, scarves and gloves. Managed staff of 24 sales Associates in the Men’s Department featuring suits, shoes, slacks and casual pants and a combined volume of $3 million.

Partnered with Buyer to determine merchandise assortments

Managed Open-To-Buy budget and reconciled inventory and purchasing reports

Instrumental in developing market programs for 14 stores.

Joseph Fleming, Esq., New York, NY, (1986 - 1988)

Administrative Assistant

Responsible for various administrative and operational functions.

Ryan Clark & Co., New York, NY (1985 - 1986)

Advertising Coordinator

Assisted with the development and creation of print and media advertisements.

Education

Elon University, Elon, NC, Masters of Business Administration (2003)

Manhattan College, Riverdale, NY, Bachelor of Science (1985)

Major: Marketing - Minor: Computer Information Systems

Computer Skills

Microsoft Excel, Movex, Access, Crystal Reporting, AS 400 Systems (A, B, F, G & L), PowerTrack, Quickbooks, Powerpoint Access, PeopleSoft, Brentmark Pensions Distribution Planner, IRA Analyst, Lotus Notes

References

References are available upon request.

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