Management Sales

David Rudolph

312-***-****

*******.*****.*@*****.***

FINANCIAL ANAYLST, INVESTMENT PROFESSIONAL & CLIENT REPRESENTATIVE

Multiple years of experience with small to large sized banks as well as a company with global exposure in the areas of cash management, GAAP Reporting, management of referrals from personal to increase future production with resultant skills in the following:

GAAP Reporting Cash Management Fixed Asset Management

Banking Relations Receivable Management Software Based Need Analysis

Debt Management Generate Wealth & Income Plans Contract Negotiation

Loan Agreement Negotiation Profiling & Recommendations Inform Clients on Investment s

EDUCATION & CERTIFICATIONS

Southern Illinois University at Carbondale, BS Finance 2006

Series 7

Series 63

Life & Health

KEY ACCOMPLISHMENTS

• Development of integrated cash management system after acquiring two additional companies in 2006.

• Successful audits with the City of Lincolnshire, IL saving city $20,000.

• Lead a team formed to develop a small business retirement plan for use throughout the company which increased retirement revenue income by 25%.

• Continued success with management and retention of investment clientele by solid effort, personality, sales, education and interest.

• Oversee multiple investments in portfolio to balance risk of loss against potential profit.

Financial Advisor – Bank Financial, Lincolnshire, IL January 2011 to Present

Consult clients about financial and investment options. Increase sales and bank retention. Software based needs analysis.

• Work with clients to increase deposit relationship.

• Complete operational tasks.

• Perform daily and month audits on cash reserves.

• Reviewed operations in multiple sites to determine proper reporting for clients.

• Daily upsale of services.

• Work within FDIC guidelines and parameters.

Investment Professional – PrimeVest, Lincolnshire, IL January 2011 to Present

Responsible for internal and external financial reporting, policy and procedure. Restructure contracts and contract negotiations.

• Changed suitability requirements after identifying risk potentials.

• Create small business plan guides which netted a 25% revenue increase.

• Work with clients and accountants to reduce tax liability.

• Education of clientele for proper investment opportunities and decisions.

• Represent Bank Financial in state audits.

• Analysis of market trends and predictions.

• Fairly disclose and manage unavoidable conflicts.

• Build trust and establish relationships with current and potential clients of PrimeVest and Bank Financial.

• Researching market trends in order to decide where to invest client capital.

Client Representative 2 –Charter One, Elmwood Park, IL December 2007 to January 2011

Responsible for internal and external financial reporting, lender relationships and loan negotiations. Performed multiple loan modifications.

• Work with potential lenders to negotiate more favorable terms on refinancing existing loan agreements.

• Continually work to improve processes and information at the branch level.

• Work with clients to increase deposit relationship.

• Complete operational tasks.

• Review operations in multiple states to determine proper reporting for clients.

• Work under FDIC guidelines and parameters.