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Executive - Business Development Management

Carnegie, Pennsylvania, 15106, United States
January 29, 2012

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P. Mark Lantz

*** ******* **** (412) ***-****

Scott Township, PA 15106


Summary of Experience:

Mark is a highly-qualified Executive with diverse background and success as a Controller, IT Manager and Accounting Management. Mark has succeeded in being innovative in problem solving, start ups, ‘turn a rounds’ and team building for growth and efficiency. Currently, I am seeking a long-term growth opportunity with challenges.

Industries: Energy, Financial Services, Manufacturing, Non-profits and High-tech services

Skills: Accounting Management Cost Accounting Strategic Planning

Business Management Business Development IT Management HR, Benefits, Insurance Recruiting & Training Change Management

Western and Southern Life – Sales Manager - 2011

William Penn Association – Sales Director – 2004 – 2009 (Financial Services)

Created new Sales Department – Managed $23 million in revenues

Increased revenues in excess of $5.5 million, or 250% in 3 years

Recruited, trained and developed over 140 independent sales agents

Designed and implemented new sales / rate book

Instituted new business efficiencies

Improved underwriting processes

Developed and presented quarterly Board of Directors reports

Created and implemented marketing plans resulting in 100% increase in volume (in units) without increasing overhead

Dreyfus/Mellon, Allstate and Woodbury – (financial advisor) Financial Advisor 2000 - 2004

Sold Investments and insurance plans to individuals and small companies

In 2001, placed in top 10% of Allstate’s Pennsylvania financial advisors

Intelitran – Chief Financial Officer – 1999 - Short-term Turn-around position

(IT - Software for transportation industry)

$60 million in revenues

Responsible for strategic planning and the re-organization of accounting department and operations for transition and sale of the business.

Arnheim & Neely, Inc. and CB Commercial – Controller / IT Manager, 1997 – 1998

(Commercial Real Estate – managing over 40 properties)

Used Timberline Software, managed 6 staff

WANG - Business Analyst – Accountant, 1995 – 1997 (IT Consulting)

(Wang acquired I-Net and re-organized / downsized in 1997)

AMG Resources Corporation, 1988 – 1995 (Manufacturing) $80 Million Sales

Accounting Manager / IT Management / Cost Accountant

Implemented cost savings plans ($400,000) in insurance and staffing

Obtained payroll tax refunds in excess of $50,000 upon arrival

Designed IT management reports for new division which grew business 100%

Closed an outdated product line thus saving $330,000/year

Automated the month-end closing process thus improving efficiency and reduced month-end closings by 10 days (15 days to 4 days)

Developed cost and variance analysis reporting, thus improving strategic planning in contract negotiations, resulting in growth of new division

Equitable Life Insurance Company, Registered Representative, 1986 – 1988

Financial services marketed: investments, insurance, pensions, and executive compensation and employee benefit plans

Created & organized a professional network organization ‘Competitive Edge’

OPEL, Inc. / Unison Technology, Inc., IT consulting, 1982 – 1986

Treasurer/Secretary – Controller

Columbia Gas Company - 1982

Internal auditor – field audits of operations, inventory, policies and procedures

Community Action, Inc., 1979 - 1981

Internal Auditor - $8 million budget – Federal, state and local programs

Education: Robert Morris University, Pittsburgh, PA - B.S.B.A. - Accounting major

Graduated - May 1979

Duquesne University, Pittsburgh, PA 2009-2010

Executive Certificate in Financial Planning

Sandler Sales System / Peak Performance Management, Inc. - 2005

Community involvement:

Family Links - Board Member – Finance and Investment Committees, $20 million budget

Greater Pittsburgh Food Bank - Board Member - Finance, Pension and Investment Committees

$9 million budget


Overview of skills and experience

P. Mark Lantz (412) ***-****

Business Development Management / Sales Director

Wealth Management / Financial Planning

Insurance Planning

Increased Revenue by 250% in 3 years

Managed $24 million Revenue

Developed new distribution systems

Recruiting, Training and development - 140 agents

Created New Customer Service Program

Developed and Implemented Marketing Strategies

Seminars – developed, implemented and conducted

Designed and Created Sales Manuals / Rate books

Created Sales / Marketing Directors Networking groups -140 professionals

Licenses: Series: 6, 7, 63, 65, Life, Health, Accident, P &C

Executive Management / Operations Management

‘Executive to the Board of Directors’

Problem Solver / Change Management

‘C-level’ - Management Team

Strategic Planning

Turn around Management

Operations Management, upgraded back office

Initiated Cost Reduction Programs

Development Management Reports

Worked with Attorneys, CPAs, Bankers and Vendors

CFO / Controller / IT Management

Responsibility for Corporate Accounting and Operations

Developed Management reports

Improved closing processes from 20 to 4 days

Improved departments and posed for growth

IT Systems implementation and development

Managed IT Consulting Outsourcing Contracts

Developed User manuals and training

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