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CFO - Business Strategist & Consultant, AVPRelationship Manager / Investment AnalystPortfolio Manager / Retirement Plan SpecialistSenior Product Manager, Advisory Product and PlatformSenior Investment Specialist / Portfolio ManagerMutual Fund Wholesaler / Regional Sales SpecialisPortfolio Manager / Investment DirectorInstitutional Trader
LPL FinancialAlpha TheoryFoster VictorRaymond JamesThe Capital Group (American Funds)JPMorgan Chase, Private BankWilmington Trust
University of South Carolina
Charlotte, NC

Accomplished Investment Director and Portfolio Manager with progressive Financial Services and Wealth Management industry background with 16+ years experience and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.

TOP SKILLS

Mastery of microsoft 365 (word, excel (vba, macros, scripts, financial modeling), powerpoint, power bi, power automate, outlook, designer, forms, planner) and google suite (docs, sheets, slides, box, chrome, gmail, bard).Factset, orion, morningstar, morningstar direct, moneyguidepro, emoney, rightcapital, foliodynamics, schwab, fidelity, td ameritrade custodian trading platforms, envestnet, ycharts, assetmark, bloomberg, thomsonreuters, riskalyze, salesforce, redtail, albridge, zaphyr, tradeweb, blackdiamond, intuit, quickbooks, c++, python, multiple ai tools (chat gpt 4, google bard, claude 2)Strategic planningPerformance attributionFinancial analysis
Small Business Owner/Operator/ConsultantProduct Owner - SAFe Agile Product Owner/ConsultantSenior Program Manager ConsultantSenior Program Manager – Cyber Program Manager Expert ConsultantProgram ManagerDirector of Project Management
UndisclosedTranscend Staffing SolutionsCanpotexLockheed MartinExperis @ Cisco SystemsAvrioRMS Group
Syracuse University
Clayton, NC

Motivated, self-starting professional with a successful track record in Engineering and Project/Program Management. Proven ability to manage multiple high-profile, high-risk projects on time and within budget. · Consulting and Client Relationships: Strong in consulting and building close client relationships in both private and government sectors. · Flexibility and Versatility: Able to maintain control and focus under pressure while managing multiple projects, tasks, and personnel simultaneously. · Deadline-Driven: Thrive in deadline-driven environments. · Team Building and Mentoring: Excellent team-building and mentoring skills.

TOP SKILLS

Project managementdomestic/global project managementProject lifecycle managementPmoAgile/waterfall methodologiesVendor/contractor management
Regional Business Development ConsultantBusiness Major Account ExecutiveStore Team Leader / Wireless ConsultantExecutive Sales RepresentativeAdviser Manager IndependentOperation Manager
Global NetworkLIBERTY LATIN AMERICARADIO SHACKF.G. AUTO RETAIL, INC. AND CAPITOL MOTORS TOYOTASELECTOS SUPERMARKETPUEBLO INTERNATIONAL, LLC
Universidad Interamericana
Cabo Rojo

Accomplished sales professional with expertise in business development and relationship management in the technology and logistics sectors. Skilled in analyzing market trends and developing effective sales strategies that result in significant revenue growth. Strong negotiation and communication skills, with a commitment to delivering exceptional customer experiences.

TOP SKILLS

B2b sales proficiencySales strategyBusiness developmentFinancial analysisLead generation and qualification
Senior Technology Business Services ConsultantManager 2Project ManagerNA
Wells Fargo Enterprise PC Lifecycle Program (Workforce eXperience and Productivity Solutions (WXPS))Wells Fargo Technology (Enterprise PC Lifecycle Program)Wells Fargo Bank Technology (Desktop/Laptop Lifecycle Program)RHT (Robert Half Technologies) contracted to Wells Fargo
Hamilton College West Des Moines IA
Johnston, IA

Hands on, result-focused Information Technology Manager challenged by opportunities to integrate new technologies and improve existing systems. Honest, confidential, and reliable management systems proven by consistent track records assessing technology needs and following projects from conception to completion. Success building positive Vendor Relations, managing multiple projects concurrently, and expanding resources to meet technology requirements. Experience managing multiple annual million- dollars budget Area of expertise: Client and Vendor relationship, strategic planning and leadership, Budget & resource planning, Engineering technology & needs Analysis, Managing full time employees as well as contract associates, Help Desk, Database & Server Administration. Laptop, Desktop & Tablet hardware & Software procurement, tracking & deployment. Documentation Field Support Hardware Configuration Management Information Systems. Operating Systems upgrades & Project Management/Scrum Master implementation roles utilizing Agile methodologies, implementation utilizing jira and confluence for all aspects of projects Progressive, intelligent and analytical with top-notch business acumen and strategic planning skills. Skilled in the field businesses, market trends and customer preferences. Instrumental in helping companies remain responsive and proactive in dynamic conditions. Successful Consultant promotes aggressive drive toward organizational change through research, optimization and systems development. Experience conferring with employees and management to address problems with internal controls and procedures negatively impacting business operations. Focused on reducing costs, streamlining processes and maximizing resource utilization. Successful professional with several years of driving critical organizational change through research, optimization, and systems development. Hands on conferences with employees and management to address problems by establishing improved procedures. Adeptly navigates internal control restrictions and calls-to-action to reduce negative impact on business operations. Contributes to streamlined processes and maximized resource utilization.

TOP SKILLS

Client and vendor relationshipStrategic planning and leadershipBudget & resource planningEngineering technology & needs analysisManaging full time employees
Business Owner & ConsultantFREELANCE PARALEGALOperations ManagerBusiness Development ConsultantTelecommunications Specialist
Ban Enterprises LLCYou Betcha Express LLCAJR TRANSPORT & LOGISTICS LLCVerizon Communication Inc.
Essex County CollegeMontclair State University
East Orange, NJ

- Highly motivated professional with 20 years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals. - Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Motivated professional offering cross functional and interdisciplinary expertise. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines.

TOP SKILLS

Regulatory complianceEmployee developmentFinancial managementQuality assuranceBusiness planning
Business Consultant – Fraud Quality Reviewer (QR)BFrontend Cashier – Retail ClerkSmall Business Banking Customer Advocacy Team LeadExecutive Complaint Management Office (ECMO) Team LeadVendor Services ManagerACH Operations Team Manager, AVPFraud Prevention & Claims Team Manager, AVPBusiness Sales Team Manager, AVPPrivate Wealth Team Manager, AVPSunTrust University Trainer, OfficerQuality Assurance SupervisorPersonal Account Executive (PAE)Assistant Retail Store Manager
MBO PartnersWalmart Store #5894Wells Fargo BankMaple Street IncTruist (fka) SunTrust Banks, Inc.Ross Stores
Nova Southeastern University
Winter Park, FL

Bilingual banking operations leader with over 25 years in fraud detection, claims management, and risk mitigation. Demonstrated success in asset protection, financial loss reduction, and regulatory compliance in high-volume settings. Expertise in team building, operational streamlining, and enhancing customer satisfaction through strategic decisions and empathetic leadership.

TOP SKILLS

OrganizationalAttention to detailInitiative takerLeadershipSales
Business Development ConsultantLogistics SpecialistSenior Sales ManagerWarehouse Manager
Luxe LinenCity to City TransportationMac Diversified SolutionsEmtec Inc
Colorado Technical University
Atlanta, GA

To find opportunities to increase organizational growth. To encourage and display best practices. To find innovative and efficient ways to win and maintain lifelong clients and business partners.

TOP SKILLS

Competitive analysisAccount developmentCrm managementIndustry networkingData analytics
Consultant /Independent Business OwnerEgg PackerBeauty Consultant /Independent Business OwnerElectrician HelperSecretary /Installer
SJNATIONJoseph @ Moon & Star Chicken HousesBeauty Boss 13Pro ElectricShirley's Glass Masters
Kenzie Academy By SNHUNorth Georgia Technical College
Martin, GA

Driven Small Business Owner with excellent business acumen, creativity and leadership skills. Offers advanced experience in developing marketing strategies, identifying business opportunities and generating sales retail industry. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Highly motivated and experienced Independent Consultant passionate about entrepreneurship and building successful, sustainable businesses. Demonstrated experience leading teams, launching new products and achieving growth objectives. Adept at identifying and capitalizing on opportunities, creating strategic partnerships and driving sustainable growth. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Driven Small Business Owner with excellent business acumen, creativity and leadership skills. Offers advanced experience in developing marketing strategies, identifying business opportunities and generating sales in Retail and Glass industry. Driven Small Business Owner with excellent business acumen, creativity and leadership skills. Offers advanced experience in developing marketing strategies, identifying business opportunities and generating sales. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Results-driven Consultant bringing 8+ years of experience in retail operations. Focused on boosting team productivity and increasing profits by proactively managing and improving operations. Proficient in overseeing accounting, compliance and records management. Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs. Dedicate Business professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

TOP SKILLS

Business growth and retentionBusiness management and developmentPolicy and procedure implementationLaunch social media platformsVendor relations
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