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Financial Planner Resume

Phoenix, ArizonA

CAREER SUMMARY:

Accomplished and energetic executive with extensive management experience in finance, information technology, sales, marketing, and service with full profit and loss responsibility. Demonstrated track record of identifying and leveraging business opportunities to achieve improved performance. Decisive, innovative leader with an entrepreneurial spirit, excellent communication skills highlighted by sensitive negotiations, results - oriented approach and a collaborative management style.

PROFESSIONAL EXPERIENCE:

Confidential, Phoenix, Arizona

Financial Planner

Responsibilities:

  • provided wealth management services to members of the Confidential using integrated financial planning and client relationship management tools.
  • Appeared in June 2009 exam as Level 1 program candidate for Chartered Financial Analyst ( Confidential ).

Confidential, Dallas, Texas

Financial Advisor and Certified Financial Manager

Responsibilities:

  • Professional served as a Trusted Financial Advisor to affluent families and business owners.
  • Developed and implemented risk managed strategies for high net worth clients.
  • Completed comprehensive financial planning analyses using best practices in asset management, alternative investments, tax reduction and estate transfer.
  • Recognized expertise in Wealth Management process and supporting technology platforms for investment selection, performance measurement, client relationship management and reviews.

Confidential, Dallas, Texas

Entrepreneur

Responsibilities:

  • As a Consultant, evaluated business models of application developers and system integrators which provided e-business solutions and services to small and medium enterprises.
  • Identified and coordinated business process outsourcing (BPO) opportunities with organizations in India.

Confidential, Plano, Texas

Director

Responsibilities:

  • Director responsible for establishing strategic business relationships with major enterprises in high tech, Confidential and media industries.
  • Analyzed telecommunications network expenses for a major media client under a strategic sourcing contract.
  • Evaluated global desktop usage and technical support for a major wireless infrastructure provider using comprehensive Total Cost of Ownership (TCO) and financial analyses tool, which led to the sales pursuit and final negotiations for outsourcing 20,000 workstations, SAP production and business processes exceeding $50 million in contract value.

Confidential, New York, New York

President

Responsibilities:

  • Appointed by the Board as Chief executive officer responsible for developing and executing the operating plan with $57 million in equity.
  • The company was formerly known as Phonefree.com, a leader in Internet Telephony (VoIP) with over 3 million registered users and minority owned by Confidential .
  • Restructured, and launched the company to offer voice applications to broadband service providers.
  • Reduced cash burn rate by 50% and streamlined administrative operations.
  • Conducted quarterly Board meetings and provided financial reporting to major shareholders.
  • Settled and eliminated most legal and contractual liabilities.
  • Announced and delivered two (2) new releases of Confidential Voiceware code with superior function for handling voice calls. Increased the number of technical trials; launched field trials with paying customers; conducted interviews with industry analysts; and released press announcements.

Senior Vice President

Confidential

Responsibilities:

  • As senior executive, developed and implemented business and operational strategies to deliver Value-Added Services encompassing Virtual Private Networks, Web Hosting, VoIP, Content Distribution Networks and Application Infrastructure services.
  • Established vendor relations with Confidential, Nortel and Solutions Integrators. Developed key solution offerings and market launch programs.
  • Negotiated and received term sheets in excess of $75 million in structured financing from Confidential and Nortel.
  • Presented plans to various strategic investors to implement a national fixed wireless network. Developed a five-year business plan with projections to be EBITDA positive in 24 months.
  • Established strategic relationships with Tier 1 & 2 providers of VPN, security and content distribution.

Confidential, Dallas, Texas

Vice President & General Manager

Responsibilities:

  • Joined the Executive Team of this former client, reporting to Vice-Chairman, to grow the professional and consulting services’ revenue, build strategic knowledge base and pursue an IPO as a softswitch provider. Established core competencies and strategic services initiatives in support of market requirements.
  • Reorganized the 60-consultant team to deliver focused network consulting, system integration, operational support system and testing services. Increased revenue productivity per consultant by 20%; improved net margins by 25% on all opportunities; and raised resource utilization from 85% to 98%. Led the team assessment and development to earn as Confidential Voice Application Partner and secured Confidential as our highest revenue client for Voice over ATM (VoATM) testing.

Confidential, Dallas, Texas

Regional Manager

Responsibilities:

  • Led the sales team covering the three-state region of TX, OK and AR. Responsible for leading sales to CLECs, ISPs and Tier 2 & 3 carriers with an 18-member team consisting of account managers, system engineers, system engineering and service managers.
  • Increased bookings to $22 million for Q3FY’99, a record performance achieved only by top 15% of regional managers. Doubled revenues within 6 months of joining.
  • Exceeded FY’99 revenue of $40 million, representing 400% growth over FY’98.
  • Executed business for FY’99 at 130% of revenue goal, and improved customer satisfaction.

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