SUMMARY:

Accomplished and versatile professional with 20+ years of experience optimizing growth and profitability of companies within financial and business services industries through outstanding project management, sales and business development expertise. Significant experience in managing and consulting on sales, operational and process redesign. Excels in analysis, design, process improvement and creating operational structures for organizational start - ups. Articulate, compelling communicator and leader, with proven ability to establish productive, trustful relationships with customers, colleagues and external partners. Builds talented, motivated teams and organizations. Possesses balance between entrepreneurial spirit and structured, controlled perspective to management compatible with various organizational environments. International experience within the U.S.A, U.K., Italy and other European countries. Highly computer literate with MS Products, SQL and more.

PROFESSIONAL EXPERTISE:

Project Management / Agile / Scrum Management / Version One / SDM Life Cycle Methodology / Microsoft Project System Analysis / Design Sales / Sales Management / Call Center Management / Development Team Building / Leadership / Training Business Development / Growth / Mergers Process Streamlining / Database Design / Development / Deployment Operations / Financial Control / Recruit & Train

PROFESSIONAL EXPERIENCE:

Confidential, Las Vegas, Nevada

Program Project Manager & Product Developer

Responsibilities:

• Contracted with private investors to teach trading strategies, vehicles and trade desk platforms.
• Completed data and functional analysis project for currency market indicator programs.
• Franchise and Business Opportunity project for nationwide roll-out in progress. eCommerce, Paypal and merchant account processing development.
• Agile methodology used for Project management with local and remote resources.
• Drove marketing project for social media, blog, facebook and youtube channel exposure.
• Developing CRM solution and continual marketing project utilizing Infusionsoft.

Confidential, Las Vegas, Nevada

Business Development Consultant and Project Manager

Responsibilities:

• Charged with developing infrastructure and work practices to cover sales event planning, management and control procedures.
• This also included the development of customer support procedures.
• Also charged with designing and implementing web based sales platforms for an affiliate program and an online radio station.
• Completed online company sales operations and employees tasks and schedule project.
• Completed customer support, operations, warehousing and audio visual technician staffing project.
• Completed radio sales platform and ecommerce affiliate project and implemented.
• Maintenance of website content, schedules, legal compliance and other design and format enhancements.
• Use of Agile & Scrum techniques for seminar event planning and project management.
• Infusionsoft CRM system for client management and email campaign programs.
• Developed and managed internet media marketing programs into client and prospect base.

Confidential, Wilmington, DE / Las Vegas, Nevada

Relocation Project Manager, Consultant and Trainer

Responsibilities:

• Provided call center migration project for existing BCS sales and customer support systems and operations into CSC environments and new geographic locations. Maintain existing sales and revenue systems, complete, migration of sales and Customer support systems into Citrix environment.
• Document and transfer knowledge base of company to new staff and technical and customer support groups.
• Completed migration planning and procedures definitions project to integrate business models.
• Completed business migration project on schedule and under budget.
• Completed CRM system migration with relational database development and defined procedures to implement user functionality into different architecture and system environments on time, under budget.
• Use of Agile and VersionOne Project management programs to drive project definition and development.
• Completed training plans, training programs and documentation project to new staff.
• Supported and programmed call center dialing systems and trained new sales and customer service team.

Confidential, Las Vegas, Nevada

Operations and Sales Manager

Responsibilities:

• Directed call center style sales operation with customer service support center as well.
• Responsible for all sales recruiting, training and performance together with customer service procedures, hiring and training.
• Directed the implementation of predictive dialing systems within the sales department and developed methods of using technology within the customer support department to improve client to coach ratios and productivity.
• Completed coaching process redesign project that increased client-to-coach ratio from 150 to 300+ per coach and reduced operating overheads by more than 50%
• Completed sales contacts and lead penetration project that increased contact rates from 31% to 74+%, and reduced wait time for prospect contact from 15 minutes average to average of 2.5 minutes.
• Microsoft Project and Agile methodologies for project control and management.

Confidential, Las Vegas, Nevada

Sales and General Operations Manager

Responsibilities:

• Created product concepts, structures, marketing tools, materials, and sales programs into local industries and nationwide opportunities within large database developers.
• Developed strategic sales programs into resort / casino, automobile, and credit bureau industries.
• Developed strategic alliances with large data warehouses and sales listing providers.

Confidential, Las Vegas, Nevada

Business Development and Sales Director

Responsibilities:

• Charged with closing investment and venture capital agreements and managing sales, commissions, billing, product fulfillment, and training programs.
• Screened programs for SEC compliance and developed recruiting and training programs to fund projects.
• Prospected for, assessed and analyzed potential investment programs for clients and national sales programs.
• Additional position as Sales and Operations Manager for Confidential International, telecommunications and call center company.
• Additional position as Project Manager and Special Project coordinator for major computer equipment manufacturer.
• An active Foreign Exchange and Commodities Trader with experience in financial services and Financial Planning.