O developed and implemented a new management training program to help improve the organization’s satisfaction and profitability. Worked with clients to develop a proactive approach to the cash management process.
Led implementation of marketing solutions to improve sales and profitability. Improved customer base by 30%. Reduced turnover of over 2.
Implemented and managed a new system for the financial reporting and analysis of the company's fixed income and equity portfolios.
Managed and maintained relationships with clients and vendors to ensure the highest level of customer satisfaction. Ensured that all client needs were met and provided timely and accurate information.
Managed and negotiated a $1.5 million convertible debt portfolio with a total of over $200M in assets. This included the development of a new financial model.
Managed the company's cash flow and A/R securitization, including the development of a new bank relationship. Negotiated and secured financing for the company.
Assistant Vice President
Responsible for the development and implementation of a new client retention program, which included the training of the financial advisors and the management of the firm's online banking platform.
Created and implemented a comprehensive client relationship with clients, including the development of new business relationships, and education of existing and prospective customers.
Managed client relationships and provided solutions to mitigate risk and maximize profitability. Developed and implemented a new process to track and report on the performance of the client.
Provide guidance to the staff on the proper application of the new products and services. This includes the development of a plan to address the needs of the client.
Managed the development of a new client relationship with a focus on the company's largest client base. Successfully implemented a new business plan and developed a comprehensive financial model.
Provided support to the sales team in the development of new business opportunities. Managed the relationship with the client and the bank.