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Yyyyyy x. yyyyyy

23 Prescott Turn ª Xxxxxx, XXXXXX xxxxxx ª xxx-xxx-xxxx ª abc@xyz.com

 

Dynamic, ambitious and successful Senior Level Business Development and Operations Leader in the Financial Services Industry, with a proven track record of maximizing sales revenue and results through an exceptional ability to build solid client relationships.  Eager to integrate strategic management, senior level experience and visionary leadership toward supporting the bottom line goals of a progressive financial services organization.  Core competencies include:

 


   Strategic Planning and Execution

   Hedge Funds and Trade Settlement

   Assemble High Performance Teams

   Employee Training and Development

   Motivation & Team Building

   Business Analysis/Process Improvement

   International Finance Experience

   Budget / P&L Responsibility


 

Professional Profile

 

   Proven ability to lead, mentor and drive performance management strategies; implement successful sales & management systems and processes to maximize results.

   Exceptional public speaking talent with the ability to engage, excite, mentor and motivate others.

   High-performing operations-management style with expertise in building/optimizing organizational processes, measurement systems, and professional teams to maximize business.

   Expert level skill in optimizing marketing and sales plans, enhancing brand strategies, positioning and highlighting attributes that align perception and impart distinction among competitors.

   Cultivate meaningful internal/external alliances to strengthen position and influence cooperation.

   Tactical expertise with a commitment to results; resourceful leader in defining and implementing market direction including aftermarket strategies.

   Broad based experience in lending products, hedge funds, investment strategies, compliance requirements, and cross sell opportunities.

 

Professional History

 

BANK OF AMERICA/COUNTRYWIDE, Denville, XXXXXX                                                                      2010 to Present

BANK OF AMERICA/COUNTRYWIDE, Toms River, XXXXXX                                                                  2005 to 2007

Loan Specialist

   Generate $1MM a month for lending organization, drive residential loan business development efforts, process mortgage applications and build strong client relationships to secure sales and capture revenue.

   Manage application processes from start to finish; create a world class customer service environment leading to a track record of outstanding success.

   Prospect and develop new clients, leverage excellent networking skills to maintain a high profile in a competitive market, position the organization for growth, and create distinction among competitors; consistently rank in the top 15% of producers, nationwide.

 

ONE WILLIAMS STREET CAPITAL, New York, NY                                                                        2008 to 2009

Vice President of Operations 

   Provided leadership and oversight for a team tasked with driving fixed income activities for an organization with over $1B in annual revenue.

   Worked closely with Operations Director to formulate business strategies and effectively manage the  Fixed Income Operations Team; ensured quality control and compliance for daily cash reconciliation, positions, collateral payments, settle derivative payments and TALF program and daily processing of ABS, CDS, CMBX, ABX, Whole Loans, Eurodollars, S&P Futures & Options.

   Established strategic partnerships with JP Morgan, Prime Broker, U.S. Bank, Custodian, Citadel Solutions, Administrator, executing brokers and REPO counterparties.

 

D. B. ZWIRN & CO., New York, NY                                                                                                             2007 to 2008

Senior Operations Analyst 

   Leveraged superior strategic leadership abilities to drive performance management strategies for a group of 15 Operations Staff; reconciled daily cash and positions for a firm with $5B in annual revenue.

   Contributed to organizational success by leading the implementation of process improvement strategies that increased timeliness of reporting, and streamlined and standardized business processes for increased efficiency, customer satisfaction, and business continuity.

   Engaged senior leaders at Deloitte & Touche to analyze and improve operational controls, and ensure compliance with industry regulations for cash management and reporting.

 

RAMIUS CAPITAL GROUP, LLC.  New York, NY & London, England                                     2000 to 2005  

Vice President of Operations                                                                                                                    2004 to 2005

   Began tenure in position as an Operations Associate and achieved successive promotions to Equity Sales Associate, and Vice President of Operations (2004).

   Selected to lead the establishment of a presence and market positioning in the UK; developed lucrative new business relationships and maximized financing options and alternatives to contribute significant revenue generation to this $7B firm.

   Monitored and reconciled daily cash and security movements for key funds throughout Europe & Asia, maintained total P&L accountability, tracked stock holdings, and liaised with traders to maintain accurate trade reporting and settlement

   Enhanced prime broker relationships, and leveraged technical savvy to optimize internal and external communications processes.

 

BEAR STEARNS AND CO., New York, NY                                                                                          1999 to 2000

Prime Brokerage Clerk

   Developed progressive applications to service the needs of investment clients; effectively and efficiently resolved hedge fund trading discrepancies, and supported real time trading processes, risk assessment and client support in a high volume environment

 

Education  / Technical Proficiencies

 

Rider University, Lawrenceville, XXXXXX -  Bachelor of Science Degree, Finance

 

Series 7 (Inactive)

 

Proficient in Microsoft Office, Bloomberg, Advisorware, Antares, VPM (Sunguard), Bloomberg POMS, Oasys, Markit, Swapswire, T-Zero, DTCC, Loanet, DTC, and Euroclear

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

23 Prescott Turn ª Xxxxxx, XXXXXX xxxxxx ª xxx-xxx-xxxx ª abc@xyz.com

 

 

 

Name

Title

Company

Address 1

Address 2

City/State/Zip

Date Here

Dear <Name Here>,

 

 

 

Please accept this letter and resume as application for the position of <position here> with <organization>.  If you are seeking a strong, dynamic, results oriented Business Development and Operations Leader to join your team and lead this region to success, you have found your candidate.

 

With over 20 years of successive promotions and escalating responsibilities in the Financial Services Industry, I have proven myself to be an enduring leader with the ability to drive consistent growth and secure critical revenue even in the face of the most challenging economic climates.

 

I can offer you a solid track record of selecting, training and developing high performance teams that consistently exceed performance expectations, as well as a demonstrated record of identifying and improving operational standards.   I see that you are seeking a candidate with the skills to provide leadership and coaching to your staff, and not only can I meet those expectations, but I can deliver a progressive management and training style that grooms candidates for promotions and ensures personal growth.

 

I am expert in driving sales, creating customer loyalty, and developing aggressive marketing strategies that create distinction among the competition.  I have a talent for aligning corporate goals to day to day management activities, and can effectively communicate strategic business plans to the staff in a manner that captures employee loyalty and enhances motivation.   

 

I am certain after reviewing my qualifications that you will want to speak with me further, and as a proven leader, I believe it would be mutually beneficial for us to meet.  I will call next week to inquire about the possibility of meeting to discuss your organization s goals and how I can help you meet them. 

 

Thank you for your time and consideration.

 

Sincerely,

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

23 Prescott Turn ª Xxxxxx, XXXXXX xxxxxx ª xxx-xxx-xxxx ª abc@xyz.com

 

 

 

(Date) 

 

Mr. (Ms.)

(Company)

(Address 1)

(Address 2)

 

 

Dear Mr. _________________

 

It was a pleasure (speaking with you/meeting with you) on the (date for example, 19th of February or 3rd of July). I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered.

 

I am very interested in the (name of position) position, and I am convinced now, more than ever, that it is the right job for me. I feel my background and qualifications prepare me well for just the sort of challenges and responsibilities we discussed.

 

Again, thank you for considering my qualifications. I exxxxxxoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.

 

 

Sincerely,           

 

 

 

 

 

 

 

 

 

 

 

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