
Director of Business Development, The Actuarial Consulting Group
Richmond, Virginia Area

Director of Business Development, The Actuarial Consulting Group
Richmond, Virginia Area
Business development executive with extensive experience developing and implementing multi-point touch campaigns designed to increase firm exposure and revenue. Extensive academic training and teaching experience provide a foundation for consultative approach to business challenges that result in comprehensive solutions.
Always looking for ways to improve personally and professionally. Especially interested in partnering with others in the same pursuit.
Qualified Plan Design and Administration; Leadership Theory, Application, Evaluation; International Marketing; Corporate Finance; Business Development; Negotiation; Supply Chain Management; Relationship Management
(Financial Services industry)
June 2008 — Present (1 year 6 months)
Responsible for developing, implementing, and managing a business development strategy. Strategy includes direct mail campaigns, direct selling efforts, development of referral strategies, and development of marketing materials. Focus is on promoting Qualified Plan design, administration, and investment advisory services to medium and large organizations.
(Financial Services industry)
June 2008 — Present (1 year 6 months)
Retirement Plan Options for Nonprofit Organizations
The Journal of Accountancy
Formal Socialization as a moderating variable on Transformational Leadership’s ability to develop Value Congruence
The Northeastern Association, Business, Economics, and Technology, 2009 Annual Meeting
Retirement Benefits and Organizational Commitment; the Employer and Employee Disconnect
Institute of Behavioral and Applied Management, 2009 Annual Conference
401(k) vs. 403(b)
The Virginia Society of CPAs, 2009 Government and Nonprofit Conference
Inclusion of Alternative Asset Classes in Traditional Strategic Asset Allocations
The Virginia Society of CPAs, 2009 Accounting and Auditing Conference (Co-presenter)
Retirement Plan Design for Nonprofit Organizations
Charlottesville Chapter of The Virginia Society of CPAs, 2009
Qualified Plans: A review of current issues.
Richmond Chapter of The Virginia Society of CPAs, 2009
(Educational Institution; 201-500 employees; Higher Education industry)
January 2007 — Present (2 years 11 months)
Adjunct Professor for the School of Global Leadership at Regent University. Tasked with developing and delivering curriculum designed to introduce foundational theories in International Trade, International Logistics Management and Corporate Finance for on-line and on-campus students. Created weekly presentations, graded course assignments and lead in-class and on-line discussions between students. Critical topics covered include:
Cultural Differences and their impact on global organizations
International Trade Environment
Market Penetration
Market Review and Evaluation
Economic Factors
Global Pricing Strategies
Project and Asset valuation utilizing NPV
Stock and Bond Valuation utilizing CAPM
Portfolio Management and Risk Diversification
Capital Structure & Budgeting
IPO’s and Investment Banking
(Public Company; OMX; Business Supplies and Equipment industry)
January 2007 — June 2008 (1 year 6 months)
•Create and communicate value-added solutions to key C – Level contacts to close new business
•Track the number of outbound calls required to reach location goals
•Develop and negotiate contracts that meet location profitability goals and maximize customer value
•Present value – added solutions that incorporate OfficeMax Contract Supply services, Technology Sourcing Services, Digital Printing services, and National Furniture capabilities
(Public Company; 10,001 or more employees; Business Supplies and Equipment industry)
January 2004 — December 2006 (3 years )
•Develop opportunities to increase product penetration within account base
•Create and communicate value-added solutions to key C – Level contacts to increase account penetration
•Negotiate contracts designed to increase ROS by minimizing activity based costs and maximizing client value
•Conduct internal annual and quarterly reviews to track Revenue, Gross Profit, ROS, and Account Penetration
•Act as a single point of contact for all customer service issues and follow client requests to completion
PhD , Organizational Leadership , 2008 — 2012 (expected)
Graduate Certificate , International Marketing , 2006 — 2008
MBA , 2002 — 2004
BBA , Marketing , 1996 — 2000