
Associate at Wall Street Financial Group
Rochester, New York Area

Associate at Wall Street Financial Group
Rochester, New York Area
A forward-thinking leader with a unique combination of sales, operations, and quality improvement expertise who has successfully transitioned to new industries and developed a strong reputation for delivering significant, sustainable results in short time frames. Dynamic team player with solid communication, motivational, and interpersonal skills, with expertise in major accounts and business development, pricing, market research/analysis, and media/community relations.
Series 7 General Securities Representative License;
Life, Accident, & Health Insurance Agent License;
P&L Responsibility; Operations Management; Business Growth; Sales Management; Process Improvement; Relationship Management; Team Facilitation; Project Management; General Management; Lean Six Sigma Black Belt; Trained Master Black Belt.
(Privately Held; Financial Services industry)
2009 — Present (less than a year)
A Wealth Management firm specializing in:
- Wealth accumulation, preservation, and transfer strategies;
- Protecting wealth during market downturns;
- 401(k) and Pension plans for closely held businesses;
- Personal financial lifecycle planning;
- Tax minimization strategies.
(Privately Held; Mining & Metals industry)
2008 — 2009 (1 year )
Recruited to this newly-created position to lead a team of 17 and grow revenue profitably during a severe economic downturn and metals price decline of 50% to 70%.
(Public Company; CFC; Financial Services industry)
2007 — 2008 (1 year )
Developed and negotiated large corporate relationships at the C-Level nationally for major title insurance brands and grew specialty deposits while navigating significantly challenging credit and housing market conditions.
(Real Estate industry)
2005 — 2007 (2 years )
Led a team of 16 sales associates selling in 14 communities, leading to $50 million in sales volume, and directed team of 17 sales and construction personnel with P&L responsibility of $22 million.
(Public Company; BAC; Banking industry)
2004 — 2005 (1 year )
Selected to lead the merged Bank of America and Fleet Boston Financial Northeast Real Estate sales division and develop a major annuity portfolio of more than 2,000 middle-market and large corporate real estate clients.
(Public Company; BAC; Banking industry)
2002 — 2004 (2 years )
Spearheaded and coached six sigma projects focusing on client acquisition, retention and relationship development. Facilitated teams of up to 25 and matured projects through disciplined milestones using six-sigma methodology.
(Public Company; XRX; Information Technology and Services industry)
2001 — 2002 (1 year )
Promoted to turnaround revenue losses and improve solutions development processes.
(Public Company; XRX; Information Technology and Services industry)
2000 — 2001 (1 year )
Sold custom enterprise-wide complex document management solutions at C-Level to major Canadian financial firms.
(Public Company; XRX; Information Technology and Services industry)
1999 — 2000 (1 year )
Repaired and improved significantly damaged national client outsourcing relationship at Cigna Healthcare.
(Public Company; XRX; Information Technology and Services industry)
1997 — 1998 (1 year )
Leadership and growth of a sales and operations team of 80 providing outsourced document management solutions. Created collaborative entrepreneurial environment that fostered creativity and success.
(Public Company; XRX; Information Technology and Services industry)
1996 — 1996 (less than a year)
Supported SVP of Sales and 40 U.S. branches in compensation planning, sales training & marketing kickoffs, territory management, operations reviews, and financial analysis & compliance for outsourcing business growing 40% annually.
(Public Company; XRX; Information Technology and Services industry)
1995 — 1996 (1 year )
(Public Company; XRX; Information Technology and Services industry)
1994 — 1995 (1 year )
(Public Company; XRX; Information Technology and Services industry)
1991 — 1994 (3 years )
(Public Company; XRX; Information Technology and Services industry)
1985 — 1990 (5 years )
B.S. Electrical Engineering , 1985 — 1987
B.S. Electrical Engineering 1982 — 1985
HSD , 1977 — 1982