Business Leader Principal Resume Example

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(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Executive Profile
Organizational Effectiveness / Marketing & Client Services / Financial Accountability Energetic, resourceful professional with a history of improving financial performance and enhancing the client experience for start-up and growth organizations. Unique perspective and creative vision stems from a long and successful career as a leader, problem solver and change agent. Passionate about guiding companies to achieve their full potential by implementing clear financial controls, designing compelling client-focused initiatives and inspiring cross-functional teams. Core competencies include: Sales & Marketing Strategies Business Planning & Decision Making Operations Management Team Building, Motivation & Leadership *Customer Relations & Support Budgeting, Forecasting & Financial Controls Performance Tracking & Reporting Process Redesign & Change Management
Skill Highlights
  • Expert Event Planning and Management
  • Created the largest event of its kind in the world - The Land Rover Muddy Chef Challenge
UNIVERSITY OF DELAWARE Newark, DE Expected in Bachelor of Arts Degree : Art History and Computer Science - GPA : Art History and Computer Science
Delaware State University , Expected in Trained in Computer Science : - GPA :
Driving Instructor - Michelin Off-Road Experience, Bolton, VT Land Rover Driving Instructor - Land Rover Experience, Manchester, VT Professional Ski Instructors of America (PSIA) Fully Certified Ski Instructor (20 years)
Core Accomplishments
Professional Experience
Hcl Technologies Ltd. - Business Leader / Principal
Granville, NC, 2009 - Current
  • Provide creative leadership to improve profitability for the company improving the performance, brand equity and positioning of new and established alternative investment management companies.
  • Cultivate productive relationships with industry professionals, and lead efforts to raise capital and secure private placement memorandums (PPM) for hedge fund and private equity firms.
  • Selected accomplishments:.
  • Pioneered branding, marketing and communications strategies that established the image and ensured the credibility of client companies; managed the design and production of leading-edge marketing pieces that captured attention and complied with regulatory guidelines.
  • Served as trusted consultant and advisor to client companies on marketing and presentation techniques.
Marriott Vacations Worldwide - Operating Partner / President
Asheville, NC, 2004 - 2009
  • Spearheaded strategies to improve the customer experience trim expenses and drive operational excellence for AAA three-diamond hotel property.
  • Implemented financial controls and performance standards; tracked results.
  • Managed traditional, online and social marketing campaigns for optimal visibility and revenue growth.
  • Led and motivated 15 personnel on daily basis.
  • Oversaw property management, licensing and compliance.
  • Selected accomplishments: Participated in a large-scale re-development initiative designed to expand the facility into a $20-million resort flagged by Rock Resorts (Vail Resorts).
  • Performed due diligence, financial forecasting and strategic planning until the market downturn in 2009, which discontinued the effort.
  • Leveraged cost-effective communications campaigns that cut marketing costs from $80K to $6K per year while increasing hotel occupancy by 25%.
  • Penetrated new business through skillful customer relationship management (CRM), search engine optimization (SEO) and search engine marketing (SEM) tools, Internet placement strategies and high-impact e-mail and direct-mail marketing campaigns.
  • Boosted the company's online positioning to #1 on Yahoo Travel and #3 on
  • Transformed existing hotel and facility spaces into new revenue channels, such as creating a niche wine and beer bar in an unprofitable area of the main lodge, and refurbishing employee housing into a multi-story luxury condominium for discerning guests.
  • Created a culture of teamwork and accountability, and drove up employee retention, by demonstrating a "roll-up-your-sleeves" leadership style and performing any hands-on task that needed to be done.
Avison Young - Director
Ontario, CA, 1999 - 2002
  • Recognized as key member of original executive team for ambitious start-up company.
  • Expertly positioned assets for private equity and hedge funds.
  • Interacted directly with clients such as Gruss Asset Management, Lincolnshire and Links Securities to create high-impact sales and marketing collateral.
  • Championed, targeted and secured new business opportunities.
  • Hired, Mentored and supervised personnel.
  • Stepped into visionary, entrepreneurial roles responsible for due diligence, team building, product innovation and change management.
  • Executive engagements: Director of HedgeFund.Net - Identified and pursued an opportunity to purchase the #1 hedge fund database and build the world's leading capital fund raising platform and news service (recognized as a "Forbes Best" financial services Web site).
  • Developed products, trained the sales force and directed marketing and client services.
  • Oversaw merger of and, and subsequent acquisition by Channel Capital in 2003.
  • Founder and Managing Director of - Researched, developed and launched an online news and information portal from the ground up.
  • Hired news staff and managed all aspects of business, Web site and operating budget.
  • Built partnerships with Lehman Brothers, Morgan Stanley, Pensions and Investments Magazine and others.
  • Launched a highly respected for-profit series of branded conferences for the investment field.
  • Catapulted readership from zero to 10K in 12 months.
  • Selected accomplishments: Developed a proprietary CRM tool that significantly improved the tracking and management of prospects and new business contacts for Links Capital Group.
  • Enhanced customer satisfaction by establishing a secure Web site that provided clients with immediate access to monthly, quarterly and annual statements.
HSBC ASSET MANAGEMENT AMERICAS - Director of Sales and Marketing
City, STATE, 1998 - 1999
  • Provided ideas, insight and leadership to dynamically market all company products and services to institutional clients.
  • Directed the writing, design and production of marketing and reporting materials.
  • Ensured the accuracy and integrity of financial and statistical data.
  • Managed a cross-functional team of client services, financial and portfolio management and design professionals.
  • Selected accomplishments:.
  • Successfully achieved the first HSBC Asset Management hedge fund with mandate of $5M.
  • Delivered a comprehensive, engaging presentation to the Board of Directors and selection committees that resulted in the first entry into the "finals" (the critical and ever-narrowing decision to hire new investment firms).
  • Presentation to the San Diego County Employees Retirement Association for the opportunity to receive a $250M international equity mandate.
City, STATE, Germany 1992 - 1998
  • Established marketing infrastructure and promoted operational and financial goals as founding member of investment firm.
  • Prepared requests for proposals (RFP) and requests for information (RFI) to compile data on investment consultants and public/private investment firms and facilitate the decision to hire new firms.
  • Wrote and designed client communication materials and reports.
  • Selected accomplishments: Achieved $4B in assets under management within four years of launch.
  • Participated in finals presentations that allowed OSV to score an unparalleled 85% success rate.
  • Defined the marketing strategy and executed results-driven campaigns and initiatives that rapidly and steadily grew the organization.
.Net, Asset Management, branding, budget, change management, com, conferences, consultant, customer relationship management, CRM, client, clients, customer satisfaction, database, direct-mail, Driving, due diligence, edge, e-mail, equity, financial, financial controls, financial forecasting, functional, fund raising, funds, image, innovation, Instructor, investment management, Investments, team building, leadership, Director, Managing, marketing strategy, marketing, market, marketing collateral, marketing and communications, materials, access, personnel, positioning, presentations, profit, property management, proposals, reporting, RFI, RFP, sales, San, search engine optimization, Securities, strategic planning, teamwork, Web site

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Resume Strength

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Resume Overview

School Attended
  • Delaware State University
Job Titles Held:
  • Business Leader / Principal
  • Operating Partner / President
  • Director
  • Director of Sales and Marketing
  • Senior Marketing Associate
  • Bachelor of Arts Degree
  • Trained in Computer Science

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