Director Of Business Development Resume Example Cascadia Healthcare

DIRECTOR OF BUSINESS DEVELOPMENT

Executive Profile

Senior-level Executive with 30+ years of Back Office Operations experience with Fortune 500 companies. Highly analytical decision-maker with proven record of process improvements and demonstrated ability to deliver mission-critical results. Skilled team leader with demonstrated proficiency in staffing, training, team building and development. Effective change-agent committed to cost-effective management of resources, quality and performance. Very strong client focus, organizational and decision making skills.

Skill Highlights

Project Management
Risk Management
Strategic Planning
Industry Knowledge
Change Implementation
Departmental Operations Management
Leadership
Multi-lingual

Administrative Skills
Analytical Skills
Business Development
Communication Skills
Customer Relations
Expense Control
Fast Learner

Core Accomplishments

Process Improvement

Developed unique system to efficiently monitor all Institutional trades and Prime Broker fails from inception through settlement increasing capacity and productivity 10 folds while reducing headcount and minimizing risk.
Handled a 300% increase in volume while reducing staff 10 % by streamlining work flow and improving data management.
Worked in close collaboration with clients to provide clear and concise customized reports as well as prompt and professional support.
Developed and implemented unique systems functionality that enabled clients to manage their trade data in a totally customizable format.

Expense Control

Developed methodology to eliminate the mailing of trade confirmations to Institutional Clients resulting in yearly savings of over $600K.
Developed tracking tools to better analyze and manage Divisional overtime resulting in a reduction of 30% YTY and over $500K in savings.

Professional Experience

Director of Business Development
December 2012 to August 2014Cascadia Healthcare － Libby , MT

Directed strategic goals, cultivated key customer relationships, identified business opportunities, negotiated and closed business deals.
Revamped systems and procedures to streamline work flow Improved effective communication between customer service representatives, technicians, and customers.
Prospected for potential new clients and new business opportunities.

Vice President, Project Management.
February 2010 to November 2012J.P. Morgan Clearing Corp － City , STATE

Promoted to new function overseeing the progress and providing expert guidance in the Firm multi-faceted initiative to replace the entire core operational systems post Bear Stearns merger.
Directed 4 project managers through the deconstruction of legacy systems and conceptual design of its replacement with special emphasis on trade processing and settlements.

Vice President, Collateral Management Ops / Ops Change Management.
January 2009 to January 2010J.P. Morgan Clearing Corp － City , STATE

Managed a team of 6 professionals in the day to day funding of equity Tri-party Repos and re-hypothecable collateral management.
Tasked with analyzing system infrastructure and existing process flows to determine gaps and opportunities for productivity improvement.
Worked closely with department heads to drive process and cost reduction improvements throughout the organization.
Strategically monitored ongoing Divisional project's milestones and time lines with Department Managers and I.T. personnel to ensure on time completion and minimize budget overruns.
Present updates and scorecards to senior management.

Managing Director, Prime Broker Ops & Institutional Margin.
November 1993 to January 2010Bear Stearns Securities Corp － City , STATE

Promoted to restructure this under-performing department of 43 professionals.
Managed a team 3 Associate Directors and 4 Vice Presidents in successfully restructuring day to day operations of the Firm's Prime Broker OPS and Institutional Margin department's .
Managed the Firm's Institutional Global settlements and associated risk.
Monitored all of the Firm's fails for market exposure.
Liaison with other Broker Dealers to resolve disputes and trade and Settlements issues.
Responsible for the enforcement of all applicable SEC, NYSE, MSRB, NASD rules and regulations.
Primary contact for N.Y.S.E, S.E.C. and N.A.S.D. external and internal audits.

Vice President, Margin Department
January 1980 to October 1993BEAR STEARNS SECURITIES CORP － City , STATE

Managed Margin Operations for the Firm's Correspondent Clearance client base.
Managed a staff of 20 employees through all aspects of credit.
Responsible for Firm's compliance with Regulation T and SEC 15c3 enforcement.
Executed sell-outs and buy-in of non-compliant accounts.
Responsible for enforcement of all SEC, NYSE, MSRB, NASD rules and regulation.

Education

City

BBA : Business Administration, 1979Universita di Catania － City, Italy

Brokerage Operations and Compliance, 1981New York Institute of Finance － City, State

Professional Licenses

Series 7 license - General Securities Registered Representative

Series 24 License - General Securities Principal

Additional Information

Resume Overview

School Attended

Universita di Catania
New York Institute of Finance

Job Titles Held:

Director of Business Development
Vice President, Project Management.
Vice President, Collateral Management Ops / Ops Change Management.
Managing Director, Prime Broker Ops & Institutional Margin.
Vice President, Margin Department

Degrees

BBA : Business Administration , 1979
Brokerage Operations and Compliance , 1981

Director of Business Development Resume Example

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