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Performance Solutions Consultant Resume Example

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PERFORMANCE SOLUTIONS CONSULTANT
Summary
Solutions consultant with over 15 years of experience in delivering professional services for clients in IT, financial, banking, engineering, manufacturing, automotive, Indian gaming and other industries. Expertise in sales, marketing, product development, system implementation, complex financial planning, assets management and risk management.  Ability to develop productive relationships with customers through understanding requirements and developing solutions to complex business issues.
Skills
Entrepreneurial/Business Acumen, Board Reporting, Personality Type Profiling, Performance Analysis, Leadership Development & Mentoring, Cross-Cultural Communications, NLP (Neuro-Linguistic Programming), Predictive Modeling & Data Mining, Data Storytelling, Innovation & Product Lifecycle, Financial Modeling/Roadmap, Agile Planning, Troubleshooting, Multitasking, Team Building, Sales Management & Analytics, Business Development & Management – Risk Management & Optimization, Quantitive and Qualitative Analysis, Systems Level Problem Solving
Certifications
FINRA Series 7, 63, 65 securities  (1999-2010)  
CERTIFIED FINANCIAL PLANNER™ Professional (June 2005 - Sept 2017)
MBTI® Certified Practitioner (January 2015)
Languages
English, Armenian, Arabic, and Turkish
Experience
10/2013 - Current
Vision42 LLC － Lake Mary, FLPerformance Solutions Consultant
Consulting company that provides comprehensive analysis that assist in increasing effectiveness and efficiencies of C-Level and above personnel.
  • Worked closely with clients to design, develop and implement optimal custom strategies to improve performance in management.
  • Created performance models and presentations for sales, leadership styles and team dynamic optimization.
  • Introduced decision making models and effective communication strategies for financial advisors working with potential clients.
  • Established greater collaboration among departments and functional work groups such as engineering, production, and operations departments.
  • Identified and eliminated communication gap for manufacturing executive team in order to meet production deadlines.
  • Various industries included but not limited to:Boat manufacturing not meeting production deadlines. Real estate organizations with operational challenges. Financial firm with problems in closing strategies. 
06/2010 - 10/2013
IPD INC － Sun Valley, CAMarketing and Community Relations Strategist
Analysis, design and implementation of marketing and sales strategy for a recycling of used Porsche parts.
  • Created an analytical framework as well as developed sales and marketing strategies to create financial growth opportunities.
  • Developed an array of marketing and business solutions designed to help improve client relations and business profitability. 
  • Planned, conducted, facilitated and coordinated training protocols for accountability to the team and performance, and how to identify clients value perception.
  • Resulted in financial growth of 20% domestically and 25% internationally.
01/2006 - 06/2010
LPL FINANCIAL － Sun Valley, CAIndependent Financial Advisor
  • Designed and implemented the administration of comprehensive Employee Benefits Program.
  • Coordinated and assisted HR management with all phases of the plan transition life-cycle – requirement gathering, analysis, design, plan testing and implementation.
  • Quarterly meetings with the board of directors discussing performance, plan cost, and analysis of varies plan provider based on their current participation rate and assets under management.
  • Resulted over 300% increase in participation and assets under management.
01/2004 - 12/2005
MERRILL LYNCH － Century City, CAInstitutional Investment
  • Performed complex data analysis, design, implement and administer financial needs and strategies for businesses in public and private sector.
  • Balanced investment management, sales activities, client services, new client development, administrative, compliance, as well as personal growth and development.
Education
1998
University of Phoenix － Woodland Hills, CA, USABachelor of Science: Business Administratin
Presentations
MBTI® (Presenting Type in Organizations, Negotiating Differences, onstructive Use of Differences) - Team Dynamic Performance IQ™ - Innovation & Creative Destruction™ - Talent Mainframe Gap Analysis™
Awards

The Hartford's top qualified plan producer

Jackson National Life's top annuity producer 

Franklin Templeton Investments' top municipal bond fund producer

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Resume Overview

Companies Worked For:

  • Vision42 LLC
  • IPD INC
  • LPL FINANCIAL
  • MERRILL LYNCH

School Attended

  • University of Phoenix

Job Titles Held:

  • Performance Solutions Consultant
  • Marketing and Community Relations Strategist
  • Independent Financial Advisor
  • Institutional Investment

Degrees

  • Bachelor of Science : Business Administratin

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