LiveCareer-Resume

Senior Business Intermediary resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Executive Profile

An accomplished, charismatic management executive with experience in diverse environments including Information Technology, ecommerce, Banking, Finance and Manufacturing, executed in company sizes ranging from start-ups to Fortune 500 corporations. Consistently surpassed business objectives through leadership, initiative, improved operational performance, reduced operating costs, and exceptional customer service. A highly motivated mentor and cross-organizational team builder, has built and led productive teams that consistently exceed goals. Expertise and experience includes:

Skill Highlights
  • Executive Leadership
  • Strategic Visionary
  • Mergers & Acquisitions
  • Financial Management
  • CIO
  • Process Management
  • Business Development
  • Start-up
  • Strategic Planning
  • Change Agent/Catalyst
  • Entrepreneurial
  • Marketing Management
  • Re-engineering
  • Customer Development
  • Management Operations
Core Accomplishments

I have built an ecommerce business from the ground up. Thrust into a turnaround situation, I prevailed. In the technology arena I have designed and implemented critical components of an ERP system. I have also built several data centers from the ground up. In Banking I have designed and implemented a Retail Banking Deposit System.

Professional Experience
Senior Business Intermediary, 11/2012 - 09/2014
United Way Of America Lake Charles, LA,
  • Performed Intermediary services supporting Mergers & Acquisitions.
  • Performed acquisition target searches for Private Equity Groups and strategic buyers.
  • Advised business owners regarding the value and marketability of their businesses.
  • Prepared businesses for sale.
  • Developed and implemented marketing programs that accentuated the features, benefits, assets, and potential of business.
  • Created markets with multiple buyers.
  • Assisted and advised business owners in the negotiation of price and terms for the sale of businesses.
  • Coordinated the closing of the sale.
CEO, 03/2004 - Current
First Federal Savings And Loan Port Angeles, WA,
  • A dynamic, results-oriented leader with a strong track record of performance in a start-up, fast-paced organization. Utilized keen analysis and insights and team approach to drive organizational improvements and implementation of best practices. Superior interpersonal skills.
  • Designed a comprehensive computer system and professional tool kit to assist business owners interested in mergers and acquisitions who want to plan and execute their exit strategy from their business by themselves.
  • Performed Project and program management for all company products.
  • Developed and executed corporate marketing plan.
  • Created content and managed the project to develop a B2B/B2C corporate website and performed search engine optimization. Developed a proprietary SEO technique to vastly improve search engine page placement and lower PPC campaign costs
  • Negotiated and managed vendor contracts.
Financial Advisor, 09/2004 - 2006
United Way Of America Ledyard, CT,
  • Managed and directed small business financial service activities while developing sales and service plans that enhanced client relations and portfolio growth.
  • Consulted with, reviewed and recommended investment options to business owners that included qualified and non-qualified plans, lending, trusts, cash management, profit sharing/401(k) plans, and safe harbor.
  • Held series 7, series 66, and insurance broker licenses.
Certified Business Intermediary, 05/2001 - 2005
Arrow Electronics Inc, Pittsford, NY,
  • Performed General Business Brokerage and Mergers & Acquisitions.
  • Consulted with business owners regarding the value and marketability of their businesses.
  • Prepared businesses for sale.
  • Developed and implemented marketing programs that accentuated the features, benefits, assets, and potential of business.
  • Created markets with multiple buyers that resulted in selling prices increasing 20-25% for businesses sold.
  • Consulted with and advised business owners in the negotiation of price and terms for the sale of businesses.
  • Coordinated the closing of the sale.
CEO, 08/2000 - 08/2001
Campusworks Inc Yuma, AZ,
  • Provided fiscal, strategic and operational leadership. Superior interpersonal skills, capable of resolving multiple and complex issues and motivating staff to peak performance. Allocated staff and implemented best practices.
  • Created a business to distribute biometric and data communication products.
  • Negotiated master distributor and system integrator/value added reseller contracts with manufacturers.
  • Recruited and managed sales representatives and installation staff.
  • Wrote, negotiated and managed vendor contracts.
Business Development Manager, 02/2000 - 08/2000
3D Business Solutions City, STATE,
  • Filled dual roles for the company. One being ongoing sales and marketing efforts and also acted in an entrepreneurial manner creating new business opportunities for the company.
  • Built and maintained customer and strategic business partner relationships.
  • Consulted with businesses regarding their IT strategy and created solutions for their IT problems.
  • Started new business segments that complimented 3D's offerings and made 3D a full service provider of technological solutions for its customers.
CIO, 09/1991 - 02/2000
Edco Products City, STATE,
  • Tasked with the responsibility to turn around multiple dysfunctional divisions, worked with key employees of each division to identify and resolve production, sales and distribution problems culminating in resolution of the crisis.
  • Reengineered the business and replaced a legacy computer system. Supported gross revenue growth from $26MM to $55MM in seven years and maintained expenses at 1/2 industry average
  • Charged with upgrading a company’s IT and telecommunications systems. Analyzed present and future needs, system capacity, provider options, and implemented the new system. Doubled call volume, increased revenue by 28%, and reduced service expenses by 50% over the next twelve months. Replacement of legacy systems with an ERP system facilitated future company growth and increased Gross revenue over 100% in 7 years.
  • Defined all manufacturing, operational and administrative requirements needed to support a start-up coil coating operation. Designed concept and content for our corporate website and managed the development.
  • Built IT Department from the ground up.
  • Built corporate Data Center and an auxiliary center in Indiana.
  • Managed Information and Telecommunications systems at all Corporate Sites.
  • Wrote, negotiated and managed vendor contracts.
Information Systems Manager (Contract), 05/1990 - 05/1991
Investors Bank City, STATE,
  • This was the top IT Management position in the corporation. Consolidated and managed all corporate information systems. Added value to the business by facilitating transfer of operations to new owners.
  • Combined four operating units and nine unique architectures into a combined facility. Researched options, devised plan, secured bids, managed, and completed installation 20% ahead of schedule, and under budget.
  • Designed and implemented the initial migration from proprietary technology platforms to a corporate wide PC LAN based infrastructure.
  • Consolidated IT processing into a central data center built from the ground up.
Product Marketing Manager | Senior Development Analyst, 11/1979 - 11/1990
Norwest Corporation (Wells Fargo) City, STATE,

• Managed fifteen Correspondent Banking Products

• Designed a complete banking Deposit System to support Customer Information, Checking, Savings, Line of Credit and Certificate of Deposit processing.

• Re-engineered and combined statement processing across deposit applications.

• Consolidated statement printing for the entire corporation reducing pages printed by 33% while vastly improving print quality and enhancing bank image to customers.

• Wrote, negotiated and managed vendor contracts.

• Implemented software that laid the groundwork for non-return of checks.

Education
Bachelor's Degree: Psychology/Business, Expected in 1979
-
University of Minnesota - Minneapolis, MN
GPA:
: Agile Development Methodology, Expected in
-
Normandale Community College - Minneapolis, MN
GPA:
Skills

•Executive Leadership

•Financial Management

•Business Development

•Start-up Management

•Strategic Planning

•Marketing Management

•Strategic Visionary

•CIO

•Operations Management

•Entrepreneurial

•Re-engineering

•Mergers & Acquisitions

•Process Management

•Change Agent/Catalyst

•Entrepreneurial

•Customer Development

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • University of Minnesota
  • Normandale Community College

Job Titles Held:

  • Senior Business Intermediary
  • CEO
  • Financial Advisor
  • Certified Business Intermediary
  • CEO
  • Business Development Manager
  • CIO
  • Information Systems Manager (Contract)
  • Product Marketing Manager | Senior Development Analyst

Degrees

  • Bachelor's Degree

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: