Senior Business Intermediary Resume Example

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.