Expert Details
Financial Advising, Customer Relationship Management, Retirement Income
ID: 735933
Georgia, USA
PROFESSIONAL SKILLS AND PRACTICAL EXPERIENCE:
Professional sales techniques, relationship building, and can-do attitude
Experience diversification; financial advisory, hospitality, PC software, consumer products merchandising & marketing
Effective departmental budgeting, planning and cost controls implementation
Recruiting, hiring and training; salespeople, consultants & managers
Balancing management delegation with hands-on involvement
Excellent negotiating skills
Utilization of common courtesy and professionalism in the conduct of business
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1974 | Degree: BA | Subject: Physical Education | Institution: Herbert Lehman College, City University of New York |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2007 to Present | Employer: Undisclosed | Title: Financial Advisor | Department: Finance |
Responsibilities:Comprehensive advisory in preparation for sustainable retirement income. Areas of expertise include securities, life insurance and long-term care insurance. Custom plan creation for individuals, families and small businesses. |
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| Years | Employer | Title | Department |
| Years: 2007 to 2011 | Employer: National Financial Services Group | Title: Financial Advisor | Department: Sales |
Responsibilities:See above. |
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| Years | Employer | Title | Department |
| Years: 1995 to 2007 | Employer: BellaVia Enterprises, Inc. | Title: President, CEO | Department: General Management |
Responsibilities: President/Owner; CiCi’s Pizza Franchisee, Decatur, GA (pizza buffet concept) Built business from construction to sale; developing productive church and school relationships, targeted outdoor boards to build take-out sales consistently during life of the store (12% of revenues), full concept remodeling Awarded DeKalb Chamber’s “Start-up Business of the Year” in 1995 Leading CiCi’s restaurant in the greater Atlanta market five consecutive years 93% secret shops average over final two years of operation (2 shops per month) Hired and groomed middle managers, five of whom grew to General Managers and two became owners of their own units; retained one GM for 6.5 years |
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| Years | Employer | Title | Department |
| Years: 1993 to 1995 | Employer: International Verifact, Inc. | Title: VP, Sales | Department: Sales |
Responsibilities:National sales responsibility, management of sales force. Regional Sales Manager, promoted to National Sales Director within 3 months Built and managed national network of sales and consulting professionals (12) Enhanced minor market share by 60% and position for unique encryption methodology in point of sale terminals against dominant competitor |
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| Years | Employer | Title | Department |
| Years: 1986 to 1993 | Employer: Nielsen Market Research | Title: Division Vice President | Department: Sales and Consulting Management |
Responsibilities: Marketers of PC-based “SPACEMAN” software for retail shelf space management, incorporating retailer Point-Of-Sale data; generated product and category level sales, profit & ROI analysis and a total store planning tool. VP, Eastern Division Sales and Consulting (upon consolidation of Nielsen Retail Services Dept.); assumed sales leadership for one-half of U.S, led by example by personally closing the business for the American Stores conglomerate in Salt Lake City. Managed total staff of 20, including 4 managers and admin. Total budget: $15 Million (1992-1994) VP, National Consultant Services (upon Nielsen acquisition); Worked in strategic planning with Nielsen management. Established the department, hired the implementation force and instituted a new sales program for consulting services; new revenues boosted overall sales by over 26% in first year alone. Managed staff of 10 consultants plus admin. Organized a separate department for trainers and phone support people in support of annual maintenance fee sales (15% of software cost). Sales to $2.5 Million (1990-1992) Region VP, Northeast Sales with original firm, Logistics Data Systems; new business development among retailers and manufacturers; built regional share of market to over 65%; Personally secured trade press exposure for our software and the young industry with Supermarket Business, Chain Drug Review & Progressive Grocer. Featured speaker at National Association of Chain Drug Stores MIS Conference (10/1988). Sales to $2 Million (1986-1990) |
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| Years | Employer | Title | Department |
| Years: 1980 to 1986 | Employer: 7UP USA, subsidiary of Phillip Morris | Title: National Retail Sales Manager | Department: Sales |
Responsibilities:NYC market manager, coordinating brand representation; Retail sales department, developing all other channels of trade beyond traditional supermarkets. National Retail Sales Manager; managed a sales team (5) for non-food retail chain sales & trade shows. Organized a third-party communications system for trade promotions to national bottler community. (1985-1986) Retail Chain Manager – Northeast; expanded account base by 15 new accounts in non-food retail in the first year alone; supervised local marketing execution of new cola introduction in Western NY State markets (1983-1985) Sr. Area Sales Manager – Metro NYC Market; achieved working synergies among 7 independently owned bottlers, a first in market history; promotion strategy generated average sales (+17%) and market share (+10%) increases in 2 consecutive years for 7UP brands. |
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| Years | Employer | Title | Department |
| Years: 1978 to 1980 | Employer: Gillette Safety Razor | Title: Sr. Market Manager | Department: Blade & Razor |
Responsibilities:Headquarter sales to major NYC market operators in all classes of retail trade. |
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| Years | Employer | Title | Department |
| Years: 1976 to 1978 | Employer: Campbell Soup Co. | Title: Sr. Territory Sales Manager | Department: Sales Company |
Responsibilities:75-store territory in The Bronx, NY. Merchandising, sales and headquarter client development. |
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| Years | Employer | Title | Department |
| Years: 1974 to 1976 | Employer: Various | Title: Sales | Department: Various |
Responsibilities:Discovery of sales instincts. Developing sales skills and making money with various small businesses. |
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Career Accomplishments
| Associations / Societies |
|---|
| Board Member, Johns Creek Business Association (2014-present) Board Member, Suwanee Business Alliance (2010-2012) Multiple memberships, Atlanta area senior care providers networks (2008-present) Manager of Managers Program, University of Michigan (1990) BA, Physical Education; Herbert H. Lehman College of CUNY (1974) |
| Licenses / Certifications |
|---|
| Series 7, Life insurance, LTC insurance and Variable annuities. CFS; i.e., Certified Funds Specialist |
| Awards / Recognition |
|---|
| Dekalb County Start-up Business of the Year (GA) Berthel Fisher Executive Council (top sales increase) |
Additional Experience
| Training / Seminars |
|---|
| Karrass Negotiation Training (1992) Management of Managers (University of Michigan) |
| Marketing Experience |
|---|
| Trade press marketing efforts on behalf of space management software program (1986-1990), via presentations and relationship development. Local marketing of retail business (1995-2007) |
| Other Relevant Experience |
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| Civic: Board membership on Suwanee Business Alliance, and the Johns Creek Business Association (GA), 2 years each President, St. Marks Property Owners Association (2 years) |