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Yyyyyy x. yyyyyy

394A 19th St.                                                                                               (917) 0000 xxxxxx xxxx , xxxx , xxxxx 00000                                                                                                                                                    



Customer-focused manager eager to contribute superior business development, problem-solving, operations, and team building skills toward actively supporting the employer in optimizing bottom-line performance



Ø  Extensive financial and operational management experience with expertise in business development, contract negotiation, client relations, and staff development

Ø  Facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; cultivate key relationships with diverse client base and key business partners

Ø  Demonstrated record of building, leading, and retaining top-performing support teams; strategically plan and coordinate workflow for optimal coverage while containing labor costs

Ø  Proactively monitor industry trends and developments, including competitive services and marketing activities; effectively identify and capitalize on opportunities to penetrate and develop markets

Ø  Dynamic communication, presentation, negotiation, and relationship management skills; strong technical proficiencies including Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) and Siebel


~ Key Achievements ~

  • Negotiated lease contracts that will generate more than $300K in annual revenues for Bergson Strategies
  • Billed an average of $11.25K+ per month at Robert Half International
  • Successfully launched new HSBC financial center and built 250+ Premier client portfolio with $70M in assets and responsible for generating more than $500K in annual revenues
  • Played an integral role in leading HSBC branch to pass all banking and securities audits through strong policy development and strict enforcement of all regulatory compliance guidelines
  • Originated, serviced, and grew a portfolio of 1000+ retail / business bank accounts; achieved or surpassed all annual revenue goals throughout tenure with JPMorgan Chase and Citibank


Professional Experience

Bergson Strategies LLC, New York, NY                                                                                                    2009 C Present

Independent Contractor, Senior Associate Commercial Real Estate Division

  • Performed intensive business development and market analysis functions, cultivated relationships with key commercial clients, and negotiated major contracts


Robert Half International, New York, NY                                                                                                        2007 C 2008

Recruiting Manager, Accounting and Finance Division                  

  • Sourced, screened, and placed all levels of staff in businesses ranging from boutique practices to Fortune 500 companies


HSBC, New York, NY                                                                                                                                   2005 C 2007

Premier Relationship Manager / AVP / Sales Manager                                                      

  • Cross-trained and managed 9-member team responsible for consistently exceeding company goals, built high net worth client portfolio, implemented internal cost controls, placed trades and monitored all transactions, and maintained exceptional customer satisfaction ratings


JPMorgan Chase and Citibank, New York, NY                                                                                               2000 C 2005

Assistant Treasurer / Client Financial Analyst / Sales and Bank Officer (Manager)       

  • In recognition of outstanding performance, selected to drive staff training efforts following Citibank and California Federal merger; led staff of 7 in all day-to-day activity, oversaw compliance efforts, and managed business development initiatives



CUNY Baruch College, New York, NY                                                                                                                      2000

Bachelor of Business Administration in Finance and Investments


~ Professional Licenses ~

Life, Accident and Health ~ Series 6 & 63 ~ NYS Real Estate

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