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Yyyyyy x. yyyyyy                

xxxxxx Westbrook Ave ª Xxxxxx, XXXXXX xxxxxx ª xxx-xxx-xxxx ª


Senior Level Finance Management Executive with a track record of leading broad based business strategies in sales, marketing, operations, auditing, compliance and staff leadership.  Solid ability to adapt to a rapidly changing environment and maintain positioning within the market.  Superior strategy development, exceptional business expansion and first-rate client relations skills, with the tenacity to secure critical business opportunities, expand market share and enhance service offerings.  Extensive experience in building Automotive, Chexxxxxxcal, Defense, Energy, Healthcare and Telecom industry relationships.


Core competencies include:


Full Cycle Sales/Business Development

Persuasive and Effective Communicator

Market Expansion and Growth Management    

Vendor Management/Contract Negotiations

Strategic Planning & Execution               

Identify Key Decision Makers/C-Level

Fortune 500 Business Experience

Team Leadership, Coaching & Mentoring

Large Investment Portfolio Management          

IT Solutions for the Banking Industry

MS Project/Visio/Lotus 123

Adobe Creative/FoxPro/HTML


Web Development/KB Publisher


Professional History


Aristotle International, Washington, DC                                                                                              2008 to 2009

Director C State Compliance                                                                                                                              

   Maintained complete accountability for the development, implementation and maintenance of software applications to support business initiatives while ensuring complete compliance with all applicable regulations.

   Spearheaded efforts to develop comprehensive standards for all facets of compliance, and communicated requirements among business units; conducted enterprise wide risk reporting analysis to monitor key performance indicators and identify risk trends.

   Project managed large scale assignments, schedules and budgets; consistently achieved desired outcomes within project timelines.

   Cultivated strong relationships with regulatory agencies and represented the organization in a positive manner, establishing a sound image and increasing brand awareness in the marketplace.

   Instrumental in assembling elaborate spreadsheets and pivot tables for DiamlerChrylser; collaborated with business leaders to create a business valuation during due diligence processes.

   Created technical analysis and charts, application tools, financial statistical analysis, modeling for sustainable growth; selected to lead this project due to inside knowledge and technical acumen, completed project in a timely manner.


Comerica Bank, Auburn Hills, XXXXXX                                                                                                                      1986  to  2008

Officer, Wealth & Institutional Management C PAC Services                                                        2007 to 2008

   Maintained accountability for the management and resolution of business issues and data challenges for the clients organizations; provided fund management, financial reporting and documentation while maintaining compliance with regulatory requirements.

   Leveraged a solid understanding of management strategies to effectively service account portfolios valued at $100K to $1MM; enhanced customer loyalty, established strong relationships with Fortune 500 accounts, and consistently delivered exceptional returns.

   Utilized strong problem solving, negotiation and quantitative skills to effectively manage financial reporting, presentations and high level communications.

Yyyyyy x. yyyyyy                

xxxxxx Westbrook Ave ª Xxxxxx, XXXXXX xxxxxx ª xxx-xxx-xxxx ª

Page 2


   Adxxxxxxnistered base applications and utilized extensive system adxxxxxxnistration experience to effectively manage complex, multi-user, multi-platform information systems.

   Provided mentoring and leadership to staff, delegated responsibilities and gained reputation as a strong an defective leader.

   Consistently achieved 100% on all audits, and secured over $93K in new revenue.


Sr. Analyst -Wealth & Institutional Management - PAC Services                                                            2004 to 2007

   Maintained oversight for the development of financial, analytical and statistical data for Wealth & Institutional (Trust) Management clients; managed portfolio valued at $100K to $1MM.

   Ensured timely filing of regulatory reports with state agencies, while maintaining complete compliance and accuracy; leveraged strong accounting, analysis and auditing experience to maintain compliance with all US GAAP and Sarbanes-Oxley standards.

   Developed a comprehensive data analysis process to provide a turnkey solution to meet client request for information.

   Contributed toward the development of the company s image in the marketplace, uncovered new business opportunities through extensive networking and attendance at industry events, and successfully negotiated terms, structure and pricing strategies with clients to drive business sales and revenue results.


Analyst, Wealth & Institutional Management C PAC Services                                                     1996  to 2004

   Provided high level business, financial, analytical and statistical data to support business initiatives for the Wealth & Institutional (Trust) Management division.

   Performed account management with a focus on delivering superior client relations; prospected for new business, maxixxxxxxzed cross selling opportunities, and became a trusted consultant for Senior Level Executives with the Fortune 500 sector.

   Filed financial and statistical compliant regulatory reports with state agencies, analyzed details for revenues, redirects and transfers, and provided effective leadership for investment accounts.


Education and Affiliations


Rochester College, Rochester Hills, XXXXXX - Bachelors Business Adxxxxxxnistration Management (In Progress)

Associate Degree, Concentration in Business Adxxxxxxnistration, cum laude

Xxxxxx Community College, Xxxxxx, XXXXXX - Supervision Certificate (1993)

American Institute of Banking, Detroit, XXXXXX


Xxxxxx Bankers Association

Innovate to Motivate, PAC Speaker and Co-Host for the National PAC Conference, 2006 and 2007

PACs and Operational Success, Public Affairs Council, National PAC Conference Training Sexxxxxxnar 2002

Jaycees, Local Chapter Adxxxxxxnistrative Vice President, 2000

Jaycees, Local Chapter Treasurer, 1999  




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