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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


Country of Citizenship: USA

SSN: xxx-xx-xxxx

Veterans Preference Points: N/A


Job Announcement Number: GFO-10-19-DE-DW

Job Title: Business Management Analyst

Department: Department Of Energy

Agency: Department Of Energy



Core Competencies


Business Analysis; Process Analysis; Financial Analysis; Business Management Practices; Administrative Operations; Financial Management; Financial Consulting; Financial Reporting; P&L; Cost Controls; Internal Controls; Project Management; Process Improvements; Performance Optimization; Communications; Business Development; Market Development; Sales Development; Presentations; Negotiations; Client Relationship Management; Customer Service; Team Building/Leadership; Training & Development; Technology


Professional Experience



August 2008 - Present

FutureSafe Financial

Denver, Colorado                                                                  

Vice President National Sales

Hours per Week: 45

Salary: Confidential

Supervisor: Joe Rizzo xxx-xxx-xxxx ; permission to contact


Spearheaded restructuring of sales force to cost-effectively and resourcefully accommodate rapid growth of mortgage organization while concurrently steering corporate financial strategy to ensure optimal bottom-line performance. Effectively trained, developed and led team of 70+ associates to boost productivity and profitability of operations and overcome challenges of highly-competitive, economically-challenged industry/market. Increased existing associates loan production 35% by strategically overhauling corporate training and education system.  Generated 75% increase in new loan production within 6 months of hire through proactive associate recruitment, training and new start methodologies.


Led company from Top 70 to Top 30 reverse mortgage lender within first year of hire. Successfully generated $2.1M revenue/$52.5M business volume across a 6-state region. Persuasively negotiated proposals and lucrative contracts for channel partnerships to broaden revenue streams and expand market penetration.



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February 2005 C July 2008

Fidelity Reverse

Denver, Colorado                                                                  

Vice President C Business Development

Hours per Week: 45

Salary: Confidential

Supervisor: Dave Miner, 303-722-1400; permission to contact




As primary leader of successful, industry-recognized profitable organization specializing in providing senior citizens with innovative reverse mortgage solutions, drove success across business development, sales management, operations, and profit growth while consistently ensuring delivery of world-class client servicing. Played vital role in steering negotiations for national partnerships development.


Contributed sharp business acumen toward spearheading company startup and development, achieving 100% year-over-year revenue growth; positioned company as Top 25 reverse mortgage lender. Devised and executed targeted marketing and recruitment strategies to build a dynamic 63-member sales force. Innovatively designed and incorporated feedback tools providing immediate response metrics, resulting in industry-leading client and employee satisfaction and retention levels.


June 2003 C February 2005

Northwestern Mutual Financial Network

Denver, Colorado                              

Financial Sales Representative

Hours per Week: 40

Salary: Confidential

Supervisor: Armen Khadiwala, 303-390-5750; permission to contact


Strategically maximized market penetration and revenue channels by successfully targeting, developing and managing both personal and business financial planning markets, achieving #1 Ranking in new client growth, Q1 and Q2 2004 as well as attaining Pacesetter 40 Sales Award as a Top 5% company performer.   Successfully capitalized on warm referral and cold prospecting sales techniques as well as dynamic relationship building and solutions-focused financial planning talents toward increasing portfolio to 55 clients.  Concurrently motivated and led  5 sales interns to earn recognition as one of the most successful classes, Summer 2004.



April 2000 C June 2003

Andersen Consulting/Accenture

Denver, Colorado                                          

Financial Systems Consultant

Hours per Week: 50-60

Salary: Confidential

Supervisor: Scott Selin, 303-390-5750; permission to contact


Proficiently designed and implemented internal financial systems software tools, including PeopleSoft, Business Objects and Excel, for mid to large enterprise corporations; pioneered profit-driven financial system solutions targeted toward C-Level executives of high-profile companies ranging from Qwest and Chipotle to KPN/Qwest Telecom. Simultaneously delivered strategic financial consulting and internal financial reporting for CFOs and executives. Earned Outstanding Performance ratings from multiple executive-level clients.  Recruited based on dynamic performance to steer exclusive international company project in Den Haag, Netherlands.


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Colorado State University , Fort Collins , Colorado     

Degree: BS, Business Administration

Concentration: Computer Information Systems

Date of Earned:

Credit Hours Earned: 120

GPA: 3.252/4.0 scale             


Specialized Training/Certifications

Professional Sales, Sandler Sales Training; ongoing, 2004-present

Certified Senior Adviser (CSA); 2006-active

Life, Health, Series 6 & 63 Securities Licensure; 2003-2005


Professional Affiliations


National Reverse Mortgage Lenders; 2006 to Present

Denver Chamber of Commerce C Member of Chamber 100; 2004









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