Intelligentia Inc. - President - 11/2004 - 1/2007 - Provide evaluation of business operations and ROI on expenditures and offer recommendations on improving the return on investment. Offer recommendations as to planning and management of daily operations to increase cost-effectiveness. Oversee the planning and execution of operations, including entry into new product or business lines and managing staffing needs.
Perform custom market research, competitive peer analysis and designs tailored business plans, marketing strategies using print and broadcast media, internet, email and direct mail, and business development efforts as well as manage in the execution of such.
Allstate Investments (Allstate Insurance Co) - Quantitative Financial Analyst - 10/2003 - 7/2004 - Conducted assessment of existing technology, software, processes and procedures, utilization, cost, current requirements within the division, anticipated requirements for future initiatives, efficiency and ROI. Assessed alternatives, providing a cost-benefit analysis. Provided a written recommendation to changes in software, processes and procedures with an estimated budget.
Supervised staff in daily operations and special efforts, assigning specific tasks within a team oriented project, providing mentoring and training, meeting one on one and as a team with junior team members in an effort to strengthen team morale.
Research legislation and public policy that affect competitive position of U.S. corporations in the global markets, particularly in relation to demand for exports, price structures and resulting revenues, market share in the global markets to assess the current and anticipated impact on the business climate and specific industries.
Assess current economic conditions and future expectations for each sector and the economy as a whole including GDP, inflation, interest rates and the cost of financing to corporations. Develop models used to identify potentially profitable equity investments, making recommendations to the Senior Managing Director in developing a portfolio strategy.
Torshen Capital Managment - Hedge Fund Analyst - 3/2003 - 9/2003 - Assisted in the development and implementation of a marketing strategy to generate new business opportunities. Worked collaboratively on the design of marketing materials and press kits. Compiled and managed relationships with external marketers and consultants. Wrote press releases and provided monthly reporting regarding financial performance and other pertinent business information to internet reporting websites and publications. Maintain database of prospective clients and wrote correspondence to further marketing efforts. Completed RFPs.
Assisted in the recruitment and selection of marketing staff.
Perform due diligence assessing financial performance, returns, investment strategies, and the experience and integrity of the hedge fund managers in selecting fund of fund investments. Analyze fund returns and perform optimizations to determine better allocation of moneys to the funds' investments.
JSC Financial Inc (Wachovia Securities) - Independent Contractor - Researched potential business development opportunities. Developed and maintained database of prospective clients. Redesigned marketing materials. Drafted correspondence initiating a dialogue with prospective clients. Maintained an open channel of communication via telephone and email. Designed and wrote content for monthly newsletter for potential and existing clients.
Assisted the owner and portfolio manager in all aspects of client relationship management and customer service. Researched, tested and recommended software used in analysis and to enhance portfolio management techniques. Utilized selected software in portfolio optimizations to determine most effective asset allocation among asset classes.
M and A Books LLC - Chief Financial Officer - 2/2000 - 11/2001 - Wrote articles of incorporation and developed business model and the business strategy for small Internet Company after performing competitive peer research on similar companies.
Researched sources for seed funding, developing relationships with potential investors and partners. Created information packets distributed to potential investors and partners. Investigated opportunities for new business ventures and authored proposals for joint ventures.
Performed market research to determine the preferences and spending patterns of target consumer audience. Developed marketing campaign strategy focusing on brand creation which included email and direct mail efforts, internet advertising, print media and college radio media advertisements. Implemented promotional campaigns. Designed company logo. Designed and distributed marketing materials. Compiled database of potential and existing clients. Developed customer satisfaction survey. Designed layout for company website and authored web content. Experienced in using HTML with some familiarity JavaScript. Skilled in database management with a working knowledge of VBA and SQL. Implemented strategy to increase traffic to ecommerce site.
Recruited and managed marketing and customer service staff and interns, providing training, building team morale, and establishing standards for quality of service. Authored policy manual.
Fitch Inc - Fixed Income Analyst - 12/1997 - 3/1999 - Primary job responsibilities entailed the authoring of press releases and research reports for distribution to the media, clients and investors as well as communicating verbally with representatives from the news services and institutional clients. Position required the development of contacts and relationship management among the news media, potential and existing clients and investors. Assessed the business climate and researched regulation and public policy affecting domestic electric, gas and telecom companies in evaluating financial profitability and future capital budget expectations to assess the investment quality of corporate bonds issued and assign a credit rating.
Researched the regulatory policy regarding our lines of business and those of our business partners and clients to ensure compliance with any applicable regulation. Managed small staff, providing guidance and training and fostering a spirit of cooperation while maintaining a level of discipline and quality of service to internal and external clients.