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Yyyyyy x. yyyyyy

4316 Lakeway Blvd. | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx |



Self-assured, capable and hardworking Chief Executive Officer with years of progressive leadership experience in the areas of Consumer Financial Services, Health Care Insurance and FinTech/Start-ups. Possess a diverse working background with success in operational leadership roles. Highly effective in managing organizational process and technology functions. Serve as an accessible, decisive and dynamic leader who maintains a consistent focus on customer satisfaction to deliver results. Adept in effectively recruiting, developing and retaining talented individuals. In pursuit of a senior-level opportunity in a C-Suite capacity at a large, consumer-branded company or a private equity portfolio firm in need of build and sell leadership. Targeting Financial Services, but open to any potential industry given diverse background. Aiming to remain in Xxxxxx, but open to nearly anywhere for the right opportunity.




  Entered the second half of 2017 with numerous NDA/Contracts and new B2B Prospects in the Aliya sales pipeline

  Achieved full funding, but currently exploring n strategic Series-A as 2017 closes out into 2018 for Aliya

  Oversaw all Medicare Operations for 1.2K Aetna employees including those in the areas of Enrollment, Service, Claims and Grievances & Appeals

  Ensured high-caliber customer service, operational efficiency and attainment of short- and long-term USAA bank infrastructure initiatives

  Served as the founder and President of a company that offered tailored consulting to clientele

  Integrated the HSBC leadership team for service, sales, and collections which ultimately yielded improved customer experiences, increased Call Center revenues and alleviated credit losses

  Possess a strong military background that led to sharpened skills in leadership, staff management, administration, finance and teamwork


Professional Experience


ALIYA FINANCIAL TECHNOLOGY & ANALYTICS | Chief Executive Officer (2015-Present)

  Oversee operations for a privately-owned start-up that works in partnership with financial institutions to deepen and broaden relationships with its existing customer base

  Call on advanced analytics, modeling, credit policy, technology, lending capital and investment management best practices

  Take on accountability for Strategy, Product Development, Business Growth, Operations, Technology, Finance, Legal and Compliance.

  Went live with a Top 10 U.S. bank after a year of alpha development; generated over $100M in new opportunity space UI loans

  Simultaneously finalized the closure of a multi-year, multi-million-dollar revenue contract for the full spectrum use of Aliya Solutions


AETNA | Vice President, Consumer Business Service Operations & Member Experience (2012-2015)

Vice President, Private Exchange Service Experience (2013-2014)

  Devised highly effective member experience strategies

  Aided in the design and daily execution of all service functions for of a newly created Direct-to-Customer Health Plan business

  Directed all facets of the consumer experience associated with Aetna s Private Exchange platform and all Licensed Agents Call Center Service Operations.


Vice President, Enterprise Consumer Engagement & Medicare Operations (2012-2013)

  Skillfully Identified, designed and introduced enterprise initiatives to transform Aetna into a consumer-centric organization

  Worked across specific areas of focus including digital assets such as the website, Shop, Buy and Enroll, Member Self-Service, as well as Voice of the Customer analytics


USAA | Head of Bank Operations (2010-2012)

  Headed daily functions including deposits, checking, credit card, mortgage, auto, and consumer lending

  Managed the performance of more than 2.3K USAA staff members

  Led fulfillment, collections, bank infrastructure, innovation, voice of the customer, third-party, and capacity/productivity


Yyyyyy x. yyyyyy




Head of Credit Card (2010-2012)

  Developed and set forth an overall strategy to measure the performance of and compliance with the credit card business

  Aimed to provide choices to military members and their families specific to insurance, banking, investments and related advice

  Fueled YOY double-digit growth in new accounts and gross sales via new product development and improved marketing approaches

  Made certain that already-developed strategies met the underlying mission of USAA


ACCELERATED VALUE, LLC | President (2008-2010)

  Founded and singlehandedly controlled the operations of a customized consulting firm

  Centered on financial services credit risk management, risk control/collections, Call Center management and organizational leadership development

  Delivered business leadership to clients across numerous IT projects


HSBC, NORTH AMERICA | EVP, Head of Credit Card & Retail Lending Operations (1999-2008)

Chief Operating Officer, Credit Card (2005 2007)

Managing Director, Collections (2003 2005)

Group Director, Collections (2001 2003)

Director, Risk Management & Special Operations (1999 2001)

  Handled core operations for credit, customer service, sales, fraud, collections, partner management, strategy, support, and back-office functions as an integral member of HSBC s Card and Retail Lending business unit

  Launched a customer experience utility that delivered new technology and tactics to steer immediate, continued customer experience improvements

  Supervised over 12K employees in 11 service centers in the U.S. and globally

  Transferred senior A players to sister business units in times of need, e.g. mortgage and consumer lending

  Managed an $850M annual operating budget, $4B in credit losses, and $250M in Contact Center sales revenue

  Bolstered the percentage of total staff in offshore HSBC servicing centers by 20%, thus achieving $75M in annual operating expense savings

  Utilized operating acumen in launching a major partner program in under six months from contract

  Slashed Call Center staff attrition by 14% YoY, which led to improving staff morale and the overall customer experience

  Demonstrated strong credit loss management and business analysis capabilities into the sales and servicing function, which afforded an opportunity for heightened insight, strategy and control


Additional Experience


Director, Global Risk Technology, GE Capital, Global Consumer Finance, 1998 1999

National Bank Client Team Director, Fair, Isaac & Company, 1996 1998

Vice President, Credit Policy & Analytics, Bank One, 1995 1996

Credit Risk Manager, Fidelity Investments Trust Company, 1993 1995

Senior Credit Risk Analyst, Household Credit Services, 1992 1993

Credit Risk Analyst, First Signature Bank & Trust, 1989 1992

Credit Underwriter, Limited Credit Services, 1988 1989

Also served in the Army National Guard between 1987 1992




Bachelor of Science, Financial Management, Franklin Pierce University


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