- 1853 Delphine Dr.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Customer Service Management (SME Financial Services)

Qualifications Profile

    Self-assured, dynamic, and results-driven management professional with more than 21 years providing high-performance client service in corporate and investment banking, due diligence, financial modeling, and delivering financial solutions to companies in equity/fund management and technology solutions industries.

-    Exhibit strong passion for delivering outstanding customer service in entrepreneurial business start-ups, as well as financial management services in a tenured corporate setting across several industries.

-    Leverage extensive knowledge in the capital markets and industry trends to develop due diligence parameters and valuation models that define investment ratings.

-    Excellent people management and interpersonal communication skills that inspire client confidence, steering decision makers across diverse industries in making sound investment priorities and choices.

    Detail-oriented, analytical and methodical with critical thinking to resolve investment issues even under stress.

    Well-orxxxxxxnized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

Key Expertise

Sales Support

    Marketing & Sales (Trad. & Online)

    Business Development

    Trading Service Sales Operations Management

    Customer Service Management

Business / Financial Service Management

    Strategic Planning & Execution

    Small Business Entrepreneurship

    Corporate Mergers & Acquisitions

    Funds/Equity Management

    Marketable Securities Trading

    Due Diligence Administration

    Financial Metrics Assessment

    Risk Management

    Fiscal & Budget Management

    Process/Workflow Improvement

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Profitability Management

    Policies & Regulatory Compliance

Administration

    Payroll & Benefits Administration

    Personnel Administration

    Performance Appraisal

    Staff Supervision & Training

Technical

    Office Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)

    Internet: Email/Webmail, Web Research, & Social Networking

Professional Experience

Dry Cleaning Business (Name?) Xxxxxx, XXXXXX

Ÿ Provide strategic and tactical business directions for a small business, overseeing 2 branches in generating combined revenues of over $450K annually over the last few years.

Ÿ Manage 8 professionals across different backgrounds handling various front- and back-office operations, growing the business, and delivering superior products and services in target markets while managing costs to ensure sustainable profitability even under economic downturns.

SunTrust Capital Markets, Atlanta, XXXXXX

Ÿ Responsible for leveraging industry knowledge in developing business financial models, collaborating with multidisciplinary teams to underwrite credit products for the paper & forest products and service industries.

Ÿ Assessed and analyzed financial conditions, cyclical trends across the industry, business drivers, and operating risks, in assessing financial risks, and arriving at client valuation models for credit exposures and deal structuring.

Ÿ Identified cross-selling opportunities and supported cross-selling initiatives in growing the capital market products, maintaining sustainable professional relationships with clients, business partners, and product teams to ensure business growth amidst highly competitive markets and voltaic economic conditions.

Ÿ Supported analysts in making investment calls and generate trading revenues, developing investment and valuation models to assign investment rating and steer institutional investors, sales teams, and traders in growing the company s investment portfolio.

Ÿ Assisted business owners and executives in executing company-specific due diligence, analyzing historical earnings and growth potential, capital structure, credit quality and liquidity, quality of management, and corporate direction to provide investors with accurate decision support measures for their business acquisitions and mergers.

Ÿ Built financial models for future earnings & revenue with sensitivity analysis, identifying market potentials based on industry trends and macro-economics, investixxxxxxting revenue and margin drivers, evaluating ROI and other financial metrics to asses overall financial business viability.

Ÿ Created and presented multiple comparisons, peer analysis, company and sector valuation models, enabling senior decision makers in understanding business growth drivers and trends.

- 1853 Delphine Dr.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Professional Experience (continued)

Jervis B. Webb Co. Ann Arbor, MI

Design Systems Inc. Farmington Hills, MI

Internships

Ÿ Analyzed and evaluated client bank s assets and liabilities, conducting interest rate sensitivity analysis to assess interest rate risk & and recommend portfolio management strategies.

Companion Capital Management Columbia, SC

Ÿ Developed a universe for potential investment placements, performing fundamental industry trend and business analysis in Electronics Contract Manufactures (ECM) and Power Electronics sectors to recommend buy-sell-hold decisions to the portfolio manager.

Ÿ Collaborated with the Fixed Income Portfolio Manager to screen and analyze convertible bonds.

Education & Credentials

Ÿ M.B.A. in Finance, MOORE SCHOOL OF BUSINESS, UNIVERSITY OF SOUTH CAROLINA (2002)

Ÿ M.S. in Manufacturing Engineering, WAYNE STATE UNIVERSITY Detroit, MI (1995)

Ÿ B.S. in Mechanical Engineering, UNIVERSITY OF PUNE Pune, India (1992)

Professional Affiliations

    Investment Advisor: Financial Management Association at Moore School of Business

    Committee Member: Festival of India, Detroit (1998 2000)

Responsible for fundraising and PR, raising $10,000 annually from the Indian community

    Developed an operating plan for Atlanta ISKCON Temple