This Resume Has Not Been Formatted
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
Country of Citizenship: United States
Veterans Preference: 30%+ compensable disability; VEOA eligible; VRA eligible
Top Secret/SCI Security Clearance
Operational Leadership, Military Decision Making Process (MDMP), Nonproliferation, Anti-Terrorism, Demining and Related Programs (NADR), Theories and Principles of Counterterrorism, Military Planning (Command Strategy/Theater Campaign Plans & Policies), Personnel Training, Policy/Planning Development, Multi-Echelon Coalition Involvement, Military Special Operations, J3/J5 Planning, Financial Analysis and Management, Credit/Credit Derivatives, Stocks, Equity Derivatives, Income Securities, Quantitative/Qualitative Analysis Generally Accepted Accounting Principles (GAAP), Macro/Micro Economics, International Business Strategies, Team/Staff Leadership, Multi-Million-Dollar Budget Management, Oral Presentation Platform Skills, Multi-Lingual Communication (Spanish, Portuguese, French)
MS Office Suite, AG Edwards/Wells Fargo Proprietary Software
January 1997- Present
United States Army Reserves
Hours per Week: N/A
Salary: $120,000 Annually
Supervisor: COL Shane Buzza Phonexxx-xxx-xxxx May Contact
U.S. Army Officer/Reservist
In this multi-facetted assignment, performed concurrently with full-time civilian position as Financial Analyst, held intermittent Active Duty assignments supporting Global War on Terror (GWOT) and Overseas Contingency Operations. Successfully served in leadership roles including Special Forces Company Commander (10/1997-12/1999), Observer Controller/Trainer, (01/2000 12/2001), Command and General Staff College Instructor,
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(01/2003 12/2005 and 01/2007 12/2008), Battalion Commander (01/2009 01/2011), and Chief Observer Controller Trainer for General Officer staff exercises between I Corps and Middle Army Japan in Osaka (04/2015-Present). Responsibilities included developing work planning/scheduling, monitoring and appraisal/evaluation for up to 500 individuals; skillfully motivated team performance and nurtured staff development for career advancement and future roles; consistently adhere to all equal employment opportunity (EEO) principles/practices.
Performance excellence was acknowledged with positive comments ( passed inspection with ease ) by Department of Distance Education Quality Assurance (QA) Office/Supervisor. Overcame personnel shortages to achieve organizational strength/achievements turnaround and improvements in all quantifiable training/administrative areas; provided strong support for Junior Reserve Officer Training Corps (JROTC), recruited drill sergeant candidates and qualified them for Division Hats and Patches which was an achievement that received praise from rating superior.
September 1996 May 2014
AG Edwards/Wachovia/Wells Fargo
Hours per Week: 50
Salary: $150,000 Annually
Supervisor: Robert Janda Phone: 970.669.8200 May Contact
During long-term association with this $30M financial advisory organization successfully met responsibilities for providing excellent, in-depth advisement for companies/individuals concerning investment and retirement planning; areas of involvement included estate planning, insurance, taxes and education. For investment programs adroitly implemented/performed origination, evaluation, due diligence, negotiation, documentation, commitment, disbursement, monitoring and commitments to private equity funds; utilized expertise in emerging markets, private equity and debt structuring as well as strengths in accounting, credit analysis and banking practices. Was excellent contributor to policy/program guidelines by providing input on models, studies and analytical approaches.
Skillfully applied analytical proficiencies in evaluating risks and identifying mitigating factors; utilized knowledge of general ledger, Accounts Receivable/Accounts Payable (AR/AP), reporting requirements and bankruptcy/liquidation to design/structure projects that maximized financial, technical, economic, legal, marketing and political feasibility. Identified requirements for additional data, analyzed financial/management elements and authored conclusions/recommendations; performed all needed/relevant mathematical and statistical calculations for decision-making and analyzed proposed business ventures including performing due diligence on financial statements, ancillary contractual obligations, eligibility and business background of investor/company.
Worked closely with clients, interacting on a regular basis, revisiting existing plans and discussing possible re-evaluation and re-direction toward new objectives; assisted clientele with decision-making, often for multi-million-dollar investments, by analyzing complex data and identifying areas of vulnerability/risk as well as corresponding issue resolution strategies.
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Developed skills in working in the international financial transaction arena that included understanding aspects of extending credit and corporate bankruptcy/liquidation proceedings; also performed security analysis, including assessing potential problems/issues of specific industries/companies. Analyzed foreign direct investment and international project financing and the impact on revenue growth, profitability, solvency, cost synergies, the dilution of stakeholder equity positions and various anti-trust and other regulatory considerations. Diligently interpreted/applied governing statutes and regulations including the Securities Exchange Act of 1934, the Investment Company Act of 1940 and the Investment Advisers Act of 1940, among others; performed crucial research on laws, regulations, corporate filings, Securities and Exchange Commission (SEC) filings and brokerage reports, and oversaw compliance with policies/procedures regarding commercial judgment, ethics, compliance and documentation procedures.
Designed/facilitated multiple studies, employing micro-/macro-economic principles as well as accounting/finance and business strategies; compiled and analyzed data, developed conclusions and offered well-researched written recommendation documents and reports. Also employed proprietary statistical research software and used appropriate data to populate valuation models/Monte Carlo simulations. Continually assessed data quality, managed analytical systems and developed reports that shared conclusions and offered recommendations.
Efficiently conducted Quality Control (QC) checks on work products; designed analytical financial reports with controlled group determinations that assisted with equity purchase/sale decision-making by senior management. These reports included executive summaries and qualitative analysis of long-/short-term business prospects as well as quantitative analysis of forecasted revenues, costs, margins, earnings, assets, liabilities, Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA), free cash flow, returns on assets, returns on equity and economic value added, among others, along with any risk factors.
Management and organizational excellence supported success in meeting rigid timeframes/deadlines of various projects and program initiatives; often tasked to monitor/track simultaneous projects, working independently as well as a strong team contributor in coordinating activities, clarifying facts/information and resolving problems/issues. Was excellent participant in team meetings focused on strategizing future planning and successfully met deadlines for developing/producing required analyses.
Employed excellent communication and platform skills in delivering well-designed oral presentations, demonstrating capabilities in speaking extemporaneously as well as from prepared talking points; often called upon to relate and clarify crucial information to clients/organization management regarding complex issues that used highly sophisticated models and analyses. Additionally worked with technical/non-technical staff to assist with preparation/delivery of briefings, meetings or presentations.
Combined subject matter expertise with written communication skills to successfully convey technical information in a clear and technically accurate format; drafted clarification guidance on multiple issues in response to questions that arose from dealing with various statutes and program requirements. Actively used email to disseminate information, assured use of correct English grammar/spelling/style as set by industry standards and utilized appropriate computer software for multiple applications including use of models, charts and graphs.
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Client base grew from zero to 500+ with $30M in assets under management; successfully managed advertising, networking and a referral campaign that resulted in corporate growth of 15-20% on annualized basis.
January 2002 March 2014
United States Army
Fort Bragg, NC / Balad, Iraq / Kandahar, Afghanistan
Hours per Week: 60
Salary: $110,000 Annually
Supervisor: COL Mark Snyder Phone: 503.778.0010 May Contact
David Troutman Phone: 910.432.1737 May Contact
Special Forces Plans Officer/Chief of Exercises - U.S. Army Officer/Reservist
During tenure as Reserve Officer was deployed to Active Duty on four occasions with assignments as: Chief, Crisis Action Team (CAT), U.S. Army Special Operations Command (USASOC) Operations Center (5/2012-3/2014); J5 Plans Officer and Exercise Director, U.S. Southern Command (USSOUTHCOM) and Special Operations Command South (SOCSOUTH)/Chief of Exercise and Training Division (3/2011-2/2012); J35 Plans Officer, Combined Joint Special Operations Task Force-Arabian Peninsula (CJSOFT-AP)/Officer in Charge and Liaison for Iraqi Special Operations Force (ISOF) Brigade (1/2006-8/2006); Chief of Ground Operations at Special Operations Command Central (SOCCENT) and Liaison Officer to 10th Mountain Division Headquarters, CJSOTF-Afghanistan (1/2002 5/2002).
As CAT Chief, supervised personnel, equipment, facilities, information and infrastructure in area of responsibility (AOR) to provide support/assistance during natural disasters, severe weather, anti-terrorism activities, force protection, humanitarian needs, theater security cooperation and noncombatant evacuation operations (NEO) in continental U.S. (CONUS) and outside CONUS (OCONUS). Was single-point-of-contact for commands/agencies of interest to USASOC supporting Overseas Contingency Operations; worked closely with SOCOM, Department of the Army Headquarters (HQDA), USASOC subordinate units and deployed CJSOFTs.
Also carefully monitored/reported on Army Special Operation Forces Worldwide, Asia, Africa, Europe, South America, Middle/SW Asia, supporting Commander U.S. SOCOM and Global Combatant Command (GCC) deployments/rotations/sustainment/manning/casualty reporting. Steered planning, coordination and execution of Continuity of Operations Plans (COOP) and all Contingency Plans for USASOC Operations Center; was primary action officer for production of Concept Plans (CONOPS) and Functional Plans (FUNCPLANS) and oversaw work performance of Planners in addition to developing related policies, regulations and Standard Operating Procedures (SOPs).
Effectively utilized in-depth knowledge of the MDMP for developing plans/exercises/orders; skillfully deployed contingency headquarters to support crisis response and developed specific plans to meet crisis actions/situations, coordinating all plans, programs and policies. Designed long-range operating plans, including regulatory guidance, facilities, equipment, funding and staffing, to meet requirements for successful mission accomplishment.
Was tasked with interpreting/applying governmental policy, operational plans, technical and resourcing factors as well as U.S. foreign policy objectives related to Nonproliferation, Anti-
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Terrorism, Demining and Related Programs (NADR); also demonstrated knowledge of Theories and Principles of Counterterrorism, particularly concerning application within current global political environments. Diligently monitored political situations and administrative management actions to assure ability to implement all needed counterterrorism activities toward accomplishing mission. Also maintained currency with developments/activities/trends within assigned areas to gauge success and facilitate accomplishment of U.S. foreign policy objectives in assigned countries; was successful in collaborating with other members of the Foreign Affairs community in developing counterterrorism capacities.
Earlier success as Detachment Commander, 3rd Special Forces Group (Airborne) [SFG (A)] Africa was key factor in assignment to develop theater-wide strategies/objectives, placing particular mission focus on Iraq and Afghanistan. Provided important input to five-year Army Component Campaign Support Plan covering operations/engagement activities, theater posture plans and plans for Cooperative Security Locations (CSL)/Operating Locations (OL). Was able to identify capability gaps/shortfalls and worked with higher HQ and HQDA to identify/develop resourcing solutions. Subject matter expertise was also employed to determine strategic requirements needed to support logistics, forces and authorities as well as host-nation relationships/agreements.
Collaborated with HQDQ and Joint Staff in shaping future force including participating in the development of/experimentation with various concepts, ensuring appropriate Army representation as well as full understanding of and accounting for any unique/specialized operational requirements. Was responsible for identifying posture plan requirements, including pre-positioning forces, material and infrastructure requirements, best support for security cooperation missions and contingency responses that involved other U.S. government and any international partners. Also oversaw Joint Staff training and readiness, Force Protection/Anti-Terrorism Cell.
Utilized expertise in researching/analyzing large and varied amounts of information, applying multiple analytical/evaluative methodologies to develop authoritative policy/strategy documents that included well-conceived recommendations for future actions including procurement. Provided excellent advisement on array of operational, program and administrative issues and utilized business acumen to perform procurement policy research, analysis and interpretation including contract review/assessment to assure policy/procedure compliance. Was tasked to provide oversight of contracts, grants and other agreements for assigned geographic region portfolio; also managed project/program budgets.
Adroitly managed interagency processes by utilizing understanding of organizational relationships and the delegation of authority between directorates, service components, other command staffs, the Joint Staff, HQDA and the Office of the Secretary of Defense (OSD). Served as action officer and point-of-contact for assigned countries/geographic regions, was active participant in interagency working groups/meetings and developed/presented recommendations to involved entities concerning new programmatic approaches or actions designed to assist in the achievement of policy objectives. Additionally, ensured communication of U.S. policy developments to U.S. mission personnel.
Skillfully employed well-honed oral/written communication skills to author reports as well as deliver various presentations on staff protection; utilized in-depth research to develop crucial, complex information and interfaced with other military, civilian state, U.S. federal law
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enforcement agencies and host-nation security forces to discuss problems/issues, service levels, future planning and support agreements, among others. Successfully shared information, negotiated various objectives and gained consensus on important issues.
Facilitated meetings, conferences, training classes, workshops and briefings that were concerned with Protection/Special plans, theater strategies and projects; monitored and provided strong advisement to management on the effect of major National, Combatant Command and HQDA-level strategy and policy documents on the AOR. Additionally responsible for reporting, monitoring and tracking Commander s Critical Information Requirements and Operation Report 3 (CCIR OPREP-3 s), U.S. SOCOM and HQDA.
In summary, successfully developed/staffed/updated/review ISOF-related plans for accomplishment of CJSOTF mission; was primary planner for developing long-term policies/procedures/organizational structure for premier combat unit in Iraqi military. Also, was crucial contributor to planning necessary for development of ISOF air component that provided ground forces with improved mobility while eliminating reliance on U.S. support.
Spearheaded largest counterterrorism competition in SOUTHCFOM AOR FUERZAS COMANDO 2011 El Salvador; also recorded successful counterterrorism exercises FUSED RESPONSE 11 in the Dominican Republic and directed preparation for FUSED RESPONSE 12. Coordinated with senior USG/military leaders to develop and execute NCA, JCS and U.S. SOUTHCOM training events which included the participation of Latin American and Caribbean nations; received praise from U.S. Ambassador to El Salvador and the Military Deputy Commander of SOUTHCOM. Successfully developed mission planning/training guidance for assigned Special Operation Forces (SOF) engaged in supporting U.S. SOUTHCOM Theater Security Cooperation Plan.
Month 1983 Month 1995
United States Army
Hours per Week: N/A
Supervisor: N/A Phone: N/A May Contact: N/A
Commissioned February 1986 following enlistment as Infantryman in 1983; was selected for Officer Candidate School, which was successfully completed. After Commissioning served with Light Infantry and volunteered for overseas and domestic Special Operations tours. With Special Forces was an active duty Detachment Commander, 3rd Special Forces Group (A) between 1992-1995. Additionally served in key positions with Airborne and Ranger forces and as a Combat Diver.
Colorado State University, Fort Collins, CO
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Master of Business Administration, Financial Analysis and International Business Concentration; expected May 2016
Semester/Credit Hours: 27 (Accounting-6, Finance Economics-11, Quantitative Analysis-2, Marketing-5, International Business-3)
American Military University, Charles Town, WV
Master of Arts in National Security, 2010
Semester/Credit Hours: 36
Christopher Newport College of William & Mary, Newport News, VA
Bachelor of Arts in Political Science and Psychology, 1983
Semester/Credit Hours: Political Science-36, Psychology-36, Philosophy-20
Command and General Staff College, Fort Leavenworth, KS, 2000 2001
U.S. Army Special Forces Detachment Officer Qualification Course and SERE School, 1992
Combat Diver Qualification Course, 1993
Special Forces Detachment Officers Qualification Course, 1992
Infantry Officer Advanced Course (Career Course), Fort Benning, GA, 1991
Airborne and Ranger School (Honor Graduate), 1986
Officer Candidate School, Infantry Officer Basic Course, Ranger School (Honor Grad), Fort Benning, GA, 1986
Basic TNG/AIT (Distinguished Honor Graduate), Fort Benning, GA, 1984
Completed training and study to achieve licenses to market/buy/sell investment securities: Series 3, 7, and 63
Legion of Merit Nomination, award anticipated 03/2016
Meritorious Service Medal (3), 2009, 2011, 2014
Joint Service Commendation Medal, 2006
National Defense Service Medial with Bronze Service, 2002
Army Commendation Medals (3), 1990, 2003, 2007
Army Achievement Medals (3), 1984, 1985, 1987
Special Forces Tab, 1992
Ranger Tab, 1986
Expert Infantry Badge
Air Assault Badge
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0000 xxxxxx xxxx , xxxx , xxxxx 00000
Country of Citizenship: United States
Veterans Preference: 30%+ compensable disability; VEOA eligible; VRA eligible
Top Secret/SCI Security Clearance ____________________________________________________________________________
I am extremely interested in being considered for the (here, Brian, you would insert the title of the position you are applying for, as listed on the Vacancy Announcement) position available with your Agency, and am submitting my resume for review; I believe you will find my background strongly matches the requirements of this position. In particular, with United States Army experience gained during 21 years in the Joint Special Operational Force environment, almost five years leading contingency, theater planning and strategy at senior levels, as well as 18 years in financial analysis and management for major organizations in the private sector, I am well-versed in managing operations, meeting standards and guidelines, and achieving objectives.
Recent experience has been gained as a Chief Observer Controller Trainer for General Officer staff exercises in Osaka, Japan; earlier I served as Battalion Commander, an Instructor at the Command and General Staff College, an Observer Controller/Trainer and a Special Forces Company Commander. I have held a wide range of comprehensive responsibilities for these roles including scheduling work assignments, overseeing and evaluating the work performance of hundreds of personnel, assuring the accomplishment of mission requirements, particularly regarding meeting training and skill development parameters. I have authored policy and planning documentation, performed successfully in a large-scale, multi-echelon military environment and have developed exceptional capabilities involving command strategy and theater campaign planning. Both my military experience and role in financial analysis and planning have been crucial to my developing outstanding strengths in situational assessment and insightful decision-making.
I am currently pursuing a Master of Business Administration, with a focus on Financial Analysis and International Business, and expect to receive my degree in May 2016. I have also earned a Master of Arts in National Security from the American Military University as well as a BA in Political Science and Psychology, and have been the recipient of in-depth, relevant military training. I believe this combination of educational background and broad military and financial services experience is of major importance in supporting my goal of obtaining a fulfilling assignment in National Security, Counter-Threat Finance, Operation and/or Planning, among others.
Throughout my career I have exhibited a commitment to quality and consistent compliance with critical governing directives, standards, policies and procedures. I am confident in my ability to deliver immediate and long-term results and you will find me to be a performance-driven leader and collaborative team player focused on achieving and surpassing goals. I am eager to discuss how my qualifications match your needs, and look forward to interviewing with you at your earliest convenience. In advance, thank you for your time and consideration.
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