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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Experienced Strategic Leader with several years of experience within high-stress environments along with a keen ability to lead others and successfully manage marketing, training, and analysis operations. Experienced in overseeing daily marketing operations, designing streamlined standard operating procedures, implementing internal training, and supervising cross-functional teams. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively fostering strong rapport with others.


Key Competencies


         Marketing Best Practices

         Sales/Business Development


         Strategy Development


         Industry Research

         Financial Management

         Product Marketing

         Process Improvement

         Attention to Detail

         Complex Problem Solving

         Team Leadership


Career Highlights


  Significant experience in supervising cross-functional teams which includes providing individualized coaching/feedback in addition to diffusing complex employee situations


  Generated approximately $5 million in revenue per month for a successful property through the management of recruiting and training operations


  Significant research ability with a background in designing streamlined operating processes and strategies which aim on increasing revenue and brand recognition while reducing overhead


Professional Experience

Financial Advisor, CLTC

Ameriprise Financial Services, Campbell, CA July 2011-Present

Waddell & Reed, Campbell, CA July 2008-July 2011

  Directly manage several financial operations within a fast-paced environment with a concentration on increasing operational efficiency

  Review client financial information such as income and monthly expenses, make appropriate product recommendations based on financial goals, and complete financial analysis

  Play a lead role in drafting comprehensive forecasts/budgets, working with third-party organizations, and developing debt liquidation plans which include payoff priorities/timelines



CRG Real Estate Group, San Jose, CA/Susanville, CA September 2007-June 2008

American Home Mortgage, San Jose, CA/ Susanville, CA July 2005-August 2007

Bank of America, San Jose, CA/Susanville, CA September 2003-June 2005

  Facilitated all day-to-day real-estate functions within various organizations which included utilizing MLS to list and/or find properties, maintaining positive rapport with clients, and assisting in real-estate contract negotiations

  Designed comprehensive advertising strategies for client properties which focused on social media, real estate guides, and various real-estate websites

  Utilized superior communication and interpersonal abilities in order to foster positive relationships with local businesses and government offices which resulted in greater revenue for the organization


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Marketing Operations

Cadence Design Systems, San Jose, CA November 2000-November 2003

  Coordinated several marketing operations which included leading large-scale initiatives, making presentations to executive management, and managing cross-functional teams

  Played a lead role in a complex project which focused on creating a product price book and required designing a custom Siebel environment

  Successfully maintained a large-scale database of price books in addition to leading a formal process focused on managing the marketing phase-out of various software products which resulted in a 30% reduction in product lines

  Performed in-depth marketing research related to licensing and support models which increased annual maintenance by 25% and increased revenue over 2 years by $300 million


Volunteer Experience


Interim Board Chair, Downtown Streets Team 2011-Present

  Act as member of the Board of Directors within an organization focused on helping homeless individuals obtaining both housing and employment


Advisory Committee, Mission College 2011-Present

  Play a lead role in creating in-depth curriculum for hospitality program which requires significant communication and interpersonal abilities


Board of Directors/Finance Committee, Manresa Restaurant 2000-Present

  Achieved 3 Michelin Stars in addition to being named one of the Top 50 Restaurants in the World


Education & Certifications


Certified Mortgage Specialist (Allied Business School)

Certificate of Achievement in Accounting (Allied Business School)

Licensed California Realtor


Managing Projects in Organization, George Washington University


Licensure Includes: Series 6, 7, 65, and 66

California Life and Health

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