Skill Categories

I0202MB

SALES, ADVERTISING, and MARKETING

A high-energy, dedicated professional who thrives in a variety of business environments and who easily adapts to new challenges and diverse groups of people. Over 20 years experience holding positions of increasing responsibility in:

Corporate and Business Management and Development ¥ Financial Services

Estate Planning Services ¥Business and Client Development

Marketing and Sales Management¥ Training and Support

Programming and Systems Analysis ¥ Dealer and Customer Training and Support

Computer Skills

Personal Computer/Workstation, Windows 98, Me, Office 97/2000 including Word, Excel, PowerPoint,

Outlook 98/2000, Portfolio and Illustration Software for all appointed insurance companies,

Estate Planning Analysis Software, Quicken 97/98/99/2000, Quick Books Pro 2000, Filemaker Pro,

Adobe Photoshop, Adobe Acrobat, Print Artist, Print Shop Ensemble III, and Turbo Tax (federal and state).

PROFESSIONAL EXPERIENCE

Managing Partner and Majority Shareholder 1999 to Present

Integrated Solutions & Systems, LLC Colorado Springs, CO

An integrator of AMD, Intel, and SPARC-Based Workstation Solutions. Responsible for all aspects of business management, including marketing, accounting, payroll, production, inventory control, purchasing, shipping, and receiving.

Developed a marketing program that increased revenues 350% while incurring no long-term debt.
Evaluated website design and formulated changes that resulted in a 200% increase in "hits."
Designed a production control system that enhanced quality control and streamlined the accounting process.
Created a corporate entity and conducted negotiations with initial investors and negotiation of terms with approximately 20 vendors.

Owner, Securities Supervisor, Master Certified Estate Planner 1991 to 1999

Assured Financial Solutions Harvard, MA

Provided estate planning solutions to the senior market, which included seminar planning, management and implementation, estate and portfolio analysis, risk assessment, financial planning, tax considerations, coordination of legal documentation with attorneys, and advanced estate planning for high net worth clients. Licenses included Life and Health Insurance, and Series 6 and 26. Products and Services offered: Revocable Living Trusts, Charitable Trusts, Charitable Family Limited Partnerships, Long Term Care, Life Insurance and Annuities (Both fixed and variable products) and Securities.

Reduced one client's tax obligations by over 90%.
Trained approximately 30 new financial planners and supervised the activities of 12 securities agents.
Developed and presented conference training materials for up to 200 sales agents.
Planned, organized, publicized, and coordinated estate planning seminars of up to 100 people.

Northeast Regional Sales Manager 1989 to 1991

Force Computers, Inc. Marlborough, MA

Supervised and managed direct sales force and manufacturers representatives in the Northeast Region. Directed marketing and sales efforts to large commercial and government accounts. Established sales quotas, developed and implemented regional sales budget, and collaborated with corporate management to set and attain goals.

Increased revenues from $2.6M to $3.9M with no additional resources.
Reconstructed the regional infrastructure to provide increased efficiency for customer installation, training, and on-going support programs.
Hired/fired and conducted performance reviews for sales, office, and technical staff.
Motivated manufacturers' reps to sell Force's products instead of the competitions'.
Collaborated local and corporate resources for large-bid opportunities.

Prime Computer, Inc., Natick, MA 1978 - 1989

Senior Marketing Manager 1984 - 1989

Managed the marketing team for the Proprietary Minicomputer Systems Product Line. Coordinated the Marketing Communications, Advertising, Technical Product Marketing, and Systems Engineering Teams.

Redesigned product literature and instituted competitive advertising campaigns and created aggressive marketing programs to counter a poor corporate and product image. This initiative uncovered the need to refocus the company's products and marketing efforts.
Raised the level of awareness required to properly service and support the customer base with the engineering, manufacturing, and service/support departments.
Successfully presented future sales and marketing strategies to the Operating Committee.

Sales Representative 1982 - 1984

Sold the Proprietary Minicomputer Systems Product Line to new commercial and government accounts in the Northeast Territory.

Recognized as "Rookie of the Year" for new accounts in the Northeast Region.
Created new business revenues of over $1M in the first 8 months.
Sold, configured, and delivered the first Prime Computer Aided Design (CAD) system to the Department of Defense, creating the opportunity for future DoD sales.

Senior Education Manager 1981 - 1982

Senior Dealer Support Analyst 1980 - 1981

Senior Systems Analyst 1978 - 1980

Programmer/Systems Analyst, Western Union, Mahwah, NJ 1976 - 1978

Applications Programming Consultant, Keane Associates, New York, NY 1974 - 1976

EDUCATION and TRAINING

B.S., Business, Saint Peter's College, Jersey City, NJ

Embedded Computer Systems Training, Consultative Sales Training, Tom Hopkins Sales Training,

Insurance Licensing Training, Securities Licensing Training, Stock Broker Training,

Certified Estate Planning, Master Certified Estate Planning, Certified Financial Planner

Make your career move with Colorado Careers - call (303) 494-6656
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