Consulting to small and medium sized businesses on IT and Business Telephone solutions.

Providing sales and marketing consulting services to sole proprietor owned businesses

Provided sales and marketing planning services to sole proprietor companies, primarily in the construction sector. Included development of sales and marketing strategies, plans and budgets as well as vendor recommendations.

Responsible for outside sales

Increased new business sales by 100% and internal sales by 25%. Provided presentations to all levels of public and non-profit organizations including senior management

U.S.'s largest third-party mutual fund transfer agent with $400K in revenues; Directed Dealer Services Group which provided NSCC Support to 3,000 Intermediaries and 90 Mutual Fund Families. Held responsibility for daily operations, budget development, risk management, compliance, and associate development. Created and executed rolling 3-year strategic plan for restructure and reengineering of operations. Orchestrated a restructuring strategy that switched employees from functional orientation to a universal service model in order to increase efficiency and productivity. Improved employee satisfaction and reduced annual departmental turnover rate from 123% to 6%. Developed a plan to consolidate like functions across affiliates and presented it to senior management. Successful implementation reduced annual expense of function by $500K.Reduced annual operating losses from $289K to $600 through process reengineering and employee development. Identified key areas of risk and introduced automation and process re-engineering to reduce opportunities for errors. Improved customer satisfaction ratings from an average of 1.5 to 4.0 (scale of 1-5). Primary drivers of improvement were first time quality and greater associate expertise. Absorbed an increase in transaction volumes of 230% without additional staffing through process reengineering and employee development. Represented company in their vendor's Fund Advisory Steering Committee, which defined and prioritized on-going application development.Improved first-time quality from 76% to 98.3% through employee development and installation of continuous improvement culture.

Senior Account Manager and salesman responsible for new business development. Also functioned as Business Analyst and Trainer.

Responsilbe for project management of software installation and upgrades at major finacial instituions. Provided business specifications for mutual fund product and installed in frist mutual fund customer sites.

Perfomed project management for installations and software upgrades. Participated in sales process. Named Key Employee by Board of Direcvtors for 2 years. Also on the Product Development Committee and functioned as Business Analyst, Product Expert and Trainer.