Charles Gajeway Email & Phone Number

Langhorne, PA, US

• Gather and analyze market data and competitive trends to update long- and short- range plans. Develop image, branding and marketing strategies, including print advertising, preferred customer newsletters, and in-store.
• Perform competitive intelligence and candidate research for small businesses.
• Provide consulting and services related to financial analysis, business planning, and competitive intelligence to small businesses.
• Manage finance and marketing tasks for small businesses, including bank/credit card reconciliation, accounts receivable/payable, payroll and monthly close. Select and manage store inventory; negotiated with vendors and.

I contributed dozens of software and hardware reviews, as well as buyers guides and monthly news columns. I also moderated the Home Office Computing Windows online forum and evaluated new telecommunications technologies (e.g. broadband internet, PDAs, Blackberry, etc.) for Small Business Computing.

• Managed competitive intelligence in Merrill Lynch Private Client Sector, supporting strategic planning, sales, and marketing management with monthly news summaries, technology bulletins, special alerts and in-depth.
• Expanded competitive data collection to include competitive hires and developed plan in conjunction with Compliance to establish a legal internal “hotline” to speed awareness of local competitive developments.
• Developed sophisticated competitive compensation model for branch and regional sales management to support recruiting million-dollar producers from competitors.
• Created biweekly Technology Bulletin that led to accelerated Website development and expanded internal information platform.

• Managed competitive data collection and analysis to support sales planning and recruitment in network of 485 domestic sales offices. Handled special project analysis, and collected market share data from the top 6.
• Extensively involved in designing and producing the first-ever Local Market Strategy Guide, supporting coordinated long-range planning in national network of 485 sales offices.
• Revamped market share analysis/reporting; used automation to reduce production time by 80%.
• Developed business plan for co-marketing mutual funds with regional banks; projected sales for full-scale operation were $1B, with net fee income of $1.25MM. A similar business model is used by Wachovia/Wells Fargo.

• Collaborated with CFO to revamp planning, reporting and control processes.
• Limiting division expense growth to 7%, 13% lower than the previous average.
• Prepared in-depth presentation focused on cost analysis and systems controls for the purpose of increasing profits by 6%.
• Successfully installed and maintained fully automated budgeting system, resulting in increased efficiency and productivity.

Mba, Finance

Ba, English

Activities and Societies: Big Red Band, Alpha Chi Rho Social Chairman, Dean's List Spring 1970