Douglas Stapleton, Mba Email & Phone Number

United States

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Chicago, Illinois, United States

Chicago

• Generated sales by cold calling and cultivating relationships across this Financial Services industry.
• Brought in new accounts by identifying customer needs, participating in the development of client plans and introducing new products and services.
• Enhanced relationships with clients by providing support, guidance, and innovative ideas to differentiate from the competition.
• Attended industry events/shows, research and recommend new opportunities and profit/service improvements
• Thrived in understanding financial trends, fluctuations with assigned clients, effectively communicate issues and resolutions to clients and internal business team.
• Developed sales strategies and execute account plans in support of goals/objectives

Chicago, Illinois

• Grow premium and revenue for the business through new installations and other growth initiatives.
• Developed client-specific marketing strategies and new installation plans, coordinating flow with support areas and team members.
• Leads projects assigned to completion from beginning to end. Projects could include installing a new client; implementing a new product for an existing client; or implementing a new distribution method.
• Trains or oversees the coordination of training for clients on products, processes, and systems. Has a good understanding of company products, services, processes, and systems.
• Identifies improvement areas within clients and drives the initiative projects from beginning through completion. Leads initiatives to drive increased client performance.
• Enhanced communication process for keeping clients appraised on projects, product changes and regulatory matters. Maintain regular communications with client by coordinating and leading client meetings.

Chicago

• Perform all functions of a Finance and Insurance (F&I) manager within automobile dealerships
• Organize, plan and conduct sales meetings within the automobile dealerships
• Promote communication and foster a positive business relationship
• Identify, isolate and solve problems within the dealership Finance Department
• Submit electronic reports and provide updates as needed
• Achieve minimum performance standards set forth by our client and our company

Greater Chicago Area

• Work closely in conjunction with 40 different finance institution partnerships to secure bank financing for retail customers
• Structure auto loan portfolios to maximize loan potential along with generating revenue for the company
• Responsible for administrating the training of new Finance Managers which results in the company’s increase in productivity and financial gains

• Manage approximately 60 automotive dealerships totaling over $300 million in exposure which generated portfolio growth and a better account retention ratio
• Worked closely with other portfolio managers to improve daily operating processes to maximize productivity.
• Reviewed monthly bank statements and completed monthly bank reconciliations to monitor cash flow and identify financial risk
• Established and presented appropriate procedures to the executive credit committee to mitigate credit exposure for high risk accounts

• Recognized with ISAF NATO Medal, Combat Action Ribbon, and Good Conduct Medal
• Briefed commanders on intel collected while conducting offensive operations overseas in Iraq and Afghanistan and provided recommendations to ensure the success and safety of my Marines
• Trained Marines and the Afghan National Army daily security procedures to protect the safety of twenty Marines, hundreds of children, and other coalition forces

Master Of Business Administration - Mba

Private Equity And Venture Capital Executive Education

Bachelor Of Science (B.S.) Finance, Finance