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I’m seeking a Director of Organizational Development or Training & Development role at top finance, nonprofit and social service, and am the perfect fit for these roles because I have the following skills team building, systemizations, strategic planning, interdisciplinary skills, presentation, communication, public speaking, and cross-functional collaboration.I have used the skills to work professionally with leading minds in the industry as seen by co-chairing a 10 member bio-ethics committee and leading as the liaison to 6 partner institutions. I have leveraged my financial acumen to underwrite $10 million in loans for NYC & U.S. businesses that were adversely affected by 9/11 attacks and later managed the commercial loans department and increased loans by $20 million.I have used my client-facing skills to perform needs assessment, goal setting, assessing systematic supports and used elevation and education strategies to achieve systematic and client-centered stability during times of high stress and rapid physical change while mentoring 18 professionals.In addition, I have the following qualifications: Cross-functional collaborator and experience with evidence based research leading to an academic publication of research validating this integrated model of human and team development used in coaching for business and personal results, as exemplified by volunteering with 15 organizations including Westchester Consumer Empowerment.Expertise in implementing effective plans for solutions and coaching on financial goals, assessed client risk tolerance, financial metrics, and jointly developed financial plans with high net worth and managed a $20 MM loan portfolio of business debt and loan instruments.Excellent persuasive communication skills with ability to convey key concepts effectively across diverse audiences as evidenced by training 25 branch managers in the credit risk management program and cross-selling.I want to serve an organization that prizes authenticity, boldness and balance among its employees. I’m excited to be on a team built around improvement, creativity and quality. I know I will thrive at a company where leadership is valued, as well as self-improvement and fairness. I want to be a part of an organization that infuses growth into their brand, culture and market and who I can help make a difference in the world.Please connect with me here: jds58@cornell.comMy values:1. Authenticity2.Boldness3.Balance4.Growth5. Improvement6. Leadership7. Quality8. Creativity9. Self-improvement10.Fairness
Foundation Of Unity, Inc.
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PresidentFoundation Of Unity, Inc. May 2010 - PresentA 501c3, Team Building, Organizational Development, Community Support, and Art. Interviewed high quality executives and published the results and Ken Wilber's Journal. Supplied two art shows at the United Nations and the Anna Zaroff Gallery In New York City. Presented on time management at the United Nations Church Center.
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Managing DirectorI4 Advantage Llc Mar 2006 - PresentAssessing the economic, social, marketing and physical-technological state of individuals, teams' and businesses to achieve total goals.Working with Small Business Administration of the United States to process and identify all types of paycheck protection program loans and detect fraud.Globally coaching individuals of all ages, continents, and ethnicities to fully identify and achieve goals.Authored the book “ Goal Centered Management and Leadership, Teaching Passion & Global Similarity in a Diverse World”Spoke on conflict dynamics and resolution at Columbia University, Cornell ILR Alumni, Faith’s Brain Reserve, and US Dept. of Justice CDR and other places.
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Interim PresidentQuality Resource Technologies, Inc. Aug 2010 - Feb 2013Advised and supported owner on negotiation and attempted purchase of corporate factory. Presented investment plans to the Private Investment Council of the United States For installing solar power plants in Jamaica and Haiti. Aided in the establishment as a publicly traded company with the SEC . -
Financial AdvisorUbs Financial Services Jul 2007 - Jul 2010Zurich, ChObtained Series 7 and 66 licenses (66 is still active).Presented seminars in Palm Beach, FL, and New York CityOn team managing over $1B AUM during "financial crisis"Active in Conscious Capitalism Kickoff event (Austin Tx. 2008) and following summits.Lectured as conflict expert at Art of Peace exhibits at the United Nations, Oslo Norway, Stuttgart Germany, and New York City. -
Small Commercial Loan Portfolio ManagerHudson Valley Bank And Nynb Bank Jun 2004 - Jul 2007Yonkers, Ny, UsI started in 2004 with a loan portfolio size of about $2,000,000.This was my process for building it into a $20,000,000 center of profitable, reputable, excellence:1. Verify the quality and repayment schedule of each loan's principal, interest, fees, and covenants.2. Collect on delinquencies of payment, fees, and line clean ups.3. Establish goals of relationship and production with executive team and direct supervisor.4. Develop internal relationships with IT, RMs, and support staff.5. Introduce self and product lines to community. Most business persons were "shocked" to see an underwriter, manager out in the community. 6. Streamline decision criteria based on best practices including: Sheshenoff's lending guide, FICO deep insights, total banking relationship, and other credit, collateral, character, criteria.7 Automate much underwriting, reporting, and servicing functions by integrating AS-400 with MS databases through the use of embedding and logic statements.8.Train and incent branch managers and RMs to understand and act powerfully to gain referrals and obtain needed paperwork.9. Expand into leasing group at bank for NYSERDA purposes and others.10. Duplicate process in newly acquired New York National Bank, Bronx, NY.The results? An Increase in the portfolio to $20,000,000 and 98% full performance and new job with UBS at higher pay while maintaining good relationships with this great bank. -
Commercial Credit OfficerU.S. Small Business Administration Oct 2001 - Feb 2004Washington, Dc, UsMaking business loans across the entire nation relative to the 911 attacks of 2001.Assessing the creditworthiness of business and owner and a timely fashion.Calculating the appropriate size of the loans and working with supervisory staff for regulatory compliance. -
Tutor And AssessorState University Of New York Dec 2001 - Jan 2003Albany, Ny, UsTaught groups of executives and students Organizational Development, Leadership, and Cultural dynamics. Assessed performance of new student's prior learning experience through documentation, interviews, and professional context. . -
Spiritual Care CoordinatorNiagara Hospice 1993 - 1999Lockport, New York, UsChaired bio-ethics committee for internal and inter-institutional decisions.Provided Persons centered-caring regarding anticipatory grief, grief, and traumatic experience.Directed the spiritual care staff of 3 direct reports and 17 volunteers.Facilitated inter-disciplinary team meetings. Managed all internal controls and departmental reporting compliance requirements.Provided person-centered, non-religious, care and diversity awareness as appropriate for loss, grief, and full engagement with living fully.Organized large institutional events aimed at increasing a sense of mission.
Dr. James Smith, Mba, Milr Education Details
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Cornell UniversityIndustrial Relations -
Fielding Graduate UniversityHuman And Organizational Systems -
Canisius UniversityGeneral Business -
Suny Empire State CollegeInterdisciplinary Studies
Frequently Asked Questions about Dr. James Smith, Mba, Milr
What company does Dr. James Smith, Mba, Milr work for?
Dr. James Smith, Mba, Milr works for Foundation Of Unity, Inc.
What is Dr. James Smith, Mba, Milr's role at the current company?
Dr. James Smith, Mba, Milr's current role is Corporate speaking and training. Team building and Organizational Behavior. Interdisciplinary communications expert..
What is Dr. James Smith, Mba, Milr's email address?
Dr. James Smith, Mba, Milr's email address is js****@****fcc.com
What is Dr. James Smith, Mba, Milr's direct phone number?
Dr. James Smith, Mba, Milr's direct phone number is +170395*****
What schools did Dr. James Smith, Mba, Milr attend?
Dr. James Smith, Mba, Milr attended Cornell University, Fielding Graduate University, Canisius University, Suny Empire State College.
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