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MOTIVATED RESULTS ORIENTED BUSINESS PLANNING & STRATEGY CONSULTANT

16+ Years of a Proven Track Record

Wallace D. Bates III


Residence: Dallas, TX

Mobile Phone: 214-471-4889

Email: wallacebates3@yahoo.com

MY QUALIFICATIONS:

Over 16 years of combined business management, business strategy, project management and analytical experience
Combines strong leadership with proven abilities as a key contributor and motivator
Able to identify problems, develop solutions and implement planned measurable procedures
Possesses great time management and organizational skills
Strong communication and presentation skills (written and oral)
Proficient in: Excel, Word, PowerPoint, MS Project, Visio, D&B, Hoovers, Standard & Poors, Capital IQ, Salesforce.com

MY EDUCATION:
SOUTHERN METHODIST UNIVERSITY, Dallas, Texas
B.A., Economics w/ Financial Applications and B.A., History
UNIVERSITY OF OXFORD, Oxford England
International Diplomatic Studies
LOAN OFFICERS LICENSE, Dallas, Texas
Texas Residential
CERTEST TRAINING CENTER, Dallas, Texas
PMP Project Management Certificate of Completion
CCCCD CERTIFICATION IN PROJECT MANAGEMENT, Dallas, Texas
Project, Integration / Scope, Human Resource, Time, Risk / Quality, Cost and Procurement Management

January 1992 to December 1996


Second Semester 1995
Summer 2005
Summer 2007
February 2012

MY WORK EXPERIENCE:
PACIFIC UNION FINANCIAL, Dallas, Texas
Distributed Retail Business - Branch Relations Expert / Onboard Manager

June 2014 to Present

Branch Relations Expert:

Promoted January 2015

Initial contact for Pacific Region P&L Owners and Branches

Facilitate ongoing pro-active communication and branch planning activities

Act as the liaison between Corporate Support and each branch to fulfill business needs i.e., new hires, training, new equipment

Partner with P&L Owners to establish, present and receive approval for branch initiatives i.e., relocations, expansions, MSA agreements

Work with branch employees to escalate issues / concerns to the appropriate department heads i.e., IT Service Desk, Human Resources
Onboard Manager:
Project manage the onboard of new Distributed Retail branches. Work closely with Human Resources, Facilities, IT, Licensing, Training,
Marketing and Legal / Compliance in order to ensure onboard requirements are identified and achieved
o Based on my leadership Pacific Union successfully onboarded 21 Retail Branches between June and December 2014 (7 months)
o Retail sales volume increased from 30M to 100M between June and December 2014 (7 months)
Project manage the successful relocation of existing Distributed Retail branches
Support Business Operations with collecting business requirements and drafting policy and procedures to accomplish process
improvement in Retail Sales and Operations
Collaborate with Retail Finance to draft monthly corporate communications based on channel performance
Collaborate with Marketing for brand support. For example, presentation design and content creation for a Retail Pitch Deck
Provide vendor relationship support by reviewing and negotiating vendor agreements

NATIONSTAR MORTGAGE, Dallas, Texas


Senior Business Control Consultant III

March 2013 to June 2014

2013 Star Employee of the Month and Breakfast with the President participant
Facilitated / supported the implementation of business initiatives, in consultation with Corporate Compliance
Collaborated closely with business partners in the analysis, design, development, implementation, and operational support of business
process initiatives (procedures / job aids) to ensure quality, cost effectiveness, timeliness, and requirements are met

Worked with various business stakeholders, including the Quality Assurance, to research, investigate and evaluate processes and practices
Supported external or internal audits/reviews
Monitored and validated the implementation of business process changes to ensure alignment with regulatory requirements, existing
laws, and to mitigate risk
METLIFE HOME LOANS, Dallas, Texas

February 2011 to January 2013

Senior Business Planning and Strategy Consultant III

September 2011 Employee of the Month


2011 Year End Performance Rating of Leading Contributor (highest of 3 level scale)
Senior Business Planning and Strategy Consultant
o Led Dodd-Frank (State Preemption) Change of Law initiative by analyzing and making recommendations to comply with telemarketing
business impact items
o Established the business rules for business telemarketing compliance
Lead Project Manager for the Consumer Direct Forward Mortgage Business Channel
o Project Scenario: Led Salesforce.com implementation that consisted of a project team with over 100 resources (internal plus vendor)
Successfully completed phase one in less than 60 business days
Managed project tasks, time and budget (planning, guiding, execution and close)

Worked closely with business partners to define strategies for business / technical solutions, identify requirements, and develop
functional designs for the requirements

Worked closely with system developers and testers to ensure that business requirements and functional designs are translated accurately
Utilized analytics and reporting to provide transparency to decision makers. Some analytical responsibilities include but are not limited to:
Weekly business line production reports, high rate mailer reports, executive business review meeting decks
LEGACY EQUITY ADVISORS / UNITED INVESTMENT MANAGERS, Dallas, Texas
Private Equity Firm Senior Business Associate

January 2007 to December 2010

Diligently supported Private Equity Executives, Investment Bankers / Advisors, Marketing and Fund Managers with:

Business / Project Management Led numerous research / business intelligence projects related to market studies, private equity
trends, new investment opportunities, comparable of private equity firms

Marketing Management Attended industry conferences, internal and external meetings and events (road shows). Coordinated design
of firm websites, marketing material and investment product brand(s). Developed go-to-market strategies, campaigns
Communications Management Worked directly with industry communications professionals to manage public and media relations for
the firm
Operations Management Supported daily business operations (IT support, website design / management, recruitment of interns,
associates and executives, compliance). Managed 15 analysts to develop 2011 business strategy plans and proposals
Due Diligence / Business Intelligence Dedicated over 60 hours a week working with third party analysts to conduct extensive research
to identify existing and potential business opportunities. Key takeaways included business plans w/ financial projections, case studies,
decks / power point presentations, industry research / primer
Financial Analysis - Significant contribution to investment banking mandates through the construction of valuation models, pitch books,
and investor presentations as well as interacting directly with the client and developing potential deal opportunities

SPRINT PCS, Las Colinas, Texas


SR. Business / Financial Analyst

September 2003 to December 2005

Developed and managed business cases driven by EMM SOHO / Small Sales & Marketing. Performed financial analysis from 1Q, 2Q and 3Q
internal integrated campaigns worth $6M in total marketing spend. Established post launch review(s) for all business cases to determine
successes and key learnings to ensure strong business continuity and sustainable and profitable business development. The total value of
business case approval recommendations was over $30M.

Worked with marketing managers / segment owners to reconcile and report on a monthly basis cost center activity. Established heads up
meetings to discuss deadlines, new approach and to finalize expense view
Forecasted KPI for outbound call campaigns
Decision support and strategic pricing liaison to ensure that analysis developed from the pricing models was understood and agreed
upon from each group

ERICSSON INC, Plano, Texas


Senior Market Analyst Wireless

November 1998 to August 2003

Led a Tiger Team organized to establish a market information process that identified new business opportunities and product /market
/customer requirements in order to meet financial projections in concert with the 2001 Ericsson Strategic Market Plan for the U.S.
Performed business intelligence / competitive analysis and market segmentation analysis to deliver comprehensive recommendations to
the New Account Management team on the commercial viability of future business development for Ericsson
Recipient of the Ericsson Target Account Sales Certification for sales contract negotiations support

Business Marketing Manager - International Gateway Wireline

Acting Director / Project Sponsor of a team organized to analyze the market situation, behavior of the competition, strategic position and
cost to approve a new product rollout
Led a TTC24 committee and U.S. Market Push Team with an objective to develop a strategy to improve product time to customer
delivery. Grew U.S. market share by 15 percent in 2000
Tradeshow coordination and support

Business Analyst Senior Pricing Analyst (EXI Parsons)

Performed pricing analysis to competitively bid on customer RFQ's (Request for Quotation)
Calculated mark-ups and gross profit margins to maximize company revenue based on competitive analysis
Performed quarterly statistical reporting on KPI's (Key Performance Indicators)

GTE MEDIA VENTURES, Las Colinas, Texas


Business / Financial Analyst

January 1997 to October 1998

Performed daily, weekly and monthly statistical reporting


Compilation, distribution and analysis of monthly sales reports
Prepared and presented weekly presentations to Senior Executives on key performance indicators
Supported Video Services Marketing strategies such as direct mail campaigns and promotions

REFERENCES AVAILABLE UPON REQUEST