P E T E R D E V IN E

Long Beach, NY 11561 | 516.395.0122 | peterdrvc@gmail.com | linkedin.com/in/peterdevinervc

Entrepreneurial minded, strategic executive with consistent successes in building, growing and improving the performance,
profitability and value of organizations. Experienced planner and leader who defines clear strategy and vision. Skilled process
optimizer who motivates teams to achieve bottom-line objectives. Wide breadth of management skills, serving as a project manager
and mentor in client-facing and strategy roles. Strong mix of technical, business, communications, and relationship management
expertise. Leverages market insights to identify and capitalize on new opportunities. Adept at spearheading large scale, multi -
location initiatives. Deep understanding of best practices applications, business development, talent recruitment and development.

CORE COMPETENCIES
Strategic Analysis & Planning Competitive Analysis Project Management
Change Management Client Relationship Management Talent Acquisition
Process Optimization P&L Analysis Team Leadership
Turnaround Strategy Cost Control Strategic Partnerships
New Business Development Auditing & Compliance Vendor Management
New Market Growth Risk Management & Assessment Contract Negotiation

PROFESSIONAL EXPERIENCE
GOODMAN, JURIST & PANDOLFO | GARDEN CITY, NY April 2017 Present
Matrimonial firm serving clients for three generations.
MANAGEMENT CONSULTANT

Focus on optimizing business management, streamlining case intake processes, leading database migration projects, and driving
business development initiatives.

MOLOD, SPITZ & DESANTIS | NEW YORK , NY 2015 Feb 2017

NYC law firm focusing on insurance defense law including personal injury, premises liability and transportation law.
EXECUTIVE DIRECTOR

Recruited into this newly-created position to revamp multiple operational processes and marketing programs. Directed all aspects of
administration, including human resources and benefits programs. Focused on the implementation of best practices and
implemented several enhancements to positively impact bottom-line results and re-energize a revenue-challenged environment.
Steered day-to-day operations comprising financial reporting, leadership, on-boarding, vendor management and client relationships.

Improved attorney productivity and increased firm billings 20% by developing (5) new, customized metrics to track
performance, support staff productivity, case intake procedural automations and KPIs for each insurance carrier.
Discontinued unnecessary expenses for numerous overhead costs, saving more than $200,000. Additionally, achieved 30%
annual savings by renegotiating (10) ten vendor contracts and sourcing (6) six more cost-effective suppliers.
Fully directed comprehensive IT infrastructure upgrade, reducing financing costs 18%, increasing network speed and
reliability 40%, and implementing new servers that were (3) three times more powerful than existing equipment.
Orchestrated complete HR and benefits functions, placing sharp, consistent focus on best practices, and driving series of
improvements that reduced operating costs by more than $80,000 and increased staff productivity 17%.
Implemented recurring expenses database and re-engineered process for allocation and categorization of corporate
expenses, improving cash flow management 12%, and expedited management reporting systems.
Developed firm marketing programs ahead of projected time frame and 13% under budget, including attorney profiles and
th
campaign promoting the firms 20 anniversary, and leveraged it into pitch book to drive new business development.

NEAT HEAT & COOLING | ISLAND PARK, NY 2013 2015

Industrial equipment provider to the construction, medical, educational, government, and hospitality communities.
SENIOR OPERATIONS SPECIALIST, CLIMATE CONTROL EQUIPMENT RENTALS

Challenged with reengineering organizations sales process, slashing inefficiencies and reenergizing and increasing productivity and
business development measures to drive revenue growth.
 Peter Devine
Long Beach, NY 11561 | 516.395.0122 | peterdrvc@gmail.com | linkedin.com/in/peterdevinervc | Page 2

Increased revenue and operational efficiencies by 25%, through implementing business process reengineering initiatives.
Tripled client database by implementing enterprise-wide CRM application, allowing development of targeted marketing.
Catapulted sales team productivity 30%, through instituting streamlined, standardized proposal origination systems.
Implemented inventory management and servicing database, increasing rental equipment income by 25%.
Improved company visibility online 40% by optimizing Search Engine Optimization programs and Google PPC campaigns.

LIGHTSPEED TRADING| NEW YORK , NY 2010 2012

Award winning, market leading full service brokerage firm catering to active self directed equity and options traders.
DIRECTOR OF CLIENT RELATIONS / SENIOR PROJECT MANAGER

Recruited to revamp client relations services and procedures, and improve business development opportunities with top-tier clients.
Custom-tailored multiple specialized services for VIP clients, including fast tracking of service follow up for top tier clients.

Increased client revenue 20% by implementing VIP Clients Program, improving client onboarding and retention programs.
Designed (12) KPIs to launch incentive programs, increasing commissions by 18% and decreasing account closure rate by 30%.
Executed several trading and clearing platform conversions, resulting in a savings of $1.2M in operating expenses and
licensing fees; successfully converted 700+ traders off previously acquired legacy platforms.
Moderated client forums and social media, and managed corporate communications, leading to a 50 % gain within 6 months
of tracking incident responsiveness metrics, as well as re-engineered CRM features.
Quarterbacked construction and relocation of company HQ and satellite offices, slashing rent obligations by 30%, and
telecommunications cost by 25%, as well as realizing several workflow efficiency improvements.

ASSENT, LLC | HOBOKEN, NY 2003 2010

Market leading SunGard owned trading firm catering to active proprietary and retail equity and options traders.
DIRECTOR OF BRANCH SERVICES / LEAD PROJECT MANAGER

Served as key liaison and relationship manager for large branch network and client base. Chaired the Development Steering
Committee, driving software development and implementation. Acted as Lead Project Management Officer, reviewing and
approving all vendor service level agreements (SLAs), request for proposals (RFPs), and negotiating contract terms. Drastically
improved business development by opening (10) new branches, developing marketing programs and launching new website.

Steered multi-year project to add equity options to trading platform, increasing commission 15%.
Improved P&L 25% by constructing 8 new branch offices, relocating HQ and delivering hands-on project management.
Slashed annual costs by $600,000 through improving vendor management and automating cost allocations.

OPPENHEIMER & CO., INC. | NEW YORK , NY 1986 2002

Full-service, traditional brokerage and investment firm catering to high net worth investors, businesses and institutions.
SENIOR VP/EXECUTIVE DIRECTOR , CLIENT SERVICES & PROJECT MANAGEMENT GROUP

Merited fast-track advancement comprised of 5 promotions in 17 years. As SVP, directed client communications and served
as primary operations contact for network of 25 branches. Directed Operations PMO. Managed $20 MM relationships with the
(4) largest vendors. Established and prioritized issues tracking, escalation procedures, change management, and cost allocation
protocols. Instrumentally contributed to 20% growth of Private Client Group, by establishing protocols used to open 8 new branches.

EDUCATION & CERTIFICATIONS

STATE UNIVERSITY OF NEW YORK COLLEGE AT OSWEGO, Bachelor of Science, Political Science with Minor in Economics
Served as Director of Finance, Student Association (7,500+ Student Body)
Celerity Project Management; SunGard Leadership Training; SunGard Disaster Recovery Program Specialist