CONSULTANT

Investor Relations / Product Development / International Risk Management

* Highly motivated and accomplished financial services professional with 10+ yea
rs experience in portfolio management,
business development and consulting.
* MBA in Finance and B.A. in International Relations. Chartered Retirement Plann
ing Specialist.
* Inherent talent for leveraging industry trends, products, and competitive adva
ntages to expand reach and sales opportunities.
* Customer-focused, action oriented and performance-driven with exceptional rela
tionship building skills; able to cultivate
trust and build rapport with multiple levels of clients.
Core Competencies include:
*Institutional Account Management
*Financial Analysis and Modeling
*Marketing & Sales Management
*Research & Due Diligence
*Business Development
*Investment Management
*Presentation Development
*Vendor Sourcing Portfolio
*Mapping & Analysis
*Accounting Principles
*International Relations Management
*Project Management
*Finance Principles
*Personnel Development
*Strategic Planning
PROFESSIONAL EXPERIENCE
Independent Business Consultant - Kelly Scarlett Associates, New York, NY 2009 t
o present
Plan and execute end-to-end small business operational, industrial, and climate
assessments. Develop executive summaries outlining findings, proposed solutions,
time-frame and budget. Conduct SWOT analysis and execute best practice manageri
al, strategic, marketing, and operational plans. Cultivate external partnership
arrangements cementing relationships for bottom line generating opportunities. C
onsult clients on securing financing and strategic B2B arrangements. Help client
s increase revenue through creative problem solving and negotiation on clients b
ehalf. Deliver well-communicated and customized projects ahead of schedule.
* Troubleshot operations functions of a newly renovated business that was underp
erforming projected ROI. Streamlined
operations and resolved back office procedural weaknesses. Designed customer ser
vice initiative, advertisements and sales
materials. Achieved or exceeded all project objectives.
* Partnered with auto dealership to secure financing options for its customers.
Sourced lenders and government programs;
managed application process. Reduced monthly expenses by 10% and increased gross
margin by 20% at height of recession.
Group Retirement Plan Specialist, Mutual of America, New York, NY 2008 to 2010
Recruited to develop new business opportunities and to manage 88 institutional a
ccounts with $150M+ under management. Advise clients on plan design, individual/
voluntary products and legislative changes. Collaborate with Client Services to
provide consistent marketing and customer service. Research global investment ma
rkets and economic, legislative, and industry trends; present findings through e
xecutive consultations and employee education seminars.
* Exceeded annual production goals by 25% and first year sales goals by 35%.
* Contributed to office placement in the top 5 of 37 corporate sales offices (20
08 & 2009).
* Championed new sales by promoting additional products and remaining abreast of
industry competitors, trends,
and legislative changes.
* Led corporate training session on Best Practice Business Development and Marke
ting Strategies (2009).
Personal Banker and Business Banking Officer, Citibank, NA, New York, NY 2002 to
2008
Supervised individual and business client portfolios. Analyzed local market and
demographics to devise strategic approaches for increasing sales. Leveraged exce
ptional product knowledge to recommend solutions to business and investment need
s using cash management, insurance, investment and credit opportunities. .
* Consistently outperformed monthly goals by at least 25% while also producing e
xceptional results for clients.
* Led product information strategy sessions, enhancing professional image and qu
ality customer service.
NSK -2- 646-327-1952

Assistant Branch Manager, Astoria Federal Savings Bank, Ardsley, NY 2003 to 2004
Recruited to fill sales development role and manage a 20-member staff. Supervise
d daily operations. Prepared and administered annual budgets, business plans, an
d monthly expenses. Cultivated relationships between community organizations and
the bank. Trained staff in sales, service and compliance.
* Piloted increase in quarterly sales by 25%, surpassing goals by 10%.
* Led branch to achieve excellence in corporate compliance audit (2004).
Financial Advisor, American Express Financial Advisors, Uniondale, NY 2000 to 20
01
Analyzed financial information and prepared comprehensive financial plans for bu
sinesses and individuals.
* Exceeded production goals for first year advisors by 10%.
EDUCATION & CREDENTIALS
MBA in Finance, Hofstra University - Frank G. Zarb School of Business, Hempstead
, NY, 2007
* C.V. Starr Scholarship Recipient ~ worked full-time while attending school ful
l-time
B.A. in International Relations with Economic Development, Connecticut College,
New London, CT 1998
* Minor in Hispanic Studies (1998) * Four-year David B. Schwarz Scholarship Reci
pient
Investment Banking Institute, New York, NY
* Four-week intensive course in Financial Analysis, Valuation Methodology & Adva
nced Financial Modeling
College of Financial Planning
* Chartered Retirement Planning Specialist (2009)
Financial Industry Regulatory Authority
* Series 7, 66 & New York State Life and Health Broker (2000)
Affiliations: Tabor Academy Headmaster's Alumni Council* Investment Banking Inst
itute