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5/31/2009
Management


 Marketing


Operations


             2
   MANAGEMENT
    › Hands-On Leader: Recognized for building productive cross-
      matrix teams, and achieving goals by quickly gaining loyalty and
      buy-in from team members. Managed diverse background and
      disciplined team members up to 34 including supervisory level.
       Gained support and respect of cross-functional teams
       Clarified individual and team roles and responsibilities
       Ability to deliver results through people, developing others
       Liaison between sales and technical product development
         team
       Negotiated and interacted with diverse personality
         types, Listened with open attitude
       Adapted style and approach to suit different audiences
       Sought to build rapport and gain support and commitment
       Involved others in decisions in order to build ownership for
         changes, Maintained focus and accountability



                                                               3
   MARKETING
     › Defining Vision and Strategy: With an entrepreneurial focus, conceptualize
       innovative plans for product/service growth and competitively positive results.
         Strategic appraisal
         Prepared background material and interpret external trends
         Integrated planning assumptions and premises
         Identified key issues, opportunities, and threats
         Translated corporate direction and strategic thrust into product portfolio
          decisions
         Developed a compelling vision that generates enthusiasm and energy
     › Market Driven Direction: Expertise in managing products/services throughout the
       market lifecycle and providing consultative guidance in business writing, market
       research and trend analysis.
         Marketing and business planning
         Guide product “fit and function”
         The ability to ensure Market-driven direction
         Translated strategy into action plans
         Specified targets and milestones
         Ensured plans are consistent with other parts of the company
         Integrated marketing communications (trade shows, advertising, PR, etc.)
         Implemented plans within established budget


                                                                                 4
   OPERATIONS
    ›   Time Management/Project Management Leader: Recognized for strong organizational
        skills, focused on high-level time management, execution of many aspects using defined
        Project Management principles.
           Communicated effectively with several types and levels of staff and external contacts, both in writing
            and verbally
           Wrote customer-focused requirements in a language appropriate for internal designers
           Quality control fundamentals, Mastery of basic principles
           Developed reasonable schedules, Provided for appropriate allocation of resources
           Handled multiple complex projects at a high level of detail
           Defined critical paths and time lines
           Completed substantial projects on time and within budget through the application of project
            management principles and techniques
           Defined new product development projects
           Managed the project team, Controlled projects to deliver successful new products
           Managed information flow to achieve results
    ›   Top Producer: Recognized by management for exceeding plan objectives year over
        year.
           Managed product life-cycle from concept to grave
           Focal point to ensure all members of product development teams are moving in the same direction
           Prioritized activities based on an awareness of overall business goals
           Filtered out nonessential data (including use of Email screens and filters)
           Reduced procrastination
           Handled daily paperwork only once
           Reduced interruptions by “batching” communications
           Developed organized storage and filing systems to enable easy retrieval


                                                                                                       5
With over 28 years of
                experience in the client and
                  financial services field.




                                          Considerable
                                    experience dealing with
Works well with people                  clients and their
and enjoy’s getting the                concerns, and a
    work at hand                    thorough knowledge of
     completed.                         the process and
                                       procedures of the
                                    corporate environment.




                                                              6
7
8
AIM FOR THE FUTURE
Strategically inspiring your company’ future, through planning.
                                                                  9

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Certified Manager Presentation2

  • 3. MANAGEMENT › Hands-On Leader: Recognized for building productive cross- matrix teams, and achieving goals by quickly gaining loyalty and buy-in from team members. Managed diverse background and disciplined team members up to 34 including supervisory level.  Gained support and respect of cross-functional teams  Clarified individual and team roles and responsibilities  Ability to deliver results through people, developing others  Liaison between sales and technical product development team  Negotiated and interacted with diverse personality types, Listened with open attitude  Adapted style and approach to suit different audiences  Sought to build rapport and gain support and commitment  Involved others in decisions in order to build ownership for changes, Maintained focus and accountability 3
  • 4. MARKETING › Defining Vision and Strategy: With an entrepreneurial focus, conceptualize innovative plans for product/service growth and competitively positive results.  Strategic appraisal  Prepared background material and interpret external trends  Integrated planning assumptions and premises  Identified key issues, opportunities, and threats  Translated corporate direction and strategic thrust into product portfolio decisions  Developed a compelling vision that generates enthusiasm and energy › Market Driven Direction: Expertise in managing products/services throughout the market lifecycle and providing consultative guidance in business writing, market research and trend analysis.  Marketing and business planning  Guide product “fit and function”  The ability to ensure Market-driven direction  Translated strategy into action plans  Specified targets and milestones  Ensured plans are consistent with other parts of the company  Integrated marketing communications (trade shows, advertising, PR, etc.)  Implemented plans within established budget 4
  • 5. OPERATIONS › Time Management/Project Management Leader: Recognized for strong organizational skills, focused on high-level time management, execution of many aspects using defined Project Management principles.  Communicated effectively with several types and levels of staff and external contacts, both in writing and verbally  Wrote customer-focused requirements in a language appropriate for internal designers  Quality control fundamentals, Mastery of basic principles  Developed reasonable schedules, Provided for appropriate allocation of resources  Handled multiple complex projects at a high level of detail  Defined critical paths and time lines  Completed substantial projects on time and within budget through the application of project management principles and techniques  Defined new product development projects  Managed the project team, Controlled projects to deliver successful new products  Managed information flow to achieve results › Top Producer: Recognized by management for exceeding plan objectives year over year.  Managed product life-cycle from concept to grave  Focal point to ensure all members of product development teams are moving in the same direction  Prioritized activities based on an awareness of overall business goals  Filtered out nonessential data (including use of Email screens and filters)  Reduced procrastination  Handled daily paperwork only once  Reduced interruptions by “batching” communications  Developed organized storage and filing systems to enable easy retrieval 5
  • 6. With over 28 years of experience in the client and financial services field. Considerable experience dealing with Works well with people clients and their and enjoy’s getting the concerns, and a work at hand thorough knowledge of completed. the process and procedures of the corporate environment. 6
  • 7. 7
  • 8. 8
  • 9. AIM FOR THE FUTURE Strategically inspiring your company’ future, through planning. 9