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Harley E. Cranswick
1143 W. Sherri Drive
Gilbert, AZ 85233
Cell 602-820-7918
harleyc@cox.net

OBJECTIVE
Position in Financial Services / Investments / Retirement and Estate Planning where I can build a
profitable client base and continue my education in support of my career.

QUALIFICATIONS
History of increasing sales, customer base and profits in going concerns. Excellent at relationship and
trust building with clients. Five years financial services experience in Insurance, Investment, and
Retirement Planning, Two years Mortgage Banking Experience, Eight years Business Applications
Software Sales/Marketing Management Experience, Four Years Management Consulting Experience, Six
Years Operations, Management Analysis and Auditing Experience. Experience in three start up
companies, small business and corporate environments.

EMPLOYMENT HISTORY

Financial Services

2010-Present, Associate Financial Advisor, McCrossan & Associates, Ameriprise. Working with
and independently from Senior Financial Advisor, assisted clients from sale of financial planning program
through presentation of plan recommendations and asset allocations and ongoing client service issues;
developed network of referral sources through local H&R Block offices.

2010, Financial Services Associate, Chase Investment Services, Chase Bank. Responsible for
maintaining and growing investment book of $10 MM plus with over 350 clients in 5 retail bank branches.

2005-2010, Cranswick Financial Group, Gilbert, AZ Owner of start-up investment advisory and
retirement planning practice for individual investors and small business owners; provided clients with
vertical of banking, insurance, investment and estate planning tools to assist them in creating an overall
financial plan with flexibility, cost effectiveness and portability in mind; successfully navigated client base
through recessionary markets of 2007/8, with 90+% client retention; more than 80% close ratio after
completing initial meeting with prospects; implemented follow up programs and newsletters to build and
insure client loyalty.

2003-2005, Bank of America, Tempe, Az Hired as a Home Services Specialist I and immediately
promoted to HSSII with credit authority after training classes. Hybrid position responsible for the
processing, underwriting (associate), doc prep, and funding activities for conventional mortgages across
multiple channels including newly introduced online mortgage system (which includes sales
responsibilities). Achieved excellent customer satisfaction ratings (personal running average score of
68% where company goal is 56%; recognized as top 5 in customer satisfaction in Q3 2004 channel wide)
while maintaining above average productivity levels.

Business Software Sales and Marketing
1999-2001, ACCPAC International (Division of Computer Associates), Pleasanton, CA
Business Partner Account Manager for mid-range accounting, eCRM, Integrated Internet Shopping Cart
and WMS software products; responsible for 6 western states: Arizona, Nevada, Colorado, Utah, New
Mexico and Kansas.

Responsible for assisting reseller channel in growing the marketplace for ACCPAC accounting software
and related third party products. Rebuilt relationships in territory that had been lacking dedicated
corporate representative. Recruited new business partners. Researched and wrote business plan for
each individual state to achieve sales quotas. Assisted resellers in developing their business plans, sales
calls, seminars and trade show appearances. Utilized creative tools and venues to expose products and
resellers to new prospects. Trained resellers in sales skills and proposal preparation. Result was sales
increase of 30% over previous year in first year. Raised region ranking to 4th out of 14 US regions by
end of fiscal 2001 with respect to quota achievement.

1998-1999 Micro Accounting Systems, Phoenix, AZ.
Account Manager for SBT Software Value Added Reseller and Network/Hardware Provider
Sales of SBT multi-user and client/server accounting, distribution and manufacturing software, network
hardware (servers, workstations, hubs, etc.) and consulting/network services.

1996-1998 Alembic Computer Services, Mesa, AZ.
Sales and Marketing Manager for Macola and RealWorld Software Value Added Reseller.
Sales and marketing of Macola client/server software. In first year generated 61% more software sales
revenue than in previous year which resulted in company making the Macola top 50 VAR Reseller list for
the US.

1995-1996: InfoImage Software, Phoenix, AZ.
Hired as International Inside Sales Representative; later promoted to Western Region Marketing
Manager.
Sales of over 20 different group ware (Lotus Notes) business applications for horizontal, vertical and
utility markets to corporate customers throughout North America. .

1992-1995: Laboratory Systems Group, Inc., Phoenix, AZ.
National Sales and Marketing Director of a business software application for the dental laboratory
industry.
Analyzed marketplace, revised product pricing and structure, revised sales/marketing activity mix to
reflect new product characteristics and profit model (mix included trade shows, direct mail, inbound sales,
and outside sales). Reduced marketing expenses by 20% while increasing the rate of growth of the user
group/customer base by 33% in the first year, 22% in the second year and increased overall profitability
of the department by more than 10%, not including continuing purchases from existing customers for
consumables and support services.

Operations Auditing
1988-1992 City of Phoenix, Phoenix, AZ.
Internal Auditor in the Productivity Department of the 9th Largest City in the US
Identified areas for productivity improvement and cost savings in a variety of clerical and field service
operations. Identified potential savings of more than 1 million dollars.

1987-1988 Office of Management and Budget, Department of Corrections, State of Arizona.
Management Analyst for prison system.
Budget analysis of prison system operations and productivity.

Management Consulting
1984-1987 Ritchie & Associates, Beverly Hills, CA.
Management consulting firm specializing in productivity improvement through manpower scheduling,
operations analysis and supervisor training. Began as a Staff Consultant; later promoted to Senior Staff
Consultant; later promoted to Project Manager. All projects involved system development and
documentation through operating system manuals for client. Assignments included:

Other Employment

2005-2005, Advotech Company, Tempe, AZ Contract assignment for growing small business involving
production management, training and organizational development for contract wafer dicing and assembly
operations serving the semiconductor marketplace

2002-2003, Part-time Instructor for Gilbert Unified School District, Gilbert, AZ

2002, PitneyBowes, Phoenix, AZ Participated in Executive Sales Program for mailing equipment.
1983-1984 National Utility Services Corporation, Tempe, AZ.
Support Services Manager for start up company serving the collection needs of the utility industry.

1992 Teaching: Part-time economics instructor for Rio Salado Community College, Phoenix, AZ.

EDUCATION
• M.B.A., specialization Economics, Arizona State University, Tempe, AZ, 1981.
• B.S. Mass Communications, minor Marketing, Arizona State University, Tempe, AZ, 1979
• Teaching Certificate, State of Arizona Community College, Regular A.1 a, Business Administration,
   Economics, Broadcasting
• Chartered Retirement Planning Counselor certificate, 2008
• Currently enrolled in CFP bridge class program..

PROFESSIONAL DEVELOPMENT
• Series 7, 65, 63 Securities Licenses, active, clean history
• Property and Casualty License, active, expiration date 2013
• Life and Health License, active, expiration date 2013
• Variable Life and Annuity License, active, expiration 2013
• Arizona Long Term Care Certification
• Loan Originator Class, Arizona School of Real Estate, Winter 2005.
• Management by Fact, Bank of America internal program, 2003.
• Max Sachs Track Selling System, 1999; certified as instructor.
• Value Based Selling Program, Macola, 1996
• Presidents Club, sales training, Sandler Sales Institute, 1993-1995
• ASI Sales and Marketing Seminar, 1992
• AMA seminar on Design and Implementation of Cost Information Systems, 1989

PUBLISHED ARTICLES
Selling Power Magazine: Nationally published magazine for sales and marketing professionals, Reader-
to-Reader tip on selling to the fearful prospect. Accepted October 1994, published April 1995.

PROFESSIONAL MEMBERSHIPS
Financial Planning Association, 2007-2009.

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Cranswickshrt

  • 1. Harley E. Cranswick 1143 W. Sherri Drive Gilbert, AZ 85233 Cell 602-820-7918 harleyc@cox.net OBJECTIVE Position in Financial Services / Investments / Retirement and Estate Planning where I can build a profitable client base and continue my education in support of my career. QUALIFICATIONS History of increasing sales, customer base and profits in going concerns. Excellent at relationship and trust building with clients. Five years financial services experience in Insurance, Investment, and Retirement Planning, Two years Mortgage Banking Experience, Eight years Business Applications Software Sales/Marketing Management Experience, Four Years Management Consulting Experience, Six Years Operations, Management Analysis and Auditing Experience. Experience in three start up companies, small business and corporate environments. EMPLOYMENT HISTORY Financial Services 2010-Present, Associate Financial Advisor, McCrossan & Associates, Ameriprise. Working with and independently from Senior Financial Advisor, assisted clients from sale of financial planning program through presentation of plan recommendations and asset allocations and ongoing client service issues; developed network of referral sources through local H&R Block offices. 2010, Financial Services Associate, Chase Investment Services, Chase Bank. Responsible for maintaining and growing investment book of $10 MM plus with over 350 clients in 5 retail bank branches. 2005-2010, Cranswick Financial Group, Gilbert, AZ Owner of start-up investment advisory and retirement planning practice for individual investors and small business owners; provided clients with vertical of banking, insurance, investment and estate planning tools to assist them in creating an overall financial plan with flexibility, cost effectiveness and portability in mind; successfully navigated client base through recessionary markets of 2007/8, with 90+% client retention; more than 80% close ratio after completing initial meeting with prospects; implemented follow up programs and newsletters to build and insure client loyalty. 2003-2005, Bank of America, Tempe, Az Hired as a Home Services Specialist I and immediately promoted to HSSII with credit authority after training classes. Hybrid position responsible for the processing, underwriting (associate), doc prep, and funding activities for conventional mortgages across multiple channels including newly introduced online mortgage system (which includes sales responsibilities). Achieved excellent customer satisfaction ratings (personal running average score of 68% where company goal is 56%; recognized as top 5 in customer satisfaction in Q3 2004 channel wide) while maintaining above average productivity levels. Business Software Sales and Marketing 1999-2001, ACCPAC International (Division of Computer Associates), Pleasanton, CA Business Partner Account Manager for mid-range accounting, eCRM, Integrated Internet Shopping Cart and WMS software products; responsible for 6 western states: Arizona, Nevada, Colorado, Utah, New Mexico and Kansas. Responsible for assisting reseller channel in growing the marketplace for ACCPAC accounting software and related third party products. Rebuilt relationships in territory that had been lacking dedicated corporate representative. Recruited new business partners. Researched and wrote business plan for each individual state to achieve sales quotas. Assisted resellers in developing their business plans, sales calls, seminars and trade show appearances. Utilized creative tools and venues to expose products and
  • 2. resellers to new prospects. Trained resellers in sales skills and proposal preparation. Result was sales increase of 30% over previous year in first year. Raised region ranking to 4th out of 14 US regions by end of fiscal 2001 with respect to quota achievement. 1998-1999 Micro Accounting Systems, Phoenix, AZ. Account Manager for SBT Software Value Added Reseller and Network/Hardware Provider Sales of SBT multi-user and client/server accounting, distribution and manufacturing software, network hardware (servers, workstations, hubs, etc.) and consulting/network services. 1996-1998 Alembic Computer Services, Mesa, AZ. Sales and Marketing Manager for Macola and RealWorld Software Value Added Reseller. Sales and marketing of Macola client/server software. In first year generated 61% more software sales revenue than in previous year which resulted in company making the Macola top 50 VAR Reseller list for the US. 1995-1996: InfoImage Software, Phoenix, AZ. Hired as International Inside Sales Representative; later promoted to Western Region Marketing Manager. Sales of over 20 different group ware (Lotus Notes) business applications for horizontal, vertical and utility markets to corporate customers throughout North America. . 1992-1995: Laboratory Systems Group, Inc., Phoenix, AZ. National Sales and Marketing Director of a business software application for the dental laboratory industry. Analyzed marketplace, revised product pricing and structure, revised sales/marketing activity mix to reflect new product characteristics and profit model (mix included trade shows, direct mail, inbound sales, and outside sales). Reduced marketing expenses by 20% while increasing the rate of growth of the user group/customer base by 33% in the first year, 22% in the second year and increased overall profitability of the department by more than 10%, not including continuing purchases from existing customers for consumables and support services. Operations Auditing 1988-1992 City of Phoenix, Phoenix, AZ. Internal Auditor in the Productivity Department of the 9th Largest City in the US Identified areas for productivity improvement and cost savings in a variety of clerical and field service operations. Identified potential savings of more than 1 million dollars. 1987-1988 Office of Management and Budget, Department of Corrections, State of Arizona. Management Analyst for prison system. Budget analysis of prison system operations and productivity. Management Consulting 1984-1987 Ritchie & Associates, Beverly Hills, CA. Management consulting firm specializing in productivity improvement through manpower scheduling, operations analysis and supervisor training. Began as a Staff Consultant; later promoted to Senior Staff Consultant; later promoted to Project Manager. All projects involved system development and documentation through operating system manuals for client. Assignments included: Other Employment 2005-2005, Advotech Company, Tempe, AZ Contract assignment for growing small business involving production management, training and organizational development for contract wafer dicing and assembly operations serving the semiconductor marketplace 2002-2003, Part-time Instructor for Gilbert Unified School District, Gilbert, AZ 2002, PitneyBowes, Phoenix, AZ Participated in Executive Sales Program for mailing equipment.
  • 3. 1983-1984 National Utility Services Corporation, Tempe, AZ. Support Services Manager for start up company serving the collection needs of the utility industry. 1992 Teaching: Part-time economics instructor for Rio Salado Community College, Phoenix, AZ. EDUCATION • M.B.A., specialization Economics, Arizona State University, Tempe, AZ, 1981. • B.S. Mass Communications, minor Marketing, Arizona State University, Tempe, AZ, 1979 • Teaching Certificate, State of Arizona Community College, Regular A.1 a, Business Administration, Economics, Broadcasting • Chartered Retirement Planning Counselor certificate, 2008 • Currently enrolled in CFP bridge class program.. PROFESSIONAL DEVELOPMENT • Series 7, 65, 63 Securities Licenses, active, clean history • Property and Casualty License, active, expiration date 2013 • Life and Health License, active, expiration date 2013 • Variable Life and Annuity License, active, expiration 2013 • Arizona Long Term Care Certification • Loan Originator Class, Arizona School of Real Estate, Winter 2005. • Management by Fact, Bank of America internal program, 2003. • Max Sachs Track Selling System, 1999; certified as instructor. • Value Based Selling Program, Macola, 1996 • Presidents Club, sales training, Sandler Sales Institute, 1993-1995 • ASI Sales and Marketing Seminar, 1992 • AMA seminar on Design and Implementation of Cost Information Systems, 1989 PUBLISHED ARTICLES Selling Power Magazine: Nationally published magazine for sales and marketing professionals, Reader- to-Reader tip on selling to the fearful prospect. Accepted October 1994, published April 1995. PROFESSIONAL MEMBERSHIPS Financial Planning Association, 2007-2009.