5. ...“out of the box thinking” A diverse career brings experience , innovation, creativity…. … and extraordinary results Financial Advisor, Branch Manager 1984 -2004 Financial Services Faculty Member, Dean of Students Education 1976 -1984 Program Management Office Technology 2004 -2009
8. Improved Market Share * 79% change in revenue (vs. others** in 1996) Revenue Marketshare Advisors 49 Total Revenue $14.6 million Client Assets $1.5 billion 91% change in revenue (vs. others** in 2000) Client Assets $3.7 billion Total Revenue +$30 million Advisors +80 **Boston Market: AB, BS, DLJ, EJ, FUS, GR, LB, LM, ML, MSDW, OP, PW, PS *Financial Services- Branch Management 1996- 2000 Ranked #3 fastest growth of 13 local branches from competing firms **
9. Vision Built the Foundation of a New Business* *( www.mercurywm.com/mercuryadvisor/advisormgt.htm ) 1st year Opened 2 offices Waltham, MA Hartford, CT. 8 Advisors, $5 in Revenue Supported Education Support and Maintenance Marketing eServices Results Day to Day Operations Compliance Employee Development Managed Execution Recruit Integration of Plan Branding Built
11. Management* Contracts Cadence Head Count ~ Resourcing Velocity ~ Partner Programs Partner Education & Training Revenue Forecasting *Program Management Office Integration of Programs
12. Management * * Global Alliances PMO Implemented Process Improvement Developed Budget Process Co- Chaired Staffing & Headcount Created & Developed QBR Best Practices Best-of-Breed Alliance Partnership Ecosystem 2006 2008 Alliance Partners 6 Strategic 11 Growth Contracts Cadence Business Planning Partner Education Contributed to Partner Revenue Growth: +50%
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17. Michael C. Vanin 31 Magnolia Drive Westwood, MA 02090 617-835-0189 [email_address] ADDITIONAL PROFESSIONAL EXPERIENCE Vice President, Assistant Branch Manager- Prudential Securities, New York, NY. Assistant Vice President- Financial Advisor- Kidder Peabody and Company, Garden City , NY Dean of Students, Science Faculty- GreenVale School, Glen Head, NY. EDUCATION AND CERTIFICATIONS Wharton School of Business, University of Pennsylvania, Philadelphia, PA - Three year business program certificate Columbia University , New York, NY- Master’s Program-completed 90% of Ed. Admin degree University at Albany, Albany, NY-BA, Anthropology- Cum Laude Babson Center for Executive Education- EMC sponsored program - Leadership Program for Sustaining High Performance - Wellesley, MA Harvard University- Cambridge, MA. Business Extension School Certificate. BMAC Program for Prudential Securities Branch Manager’s Advisory Council : Executive Committee - Longest tenure at Prudential Securities, Top 9 Branch Managers from best 40 Advisory Council Managers. Consecutive 4 year service. Advisory Council - Longest tenure at Prudential Securities, Top 40 of 275 Branch Managers. Consecutive 9 year service. Business Management Team : Clariion and Network Attached Storage (NAS) hardware, software and services COMMUNITY SERVICE AND OUTSIDE INTERESTS Board of Overseers - Boys and Girls Club, Boston, MA. Board of Trustees - Charles River School, Dover, MA. Vestry and Head Usher- St. Andrew’s Church, Wellesley, MA Chairman: Capital Campaign, Finance Committee- Charles River School, Annual Fund- Charles River School, Dana Hall School, Dana Hall Alumni Parents. Marathon Running- Completed New York City and Long Island Marathons. Cycling- Experienced a solo summer adventure through Spain. Gardening- Avid outdoor design and plantings