Thomas O'Malley is an operations and marketing executive with experience in business development, client relations, sales forecasting, and team building. He has over 15 years of experience in senior financial advising and owning a company that provides services to senior clients. Prior to that, he worked in several national account manager roles in the financial services industry, where he exceeded sales goals and managed teams of account executives. He holds a Bachelor's degree in Management.

1. Thomas M O’Malley__________________________________________________________________________
9 Catherine St., Norwalk, CT 06851 C 203-354-4863 tmomalley92@gmail.com
Operations and Marketing Executive
HighlymotivatedOperations andMarketingExecutive withdemonstratedtrack recordof professionalleadershipandproject
management. Proactive, versatile communicator andproblem-solver that excels both individuallyandin a teamenvironment.
Areas of expertise: Business development. Coordinate and network withnew andexistingclients throughevent planning and
entertainment promotions. Abilityto reachlarge numbers of prospects.
Account Acquisition & Expansion • New Business Development • Market Penetration • Sales Forecasting
Client Relations • Customer Service • Product Rollouts • Territory Development • Team Building • Cold Calling
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PROFESSIONAL SUMMARY
Elder Care Finance • Darien, CT 4/14-5/16
Senior Financial Advisor
Developbudgets andidentifyincome streams for elderlyclients who are not able to “keep up” with their dailyfiscal
responsibilities. Paybills andmanage accounts for clients. Organize andconsolidate client assets and keylife documents.
Uncover “hidden” assets that mayhave beenforgottenor misplaced. Monitor accounts to prevent fraudandirregular activity.
Refer clients to other providers needed for home projects or professionalservices.
KPO Holdings, Inc. DBA ComForcare Senior Services • Stamford, CT 10/07-5/16
Owner and Operator
Operatedcompanywhile directing salesstrategybyestablishing andmaintaining referral relationships withbusiness
professionalsand communitymembers. Developedeffective account management procedures to ensure proper
communicationandreporting practices. Increasedinvolvement withvarious communities to arrange services for clients.
Preparedandpresentedmarketing materials to various physician/surgeonpractices, hospitals, healthfacilities and
communities/vendor fairs. Marketingandsales efforts helpeddrive andexceedannual goals.
.
 Worked closelywithstaff to ensure 100% customer satisfaction.
 Professional leadershipabilityto collaborate witha team of30 employees
 Project Management:Workedcreativelywithteamto developnew ideas.
 Team Building:Workedwithteam withongoing safetytraining.
 Budgeting and Planning:Forecasting future revenuesandmarketing plans.
Preparedandpresentedsales andmarketing materials to hospitals, physicianoffices, rehabs, skillednursingfacilities, and
assisted/independent livingcommunities. Establishednew andmaintainedexistingrelationships withlocal health and business
professionals. Coordinated and representedcommunityevents and programs. Work closelywithmedical professionalsand
clients to implement successful plans of care. Provide concierge type services to clients byassisting themwith appointments
and resources available to coordinate successful outcomesintheir healthcare. Set and managed expectations ofclients to
ensure seamlessdeliveryof services. Attendedlocal networking events andhealthfairs to educate colleagues onservice lines.
Bear Stearns • Tampa, FL 2006-2007
National Account Manager – Inside Sales
Managed10 account executives to oversee mortgage brokers nationwide to establish business relationships and generate sub-
prime mortgages. President’s Club for consistently exceeding monthly sales volume.
JP Morgan Chase • Tampa, FL 2005- 2006
National Account Manager – Inside Sales
Generate wholesale non-conforming loans through brokers. Grewexisting territorythrough managing a teamof 5 account
executives whilemanaging andvisiting current andprospective brokers to maintain and developbusiness relationships.
Fremont Investment and Loan • Tampa, FL 2001-2005
National Account Manager – Inside Sales
Responsible for generating new loan volume by establishing business relationships with Mortgage Broker companies. Pre-
underwrite applications and advised brokers on the most beneficial products. Kept brokers abreast of product updates and
speed of execution on closings,Member of the President’s Club for consistently exceeding monthly sales volume.
Oxford Health Plan • New York, NY 1998-2000
Account Executive
Proactively develop & implement Oxford Health Plans products and sales strategy by creating and sustaining
strategic relationships/alliances with Health Care Brokers throughout the Manhattan area.
Bachelor of Science in Management • Florida State University Football 1984-1988 Tampa Bay Buccaneers 1989