Insurance & Financial Services CEO / COO / EVP

Background and acheivements of this General_Mgmt. Executive are shown. Contact information is confidential. To reach this person, use the link from General_Mgmt. Executive talent bank at the conclusion of the resume. Click HERE for more information, jobs, and resumes.

Position
Insurance & Financial Services CEO / COO / EVP
Location Confidential
No
Location
Northeast USA
Willing to Relocate
Yes
Industry
Financial-Insurance
Function
GENERAL-MANAGEMENT--CEO/COO/GM
Compensation
$250,000 to $500,000

Resume Summary
EXPERIENCED INSURANCE AND FINANCIAL SERVICES EXECUTIVE. Proven track record in developing new businesses and growing existing businesses to generate tremendous growth in top line sales and bottom line profits.

Resume Body      INSURANCE & FINANCIAL SERVICES CEO / COO / EVP

Dynamic executive with expertise in P&L/general management, business development, and program leadership.

Proven track record in sales, marketing, client services, product development/management, technology, operations.

Built new business from conception to $35 million in total transactions over first 3 years.

Growth catalyst accomplished at spearheading revenue gains; drives new business initiatives to grow earnings.
• Launched flagship product and helped drive young company from $300k to $60 million revenue over its first 5 years.
• Captured $2+ million sales and 40% of target market by devising and implementing unrivaled marketing strategy.

Results-focused leader committed to quality and customer loyalty; optimzes technology/operations to increase profits.
• Fueled 8-fold revenue growth while cutting operational costs by $2 million annually helping achieve profitability.
• Spurred 25% increase in price point by slashing product delivery time from 7 weeks down to 1 week.

Strategic thinker recognized as industry thought-leader; develops and secures competitive advantages.
• Appeared as industry expert and featured speaker in consumer and trade media outlets nationwide including Time, BusinessWeek, The Wall Street Journal, MarketWatch.com, Bankrate.com, and Investment News
• Developed new distribution channels and product lines to expand top-line transaction volume by 15% in 3rd year.
Respected Manager skilled in building solid organizations; develops top talent and fosters leaders to carry businesses forward.
• Established 40-person organization to implement/deliver 7 product suites responsible for $40+ million revenue annually.
• Negotiated/managed 250+ vendor, client, and partner relationships over last 8 years.

EDUCATION

THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA
BS in Economics, magna cum laude
• Concentrations in Entrepreneurial Management and Information Systems
• Joseph Wharton Scholars Program and Benjamin Franklin Scholars Program

PROFESSIONAL HISTORY

VETERANS FINANCIAL, INC. (Annuity agency with $17 million in production in 2007), Villanova, PA Jan 2008 – Present
INTERIM PRESIDENT & CHIEF OPERATING OFFICER (currently an independent contractor)
• Hired by Owner to develop scalable model and grow business to $100 million in annual production by 2009.
• Drove growth in first 4 months of 2008: Call Volume by 55%, Qualified Leads by 101%, and New Business by 119%.
• Implemented plan to put company on pace for $38 million in new business in 2008, 124% growth over 2007.

J.G. WENTWORTH (Specialty finance firm with $400 million in annual securitizations), Bryn Mawr, PA 2004 – Oct 2007
MANAGING DIRECTOR
• Hired by CEO of 14-year-old firm to develop first new business unit and new distribution channels in company history.
• Grew new annuity unit by 300% annually to represent 15% of overall company sales in 3rd year of operations.
• Directed rollout of company’s life settlement provider business through both consumer and agent channels.

NIELSEN MOBILE (FORMERLY TELEPHIA), San Francisco, CA 1999 – 2004
(World’s largest provider of consumer research to the wireless industry, acquired by Nielsen in Aug-07 for $450 million)
DIRECTOR, PRODUCT OPERTIONS AND QUALITY STANDARDS ('01-'04)
• Promoted to build/manage a 40-member team across 4 sites to deliver products with $42 million in annual revenue.
• Improved average cost effectiveness for all products by 50% to help achieve profitability by streamlining business.
• Selected by CEO to create new Quality Standards team to improve product quality and maximize customer loyalty.
Program Manager ('99-'01)
• Recruited by co-founder pre-revenue to launch flagship product which catapulted revenue to $10 million in 2 years.

SYNYGY ($100 million-per-year provider of sales performance management solutions), Conshohocken, PA 1998 – 1999
CONSULTANT
• Expanded client base beyond traditional industry to add $500K 1st-year revenue
• Reduced service delivery costs up to 85% to improve profitability.

UNIVERSITY STUDENT SERVICES (startup debit card company targeting college students), Philadelphia, PA 1996 – 1998
CO-FOUNDER and CEO
• Raised $1 million in equity financing to fuel nationwide program rollout and grew annual sales to $2+ million.

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Insurance & Financial Services CEO / COO / EVP

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