Portfolio Manager resume examples

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Skillful Portfolio Manager resume

Marcos Melendez
Summary

SENIOR UC Engineer, Sales Engineer and Systems Architect with 20 + years of experience in direct and indirect information communication technology (ICT) channels. *Ability to create long-term partnerships with vendors and customers. *Creative sales approach, problem solver with entrepreneurial experience and point of view. *Extensive experience selling, Installing and supporting CRM applications ( Salesforce) , Contact Center premise and Cloud applications , Unified communications ( SIP/VOIP ) premise and cloud applications, Telepresence applications, Security and Networking experience. Experience with Software Demos and end user training .

Accomplishments
  • Entrepreneur started and sold three different IT businesses with over 10 million in annual revenue
  • One of the top 10 wireless resellers in the nation in less than two years of business
  • Awarded in top 20 fastest growing businesses in Washington and made the top 10 list of minority businesses in Washington
  • Creative approach in Sales and marketing
  • Fully Certified ShoreTel/Mitel Engineer and Systems Architect
  • Shoretel/Mitel Sales engineer with over 15 million in sales
  • Numerous successful CRM , Contact Center, voice and Telepresence system replacements as project manger and lead implementation engineer
  • UC practice manager and Tier 3 engineer
  • Managed numerous carrier voice conversions from TDM to SIP
  • Expert in SIP integration with voice and 3rd party applications
Skills

    

  • Network assessment management
  • Strong collaborative and analytical skills
  • Project management - CRM, Voice and Contact center
  • Security and Networking experience 
  • Excellent problem solving skills
  • VM ware server 
  • Mobile app's development and deployment 
  • WiFi deployments
  • Layer 2 and 3 Switches experience 
  • SIP protocols and SBC programmer
  • Mitel/ShoreTel Tier 3 Engineer
Experience
Consultant | 10/2017 to Current Marathon Voice Data Solutions - Mountain View , CA

Managing clients needs by providing application and network solutions to continue to improve the Customer Experience.

Creating out of the box Marketing solutions with social media tools.

Engineering and programming SIP installations using SBC gateways.

Solutions Architect and lead engineer for Wireless systems, point to point wireless connections, desktop services, MS server Hyper V and VMware . Managing layer 2 and 3 switches. TDM to SIP conversions, carrier solutions for voice and data, Supporting Mitel/ShoreTel on premise systems.

Unified Communications Manager | 05/2011 to 08/2017 Network Computing Architects Inc. (NCA) - Bellevue, WA

Managed UC department sales support, installations and ongoing customer support services .

Maintained certifications for ShoreTel: Sales, Installer, Contact Center, Mobility and Advanced VoIP Engineer. Earned 100% customer satisfaction scores on all VoIP installations. Application integration including Salesforce and Microsoft Voice products . Create and expand marketing programs for voice services leveraging lunch and learns, blogs and trade shows, email campaigns. Switched customers from enterprise support to partner support increasing on going yearly margins.

Hire and manage technicians.

Technology Services Developer | 01/2010 to 06/2011 VECA Electric and Technologies Inc - Seattle, Washington

Launched ShoreTel VoIP sales, installation and support departments with over 500,000 dollars in sales the first year.

Earned certifications for ShoreTel: Sales, Installer and Advanced VoIP Engineer.

Added Voice and Data services to VECA's portfolio.

Earned 100% customer satisfaction scores on all VoIP installations.

Create and expand marketing programs for technologies services including trade shows, email campaigns, Microsoft CRM customer records system.

Assist project managers in building relationships with data center owners and operators.

Hire and manage Technicians and Sales people.

Develop time saving installation methodologies for VoIP services, in conjunction with VECA's agile construction practices.

Network Services Manager | 12/2008 to 01/2010 United Communications Services Inc - Bellevue, Washington

Created and updated marketing sales material for voice and data service.

Established agent contracts with various Telecom providers.

Identified and managed direct and indirect sales channels for Telecom services and equipment.

Familiar with vendor product suites for AT&T, Integra, Paetec, Qwest, Verizon, Covad, New Edge and various other voice and data vendors.

Turned around company from non-producer to top ten sales agent.

General Manager | 06/2005 to 11/2008 WTI, LLC-CLEC - Bothell, Washington

Managed direct sales group and customer service departments with over 30 direct reports.

Product offering included Broadband, hosted PBX, SIP trunk replacement, and TDM services using WTI's class 4/5 VoIP Switch.

Created marketing programs and established relationships for indirect channels partners.

Worked with multiple vendors to negotiate contracts, rates, and regulatory/legal issues for new and existing products.

Million dollar producer for Telecom services.

President | 01/2003 to 05/2004 Mwireless Inc - Seattle, Washington

Created and implemented a national marketing program.

Negotiated contracts, developed direct and indirect sales channels.

Managed all aspects of outbound and inbound sales call center.

Sold over 24,000 units in 18 months; one of WorldCom's wireless top agents.

Ended all operations prior to WorldCom's bankruptcy.

General Manager | 02/1994 to 10/1997 Cyberspace Inc ISP - Seattle, Washington

Developed and maintained the network for one of the earliest ISP's.

Managed technicians and customer service.

Created and executed sales and marketing plan, increasing revenue over 500%.

President | 04/1991 to 06/2005 Marathon Communications Inc CLEC/IXC and Cellular Reseller - Seattle, Washington

Responsible for overseeing the company's operations in three states.

Accountable for sales, customer service, network operations, central office and technical support.

Developed and implemented an operating plan that included all aspects of marketing, financial and billing systems, customer sales and support, carrier interconnect agreements, vendor agreements, regulatory matters and product development.

Created and managed direct and indirect sales channels which included telemarketing companies, telecom consultants, marketing companies and charitable organizations.

Directed operations, sales, accounting, and customer service with over 50 direct reports.

Managed networks that provided product offerings which included ISP, content delivery, Broadband, Hosted PBX, SIP trunk replacement, and traditional voice services.

Oversaw the Deployment of IP and voice network from building out the collocation space to hiring the necessary personal to manage equipment while keep in the frame work of the allocated budget.

Responsible for CLEC certification in 3 states and negotiated interconnection agreements with Qwest and Verizon.

Built a IXC and CLEC business from the ground up using minimal start up capital and resources.

The company's revenue went from 0 to over 7 million annually.


Education and Training
San Diego State University - | B.A Economics
References
References available upon request
Activities and Honors
Top ShoreTel Dealer 
5 annual awards of 100% customer satisfaction 
Languages
Bilingual (English, Spanish) and available for travel
Skills

Accounting, agile, billing systems, broadband, budgets, call center, contracts, negotiating contracts, Cloud services, CRM, customer satisfaction service and support, direct sales, engineering, finance, hiring, ISP, IP, legal, marketing, networking, networks, PBX, product development, production, sales support, technical support, Telecom, telemarketing, trade shows, VoIP.

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Job-winning Portfolio Manager resume

Jeffrey McDonley
Skills
  • Highly detail-oriented
  • Superior time management
  • Exceptionally organized
  • Self-motivated
  • Store presentation
  • Training and mentor
  • Strong customer relations
  • Negotiation skills
  • Needs assessments
  • Sales analysis
  • Sales forecasting
  • Researched sales leads
Professional Summary

Performance driven Sales/Finance Manager gifted with a strong work ethic and great leadership skills.

Work History
Finance Manager, 07/2018 to 09/2019
Bob Caldwell Chrysler Jeep Dodge Ram Columbus, Ohio
Sales Manager/Finance Manager, 09/2017 to 06/2018
Bobby Layman Chevrolet Columbus, OH

Working with and training sales consultants. Goal planning. Bringing new programs and guidelines into effect for a smoother and more efficient operating procedure. Structuring deals for sales associates. Presenting and closing of car deals. Following up with customers to check on satisfaction or recapturing missed opportunities. Working with the banking institutions to get customer approvals or better rate tiers. Pulling of the OFAC reports, pulling credit, and submitting deals.

Finance Manager, 03/2017 to 08/2017
John Hinderer Honda Heath, Ohio, United States

Checking and correcting sales staff missing documents from any deal. Contacting and scheduling corrections to be made in regards of programming to bank contracts or internal paperwork. Training sales staff on the process of presenting to selling a vehicle. Submitting deals to the banks for purchase. Selling products and maximizing every car deal.

Finance Manager, 07/2016 to 03/2017
Dennis Hyundai of Dublin Columbus, Oh

Receipting cash and credit payments for in store purchases. Worked with the banks on funding or approval issues. Packaged and sent out all deals to the lenders. Opened and closed the business. Addressed customer questions and concerns regarding products, prices and availability. Selling add-on services and products to existing customers, generating revenue. Provided training to new team members. Maintained friendly and professional customer interactions.

Finance Manager, 07/2013 to 07/2016
Lindsay Honda Columbus, OH

Open and closed the store. Receipting cash and credit payments. Addressed customer questions and concerns regarding products, prices and availability. Selling of add-on services to existing customers. Work as team member and leader to provide the highest level of service to customers. Maintained friendly and professional customer interactions.

Sales Consultant, 04/2011 to 06/2013
Performance Chrysler Jeep Dodge Ram Columbus, OH
Education
High School Diploma: 1993
Marysville High School - Marysville, OH
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Experienced Portfolio Manager resume

Kim Russ
Summary

Retail manager for over 15 years.

Managed 5 retail stores for Gap.

Currently a  General Manager at Gap Port Jefferson

Skills
  • Ability to analyze data to drive results
  • Excellent planning and execution skills
  • Excellent time management skills
  • Leads team of 18 sales associates.
  • Effectively directs others
  • Customer focused
  • Meets Deadlines
Accomplishments

Successfully managed 5 Gap locations with volumes of 2.5million up to 5.5 million.

Played a key role in the opening of the Gap in Port Jefferson in 1991

Successfully supervised the expansion of the Gap in Smith Haven Mall in 1995

Experience
05/2017 to 04/2019
General Manager Gap Bridgehampton & Port Jefferson, NY
10/2015 to 05/2017
Brand Manager Gap Port Jefferson, NY
Responsible for meeting company visual standards.
09/1998 to 03/2000
Personal Banker Astoria Federal Bank Port Jefferson Station, NY
Customer engagement
Meet bank product quotas
Financial planning
05/1991 to 09/1997
General Manager Gap
Managed 3 Gap Stores
Port Jefferson, Bridgehampton and Lake Grove
Education and Training
Education Hunter College New York City, New York
Associate of Arts: Liberal Arts And General Studies Suffolk County Community College Selden, NY
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