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Top-ranked sales leader with over 13 years of sales success. Recognized for contributions to record-setting sales figures. Proven ability to lead a sales team to achieve multimillion-dollar revenue gains. Offer an in-depth understanding of the sales cycle process and remains focused on customer satisfaction throughout all stages.

  • Excellent communication skills
  • Energetic
  • Exceptional multi-tasker
  • Complaint handling and resolution
  • Staff training/development
  • Closing strategies
  • Client relations expert
  • Active Property and Casualty Insurance License with the NC Department of Insurance
  • Natural leader
  • Thrives under pressure
  • Computer-savvy
Sales Manager (Remote Team) 06/2019 to 07/2020 Select Quote Auto and Home Wilmington, NC
  • Spearheaded the development of the remote team within SQAH and worked closely with the recruiting department to ensure proper candidates were chosen.
  • Managed remote insurance personnel; trained staff in proper procedures, workflows, carrier underwriting guidelines, and sales goals.
  • Lead a team of up to 17 remote agents while also setting and achieving goals for myself so I could be an effective leader for the new remote team. I became a leader the agents can trust and depend on, and made sure the team felt my leadership presence/accountability on a daily basis. I developed a team culture with the foundation being strong and clear communication while staying positive and only worrying about what you can control as well as being open to coaching as an opportunity to improve one's overall performance.
  • Worked closely and supported other departments of SQAH; including upper management, QA, training, coaching managers, IT, recruiting, and other sales managers.Lead my team to consistently surpass monthly quota, maintained the teams' home and auto ratio at >50%, and 90-day policy retention at 92%.
Assistant Sales Manager 05/2018 to 06/2019 Select Quote Auto and Home Wilmington, NC

Managed a team of 10 sales agents I was responsible to to get every agent to the companies expectected sales goals and objectives while ensuring high customer satisfaction and compliance with all company policies and procedures.

Daily sales coaching based on call monitoring focused on maximizing sales efficiency and customer satisfaction.Develop and encourage team building and employee career development through coaching, mentoring and leadership.

Developed and enforced sales processes to improve the performance of team members based on call volume, quote volume, appropriate rate presentation, close rate and more. Work closely with the regional manager toensure overall team success in relation to defined metrics

Insurance Sales Agent 05/2016 to 04/2018 Select Quote auto and home wilmington , NC


taking inbound calls and using a comparative rater I shopped customers auto and home insurance with up to 20 companies, achieved monthly sales goals consistently.

Senior Performance Manager 04/2012 to 06/2015 Red Ventures Wilmington , NC
  • Managed a regional sales staff of over 60 members.
  • Spearheaded the evaluate, develop, and motivate approach to coaching our sales team.
  • Achieved an increase to one call close percentage from 7% to 20%.
  • Increased follow-up call close from 43% to 60%.
  • Boosted home auto ratio from 37% to maintaining a percentage of >50%.
  • Developed and rolled out improved sales process to streamline sales funnel.
  • Served as mentor to junior team members.
  • Drafted action plans and led meetings with department heads to review project status and proposed changes.
  • Created and lead leadership team training for an aggressive 2014 launch of a home auto sales team at Red ventures headquarters in Charlotte, NC.
Insurance Agent/Team Leader 08/2007 to 04/2012 Wilmington , NC

2007-2008 Insurance Sales Agent. Was top selling agent 10 out of the 12 months on the Phones. Set sales record of 100 sales in a month which held until 2012.

2008-2012 Promoted to Sales Team Leader with a team of 15 sales agents. Quickly lead team to become the top performing team for the next 4 years.

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Qualifications Summary

 Logistics professional offering exceptional analytical, problem-solving and interpersonal skills. Seeks a position in logistics management offering challenging growth opportunities in a fast-paced professional environment.

Areas of Expertise
  • Proficient in Microsoft office products
  • 2 years Import/export/LTL experience
  • 8+ years domestic experience
  • 65+ WMP typing ability
  • Strong ability to prioritize
  • Superior negotiation skills
  • Excellent time management
  • Exceptional communication skills
  • Familiar with LME, AMM, and Peony
  • Advanced with Office 365 applications such as Microsoft Word, PowerPoint, Excel, Access, OneDrive, OneNote, and Outlook
Professional Experience
Senior Administrative Assistant, 05/2018 to 04/2019
Capital AutomotiveCharlotte, NC
  • Produced highly accurate internal and external office collateral, communications and forms such as letters and memoranda.
  • Supported program operations by preparing and updating documents, reports and spreadsheets.
  • Maintained personal schedule, professional calendar and individual appointments for senior staff members.
  • Handled maintenance and repair service for Cessna 421 aircraft.
  • Created documents and presentations to help senior leaders make decisions on company improvements.
  • Conducted background checks for potential new hires.
  • Documented human resources actions by completing forms, reports, logs and records. 
  • Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies and reconciliations.
  • Handled monthly expense reports for all senior executives.
  • Coordinated conference calls, including scheduling, managing reservations and sending confirmations.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
Import/Export Manager, 02/2014 to 06/2016
International AlloysCharlotte, NC
  • Determined the most cost-effective procedures and routes for shipments
  • Gathered, logged and monitored all shipping data
  • Managed shipment schedules to maximize productivity and cut costs
  • Took corrective action in the case of accidents and delays to minimize extra expenses
  • Prioritized order security, accuracy and on-time pickup and delivery
  • Managed all paperwork associated with imports/exports and domestic shipments
  • Prepared documentation for steamships regarding imports/exports
  • Maintain up to date records of domestic and international freight quotes
  • Translated business needs and priorities into actionable logistics strategies
  • Minimized damage and repair costs through careful management and preventative maintenance
  • Updated the database with changes in carrier status
  • Identified and resolved equipment shortages with rail yards
  • Provided required documentation to ports before cut-offs
  • Maintained electronic records of domestic and international rate quotes
  • Daily communications with international customers to provide updates about shipping schedules
  • Coordinated scheduling and booking of 30+ weekly transportations.
  • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
  • Ocean BOL, customs clearing, export documentation, import documentation, and E13 for shipping from Canada. 
Assistant Manager of Operations, 06/2007 to 12/2013
Dwain's Industrial Scrap Denver, NC
  • Scheduled and coordinated all domestic shipments.
  • E-mailed suppliers, carriers and customers with shipping updates.
  • Conducted research on logistics operations, including literature reviews, interviews and site visits.
  • Prioritized order security, accuracy and on-time pickup,
  • Communicated with dispatchers, warehouses and customers regarding outgoing orders.
  • Managed shipment schedules to maximize productivity and cut costs.
  • Gathered, logged and monitored all shipping data.
  • Trained new personnel to schedule pickups/deliveries while maximizing profit.
  • Determined the most cost-effective procedures and routes for shipments.
  • Operated 904 Liebherr with magnet attachment. 
  • Operated 934 Liebherr with grapple attachment.
  • Assisted with the daily maintenance and operation of Auto Shredder.
  • Onboarded an average of 2 new accounts each month.
High School Diploma: 2003
East Lincoln High School - Denver, NC
Business Management Gaston College - Dallas, NC
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Exceptionally experienced and dependable Emergency Manager with a full understanding of all phases of the Disaster Cycle. Adept at communicating complex crisis management strategies and procedures to partners within the team. Flexible scheduling availability to include evenings weekends and emergencies and other unusual circumstances. Motivated Leader with solid experience managing all levels of large scale projects, incidents. Experienced retired Military Veteran with a law enforcement and medical background. Experience with Incident Management Team's with local government and Non-Governmental Organizations in complex emergencies. A flexible leader with skills to lead and follow.


Promoted to Senior Leadership positions within the United States Coast Guard (USCG) exceeding his peers. Worked Independently in the USCG from 2004-2018 in harsh environments and demanding locations.

  • Deployed 13 times to National Disasters with the American Red Cross as a Leadership/Management Function
  • Understands Supply Management, Distribution of Emergency Supplies, Planning, Operations, Deputy Director positions
  • Worked as Service Delivery Manager during Collier County Fires, Deputy District Director for WVA floods, Bulk Manager during Hurricane Matthew in Georgia, Site Delivery Manager for Hurricane Matthew in Florida.District Director for Hurricane Harvey, District Director for Hurricane Irma, Distribution of Emergency Supplies Lead for District 2 IRMA FL. Operations Management for Hurricane Maria Evacuees
  • Service Delivery Manager during FLL international Airport Shooting
  • Operations Section Chief for response to MSD High School shooting in Parkland FL.
  • Family Assistance Center Manager/Advisor for Florida International University bridge collapse.
  • Service Delivery for Multi Family Fires in Broward County
  • Managed a 95% all volunteer team for Broward County
  • Trusted Partner in Broward Healthcare Coalition
  • Chairperson for Broward County EMS Committee
  • Project Co-Chair for Broward County Family Assistance Center Emergency Operations Plan
  • Board Member for Broward County Emergency Shelter and Feeding program (ESFP)
  • Supervised 500+ colleagues/volunteers responding to small home fires and large complex disasterslocally and Nationally.
  • Crisis Communicator in Level 1 disasters locally, regionally and nationally.
  • Collaboration/Partnerships with the Private Sector/Public Safety Community
  • Building and Facilitating relationships with all facets of the "Whole Community"
Work History
Disaster Program Manager , 01/2019 to Current
American Red Cross Of Greater ClevelandCleveland, Ohio

Acted in a facilitative leader role across the disaster cycle: the Red Cross will align with government Act in a facilitative leader role across the disaster cycle: the Red Cross will align with government and work to enable the entire community to participate in all phases of the disaster cycle by shifting from being not only a provider of direct services but also a facilitative leader. Represented the entire disaster cycle of preparedness, response and recovery for Broward County Ensured that American Red Cross services are available to diverse communities.

Mobilized the local community to prepare for, respond to and recover from emergencies. Meets the needs and expectations of clients and stakeholders. Develops human and material resources (volunteers, partners, community agencies, shelter and vendor agreements etc) to ensure the full cycle of disaster services is delivered. Managed local responses by the deployment volunteers on a daily basis in a rapid and accessible manner. Serves during times of disaster as the operational leadership for the territory/local level; Participated in a leadership role on larger operations regionally, division or nationwide I Lead and managed a primarily volunteer team (500+) responsible for the implementation of disaster preparedness, response and recovery programs in the local area. Ensures the development of Disaster Leadership Volunteers in each of the program support functional areas of the disaster cycle in order to meet the needs of the territory, region, state and division. Program delivery: Accountable for the implementation of the disaster services program in a territory in alignment with established metrics In conjunction with program support functions in a region participates in local planning, exercises and training, including exercises called by local partners (VOADs, EMAs and LEPCs). I Served as the Red Cross leader on a local level with government and other agencies and organizations involved in disaster. Ensures interface with community leaders, corporations, businesses and government agencies.

Senior Emergency Management Specialist , 06/2018 to 01/2019
Cuyahoga County Office of Emergency Management Cleveland, OH

Senior Operations Specialist

Manage Knowledge Center-resource allocation software; developed local NIMS typing for resources at a local level

Manages "ReadyEX" a local exercise plans that allow jurisdictions to build there own HSEEP qualified exercises

Team lead for a multi-jurisdictional EOC full scale exercise 2019 and leading the RFP process

Wrote local Recovery plan for County and the city of Cleveland if needing to open a Family Assistance Center for Recovery Operations

Attended all functions new THIRA process and educating decision makers

Advised leadership on the recovery process and writing a plan

Advised Incident Commander on the Planning Process during a full scale USAR exercise

Advisor/Controller for a Full scale Complex Coordinated Attack exercise taking place in Strongsville, OH

Evaluator for Active Shooter Drill at Case Western University

Keynote Speaker for ICA on Recovery after a major incident

Speaker at the American Red Cross NEO Chapter on responses in South Florida

Speaker with the City Of Cleveland on Family Assistance Center

Disaster Program Manager , 12/2015 to 06/2018
American Red CrossFort Lauderdale, FL

Acted in a facilitative leader role across the disaster cycle: the Red Cross will align with government Act in a facilitative leader role across the disaster cycle: the Red Cross will align with government and work to enable the entire community to participate in all phases of the disaster cycle by shifting from being not only a provider of direct services but also a facilitative leader.
Represented the entire disaster cycle of preparedness, response and recovery for Broward County
Ensured that American Red Cross services are available to diverse communities.

Mobilized the local community to prepare for, respond to and recover from emergencies. Meets the needs and expectations of clients and stakeholders. Develops human and material resources (volunteers, partners, community agencies, shelter and vendor agreements etc) to ensure the full cycle of disaster services is delivered.
Managed local responses by the deployment volunteers on a daily basis in a rapid and accessible manner. Serves during times of disaster as the operational leadership for the territory/local level; Participated in a leadership role on larger operations regionally, division or nationwide
I Lead and managed a primarily volunteer team (500+) responsible for the implementation of disaster preparedness, response and recovery programs in the local area. Ensures the development of Disaster Leadership Volunteers in each of the program support functional areas of the disaster cycle in order to meet the needs of the territory, region, state and division.
Program delivery: Accountable for the implementation of the disaster services program in a territory in alignment with established metrics
In conjunction with program support functions in a region participates in local planning, exercises and training, including exercises called by local partners (VOADs, EMAs and LEPCs).
I Served as the Red Cross leader on a local level with government and other agencies and organizations involved in disaster. Ensures interface with community leaders, corporations, businesses and government agencies.

I Briefed Broward County Commissioners, Elected Officials, and worked with Federal Partners on many responses in South Florida dealing with High profile responses.

Health Services Technician 1st Class Senior Manager, 02/2001 to 02/2017
United States Coast GuardMiami Beach, FL

Clinic Supervisor

Independent Duty Corpsman onboard ship and shore units

Supply Chief

Performed Clinical Sickcall/Triage

Basic Firefighter

Federal Law Enforcement Agent

Tactical Medic Certified

Dive Medic

Combat Casualty Care Instructor

CPR/ACLS Instructor


Airforce IDMT Certified

Army Dive School Certified

Medical Planner

Medical Officer

Oversaw the Health and Safety of Coast Guard units

Instructor, 02/2011 to 09/2016
Florida Tems, Inc.Coral Springs, FL
Master of Arts: Emergency Management, School Of Public Health , 2018
Florida International University - Miami, Florida
Bachelor of Arts: Healthcare Admin and Emergency Management , 2017
University of Phoenix - Tempa, AZ
Certificate : ICS, NIMS FEMA - Various Locations

FEMA Certifications in



290/291 Basic PIO

Operations Section Chief

Logistics Sections Chief

  • Risk management
  • Reporting
  • Crisis management
  • Presentations and public speaking

Strategic planning

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Professional Summary

Financial services professional with 14 years of experience providing services to multinational companies. Has led delivery of services over capital market fundraising, internal control optimization, capital and risk management strategies, accounting standard implementation, IT system conversions, actuarial model validation, reinsurance transactions and has advised clients through the lens of the lead audit senior manager on a diverse range of business activities including large scale outsourcing, cost management initiatives, finance and actuarial modernization and various other complex accounting and auditing matters. Technical expertise includes IFRS,US GAAP, US statutory, SEC reporting and Sarbanes-Oxley 404.

Work History
Director, 08/2018 to Current
PricewaterhouseCoopers Houston, TX
  • Develop, train and manage Houston based audit engagements including the domestic life and retirement segment of a multinational insurance company.
  • Provide insight and benchmarking to audit clients on industry practices based on experience, knowledge of other companies and leverage of network throughout the firm.
Senior Manager, 08/2016 to 08/2018
PricewaterhouseCoopers LLP Cedar Rapids, IA
  • PwC replaced the leadership team on the US audit and client requested more face time from PwC. Moved to Cedar Rapids to be the face of the audit team and develop relationships with the leaders of the organization including risk, legal, finance & actuarial, HR, treasury, tax and internal audit.
  • Helped the client remediate control issues through assisting in creation and assessment of a controls framework around the actuarial process. Held training and white board sessions with members of management including the Chief Risk Officer, Director of Internal Audit and Director of SOX to establish a consistent framework across all processes.
  • Worked with client to establish a no surprises audit. Established clear and regular communication channels to ensure transparency throughout the audit process.
  • Assisted client with implementation of IFRS 15 and held other working sessions on various topics such as actuarial/finance modernization, valuation system conversions, Solvency II and implementation of IFRS 17.
  • Developed, trained and managed engagement teams of more than 40 employees to deliver high quality consistent services to clients. Responsible for managing multiple budgets ranging from $500 thousand to $16 million.
Senior Manager, 08/2013 to 08/2016
PricewaterhouseCoopers N.V. Amsterdam
  • Led the audit transition from E&Y to PwC of a large multinational insurance company.
  • Established reporting and communication with audit teams and other specialists across multiple countries. Held regular site visits to meet with audit teams and local management. Assisted teams with resolution of significant accounting and controls issues including communication and resolution with various members of management throughout the client's corporate center.
  • Developed and led the global audit for the initial two years of the audit. Created a tailored audit program specific to the client that could be carried forward by others year over year for a successful audit
  • Instructed PwC teams in the Netherlands and Central Eastern Europe on PCAOB auditing standards and SOX. Hands on approach with these teams as they considered the audit plan in their territories.
  • Developed and provided trainings to client management on SOX, current IFRS hot topics and IFRS 9.
Manager, 08/2004 to 08/2013
PricewaterhouseCoopers LLP Houston, TX
  • Developed a multilocation audit strategy for public multinational insurance client including reporting and communication with subsidiary audit teams and specialist teams.
  • Assisted clients in remediation plans for control deficiencies in investments and actuarial processes.
  • Worked closely with clients to understand clients' risk assessments and fully leverage clients' testing of internal controls.
  • Assisted clients in adoption of new technical accounting standards in areas such as DAC, OTTI and goodwill.
  • Developed and instructed internal industry specific trainings for associates and senior associates such as auditing investments of insurance companies, introduction to insurance accounting and other audit specific trainings.
  • Certified public accountant
  • Member, American Institute of Certified Public Accountants (AICPA)
BBA: Accounting & Finance, 2004
University of Houston - Houston, TX
  • Graduated summa cum laude
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Professional Summary
I am an ambitious and goal oriented Sales Associate who always provides customers with top quality serve that meets their needs and expectations.  I posses strong quality in giving description to the customers about the products clearly and give them some suggestions about the product that will benefit them most. Areas of expertise include sales, customer relations and inventory management. 
  • Retail sales
  • Customer service
  • Sales analysis
  • Customer-oriented
  • Computer literate
  • Employee relations

  • Self-motivated
  • Highly competitive
  • Interpersonal skills
  • Active listening skills
  • Motivated team player
  • Fluent in English, Hindi & Punjabi
Work History
February 2018-March 2018 Assistant Property Manager | Best Value Real Estate | NSW, SYDNEY
  • Carefully screened applicants for tenancy.
  • Verified that all customer complaints were handled promptly and appropriately.
  • Communicated effectively with owners, residents and on-site associates.
  • Maintained a sufficient Number of units so that they were market-ready at all times.
  • Communicated with landlord regarding building and tenant issues.
  • Maintained original leases and renewals for the management office.
  • Completed final move-out walk-throughs for tenants.
  • Maintained key register and key records in property tree app.
  • Kept full records of keys coming in and going out of office area. Created and lodged bonds for new tenants .
  • Solved queries for the upcoming enquires on phone and issues related to the existing ones.
  •  Assisted in preparation of tenancy agreement.
  • Assisted in regular property inspections
January 2018-February 2018 Volunteer Work | Vinnies(West Ryde) | NSW, SYDNEY
  • Welcomed customers into the store and helped them locate items.
  • Educated customers about the brand to incite excitement about the company's mission and values.
  • Alerted customers to upcoming sales events and promotions.
  • Resolved all customer complaints in a professional manner while prioritizing
July 2017 Retail Sales Associate | Big Bazaar | Delhi, Delhi
  • Operated a cash register for cash, check and credit card transactions with accuracy.
  • Stocked and replenished merchandise according to store merchandising layouts.
  • Priced merchandise, stocked shelves and took inventory of supplies.
  • Cleaned and organized the store, including the checkout desk and displays.
  • Alerted customers to upcoming sales events and promotions.
  • Handled all customer relations issues in a gracious manner and in accordance with company policies.
  • Educated customers about the brand to incite excitement about the company's mission and values.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Verified that all customers received receipts for their purchases.
  • Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.
  • Worked with the management team to implement the proper division of responsibilities.
  • Maintained established merchandising standards, including window, sales floor and promotional displays.
January 2006-January 2016 Senior Manager | Pulse The Rhytm | DELHI, DELHI
  • Handled end-to-end customer enquiry till the customer registration in the academy.
  • Addressed customer queries and journey walkthrough over phone and face-toface interactions.
  • Responsible for dispute resolution and customer satisfaction. Built rapport, listened, clarified and managed conversational flow.
  • Managed upset customers, conflicts and challenging situations.
  • Proactively organized and managed events that included over 70 participants and 800 audiences.
  • Actively participated in dealing with Vendors and Suppliers. Well versed with payment systems like eftpos and trusted cash handling.
  • Helped the organisation establish two centres and synchronised the client data register and their classes schedule.
  • Handled the client fees status and reminders to avoid any delay payments.
  • Collaborated and prepared market material to increase sales.
  • Coached and extensively trained new staff members.
  • Initiated group meetings, videos and lectures to instruct participants in a variety of ways.
  • Created online training program.
1999 High School Diploma: SD Public School, DELHI, India
  • Graduated Bachelor in Commerce
This resume is created in 7 minutes.
  • Visionary, resourceful, passionate ,result oriented and execution focused and a "hands-on" Technology Leader who leverages his analytical,strategic and people skills to drive innovation and change
  • Build and promoting Data Driven culture
  • Successfully implemented many functional and enterprise large-scale data warehouses data integration, big data ,master data management and BI initiatives in insurance and financial services industry
  • Developed, build and implemented a practical Enterprise Data/Information Management strategy
  • Enterprise Data Strategy
  • Big Data Implementation
  • Data Architecture
  • Data Modeling
  • Data Governance
  • Data Quality Improvement
  • Master Data Management
  • Business Intelligence 
  • Data Management and Analytics Infrastructure
  • Test Data Management
  • Software Development
  • Project Management
  • Business Analysis
  • Strategic Leadership
  • Operating Budget Management ($2M)
  • Resource Planning
  • Vendor Selection
  • Contract negotiation/review/drafting
Genworth Financial Richmond, VA Senior Manager - Enterprise Data Management and Business Analytics 12/2010 to Current
  • Leading Enterprise Data Management group which is responsible for Data Management , Data Architecture,Big Data,Master Data Management ,Database Administration, Data Integration and BI Platform group
  • Leading team of 25+ of ,ETL, Data and BI Architects,Designer and Developers including full-time, onshore and offshore employees
  • Built a strong business case of Enterprise Data Driven strategy and secured a funding of 3M$ which expected to provide ROE of 4.5M$ in 3 years
  • Effectively led,managed and successfully implemented of Data Management part of Enhanced Data Security program as part of Genworth- China Oceanwide transaction
  • Effectively Led and  successfully implemented various data management programs in Actuarial,Inforce Rate action, Sales Marketing, Operations,Legal and Compliance 
  • Build and successfully implemented a robust Big Data Architecture along with Enterprise Data Hub ,Data Lake and Platform to support Data Driven Strategy
  • Creatively build a small team of Data Engineers from existing team to support Data Scientist initiatives
  • Leading and driving Cloud analytics initiative and actively exploring various Cloud vendors like SnowFlake,AWS
  • Build and implemented Foundation for Data Governance
  • Institutionalized Agile BI practice and successfully lead and delivered a first ever Claims Analytic Data Warehouse program in four months.
  • Build a consolidated ETL Data Warehouse team by combining multiple cross functional support teams which reduced overall cost by ~1M. 
  • Converted existing BI Platform support team from staff augment model to Managed support resulting into cost saving of ~600K 
  • Defined ,established and enforced Business Intelligence and Date Warehouse best practices and standards
  • As part of Obsolesce management, retired age-old data warehouses and migrated all downstream applications to new data warehouse which provides saving of 1.2M in expense budget
Genworth Financial Richmond, VA Data Warehouse Architect/Technical Lead 11/2005 to 06/2010
  • Actuarial Data Warehouse

  Automated existing monthly extremely, complex and manual Valuation SOX Level 1 process that enabled to reduce overall time from 30 days to 5 days..This time saving increased productivity of Actuarial team by 85%

           Designed and built a first dimensional Data Warehouse in Genworth which provided a better analytical platform to the Actuarial and finance team

            This solution turned into a true enterprise solution and it was expanded in Life and Annuity product lines

  • Functional Data Marts – Led and delivered cross-functional and functional data marts and build operational data stores like – Sales Force data mart, Sales and Marketing Data Mart, Risk Decision Support system, Policy ODS, Claims ODS, Underwriting ODS.
  • Environment: Informatica,Oracle, Unix,Data Mirror,Business Objects,Spotfire
Kaiser Permanente Richmond, VA Data Warehouse Architect 06/2005 to 11/2005
  • Worked under aggressive time line and pressure and delivered a ETL solution for a complex ,critical and high visible business process which provides mandatory compliance reports to the private and Government agencies for re-reimbursements of claims
  • This enabled Kaiser Permanente to save 1.5 millions of dollars.
  • Led a team of 2 developers.
  • Worked extensively with ETL Tool – Informatica.
  • Environment: AIX, Informatica, Oracle, Sybase, Ab Initio
Capital One Richmond, VA Technical Lead 05/2004 to 06/2005
  • ETL Team Lead - Helix Campaign Management Data Warehouse Built campaign management part of enterprise wide large data warehouse called as Card Data Warehouse (CDW).
  • This enabled Capital One to perform analytical reporting from different business areas at the same time and acts as single source of information.
  • Led a team of developers to deliver high quality ETL and database solutions to enhance the performance and functionality of the client's Campaign Management and Account Management data warehouse application.
  • Designed, developed, implemented ETL process.
  • Delivered high-performing, portable, and scalable solutions.
  • Implemented the first ETL solution on to Capital One's brand new ETL environment which is called as Data Distribution Environment by following new DDE standards and features.
  • Environment: HP Unix, Linux Oracle, Ab Initio, Teradata.
Capital One Richmond, VA Sr. Data warehouse/ETL Developer 08/1998 to 06/2004

Worked as Sr. Data warehouse developer on various cross functional and Enterprise Data Warehouse applications.

Program Insight Data Integration - Program Insight was an Enterprise Financial analytical program, which integrated financial data from multiple sources into a single a database. This data warehouse acted as a single source truth for the current and historical financial picture of the organization.

  • Designed and built a High Level and Detail level ETL designs in Informatica and AbInitio.
  • Assisted in project planning and requirement phases.

PFRAUD Data Warehouse - Worked on Credit card Authorization Data Mart project, which pulls authorization data from Tandem systems, populates the analytical reporting Data Mart.

  • Analyzed data and performance issues and re-wrote the entire ETL application in very aggressive time lines.
  • Worked with System DBA and tuned SOL/PL-SQL procedures and closely worked with source systems and identified issues in the extraction process.

CASH Data Warehouse – Centralized Application Storage History data warehouse -

  • Reduced the load time from 12 hrs to 3hrs, by which the uptime of this application increased to 96% and converted the data warehouse from RED status to GREEN status.

CFAR/BLR Data Warehouse –

  • Designed and developed Multi-dimensional data warehouse for Finance department. This application pulls the daily actual General Ledger data from GL transaction systems and also pulls Forecasting data from Forecasting Application, which is in Essbase. This data warehouse servers consolidated actual Versus budgeted financial data, which is used in various critical financial reports in Capital One.
  • Data Stage to Abintio Conversion – Independently handled and converted entire ETL code in Abinito.

Environment: HP Unix, Informatica, PeopleSoft EPM, Ab Initio, Oracle and DB2,Teradata

Information Architects Charlotte, NC Programmer Analyst 06/1998 to 08/1999
  • Worked as a Programmer/Analyst on Project Monitoring and Tracking system. This client-server application maintains, tracks and monitors data related to various internal and external projects. It is also produces various day to day analytical as well as adhoc report. It helps project manager to track and align resource and helps the PM budget.
  • Involved in requirement gathering, analysis, design and development.
  • Built various forms and reports in Developer 2000 and reports 4.5 and wrote stored procedures and triggers.
  • Tuned SQL/PL-SQL procedures.
  • Environment: Sun Solaris, Oracle, Developer 2000 and Reports
Aptech India Ltd Pune, India Programmer Analyst 10/1995 to 06/1998
  • Worked on various client-server based projects spanning the entire life cycle.
  • The projects consist of - Library Management System, GPA Calculation systems and Inventory Management systems.
  • Environment: Sun Solaris,C, C++, Oracle, Developer 2000 and Reports, JAVA, Visual Basic, HTML.
Bajaj Tempo Ltd Pune, India Programmer 06/1994 to 10/1995
  • Designed and Developed Training Management System which stores, maintains and produces reports of different internal and external trainings taken by employee.
  • Environment: MS DOS, FOXPRO 2.5.
Master of Science: Executive Masters in Information Systems 2014 Virginia Commonwealth University, Richmond, VA, USA
Master of Science: Masters in Computer Management University of Pune, Pune, Maharashtra, India
Bachelor of Science: Chemistry University of Pune, Pune, Maharashtra, India

PMP - Project Management Professional by PMI - 2007

CSSLP - Certified Secure Software Life cycle Professional by ICS2 - 2011

Oracle 8i DBA Certification by Oracle - 2000
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Professional Summary
  • Product management leader with deep expertise in every aspect of cloud services delivery from ideation through to product launch. Deep expertise in driving product strategy towards corporate vision
  • Successful in driving digital transformation initiatives for enterprise customers resulting in optimized business process definitions, KPIs for measuring process efficiency and recommendations for tackling systemic & process challenges
  • Excels in defining compelling product strategy, building strong relationships with engineering teams for execution and conducting in-depth market analysis on competitive product feature
  • Agile practitioner with extensive experience in managing scrum teams(CI/CD) to deliver enterprise class SaaS products
  • Cloud Computing - Microsoft Azure, Oracle Cloud Platform(OCP)
  • Enterprise Systems - Icertis CLM, Oracle EBS, SAP R/3, Siebel CRM, Oracle CX Cloud, Oracle DW, Oracle BIEE, Big Data Analytics (Hadoop), Systems Management(CA, Oracle, BMC)
  • Development Technologies/Tools - Database, Middleware, JAVA/J2EE, Perl, XML, Web Services, GIT, JIRA, Jenkins, Mobile Application Framework(MAF), CI/CD, AI/ML, Blockchain
Work History
Senior Director - Product Development, 2018 to Current
Icertis Inc. Belleve, WA

Product Development leader chartered with broadening platform capabilities and transforming the companies product development organization from start-up stage to an Unicorn. Currently working on following strategic initiatives:

  • Leading the effort to infuse Azure AI/ML services as part of core platform such that business applications can leverage full AI/ML capabilities to transform traditional business functions to AI driven
  • Working on translating company vision into ideation, developing longer term product strategy, driving execution in expanding product portfolio into new areas and markets. Expected TAM over 2+ billion
  • Platform leader tasked with bringing differentiated offering for the partner eco-system such as SAP-Ariba, Workday, Salesforce, Coupa, Adobe with a target of 100mil ARR
  • Consolidate development organization, people/tools/processes to realize cost efficiencies. Expected annual cost savings to be over 5+mil
Director - Product Management, 12/2015 to 2018
Oracle America Redwood City, 94065, CA

Leading a portfolio of Cloud Services that are part of an overall Customer Experience(CX) product line generating over USD 200mil annually. Direct line management of product managers spread across geography. Foster partnership with strategic customers and partners leading to new products and services innovation.

  • Developed concept and successful business case for building new CX SaaS capability that will replace on-premise solution with potential net new ARR of over $150M
  • Defined product roadmap based on customer/partner validated use cases for a key industry solution catering unmet needs of the vertical markets
  • Developed & executed strategy for integrating an acquired SaaS service for running interactive interviews/assessments from within Oracle Service Cloud solution leading to delightful user experience
  • Integrated LI's Sales Navigator product into Oracle Sales Cloud SaaS solution resulting in premium licensing revenue from strategic customers. This capability delighted field sales representatives by assisting them in their sales process and enriching their prospects
  • Oversaw development of wireframes and storyboards, authored product requirements, managed scrum teams to deliver prioritized roadmap items for a simplified, omni-channel sales, service management process
  • Drove sales, support and partner enablement initiatives resulting in incremental revenue(ARR) and reduced support costs
  • Conducted comprehensive analysis of feature usage and identified areas of lower adoption. Used findings to influence senior management in reengineering product features that resulted in 70% increased feature adoption within 6 months
Director - Software Development, 2008 to 12/2015
Oracle Corp Redwood City, CA

Engineering Leader within Oracle product development organization involving over 200+ engineering and QA resources. Successfully managed the transition of development organization from legacy development framework to GIT Hub, Artifactory for new cloud services initiative.

Successfully lead the migration of legacy Oracle Support platform serving entire Oracle customers with over 5TB of data into Oracle's next generation platform with 0 impact to customers.

  • Executed cross-functional engineering initiatives involving PM, Engineering, QA to deliver compelling engineering solutions for SaaS products using Agile methodology
  • Identified and implemented engineering process improvements leading to cost savings of over 20%
  • Drove implementation of Continuous Integration(CI/CD) process for SaaS delivery using Git Hub/Jenkins for 20+ micro-services
  • Worked with executive management in defining organizational objectives & KPIs in measuring engineering excellence
  • Delivered compelling senior executive presentations on overall program statuses resulting in informed management decisions
Consulting Senior Manager, 2006 to 06/2008
Oracle America Redwood City, CA

Portfolio Leader for NA Consulting practice managing Oracle ERP, Siebel CRM, Business Intelligence engagements with a combined value of over USD 10mil. Directly managed over 75 consultants spread across multiple projects.Converted numerous bids into SoW and executed within schedule and budget.

  • Prepared competitive quarterly forecasts that consistently exceeded consulting revenue targets by over 15%
  • Identified opportunities to reduce engagement costs and increased delivery margins by over 20% on an average
  • Drove business process transformation workshops to help customers come up with standardized process definitions, KPI's to measure process efficiency and recommendations for tackling systemic & process challenges
  • Lead a team of high performing Solution Architects during the sales stage to help services team close deal
  • Thought Leader for Customer/Oracle executive team to channel engagement status and escalations.
  • Negotiated contracts with customers and partners for engagements where Oracle was not the sole vendor providing consulting services
Solution Architect, 05/2000 to 08/2006
Siebel Systems Inc San Mateo, CA

Enterprise Architect responsible for helping customers with their digital transformation initiative. Championed CX process transformation initiatives at numerous customers most notably large financial institutions and successfully delivered key processes like Account, Contact, Lead, Opportunity, Service Request and Campaign management.

  • Architected enterprise data warehouse and BI solutions involving complex data transformations and loading. Architected executive dashboards leveraged data from multiple business systems to provide a holistic view of business
  • Championed digital process transformation initiatives at customers covering key customer experience processes such as Opportunity, Leads, Quotes, Orders, Campaigns, Service Requests, Activity management. Defined KPIs to measure process efficiencies and track ROI. Recommended solutions to tackle systemic challenges
  • Reviewed existing CRM business processes and recommended improvements that reduced overall TCO for customers by an average of 30%
  • Developed enterprise architecture blueprint resulting in process efficiency and incremental performance improvements of over 25%
  • Acted as Customer Success Champion by working closely with customer executive team in defining their transformation journey
  • As an implementation advocate, assisted customers with defining implementation best practices, governance principles and adoption strategy resulting in overall implementation cost savings by over 20%
  • Microsoft Certified Professional(MCP) - Azure Certified Solutions Architect
  • Project Management Institute (PMP)
  • ITIL v3 certified professional
  • Siebel 7.7 Certified Consultant
  • Siebel 7.7 Customer Certified Consultant
  • Certified Oracle Database Administrator
  • SAP R/3 Certified FICO Consultant
  • SAP R/3 Certified Datawarehouse Consultant
  • Certified Cognos BI consultant
Industry/Domain Experience
  • Retail Banking
  • Hi-Tech Manufacturing
  • Automotive
  • Telecommunication
Bachelor of Science: Chemistry University Of Madras
Post Graduate Diploma: Computer Systems Analysis National Institute of Information Technology (N.I.I.T)
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Executive Profile

Communication professional who values outstanding performance and uncommon dedication. Visionary, entrepreneurial executive who leverages a broad business perspective with keen market insight to spur revenue, profit and company growth.

Skill Highlights
  • 15 years in business development, project management, and media and community relations for health care and non-profit verticals
  • Frequently presents at state and national conferences regarding crisis communication, health care industry nuance, and non-profit marketing and growth management
  • Manages advertising and marketing budgets ranging from $500,000 - $12 million
  • Familiar with working within highly-regulated industries and their implications regarding policy
  • Proven success with various foundations including increasing donor base and fund levels
  • Expert at identifying and developing new market niches and opportunities
Professional Experience
Senior Account Manager 02/2018 to Current Brighton Agency St. Louis, MO
  • Leeds marketing initiatives and strategies for largest healthcare client
  • Responsible for developing and executing campaigns targeted to reach multiple audiences
  • Works closely with cross-functional teams in collaboration to deliver the best product for clients
  • Oversees day-to-day projects from inceptive to delivery
Vice President, Communications 04/2017 to 02/2018 Ascension Living, Ascension Health St. Louis, MO
  • Develop and implement a national brand identity, including a distinctive graphic style and tone, for all company communications
  • Manage all issue and crisis communications in traditional and non-traditional media
  • Introduced and manage online reputation management strategy for 37 skilled nursing, assisted living and independent living communities 
  • Developed and manage company's first formal employee communications system to distribute company news and critical information
  • Write, edit, and distribute newsletter marketing copy and presentation materials for special projects

Director, Public Relations 02/2016 to 04/2017 Scoppechio Louisville, KY
  • Developed and maintained strong business relationships with physicians and other key stakeholders, resulting in rapport, trust and ultimately organic growth for the agency and the client
  • Led internal teams that across many departments in the agency: account service, media, and creative
  • Analyzed market conditions and industry trends, identify niches of opportunity, design strategies to capitalize on those opportunities
Account Executive 10/2009 to 02/2016 The Roberts Group Waukesha, WI
  • Spearheaded and direct full marketing campaigns with multiple objectives
  • Provided business development and marketing strategy for all hospital and foundation partners
  • Achieved steady increases in volume, market share, and funds raised for our clients and the agency
Business Development Specialist 09/2007 to 09/2009 King's Medical Group Hudson, OH
  • Managed all business development initiatives for this provider of medical equipment and facilities management services
  • Provided business development for all hospital partners in the Midwest, Northeast, and Southwest regions
  • Achieved steady increases in monthly MRI scan volume and market share at all hospital locations in my book of business
Project Manager 08/2003 to 09/2007 Success Promotions Chesterfield, MO
  • Led and directed wide range of business development projects for this specialty marketing firm serving the gaming and sports industries
  • Served as communication bridge and liaison between clients, sales force and vendors to ensure exceptional cooperation and efficiency
  • Achieved all performance objectives on time and within budget
  • Landed the company's largest single sale as a result of a cold call
Master of Science: Health Communications 2011 Boston University Boston, MA
Bachelor of Arts: Communication 2003 St. Louis University St. Louis, MO

Academic achievements: Recipient, Jesuit Education Scholarship, 4 years

Certificate: Creative and Professional Writing 2003 St. Louis University St. Louis, MO
Memberships and Speaking Engagements

Wisconsin Healthcare Public Relations and Marketing Society

7-year Member

Three-time Speaker: Issue Management, Crisis Communication, Running Your Communications Department Like an Agency

Society for Healthcare Strategy and Market Development

7-year Member

Two-time Speaker: Issue Management, Crisis Communication, Cause Marketing: "Pinking Up to Raise More Green"

Panelist: Crisis Communication

Round-table Host: "Communicating Home Health in the Digital Space"

American Marketing Association - Non-Profit

Speaker: Cause Marketing: "Pinking Up to Raise More Green"

Community Service
LindenGrove Senior Living (multi-location system)
Foundation Board Member - developed, messaged, and launched Capital Campaign
Women and Girls Fund of Waukesha County
Marketing Committee Member
Food Pantry of Waukesha County
Marketing Committee Member
Leadership Clayton
Class of 2019
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Professional Summary
Strong Leader and excel in Staff Development, and excellent Customer Service. Efficiently Resolved Problems to help management team reach goals. Positive Manager that motivates staff to work as a team and act as "family" to accomplish goals. Increased social perceptiveness to ensure guest satisfaction is always delivered.


Cheerful demeanor

Strong Team Builder

Fast learner
Work History
03/2005 to 10/2010
Server BRAVO Cucina Italiana Virginia Beach, VA

* Checking with guests to ensure that they are enjoying their meals and take action to correct any problems.

* collect payments from guests

* Prepare guests that itemized and total meals costs and sales tax.

* Check Guests identification to ensure they meet minimum  age requirements for consumption of alcoholic beverages.

* Answer all questions about menu items, making recommendations upon request, and informing guests of daily specials.

* Setting up the restaurant to prepare for the shift.

* Communicating guests orders to kitchen staff accurately.

* Prepare hot and cold beverages to guest and properly present wine.

* Clean tables after guests have left.


Server /Certified Trainer P.F. Chang's Virginia Beach, VA
  • Quickly advanced from backwaiter to server.
  • Successfully mastered take-out, expediting, and Hosting.
  • Completed and maintained all required testing to become a Certified Trainer as a server.
  • Took over Catering orders and maintained a contact list of all Catering guests, along with meeting all guests requests and deadlines.
Bartender P.F. Chang's Virginia Beach, VA
    • Maintained full knowledge of beverage lists and promotions.
    • Carefully followed safety and sanitation policies handling food and beverages. 
    • Poured drinks using standard pour according to specifications.
    • Managed bar revenues, ensuring that all patrons were billed and all cash properly accounted for. 
    • Verified that guests at the bar were of legal age.  
    • Adhered to state laws regarding alcoholic beverage service.
10/2015 to 01/2017
Hospitality Manager/ Catering Manager P.F. Chang's Virginia Beach, VA

 * Strengthened company's business by leading implementation of Certified Trainer Process and standards.                                                                                        * Implemented innovative programs to increase employee loyalty and reduce turnover.                                                                                                            * Developed and rolled out new policies.

* Performing opening and closing duties.

* Maintaining a safe count.

* As Catering Manager, creating marketing plans, creating new sales programs and incentives, and ensuring all supplies are ordered.

* As Hospitality manager ordering all FOH supplies as far as light bulbs, candles, and server/host supplies.

01/2017 to Current
Senior Manager P.F. Chang's Virginia Beach, VA

* Create weekly schedules and maintain training for 50-60 FOH employees.

* Entering weekly sales projections and P&L numbers.

* Posting weekly server scorecards for continuous growth with goals for staff.

* Assisting my OP with screening, scheduling, interviewing and hiring all FOH staff members.

High School Diploma:
Booker T. Washington HIgh School - Park Ave. Norfolk, Va.
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Student with management experience and exceptional people skills. Desires a fun and challenging role at King Soopers.

  • Customer service
  • Handling money
  • Quick learner
  • Computer proficient
  • Dedicated worker
  • Loyal employee
08/2019 to Current
Dining Room Server University Of Northern Colorado Greeley, CO

I serve students, wash dishes, and clean the facility.

06/2015 to Current
Senior Manager Congress Avenue Kayaks Austin, Texas

I was hired at sixteen with no previous experience by the owner of this small business. I started as a dock assistant, which meant working exclusively outside helping customers to kayak and paddle board, often for the first time. Less than a year after being hired, I was promoted to the position of Assistant Manager, the youngest employee to ever hold that position. In the summer of 2018 I was promoted to be a senior manager, one of three people to hold that position. 

Education and Training
Expected in 2021
Bachelor of Science: Chemistry University of Northern Colorado Greeley, CO, United States
Activities and Honors
Founding member of the University of Northern Colorado Ethics Bowl team
Nominated attendee of the 2018 National Conference on Ethics in America at West Point Academy
Former AP scholar
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Professional Summary

Individual, offering 21 years of progressive leadership and experience. Possessing strong interpersonal and analytical skills, producing dynamic company growth and key operational improvements by weighting corporate objectives, effectively. Adept in motivating, training and developing outstanding leaders, which demonstrate the creativity and savvy that is critical to our financial and operational success. Proven strong ability to effectively drive profits, control costs and achieve continuous process improvement.

Core Qualifications
  • Operations Management
  • Recruitment & Retention
  • Time Management
  • Motivator and Leader
  • Strong Interpersonal Skills
  • Creative and Energetic
  • Decisive and Dependable
  • Strong Analytical Skills
04/2012 to 03/2016
Multi Concession District Manager Bloomingdale's; All Saints Century City Los Angeles, United States, California
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
  • Achieved 27% sales increase throughout district within the first year as District Manager.
  • Maintained inventory/shrink rating of less than 1%.
  • Direct and coordinate organization's financial and budget activities to fund operations, maximize investments, and increase efficiency. 
  • Participated in weekly meetings with the VP of Operations to discuss strategy effectiveness; day to day operations, sales, profitability, merchandising, management personnel, etc. to ensure proper company standards, and policies.
  • Created presentation materials and weekly/monthly branch reports to aid in fiscal integrity, concise documentation of sales, productivity, customer service standards, store/merchandise standards, staff comments/concerns, safety, shrinkage, and operational costs. 
  • Strengthened profit opportunities by effectively managing time and resources to meet sales objectives. Planned and help management execute promotional events in-store to increase business and sales revenues.
  • Supported branding initiatives, developed innovative sales and marketed programs to drive target demographic interest, increase visibility and maximize outreach. 
  • Addressed sales performance issues through training and counseling and resolving issues tactfully, resulting in a 32% increase in staff retention, and 17% overall sales increase. Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
  • Secured sales targets by building successful sales teams, preparing yearly sales and marketing budgets and implementing strategic action plans. Streamlined hiring processes, including identifying and staffing top talent, training new team members on best practices and protocol and managing employees to ensure optimal productivity.
  • Oversaw all supervisory responsibilities, including forecasting, inventory control, community support, performance evaluations, process improvements, payroll, budgeting, promotion planning and maintenance.
08/2010 to 05/2012
General Manager Library Boutique California
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
  • Develop and implement product marketing strategies including advertising campaigns and sales promotions.
  • Locate, select, and procure merchandise for resale, representing management in purchase negotiations.
  • Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members, as necessary.
  • Set or recommend mark-up rates, mark-down rates, and selling prices for merchandise.
  • Determine which products should be featured in advertising, the advertising medium to be used, and when the ads should be run.
  • Monitor competitors' sales activities by following their advertisements in newspapers and other media.
  • Negotiate prices, discount terms and transportation arrangements for merchandise.
  • Analyze and monitor sales records, trends and economic conditions to anticipate consumer buying patterns and determine what the company will sell and how much inventory is needed.
03/2004 to Current
Fashion Stylist; Wardrobe Consultant Freelance Los Angeles, CA
  • Design custom clothing and accessories for individuals, retailers, or theatrical, television, or film productions.
  • Attend fashion shows and review garment magazines and manuals in order to gather information about fashion trends and consumer preferences.
  • Research the styles and periods of clothing needed for film or theatrical productions.
  • Provide sample garments to agents and sales representatives, and arrange for showings of sample garments at sales meetings or fashion shows.
  • Read scripts and consult directors and other production staff in order to develop design concepts and plan productions.
  • Sew together sections of material to form mockups or samples of garments or articles, using sewing equipment.
  • Collaborate with other designers to coordinate special products and designs.
  • Purchase new or used clothing and accessory items as needed to complete designs.
06/2003 to 04/2008
Senior Manager Notsouh Bleu- Specialty Boutique California
  • Locate, select, and procure merchandise for resale, representing management in purchase negotiations.
  • Plan and direct activities such as sales promotions, coordinating with other department heads as required.
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
  • Monitor businesses and agencies to ensure that they efficiently and effectively provide needed services while staying within budgetary limits.
  • Direct and coordinate organization's financial and budget activities to fund operations, maximize investments, and increase efficiency.
  • Develop and implement product marketing strategies including advertising campaigns and sales promotions.
  • Perform sales floor work such as greeting and assisting customers, stocking shelves, and taking inventory.
  • Determine goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand.
01/2000 to 05/2004
Sales Representative Mix Showroom Los Angeles, CA
  • Contacted new and existing customers to discuss how their needs could be met with specific products and services.
  • Identified, developed and evaluated marketing strategies based on knowledge of company objectives and market trends.
  • Quoted prices, credit terms and other bid specifications.
  • Negotiated prices, terms of sales and service agreements.
  • Responded to all customer inquiries in a timely manner.
  • Managed account with highest sales volume in company history, with sales volume of $1.2 million.
  • Achieved a 98% customer renewal rate.
  • Created strategies to grow customer base which resulted in a 30% increase in monthly sales.
  • Implemented a consultative selling approach on all inbound calls.
  • Conducted business to business telephone sales.
  • Created sales strategies to promote advertising offerings and motivate larger deals.
  • Attended trade shows and sales conferences.
  • Used networking opportunities to create successful, on-going business relationships.
  • Scheduled and attended at least 6-10 appointments per week.
Business Management LAVC Los Angeles, CA, United States Business Management
Fashion Design; Merchandising Los Angeles Trade Tech Los Angeles, California, United States Fashion Design; Merchandising
Fashion Stylist Certification School of Style Los Angeles, California, United States

•Persuasion, leadership, negotiation and delegation skills

•Conflict resolution


•Tolerance for stressful situations

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Summary Statement
Skilled treasury solution senior manager/dealer, bilingual, self-motivated, results-driven professional with 7 years of financial services industry and practical management experience. Expertly creates customized financial strategies to meet client needs.
Primary objective is to advance my career with an organization to be associated with that will utilize my skills and gain further experience while enhancing the company's productivity, reputation and increase its share of wallet.
  • Consecutive years of targets achievement through dedication, elevated commitment, progressiveness, patience and optimism.
  • Consecutive excellent KPI evaluations.
  • Given the opportunity to create Countrywide Treasury sales budget and analysis reported directly to GM in 2016/2017/2018.
  • Business owner of Murex.
  • Business owner of eFX application.
  • Business owner of Electronic Trading.
05/2018 to Current
Treasury Solution Senior Manager Alawwal Bank Riyadh
08/2015 to 05/2018
Treasury Solutions Manager Alawwal Bank Riyadh
  • Manage diverse portfolio of clients, cover all their Treasury needs.
  • Conduct regular client visits to maintain solid relationship and scout/acquire new clients.
  • Monitor global Central Banks policies, economic indicators and activities, assist clients to interpret the news to serve their business.
  • Conduct a Risk/Hedging analysis from Treasury prospective to mitigate client's FX flow volatility risk and Interest rate movement risk.
  • Constant follow-ups to identify business and hedging opportunities by providing factual market intelligence of all relative markets where the company is active.
  • Work hand in hand with Corporate banking group in converting leads to opportunities by providing the best solutions.
  • Contribute to Structuring desk and provide inputs to tailor products as per clients needs.
  • Publish daily, weekly and on alert bulletin market updates and analysis to clients and senior management.
  • Operate within the department target.
  • Achieve target through closing hedging solutions priced at competitive market levels.
  • Constant knowledge development through gathering new updates about products.
  • Insure high quality service and professional standards.
  • Preserve high standards of confidentiality and ethical trading to safeguard the client and the organization's best interest.
  • Improve process flows to increase efficiency.
  • Maintain a high standard of professional service to all clients.
  • Ensure adherence to legal, compliance and risk management policies and procedures and regulations.
10/2012 to 08/2015
Treasury Corporate Sales Dealer Saudi British Bank (SABB/HSBC) Riyadh
  • Business owner of Murex, Treasury core system implementation.
  • Business owner of eFX applet, an online based platform set for high net worth clients.
  • Manage the day to day flow business of the Treasury sales for corporate clients. The day to day flow Treasury business involves Foreign exchange and Interest Rate products.
  • Monitor Central Banks activities around the globe and their economic indicators. Publish daily, weekly and on alert bulletin market updates and analysis to clients and senior management.
  • Constant follow ups with clients to boost relationships.
  • Explore opportunities by extensively analyzing client's financial statements and hedge/control exposure clients could encounter by choosing the best fit strategy based on the economic horizon.
  • Ensure high quality service and professional standards. 
01/2012 to 08/2012
Assistant Relationship Manager (Co-op) Saudi British Bank (SABB/HSBC) Riyadh
  • Improve overall customer relationship, delivering reliable administrative support and service.
  • Produce notes and calls reports after client visits, identifying client needs, follow-up calls.
  • Capture areas where client can be funded and grow by profoundly working out company financials.
  • Constant review of clients performance to identify sales opportunities.
  • Undertake commercial negotiations packed by the support of SRMs and RMs.
  • Conduct credit proposals/memorandum for existing clients as well as potential clients.
  • Comply with legal requirements, SAMA regulations, organizational policies and professional codes.
06/2006 to 08/2006
Summer Training Banque Saudi Fransi Riyadh
06/2005 to 08/2005
Summer Training Banque Saudi Fransi Riyadh
Degree of Bachelor of Science in Finance Prince Sultan University (PSU) Riyadh Saudi Arabia Recipient of King Salman Scholarship Program
Social Responsibility
King Salman Social Center Riyadh Saudi Arabia International Volunteer day (IVD) - UN
 Alawwal on job courses & training:
  • Asset & Liability Management.
  • Exceptional Manager. 
  • Advanced Treasury Workshop.
  • Fundamental Concepts of Investment.  
HSBC on job courses & training:
  • Global Markets Sales Training, HSBC Dubai.
  • Understanding Interest Rate Derivatives markets and products. 
  • Financial Markets.
  • Technical Analysis.
  • Business Resilience.
  • Anti Money laundering and sanction awareness.
  • Counterparty Fraud.
  • International Banking Standards.
  • Effective Interpersonal & Communication skills.
Self-Paid​ courses & training:
  • Foundation of Financial Trading.
  • Fundamentals of Investment.
Core Competencies
  • Pragmatic. 
  • Pro-active, capable of meeting challenges and deadlines.
  • Initiatives enthusiastic, ability of possessing the right technical and soft skills required boosting the organization in order to achieve its goals and objectives.
  • Proficient with a vast array of financial concepts, functions and applications.
  • Acquainted with Reuters, Bloomberg, Murex and WSS.
  • English – speak fluently and read/write with high proficiency, excellent communication skills.
  • Acquaintance with market/business financial terminologies and working culture.
  • Time-efficient, punctual and systematic working methodology.
  • Rapid adaptability to changes.
  • Remarkable ability of building relationships within and outside workplace at all levels.
  • Excellent teamwork spirit and Multi-tasking skills.