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Professional Summary
Results-driven B2B corporate strategy director and adviser with proven track record in achieving organizational objectives on time and within budget.  10+ years crafting and executing global business strategies as well as building long-lasting client relationships.  Member of global business development (GBD) and strategy team at $6.7 billion global IT corporation operating in 70 countries with 44,000 employees.  MBA in International Management and BSBA in Management Science.  Extensive experience living and working abroad (Switzerland, Germany, Belgium, Netherlands and United Kingdom).  Bilingual (English/Dutch). 
Core Qualifications
  • Strategy planning & development 
  • Strategic marketing & positioning
  • Market research & competitor analysis
  • Team building & management
  • Program & project management
  • Brand development & expression 
Experience
Senior Strategy Consultant 03/2012 to Current Gate Strategic - www.gatestrategic.eu/about New York, USA and London, England
  • Collaborated with clients to define long-term vision, goals and strategies 
  • Simplified difficult situations, models and issues to create executable actions
  • Tested and presented insights and recommendations to senior management
  • Managed project execution from start-to-finish and drove team to deliver according to plan (scope, quality and time)
  • Developed transformation road maps and designed clients' processes and organizations
  • Coached and developed junior team members to deliver quality results and promote professional development 
  • Developed 1st ever centralized and coordinated customer satisfaction survey carried out globally. Gathered and analyzed customer intelligence and made inferences on world-wide trends for future purposes. As a consequence, one large customer had reduced costs, simplified administration processes and increased end-user satisfaction: help-desk user satisfaction increased from 50 to 90% while technical support customer satisfaction increased from 40 to 88%.
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Managing Director 07/2005 to 03/2012 Ramapo Outdoor BVBA Genk, Belgium
  • Increased sales by 145% year-on-year through customer oriented marketing initiatives substantiated by robust market research to varied and broad customer base
  • Responsible for strategy development & execution, brand management, P&L, ROI, business development, HR, marketing & sales, strategic partnerships, account management and sponsorship decision making.

Global Head of Analyst Relations, Market Research & Strategy 07/1999 to 07/2005 Getronics NV / Wang Global Amsterdam, The Netherlands
  • Successfully managed media & analyst relations program and market research including $2 million budget and 7 direct reports 
  • Wrote and designed the 1st ever corporate "Building Futures for our Clients" marketing brochure which went on to be published in 15 languages and used worldwide as a valuable sales tool
  • Developed account strategies with IAD's (International Account Directors) such as Heineken, ABN AMRO, HSBC and others helping them understand client needs, develop customized programs and close business
  • Created, managed and monitored the strategic planning process as a member of the corporate global 3-year and 1-year Strategic Planning Committee. Appointed by president and CEO  
  • Envisioned and set up 1st online global "Strategy Village" improving efficiency and ensuring consistency of strategy process 
  • Responsible for the production of Company client case studies, corporate website tracking & analysis, and report generation
  • Assisted in brokering 175 million dollar Royal Dutch Shell infrastructure integration deal, winning contract to create common unified desktop computer and server environment across worldwide operations of the Shell Group.  Covered 90,000 seats at over 1,000 sites in 130 countries and off-shore drilling locations – one of the broadest corporate infrastructures in the world.  Supported deal with accurate market research from beginning to winning  
  • Conducted global comprehensive competitive assessments -designed, researched and wrote comprehensive CI report called "The Monterey Report" for Board of Management.  Presented findings on all Company global competitors and made conclusive recommendations to BoMs, BUs, SVPs & product/service teams.  
Education
MBA: International Management Monterey Institute of International Studies Monterey, California, USA
Bachelor of Science: Management Science Shippensburg University of Pennsylvania Shippensburg, Pennsylvania, USA
Professional Affiliations
LinkedIn - https://www.linkedin.com/in/gerardsmith2018 
Strategic and Competitive Intelligence Professionals
Global Marketing & Communications Professionals 
Global Business Development Professionals
Olympic and Paralympic Games Alumni
Strategy Consultants Network
This resume is created in 7 minutes.
Professional Summary

Results-driven Managing Director-Professional Business Consultant/former Vice President-Investments with 28 years experience effectively builds loyal long-term client relationships. Also, Class A CDL Professional

Objective

Seeking regional sales/logistics career opportunity at a firm looking for a proven 24/7/365 sales professional to thoughtfully represent it with existing and prospective customers.

Accomplishments and Accolades
  • Advised + 70 Institutional Portfolio Managers, Trust Officers, analysts, traders managing capital for mutual funds, trusts and endowments, state retirement systems, hedge funds and more
  • Provided full service brokerage for +200 retail accounts
  • Earned substantial compensation from corporations for strategic business opportunities/initiatives advice
  • FORBES "Titans of Business" invitation recipient multiple times
  • Won AG Edwards Crest Club/President's Council recognition consistently
Skills
  • "Hunter" sales professional
  • Strong verbal and written communication
  • Excellent listening skills
  • Complex problem solving
  • Safety first mindset
  • Heavily regulated industry compliance expertise

Work History
Managing Director, 01/2008 to Current
Godfrey Consulting Group, LLCSioux Falls, SD
  • Provide strategic partnering, capital formation, and sales and profitability growth initiatives to stakeholders seeking timely "win-win" value creation opportunities
Class A Driver/Time Critical Equipment And Supplies, 04/2018 to 11/2018
Limoges Construction, Inc.Sioux Falls, SOUTH DAKOTA

Class A driving/loading and unloading of equipment and supplies including skid steers, rebar, forms etc., operating forklift, while driving locally and interstate to job sites and suppliers. Primarily drove F550 with 36 ft flatbed as well as some tractor/trailer hauls.

Vice President Investments, 01/1990 to 01/2008
A G Edwards/Wachovia SecuritiesSioux Falls, SD
  • Provided timely actionable long term investment recommendations
  • Interpreted fundamental and technical data seeking to exploit perceived valuation disparity
  • Crafted individualized financial strategies adhering to each client's unique risk tolerance parameters and investment objectives
  • Coordinated/executed equity trading of large block orders
  • Traveled extensively hosting business presentations pairing corporate management with institutional portfolio managers

Education
High School Diploma University Of Wisconsin-La Crosse - La Crosse, WI
Professional Class A CDL Program, 2018
Southeast Technical Institute - Sioux Falls, SD
Certifications

Class A CDL obtained 3/2018

Forklift Certified 2018

Successfully completed course work and licensing certification examinations for: Financial Industry Regulatory Authority (FINRA) Series 7, 63, 66, 31; South Dakota Life Insurance. Successfully registered to conduct securities business in all 42 US States applied to; all Canadian Provinces.

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Summary
Strategic and analytical finance and accounting professional with planning, budgeting and accounting expertise. Able to research, analyze market changes and plans personal investment strategies to maximize customer satisfaction.
Successful at managing multiple assignments while meeting tight deadlines.2+ years of success in financial reporting, analysis and project management.
Highlights
  • Financial analysis and modelling
  • Financial reporting expert
  • Account reconciliation
  • Bookkeeping
  • Oracle
  • Strong communication skills
  • Risk management assessor
  • MATLAB expert
  • QuickBooks and MYOB expert
  • Advanced computer proficiency (both PC and Mac)
  • Spreadsheets
  • Accounting systems assessment
Accomplishments
Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.
Led the introduction of accounting system (Quick books) resulting in effective accounts management as well as financial reporting methods to measure productivity and efficiency.
General Ledger Accounts
Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.

Experience
Ausiken Co-operative Limited Perth, WA Managing director 10/2016 to Current
Ausiken Co-operative Limited is a member based savings and credit society with main activities as investments and loan services to members.
My current role is to assist members with their financial goals; research, evaluate and assist with financial opportunities for members. This includes formulating plans, invest, and manage the funds.
Membership Administration
  • Processing all membership applications and send out membership packs as required
  • Maintain the membership database; provide regular membership updates/reports; track receipt of membership payments. Send out subscription reminders and invoices receive payments and handle all on transactions.
  • Proactively respond to all membership inquiries and ensure that they are dealt with in an efficient and timely manner.
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  • To update and maintain contact management database to ensure the integrity of the data . This includes updating member information, registering new members, recording member contact and maintaining subscription information.
  • To assist with the monitoring and collecting subscriptions.
  • To maintain accurate financial records of payments
  • To liaise with other directors, responding proactively to all inquiries as required and dealing with requests for information and assistance from all sources.

Microbanking suite and accounting software

Developing and implementing efficient accounting, financial and operational systems at Ausiken Co-operative.​

 I have resourced for the member's online dashboard to enable members follow their transactions online.

I have also been instrumental in introduction of Quick books accounting software to manage the co-operative financial activities including members' shares and subscriptions

Maisha Mobiles Limited Nairobi, Kenya Operations Manager 06/2007 to 04/2009
I was responsible for the development and performance of all sales activities in the market for Safaricom products;
  • Developing a business plan and sales strategy for the market that ensured attainment of company sales goals and profitability.
  • Responsible for the performance and development of the sales representatives.
  • Prepared action plans by individuals as well as by team for effective search of sales leads and prospects.
  • Initiated and coordinated development of action plans to penetrate new markets.
  • Assisted in the development and implementation of marketing plans as needed.
  • Conducted one-on-one review with all sales representatives to build more effective communications, to understand training and development needs, and to provide insight for the improvement of sales representatives' sales and activity performance.
  • Provided timely feedback to senior management regarding performance.
  • Provided timely, accurate, competitive pricing on all completed prospect applications submitted for pricing and approval, while striving to maintain maximum profit margin.
  • Maintained accurate records of all pricing, sales, and activity reports submitted by sales representatives.
  • Created and conducted proposal presentations.
  • Controlled expenses to meet budget guidelines.
  • Adhered to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team.
  • Recruited, tested, and hired sales executives based on criteria agreed upon by senior management.   Achievements: ·         Maisha Mobiles grew from two branches to five branches in different regions of Kenya. This led to increased sales and profits. ·         The company received an award in the last quarter of 2008 from Safaricom Ltd due to the good performance and market set up in the marginalized area of the central Rift.
  • I introduced the Quick books accounting which made the operations efficient especially accounting and reporting.
Barclays Bank Nairobi, Kenya Business Banker 01/2006 to 05/2007
In this position, I dealt with SMEs (Small and Medium level Enterprises) and my main responsibilities and duties were;
  • Establishing customer requirements and recommended appropriate loan products and initiated approvals
  • Maintaining credit quality and ensure appropriate maintenance of same
  • Monitoring all queries for present customer and assist in resolving all issues for new requirements.
  • Maintaining and develop efficient relationship  with business development team and promoting banking business
  • Analyzing customer portfolio for customers and maintaining optimal customer relationships for business acquisition
  • Administering all referrals and direct meetings and developing business opportunities
  • Assisting branch staff to develop and maintain small business plans
  • Providing training to various branch employees and monitor all referrals.
  • Ensuring compliance to all standards and policies and ensure secure transaction for customers
  • Designing product launches and marketing campaigns and provide optimal levels of customer service and ensure satisfaction
  • Managing all business and commercial customers for bank
  • Providing support to sales and service operations and participating in promotional campaigns and seminars
Ecotech Communications Limited Nairobi, Nairobi Sales Manager 02/2005 to 12/2005
  • Managed day to day operations from sales to purchases
  • Identified operational processes inefficiencies and recommended necessary improvements.
  • Managed daily stock.
  • Created monthly presentations illustrating Ecotech performance and goals.
  • Analyzed pricing and sales for all Ecotech products.
  • Supported the accounting department during monthly closings.
Other work experience
North Metropolitan Health Service - Sir Charles Gairdner Hospital 2012 - to date
I work as Hospital Service Assistant with main duties as;
  • Provide timely physical assistance to patients under the direction of nursing staff. This includes, but is not limited to, transferring, lifting, re-positioning and ambulation and restraint of patients.
  • Provide patient surveillance as directed.
  • Transport patients around the Hospital in a safe, dignified and efficient manner ensuring all documents and belongings accompany the patient.
  • Collect and move equipment or materials (e.g. specimens, medical records, and sharps, waste) around the Hospital site.
  • Respond to emergency codes as per the Hospital Emergency Manual.
  • Report patient complaints, concerns, comments etc to the appropriate person.
  • Report faulty equipment including damaged furniture to nursing shift coordinator and participate in hazard inspections.
  • Clean patient environment and ward and utility rooms, including stripping, cleaning and making beds, to the acceptable microbiological and aesthetic standard using the prescribed methods.
  • Clean all equipment after use as required Restock medical consumables in ward areas as directed.
  • Assisting nurses in pressure area care mostly in ICU
  • Measure vital signs for the patient
 NurseWest - Assistant in Nursing (AIN) Feb 2017 - to date
As an AIN my duties and responsibilities include but not limited to;
  • Assist residents with performing basic tasks such as eating, dressing and toileting when necessary
  • Respond immediately to calls from patients for assistance or treatment and alert medical staff to pending emergency situations
  • Encourage all residents to get exercise and participate in scheduled activities
  • Engage in housekeeping tasks such as replacing linens on beds
  • Work with dining room personnel to ensure that all residents get the correct meals and that all residents are able to eat

Australian Tax Office
In my position of a Tax Help volunteer I guide and help clients with simple individual tax matters to lodge their tax returns online with myTax and lodge claims for refunds of franking credits. Where necessary, I also help clients create a myGov External Link account and link to their online tax account.
Money/financial budgeting facilitator at Salvation Army Balga
 In this role I apply MoneyMinded financial skills which help people make informed decisions about the use and management of their money. I take the participants through various workshops which encompasses;
  • Planning and budgeting – personal saving goals and money plans
  • Introduction to everyday banking and different ways of payments
  • Issues on credit cards and loans
  • Dealing with debt -          Planning for the future i.e., investments and superannuation   

Retail Sales Assistant volunteer- Red Cross Duncraig

In this position my responsibility is promoting sales in the Red Cross retail store. Under this role I work with the Store Manager and other staff in the efficient and effective delivery of retail customer service. Other key responsibilities are;

  • Daily processing/preparation of store merchandise.
  • Provide courteous and professional service to all customers.
  • Assist in the attractive presentation and rotation of store merchandise.
  • Assist in keeping the store, merchandise and fixtures clean. Will involve vacuuming, dusting, cleaning of amenities, etc.
  • Ensure merchandise is sold for the price shown on the price ticket.
  • Be alert to the possibility of theft.
  • Develop a productive working relationship with the volunteer Store Manager and other volunteer staff.
  • Be aware of Australian Red Cross services and refer enquiries to appropriate people when necessary.
  • Ensure point of sale procedure including EFTPOS is adhered to.
  • Maintain confidentiality and privacy in all matters relating to staff, customers, procedures and security.
  • Understand and apply Red Cross retail policies and procedures.
  • Represent Australian Red Cross in a professional manner at all times.
  • Promote a proactive approach to OH&S in the workplace in accordance with the national OH&S management system of Red Cross.
Community Service
-          Student member of Australian Institute of Actuaries  
-          I am a member and the Secretary General for Kenyan Community in Western Australia (http://www.kenyawa.org)
My duties and responsibilities includes but not limited to;
  • Maintain all of the records, files and details that are important for the smooth operation of KcWA
  • Prepare the agenda for KcWA meetings in consultation with the President
  • Make arrangements including venue, date, times and hospitality for KcWA meetings
  • Send adequate notice of the meetings
  • Collect and collate reports from office bearers
  • Call for and receive nominations for committees and other positions for the KcWA AGM
  • Write up the minutes as soon as possible after the meeting
  • Read, reply and file correspondence promptly
  • Collate and arrange for the printing of the annual report
  • Maintain registers of members' names and addresses
  • Maintain files of legal documents such as constitutions, membership forms
  • Respond to general duties as directed by the KcWA executive committee.
Education
Diploma in Financial Planning 2017 Mentor Education (RG146 compliance), Melbourne, Victoria, Australia
- Australian Industry Essentials
- Financial Advice Fundamentals
- Life Insurance
- Superannuation
- Managed Investment and Securities

Actuarial and Financial Science 2011 Curtin University, Bentley, WA, Australia
Actuarial studies and principles of finance including investment science, risk analysis, credibility theory and Accounting financial.
Research project: Bayesian Analysis in Finance (portfolio allocation ) - assess return predictability, estimation and model risk; formulate predictive densities for variances, covariance and betas.          
Bachelor of Science: Mathematics and Physics 2005 University of Nairobi, Nairobi, Kenya
Certified Practising Accountant Part 1 2005 Vision Institute, Nairobi, Kenya
SECTION 1: Financial Accounting, Commercial Law Entrepreneurship and Communication
SECTION 2: Economics Management Accounting, Public Finance and Taxation
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Summary
Proactive strategist with excellent interpersonal and communication skills looking to join a forward-thinking company to expand their reach and marketing potential.  
Experience
09/2002 to 09/2005
Sales rep MJZ New York, NY Worked closely under the mentorship of MJZ Head of Sales Tim Merjos to hone my sales skills and manage the careers and board flow of one of the top production companies.  
05/2017 to Current
Managing Director Bethany Mac Inc. New York, NY
Freelance consultant hired by production and post production companies to collaborate on strategy and proactively seek out new business.  

01/2016 to 05/2017
Head of Sales Identity Media New York, NY
Led all sales efforts for boutique production company specializing in high end beauty and fashion brand advertising.  Clients included Maybelline, L'Oreal, Tiffany, and Adidas; hired and managed sales teams across the US.  
10/2014 to 12/2015
Director of Sales Uber Content New York, NY Led the east coast sales team to procure the highest profit volume in the 11 year history of the company.  
06/2009 to 12/2013
Sales rep Barrie Isaacson Mgmt New York, NY Handled all sales and new business procurement for a large roster of production and post production companies, including Skunk, StinkDigital, The Mill, The Whitehouse, Human, Motion Theory, Farm League, among others.  
05/2007 to 06/2011
Sales rep HSI New York, NY Managed the careers of a large roster of directors across a wide range of experience and genres.  Handled all board flow and engaged in a highly strategic outreach to procure not only new work but the right work for each of our directors, all while focusing also on overall positioning of the company's brand identity.  
02/2008 to 02/2009
Head of Sales / Partner Future Perfect New York, NY Launched from the ground up the highly successful music company as one of its founding members.  Created a strong buzz and solid client foundation for what would become a highly profitable and acclaimed creative company.  
09/2005 to 04/2007
Head of Sales Human New York, NY Coordinated large scale strategic brand development of top music production company, working closely with managing director Marc Altschuler to entertain existing clients and procure new relationships through thoughtful events, dinners, and meetings.  Oversaw the overall sales strategy across all markets.  
09/2002 to 09/2005
Sales Rep MJZ New York, NY
Worked closely under the mentorship of Head of Sales Tim Merjos to hone my personal sales style and manage the directors' careers and board flow of one of the top production companies in the US.  
 

Education and Training
2001
Bachelor of Arts: English and Film Tufts University Boston, MA