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Qualification Highlights
* Designed and negotiated comprehensive employee benefits package, including hea
lth insurance, life insurance, and long-term disability, to realize significant
cost savings.
* Lead research to add real estate assets to corporate portfolio to provide grea
ter stability and yield to returns on investment portfolio.
* Managed and directed up to twenty-five associates. Personable and objective s
tyle leads to optimal performance and positive response to change.
* Devised and implemented significant cost-reduction, and cash flow improvement
measures throughout professional career by restructuring staff responsibilities,
upgrading technology and evaluating expenditures for improved return on investm
ent.
* Created easy-to-read, streamlined financial reporting document for use by exec
utive committee to oversee key aspects of the operating model and effect appropr
iate changes. Extracted data from internal accounting system and designed Excel
spreadsheet template to support data.
* Strengthened office compliance by training staff and implementing policies, pr
ocedures, and service standards.
* Assessed and restructured administrative personnel, and marketing procedures t
o align operations with new software integration to achieve greater overall prod
uctivity, and customer satisfaction.
* Evaluated all corporate divisions, products, services, and related markets to
establish consensus with the Board of Directors regarding the company's strength
s and weaknesses.
* Analyzed market trends and sales history to forecast future business and disco
ver new market areas. Expansion into new markets resulted in $250,000 in new sal
es representing a 15 percent increase in annual sales.
Professional Background
Shift Supervisor 2009 to Present
Dohrn Transfer Rock Island, Ill
inois
Earned a reputation as a valuable and cooperative manager by being fair, honest,
and willing to help others when needed, effectively resolving conflicts at appr
opriate times and assisting new team members and other staff to become familiar
with policy and operations. Developed ideas for tracking freight load factors t
o maximize the efficiency of measuring revenue per trailer and specific reasons
for shortfalls in profitability. Designed a spreadsheet template to track unpro
fitable freight combinations and improve revenue per trailer. Helped prioritiz
e work schedules and delegate assignments. With a diverse, tested and experienc
ed background in high level decision making developed for making dependable deci
sions under high stress conditions, maintaining composure while prioritizing and
orchestrating multiple job functions. New tracking system has derived a net in
crease in revenue per trailer of 10% over the past six months which improves ann
ual revenue by 1.2 million dollars.
Branch Manager/Investment Advisor 1993 to 2007
Quad City Bank& Trust Moline, Illinois
Responsible for management of Investment Advisory Services division of Quad Cit
y Bank & Trust, Moline, Illinois, from 1998 through 2007 and First Of America B
ank, Rock Island, Illinois from 1993 to 1998. Grew assets under management fro
m 15 million dollars to approximately 50 million dollars over the 8 year period
representing a 29% annual growth rate. Recommended and was instrumental in rest
ructuring broker-dealer contract for the division which significantly improved m
arket position within the region. Consistently produced sales in the top 10% of
over 6000 representatives within the organization. Initiatives included new bus
iness development, branch management compliance, developed marketing demographic
s and identification of customer base, marketing development and sales strategy.
Directly involved in the distribution of over 40 initial public offerings over a
five-year period totaling approximately $140 million in private capital contrib
utions. Duties included development of equity and debt syndication distribution
through retail and institutional sales channels, corporate valuation comparativ
e analysis, equity underwriting research, institutional municipal bond sales des
k operations and institutional sales, stock and bond trading desk and branch man
agement operations.
Education
B.S., Business Management 2011
Western Illinois University Quad City Campus
Accumulated 112 hours of Business Management courses.
Training
* Top Producer Program, 2008
* Expert Excel Training Program, 2006
* White paper research on ferro-electromagnetic memory applications for end user
markets, 2009
Honors
* Patriot Club recognition, top 10 percentile sales achievement award, LPL Finan
cial, 1999 to 2006
Volunteer Work
Board Member 2006 to Present
Church General Foundation Rock Island, Illinois
Worked with committee to develop a plan to raise capital and administer funds fo
r the building of a new church. Total capital raise of 1.35 million dollars, gr
ound breaking late summer 2010.