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RssPersistance and Determination Alone are Omnipotent

I am excited about a position with an explicit emphasis on value creation, value recognition and execution of strategies to consistently deliver profitable earnings growth through the development of empirically based, complex financial models to optimize executive the quality of the executive decision making process. Beyond the decision, be an integral member or lead in the execution of the formulated strategy. The depth and scope of my skill-set readily transferable to virtually any industry as demonstrated by my holding company responsibilities for more than 17 distinct financial services businesses. Additional key corporate events in my background include investment portfolio optimization, reengineerings, divestitures, acquisitions, a target of a hostile takeover, proxy fight, company auction, execution of stock repurchase programs and issuance of corporate bonds. Reported to 4 CFOs and CEOs in my career with reporting responsibilities to the board of directors.

Analyst

Clive, IA

About Me

Industry:

Research

Occupation:

Analyst

Ideal Companies:

Diversified Financial Services Organizations
 

Education level:

Bachelor

Will Relocate:

Yes

Location:

Clive, IA

Work Experiences

4/2003 - 8/2008

Decision Point, Inc.

Self-Employed

  • Franchisee of the country’s largest franchised Realtor® commission advance service provider. Purchased Kansas City territory as a start-up and successfully penetrated this untapped market at a record pace relative to historical experience of other start-up franchises. Received Rookie of the Year and several other awards.

11/1999 - 9/2002

Principal Financial Group, Inc.

Director / VP

  • Integral member of the demutualization team tasked with preparing and transforming a mutual organization to a publicly traded stock company (market capitalization of about $16+ billion). Participated in all facets of IPO including the creation of financial reporting structure, due diligence materials, offering memorandum, NYSE listing, stock specialist selection and road show. Subsequent to IPO, was responsible for implementation of proactive IR program. Also, was charged with oversight of relationships with credit rating agencies. Reported to CFO with dotted line to CEO and other EVPs.

2/1996 - 10/1999

QUA Ltd

Self-Employed

  • Independent financial consulting business serving the small-to-medium sized business market place. Developed proprietary analytical financial models focused on providing sensitivity analysis or optimization analysis to a specified outcome. Conducted market research demonstrating opportunities as well as threats to the business enterprise.

3/1987 - 1/1996

Kemper Corporation

Director / VP

  • Responsible for enhancing the then existing investor relations program following an informal SEC investigation into real estate disclosures. Proactive program initiatives quickly followed by hostile takeover initiative that evolved into a proxy fight and ultimately led to the auction and sale of the company. Reported Chairman and CEO. [Please see resume for details of extensive transaction background]

9/1986 - 3/1987

Management Compensation Group

Director / VP

  • Designed, implemented and administered executive retirement benefit plans funded through a variety of life insurance products and programs. Entailed projections of client financials on a pro forma basis to reflect the impact of the program recommended.

8/1983 - 8/1986

CNA Financial Corporation

Entry Level

  • Conducted detailed analysis of credit enhancement product portfolio, identified risks and quantified their impact under variable collateral value and capital market scenarios. Underwrote in excess of $1.5 billion of exposure submitted by the financial guarantee operations. Created real estate lease-up and construction budget programs that became required underwriting documentation. Developed and implemented probabilistic earthquake underwriting guidelines for bond guarantees.

Education

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