Description
My goal is to run my own private company or a division of a larger private company. My professional experience is in sales and marketing to high net worth individuals. Most recently I have added experience in manufacturing operations, employee relations and hiring. I have an accounting background with experience in budget, P&L responsibility, and cash management. My true talents are customer experience and service, project management and product positioning and marketing.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 9/2003 - Present |
Renaissance Inveastment Partners | (Confidential) | 3/2001 - 9/2002 |
3Com/Palm | (Confidential) | 5/1997 - 9/1997 |
J.P. Morgan & Company | (Confidential) | 7/1996 - 2/2001 |
Goldman Sachs & Company | (Confidential) | 7/1993 - 7/1996 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Harvard Business School | General Management | 1998 | Master Degree |
U.C. Berkeley | Finance/Accounting | 1993 | Bachelor Degree |
Cardinal Newman | General Education | 1989 | High School/GED Degree |
Accomplishments
Highlights:
Currently I manage operations flow from dentist office�s through the manufacturing process, ensuring prompt deliver to the patient. Prepare quarterly/annual budget and perform financial analysis projects for the board and owner. Responsible for recruiting and qualifying new employees. Implement marketing campaigns: develop concept, materials and pricing.At J.P. Morgan I acted as the investment specialist on a team that executes all financial markets transactions for private clients and small institutions. Advised clients with over $3 billion in assets, on single-stock diversification strategies, asset allocation, and private equity investments.At 3Com/Palm I was a member of a Palm VII launch team.Companies I like:
Wellpoint, Chevron, Intuit, Adobe, Autodesk, University of California Berkeley, Google,