Business Development Resume Sample

PROFESSIONAL EXPERIENCE

• Lead the North American sales, marketing and business development initiatives for Orbian, a leading supply chain finance company, which caters B2B enterprise software and supplier finance solutions
• Develop strategic relationships with senior executives of Fortune 1000 corporations and financial institutions
• Collaborated with the President to create a sales planning and tracking process, which then became a company standard
• Pioneered the processes for enterprise software integration projects for program launches
• Redesigned and streamlined the company’s vendor management procedures, resulting in several costcontainment initiatives, while reducing overhead by 35%
• Direct all global account activities, of long-term sales cycles across multiple verticals
• Achieved a 10% increase in the company’s client base, and a pipeline increase of 250%, from negotiated partnerships
• Communicate to various C-Level finance executives and institutional partners the benefits of Orbian’s structured trade finance and Trust funding models, as well as, the ROI of Orbian’s solutions
• Key-note speaker at various industry conferences, tradeshows and seminars, for Orbian

• Managed a global lease portfolio of over $500MM, and negotiated lease portfolio refinancing, generating over $1MM in net profits
• Conducted in-depth profitability analyses to determine margin of profit for prospective accounts, such as the creation and implementation of the lease
• Exceeded company targets by combining best practices in account management and personal dedication, resulting in a consistent pipeline of $200MM and $75MM in sales annually
• Developed and executed marketing and business development strategies to increase account penetration and client retention
• Performed clients’ needs analyses and collaborated with the corporate treasury and procurement personnel to optimize lease financing and asset-based lending packages tailored to meet those needs
• Implemented web-based procurement systems and auction tools

• Provided financial planning services to high net worth individuals and mid-size businesses regarding: retirement planning, asset management, income tax planning, college planning, insurance (life, disability, long-term care), estate planning, budgeting and debt management
• Analyzed and managed a portfolio of over $250MM in assets and made recommendations based on specific market benchmarks
• Delivered presentations to CEOs, CFOs, HR Directors and Benefit Administrators, on various financial planning topics, including 401(K) offerings, asset allocation and risk reduction to increase participation
• Adhered to all compliance requirements and continuation in good standing of FINRA 6, 7 and 63 state insurance licenses

• Partnered with the Branch Manager and directed the day-to-day operations of several of the bank’s largest retail branches with deposit portfolios in excess of $200MM
• Spearheaded and successfully implemented ongoing training programs for new and current personnel, as well as, manage a staff of twelve, consisting of tellers, account representatives and loan officers
• Planned, directed and supervised one of the bank’s six financial centers, within 10 months of employment, in evaluating workflow processes, ensuring customer service satisfaction, accuracy and time compliance
• Top graduate of the bank’s Retail Management Training Program (RMTP)