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Strategic Planning/Business Development

Work Experience

PROFILE AND OBJECTIVE

Results driven, competitive intelligence and strategic business development professional with over 12 years of international business experience in blue chip companies (North America and Europe). Specialist in leading successful international sales and business development teams through efficient market analysis, planning and knowledge management.
PROFESSIONAL EXPERIENCE
Consulting Services, Amsterdam, The Netherlands (Nov 2003 – Present)
Consultant/Founder

Business planning and marketing consultancy serving European and US enterprises. Sample client projects include:
- Idea generating and business planning programme for large UK/Dutch multinational consumer products firm
- Created sales strategy for American venture capital firm specializing in biomedical products and healthcare technology.
- Developed business plan, created value proposition and organization structure for Dutch web design firm. Conducted product P&L analysis

ABN AMRO Bank, Amsterdam, The Netherlands (May 2002-Nov 2003)
Senior Sales Manager, International Cash Management
Directed sales strategy, data management, revenue reporting, and forecasting of cash management team in 53 countries. Executed global sales rollout of CRM system. Accountable for integrity of global commercial client data. Drafted English language client communications. Project management of corporate risk projects.

Results
- Reclaimed lost client revenue in excess of 2 million Euro
- Streamlined business processes by implementing a web based global client identifier system
- Saved 50k Euro by not outsourcing database development

ABN AMRO Bank, Amsterdam, The Netherlands (Mar 2001 – Apr 2002)
Analyst, Global Business Development, Private Clients Asset Management and New Growth Markets
Analysis of private clients market to identify business opportunities, conduct market research and develop business plans for senior management regarding development of new growth markets or product/service expansion into existing markets. Services agreements and relationship management of marketing and web development firms.

Results
- Global Project Manager for private clients Intranet portal, including budget management, accounting and marketing, content management and training
- Created new services for special segments, ultra high net worth investors, sports stars; new financial services product mix for geographic markets (Scandinavia and Belgium)
Delphi Automotive Systems Wuppertal, Germany (Aug 1999- May 2000)
Marketing Analyst (part of MBA program)
This was an optional internship, undertaken to gain an understanding of international product marketing.
- Supervised the production of marketing collateral for automotive electrical systems in English, German, Italian and French
- Compiled competitor data and market share for Eastern Europe (automotive sector)
- Member of Global Competitiveness Council, performed competitive research on global automotive suppliers

Charles Schwab & Co, San Francisco, USA (Dec 1996 – Jun 1998)
Northeastern Coordinator, Retail Investor Specialized Services (Advisorsource)
Relationship management and client sales to high net worth clients for investment management referral services. Responsibilities included relationship management of participating investment managers and clients, performance monitoring, lead management product expansion recommendations and training for 60 branches in Northeastern United States.

Results
- Let a 5 member sales team brought in $2 billion in assets in first year of business
- Created and led pilot programs for financial planning referral service
- Implemented national incentive programs, resulting in 35% increase of referral business
- Won companywide Excellence in Service Award – Best Team 1997

Debevoise & Plimpton, LLC New York, USA (Dec 1995 – Aug 1996)
Senior Paralegal, Investment Management Group
- Managed project associate team of three, responsible for coaching, training, and project planning. Drafted SEC filings for mutual funds; prospectuses, annual reports, registration statements, etc.
- Coordinated due diligence for mergers and acquisitions, including the sale of a mutual funds company
- Controlled quality and filed registration statements for private equity and venture capital funds

Charles Schwab & Co, New York, USA (Jan 1995 – Dec 1995)
Registered Representative, New York Service Centre
- Executed retail trading in stocks, bonds and options for institutional and retail customers
- Resolved transfer of accounts, settlement of trades, handled back office processing errors

Charles Schwab & Co, San Francisco, USA (Jan 1992 – Jan 1995)
Administrative Coordinator, Charles Schwab Investment Management
- Prepared all forms of SEC filings for Schwab’s mutual funds and variable annuity products
- Coordinated mutual fund board meetings and documentation for mutual fund organization
- Responsible for drafting prospectuses, annual reports, mutual funds origination documents and coordination with marketing and product development teams

Education

EDUCATION
Master of Business Administration in International Management – Thunderbird, The American Graduate School of International Management, Glendale Arizona Dec 2000
Specialization - international marketing, global strategy, securities instruments and competitive intelligence
- Developed marketing plan for German CRM firm (eLoyalty.com).
- Researched and compiled competitive analysis of enterprise applications interface (EAI) systems and business analytics market for six sigma software firm (Entrada Software)
- Developed market entry strategy for Coors Light Beer in the Irish draft beer market
- Additional coursework in Eastern European business management at Czech Management Center in Celakovice, Czech Republic; focusing on Hungarian, Polish and Czech business expansion.

Bachelor of Arts, San Francisco State University, May 1989
Major – Theater Arts- Directing emphasis
- Received best student director award in 1986
- Only non-graduate student to be awarded teaching assistant position (Theater History)

Skills

KEY COMPETENCIES
- Planning and analysis skills: research and data interpretation for new business ventures (new and existing businesses), sales data reporting and business planning, sales target, P&L analysis, risk analysis, competitor mapping for new products/businesses in US, Western Europe, Scandinavia, and Eastern Europe.
- Sales and communication skills – proven ability to increase sales among international teams, management of international sales teams, call scripting, management messages and trainings
- Software skills: implementation of data warehousing, business intelligence, and CRM systems and training using Oracle, Siebel 7.0, SQL. SPSS, Access, and MS Office

Languages

- Language competencies – English (native), German (conversant), Dutch (conversant)

Other

CERTIFICATIONS
United States NASD Series 7, 63 and 65 licenses (Registered Securities Representative and Investment Advisor)
Certificate in Intermediate Dutch British Language Training Institute - Amsterdam

VOLUNTEERISM /ASSOCIATIONS
Member, American Chamber of Commerce, The Netherlands
Research Partner, Global Intelligence Alliance, Helsinki Finland
Member, Society of Competitive Intelligence Professionals (SCIP); Alexandria, Virginia

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