Experience

Blue Bridge Financial, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Officer

  • Aug 2014 - Present

  -Direct the company in keeping with the vision outlined for the company by the Board of Directors. -Partner with high-level officers to grow the company, strengthen it and ensure its sustainability. -Represent the company as required, including attendance of important functions, industry events and public meetings. -Work closely with the CFO (Chief Financial Officer) to prepare annual budgets, complete risk analysis on potential investments, and advise the Board of Directors with regard to investment risk and return. -Work closely with Human Resources (HR) regarding hiring practices, payroll and benefit disbursement. -Oversee quality control throughout the company, establishing goals for each department in partnership with division managers. Show less



Alcoa

• United States
• Mining
• 700 & Above Employee

• Strategic Account Specialist

  • Jan 2009 - Aug 2014

  -Helps the company in improving corporate credibility and governance standards. -To lend objectivity and a bias-free judgment to the decision making function of the board. -Representing minority shareholder’s interests according to the consensus in some compliance circles. -Helps the company in improving corporate credibility and governance standards. -To lend objectivity and a bias-free judgment to the decision making function of the board. -Representing minority shareholder’s interests according to the consensus in some compliance circles.



Suncor

• Canada
• Oil and Gas
• 700 & Above Employee

• Chief Operating Officer

  • Apr 2005 - Jan 2009

  • Design and implement business strategies, plans and procedures • Set comprehensive goals for performance and growth • Establish policies that promote company culture and vision • Oversee daily operations of the company and the work of executives (IT, Marketing, Sales, Finance etc.) • Lead employees to encourage maximum performance and dedication • Evaluate performance by analyzing and interpreting data and metrics • Write and submit reports to the CEO in all matters of importance • Assist CEO in fundraising ventures • Participate in expansion activities (investments, acquisitions, corporate alliances etc.) • Manage relationships with partners/vendors Show less



Citrosuco

• Food and Beverage Manufacturing
• 700 & Above Employee

• Relationship Manager

  • Sep 2001 - May 2005

  Create and enforce plans that will help meet the needs of customers Build long-term relationships with clients and customers Work quickly to address and resolve customer issues Notify the sales team of new sales and cross-selling opportunities Become familiar with the competition to stay ahead of them Encourage high-sales and good customer service practices Create strategies and work with clients to boost their brand Help promote and maintain a positive company image Create and enforce plans that will help meet the needs of customers Build long-term relationships with clients and customers Work quickly to address and resolve customer issues Notify the sales team of new sales and cross-selling opportunities Become familiar with the competition to stay ahead of them Encourage high-sales and good customer service practices Create strategies and work with clients to boost their brand Help promote and maintain a positive company image



Royal London

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Services Manager

  • Oct 1997 - Sep 2001

  Hire and Train Financial Staff In this management position, a financial services manager is responsible for both hiring and training financial staff, such as financial advisors and loan officers. Monitor Staff Financial Goals Because financial services managers are responsible for supervising the entire financial staff, it’s necessary to monitor their financial goals and provide assistance to staff who aren’t meeting these goals. Write Risk Reports Financial services managers identify potential problems that are keeping the company from meeting its financial goals, clearly explaining these issues in detailed financial reports that are reviewed by the manager in charge of the branch or business. Establish Business Relationships Maintaining strong relationships with businesses and customers keeps money coming into the business, so it’s important for the financial services manager to establish and cultivate these relationships. Analyze Financial Records Detailed daily, weekly, and monthly financial reports must be carefully analyzed by the financial services manager, who is responsible for making sure that more money is flowing into the business than going out. Develop Annual Budget Plans Financial services managers create an annual budget plan for the business to maximize profits and prevent too much money from leaving the financial institution. Recoup Delinquent Payments Financial services managers are also responsible for recouping delinquent payments from customers, as well as negotiating agreements in order to recover money that has been loaned out. Show less