Business Development Manager

• Sep 2023 - Present

Senior Business Development Professional

• Jun 2021 - Sep 2023

• Establish and maintain relationships with DoD and Agency customers throughout the U.S. • Work with customers to identify solutions that will satisfy their needs for growth and/or innovation. • Drive Bid / No Bid Process by working with and coordinating efforts through formal/informal Management briefings. • Manage and lead proposal efforts as the primary solution developer working with both internal teams in the U.S. and Sweden. • Prepare, present, conduct,… Show more • Establish and maintain relationships with DoD and Agency customers throughout the U.S. • Work with customers to identify solutions that will satisfy their needs for growth and/or innovation. • Drive Bid / No Bid Process by working with and coordinating efforts through formal/informal Management briefings. • Manage and lead proposal efforts as the primary solution developer working with both internal teams in the U.S. and Sweden. • Prepare, present, conduct, and participate in reviews at all stages of the proposal process. • Ensures all deadlines are met and customer requirements are delivered on time and to price. • Responsible for updating and maintaining all CRM data for the Training and Simulation Team in Orlando (Microsoft Dynamics 365 CRM tool). • Conduct and participate in tailored demonstrations for customers at the location of their choosing. • Assist in the planning and execution of trade shows. • Responsible for maintaining and updating onsite Demo Room for visiting customers.

Business Development Professional

• Jun 2018 - Jun 2021

0311

• Dec 2012 - Dec 2020

Office Manager

• Mar 2018 - Jun 2018

• Managed onsite accounting, engineering, and inside sales staff at Orlando, FL subsidiary location. • Performed market research and analysis of the North American roller shutter market to develop strategies to promote growth of the newly established heroal subsidiary in the U.S. • Pursued new national and international fabricators and distributors. • Identified and organized heroal participation in trade shows for U.S. operations. • Provided onsite demonstrations to… Show more • Managed onsite accounting, engineering, and inside sales staff at Orlando, FL subsidiary location. • Performed market research and analysis of the North American roller shutter market to develop strategies to promote growth of the newly established heroal subsidiary in the U.S. • Pursued new national and international fabricators and distributors. • Identified and organized heroal participation in trade shows for U.S. operations. • Provided onsite demonstrations to customers in the Orlando Demo Room and managed the onsite training to staff and partners on new products/machinery.

Inside Sales Consultant

• Jan 2017 - Mar 2018

Advisor Custody and Trading Services

• Jul 2015 - Jan 2017

• Proactively consulted and educated Investment Advisor clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth. • Collaborated with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues. • Introduced new products and services as well as recommended service enhancements. • Researched and responded to client issues related to investments, tax… Show more • Proactively consulted and educated Investment Advisor clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth. • Collaborated with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues. • Introduced new products and services as well as recommended service enhancements. • Researched and responded to client issues related to investments, tax reporting, transfers and various other areas of product knowledge and support. Show less • Proactively consulted and educated Investment Advisor clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth. • Collaborated with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues. • Introduced new products and services as well as recommended service enhancements. • Researched and responded to client issues related to investments, tax… Show more • Proactively consulted and educated Investment Advisor clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth. • Collaborated with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues. • Introduced new products and services as well as recommended service enhancements. • Researched and responded to client issues related to investments, tax reporting, transfers and various other areas of product knowledge and support. Show less

Operations Specialist

• Jun 2014 - Jul 2015

•Maintained assigned commingled funds, UCITS funds and separate accounts by monitoring daily bank feeds, month end reconciliations, and following up on past due income as necessary. •Checked portfolio holdings, trading activity, and cash balances with the custodian bank's statements while researching any discrepancies to maintain accurate data. •Worked with custodian banks to ensure an effective working relationship and to secure proper attention and maintenance of… Show more •Maintained assigned commingled funds, UCITS funds and separate accounts by monitoring daily bank feeds, month end reconciliations, and following up on past due income as necessary. •Checked portfolio holdings, trading activity, and cash balances with the custodian bank's statements while researching any discrepancies to maintain accurate data. •Worked with custodian banks to ensure an effective working relationship and to secure proper attention and maintenance of client accounts. •Performed ad-hoc projects to answer inquiries from auditors, clients, traders and portfolio managers. Show less •Maintained assigned commingled funds, UCITS funds and separate accounts by monitoring daily bank feeds, month end reconciliations, and following up on past due income as necessary. •Checked portfolio holdings, trading activity, and cash balances with the custodian bank's statements while researching any discrepancies to maintain accurate data. •Worked with custodian banks to ensure an effective working relationship and to secure proper attention and maintenance of… Show more •Maintained assigned commingled funds, UCITS funds and separate accounts by monitoring daily bank feeds, month end reconciliations, and following up on past due income as necessary. •Checked portfolio holdings, trading activity, and cash balances with the custodian bank's statements while researching any discrepancies to maintain accurate data. •Worked with custodian banks to ensure an effective working relationship and to secure proper attention and maintenance of client accounts. •Performed ad-hoc projects to answer inquiries from auditors, clients, traders and portfolio managers. Show less

Global Services Client Service Rep. Associate II

• Oct 2012 - Jun 2014

•Provided direct client service support to internal and external clients, asset managers and central support teams to ensure timely and error free processing of and facilitate the resolution of problems related to complex events. •Researched and reconciled custody and trade issues jointly with various operating teams within State Street. •Worked on behalf of the asset managers with global teams to settle failing trades, resolved overdrafts/unadvised/non-receipted… Show more •Provided direct client service support to internal and external clients, asset managers and central support teams to ensure timely and error free processing of and facilitate the resolution of problems related to complex events. •Researched and reconciled custody and trade issues jointly with various operating teams within State Street. •Worked on behalf of the asset managers with global teams to settle failing trades, resolved overdrafts/unadvised/non-receipted items related to various asset types and FX trades, helped launch funds, and opened markets for trading on portfolios. •Managed and coordinated weekly or monthly phone calls with asset managers to gauge temperature of relationships, promote beneficial products, as well as sought out additional ways to better support their operations. •Ensured all necessary fiduciary documents and fund specific forms were completed by asset managers. •Followed up on aged inquiries and tracked the progress other State Street groups made on inquiries from asset managers via the Global Control Report.

Mutual Fund Accountant/Fixed Income Specialist

• Dec 2010 - Oct 2012

•Maintained 16 daily fixed income funds for multiple clients to properly record settlements, adjustments, and other income activity utilizing Multicurrency Horizon (MCH), Bloomberg, Excel macros, and INCH reports. •Reviewed and validated all daily activities in an accurate and timely manner and maintained all required controls to ensure overall accuracy. •Analyzed data to quickly resolve discrepancies to provide clients with accurate NAVs. •Helped lead a… Show more •Maintained 16 daily fixed income funds for multiple clients to properly record settlements, adjustments, and other income activity utilizing Multicurrency Horizon (MCH), Bloomberg, Excel macros, and INCH reports. •Reviewed and validated all daily activities in an accurate and timely manner and maintained all required controls to ensure overall accuracy. •Analyzed data to quickly resolve discrepancies to provide clients with accurate NAVs. •Helped lead a successful conversion of a major client onto our accounting system (MCH) and assisted in composing procedure manuals to train new members of our team. •Provided information needed to prepare financial statements and reports for clients, shareholders, and managers, in an accurate and timely manner.

Banking Center Teller/ Asset Team Leader

• Apr 2010 - Dec 2010

•Developed a working knowledge of Bank of America financial products to provide beneficial solutions to customers based upon their financial situation. •Surpassed referral goals with a 158% QTD average and an overall ranking of #1 out of 129 tellers. •Volunteered to act as the liaison for the Marshfield Banking Center Asset Team Leader and work bi- weekly with upper management to elevate ideas/concerns of bank associates to improve our service. •Established a strong… Show more •Developed a working knowledge of Bank of America financial products to provide beneficial solutions to customers based upon their financial situation. •Surpassed referral goals with a 158% QTD average and an overall ranking of #1 out of 129 tellers. •Volunteered to act as the liaison for the Marshfield Banking Center Asset Team Leader and work bi- weekly with upper management to elevate ideas/concerns of bank associates to improve our service. •Established a strong relationship with our Brazilian clientele by conversing with them daily in Portuguese and offering them a means to learn about new products recently rolled out by Bank of America. Show less •Developed a working knowledge of Bank of America financial products to provide beneficial solutions to customers based upon their financial situation. •Surpassed referral goals with a 158% QTD average and an overall ranking of #1 out of 129 tellers. •Volunteered to act as the liaison for the Marshfield Banking Center Asset Team Leader and work bi- weekly with upper management to elevate ideas/concerns of bank associates to improve our service. •Established a strong… Show more •Developed a working knowledge of Bank of America financial products to provide beneficial solutions to customers based upon their financial situation. •Surpassed referral goals with a 158% QTD average and an overall ranking of #1 out of 129 tellers. •Volunteered to act as the liaison for the Marshfield Banking Center Asset Team Leader and work bi- weekly with upper management to elevate ideas/concerns of bank associates to improve our service. •Established a strong relationship with our Brazilian clientele by conversing with them daily in Portuguese and offering them a means to learn about new products recently rolled out by Bank of America. Show less