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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Jeffery Drive
Northville, Michigan Street Address -2714
Cell: PHONE NUMBER AVAILABLE
Work: PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
An innovatively driven financial professional with proven ability to
successfully implement and efficiently manage complex financial and
procurement systems. Strong expertise in utilizing technology to analyze
and augment strategic initiatives to meet demanding business needs. A solid
background in contract management, financial analysis, and business
development. Enjoy teaching others in new software applications.
( Strategic Planning ( Financial Analysis ( Change Management ( Risk
Assessment and Analysis
( Business Continuity and Process Planning( Cross Functional Team
Leadership ( IT Auditing
( Compliance ( Process Improvements (Forensics ( E-Discovery
Work Experience:
Modis for Hewlett Packard working for Ford Motor Company April 2012 -
Present
Executive Site Support
( Personally responsible for the management of a fleet of 350+ printers on
two networks, promoted to Executive Site Support at Ford Credit and Ford
World Headquarters locations. Troubleshoot, diagnose, service, and resolve
any printer hardware/software/firmware issues.
( Manage and improve relations and ensure the satisfaction of multiple
Senior Level, and Middle Managers Ford executives and their personal
administrators, including Vice Presidents, Executive Vice Presidents, CEO,
and the President and Executive Chairman.
( Remotely monitor toner, maintenance kits, and levels of various parts
for the entire fleet, and change those which are depleted.
( Inventory Management for onsite supplies
( Remedy trouble ticketing system
( Lead Toner Runner and fill-in for Team Leader
United States Coast Guard August 2011 to
September 2011
Internship August 2010 to September 2010
As a direct report to the Port Captain, tasks included administering and
planning the Captains day with VIP's and 37 crew members. Daily routines
assisted in the file maintenance of sensitive information relating to port
activity, incident response and security
( successfully facilitated all required communication, planning and
coordination of all stake holders having a vested interest in the strategic
safety of the port of Detroit. The 75 member organization included; public,
private, international, and governmental agencies participating in the Port
Partner Cruise on the Detroit River.
( Initiated, scheduled and set in motion meetings to manage tragic
waterway occurrences ranging from non-ideal to crisis situations at a
moment's notice.
( Facilitated and assisted in the smooth transition of the new Captain of
the Port, making key introductions with law enforcement, maritime port
authorities and key decisions makers for the safety of the Port of Detroit.
( Effectively managed, coordinated, and scheduled the consolidation of
presentation material for speakers at the Port Partner Cruise event. The
success of this is event is now the benchmarked model for future port
presentation around the country.
Innovision Technologies for Ford Motor Company January 2008
to July 2008
Commodity Business Planning Financial Analyst
( Utilizing my financial and analytical skill sets I created a series of
special reports for tracking cost
reduction ideas from the VAVE process comparing goals for the year over
year analysis of $500 million
dollars of purchases of assets.
( Critically track, analyze and critiqued multiyear budgets for numerous
purchasing teams; Electrical,
Multimedia, HVAC Power Supply, and Driver Information.
( Financial team liaison for identifying, tracking and analyzing cost
reduction ideas for Purchasing and
Design Engineering.
( Skilled Purchasing team leader presenting financial analysis to Senior
Management for Net Present
Value, TARR analysis, and Payback
( Facilitated, analyzed and processed the global lump-sum payments to
suppliers for Electrical and Interior
Procurement teams
( Acquired and verified all cost information for the global supply base
enhancing total captured cost
savings of over $50 Million projected in the budgeted year throughout
the supplier base of Ford Motor Company.
Birger Capital Management, Southfield Michigan July 2002 to
December 2007
Webmaster/Investment Analyst
( Utilizing my financial and marketing skill sets I created prospecting
and client servicing materials, used for
servicing existing clients and 10 to 30 attendees in small group
401(k) presentations.
( Critically tracked, analyzed and critiqued various investments in
terms of style, style drift, past performance,
volatility and probability of continued success going forward.
( Financial team liaison in analyzing investment performance returns and
risk measures to determine the
validity of the investment performance data
( Facilitated, critically analyzed and critiqued performance attribution
analysis of 20 institutional money
managers using Vestek Analytical software and database on a quarterly
basis.
( Financial Team Liaison in identifying, tracking and analyzing over 75
institutional money manager
evaluations.
( Advising on retirement plan rollover planning, IRA, Annuities, roll
into new employers 401(k) plan
( Recordkeeping, disclosure requirements, fiduciary disclosures
( Financial team liaison for facilitating, identifying and analyzing
over 75 institutional money manager s in
due diligence conference calls.
Salomon Smith Barney, Southfield Michigan
Nov 1992 - June 2001
Consulting Group Analyst
( Critically tracked, analyzed and critiqued monthly and quarterly
account reporting for over one half a billion
dollars in assets.
( Financial team liaison for facilitating, presenting investment
performance to institutional and high net
worth clients in quarterly meetings.
( Facilitated, critically analyzed and critiqued performance asset
allocation analysis, investment
manager searches and performance measurement for institutional and
High Net Worth clients.
( Financial team liaison for facilitating, presenting and answering
client inquiries and questions involving
plan sponsors and high net worth clients.
( Critically tracked, analyzed and critiqued various investments in
terms of style, style drift, past
performance, volatility and probability of continued success going
forward.
( Utilizing my financial and marketing skill sets I created prospecting
and client servicing materials, used for
servicing existing clients and 10 to 40 attendees in small group
401(k) presentations.
( Critically tracked, analyzed and critiqued attribution analysis using
Vestek Analytics software and database.
( Financial team liaison for facilitating, identifying and analyzing
over 100 institutional money managers in
manager evaluation conference calls.
( Financial team liaison in identifying, tracking and analyzing over 100
institutional money managers in
due diligence conference calls.
( Critically tracked, analyzed and critiqued investment performance data
to determine its validity
( NASD Series 7, Series 63, Life and Health Insurance (all licenses
expired)
Salomon Smith Barney, Southfield Michigan
Financial Consultant
( Utilizing my financial and marketing skill sets I solicited new
business growing a book of 60 clients with
$2,000,000 in assets.
( Facilitated proposals, critically analyzed and critiqued investment
advice to High Net Worth clients,
including estate planning needs.
( Created prospecting materials for soliciting new business from High
Net Worth individuals, Endowments,
Foundations, and small business owners
( Advising on retirement plan rollover planning, IRA, Annuities, roll
into new employers 401(k) plan
( Recordkeeping, disclosure requirements, fiduciary disclosures
( Seminar leader for 401(k) plans with small groups, used for servicing
existing clients and new prospects with
10 to 50 attendees.
Education:
Master of Science, Information Assurance, Eastern Michigan University,
Ypsilanti, Michigan
Masters of Science Information Assurance, GPA
3.84 Anticipated: April 2014
IT Auditing, Point of Service Attacks (POS), Data Mining for Security,
Disaster Recovery, Business Continuity Planning, Penetration Testing,
Confidentiality - Integrity - Availability (CIA), Physical Security,
Network Security, Vulnerability Risk and Analysis, CISSP preparation
class.
Dual Degree MBA, MSF, The University of Michigan - Dearborn, Dearborn,
Michigan
Masters of Business Administration with concentration: Management
Information Systems, Master of Science in Finance
GPA 3.49
BA, Michigan State University, East Lansing, Michigan
Major: Finance, Concentration: Accounting
Additional Professional Development and Training
Washtenaw Community College, Ann Arbor, Michigan
GPA 3.87
( Pursuing additional Technology related course work to enhance
my technology skills and
certifications
( Related classes: PC Networking, Windows 2K8 Administration,
Windows 2K8
Infrastructure, Windows 7 administration, Security +, Cisco,
Penetration Testing,
Project Management, CISSP Preparation course
Department of Homeland Security
( Critical Infrastructure Cyber Protection & Awareness Division
( First Response to Terrorist Bombings
The University of Michigan - Dearborn Additional Course Work
( Pre-Calculus, Calculus, Statistics
Salomon Smith Barney Consulting Group University
( Advanced asset allocation studies, manager due diligence,
software training
( Specialization in investing for endowments and foundation issues,
high net worth individuals,
prospecting training, as well as committee presentations
Software Training
Proficient with computer hardware and many software packages including:
( Microsoft Excel (vlookup; hlookup; pivot tables), Word, Power
Point, Access and Publisher
( Financial Information Systems: Morningstar Analytical Fund
Software, Value Line, Style
Advisor, Vestek, Dorsey Wright, Centerpiece, Chase Investment View
( Live Office
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