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Click here or scroll down to respond to this candidateCandidate's Name
2754 N. HAMPDEN COURT, UNIT 1001 CHICAGO, IL 60614 (312) 576-0086 EMAIL AVAILABLE BUSINESS DEVELOPMENT SPECIALIST with expansive experience in financial advisory, valuation consulting services, and business development, demonstrating a strong ability to identify business needs and develop innovative solutions for the advancement of enterprise objectives. Results-driven leader leveraging financial acumen to uphold organizational infrastructures, applying outstanding customer relationship management skills to cultivate robust partnerships in support of the achievement of mutual return on investment. Entrepreneurial professional driving institutional success in highly competitive environments, cultivating and leading high performing teams of financial professionals.Client Relationship ManagementTraining & DevelopmentCross-Functional LeadershipAREAS OF EXPERTISEBusiness DevelopmentMergers & AcquisitionsProgram DevelopmentBusiness ValuationInterpersonal CommunicationProject ManagementPROFESSIONAL EXPERIENCE & ACCOMPLISHMENTSSanfratello Insurance Agency, LLC Chicago, IL 2012 Present Allstate Agency OwnerBuilt a full service, multi-line scratch insurance agency from the ground up, leveraging strong business acumen to cultivate an expansive book of business (BoB) spanning 500+ households across the Chicago area; generated $1M+ in annual renewal premiums with $400K in retirement assets under management.o Achieved Allstate Premier Agency status in 2016 as a result of exceptional performance. o Consistently ranked in the top 4% of 10K+ Allstate agents nationwide with regard to book of business growth, customer satisfaction and retention rates, and overall loss ratios. o Attained the highest level of Allstate designation, including the 2016 and 2019 Inner Circle Elite Award, the 2016 2019 Circle of Champions Awards, the 2016 and 2020 National Conference Award, the 2016 Agency Achievement Silver Award, and the 2016 2020 Honor Ring Awards.Harnessed strong cross-functional leadership skills to cultivate and manage a high performing team of telemarketers and insurance personnel, consistently identifying opportunities for staff development.Demonstrated exceptional customer relationship management skills and providing consultative guidance for the advancement of individual objectives and goals.Advised clients throughout retirement planning processes, facilitating 401(k) rollovers to individual retirement accounts (IRAs) in order to safeguard long-term customer assets.Deployed social media and digital marketing campaigns to augment brand exposure within a highly competitive market, achieving recognition as the second highest growing agency in the Midwest in 2016.Partnered with a local performing arts nonprofit organization to allocate $5K in Allstate Foundation Helping Hands grant resources to Barry Elementary School, hosting a 4-hour community event. Capital Works LLC Chicago, IL 2012 2016OwnerSpearheaded the creation of a business valuation and mergers and (M&A) advisory firm servicing small and medium businesses in the Midwest, providing financial advisory support to local business owners and private equity groups in their transaction and financial reporting efforts.Sourced and managed multiple valuation engagements for financial reporting and litigation support services while simultaneously growing the Sanfratello Insurance Agency.Achieved retainment by Schiff Lardin LP, receiving organizational designation as an expert witness in the successful defense of a valuation dispute for Bank One, a trustee of the disputed estate. Candidate's Name EMAIL AVAILABLEPROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS CONTINUEDSourced and developed an Accounting Standards Codifications (ASC) 805 valuation engagement for May River Capital LLC, assisting the client in the identification and valuation of intangible assets acquired and liabilities assumed in the successful $32M acquisition of Hi-Tech Manufacturing LLC.Developed a fair market valuation analysis for a Chicago electric boat rental company in compliance with IRS Revenue Ruling 59-60 guidelines, driving the buyout of a 50% ownership interest in the capital stock of the business which negated the need for any litigation between buyer and seller in this transaction. Deloitte Chicago, IL 2006 2012Manager, Financial Advisory Services (FAS)Leveraged exceptional attention to detail combined with strong time and task management skills to oversee multiple competing projects worth up to $1.3M in annual revenue, leading a team of up to eight associates through consulting activities in accordance with Deloitte FAS standards and regulations.Applied strong client management skills to develop robust relationships with Verasun and US Bioenergy that singlehandedly generated more than $250K in annual fixed fees.Consulted Kansas State University on the development and standardization of an athletic donor program, enabling the successful integration of the program at other universities across the United States; accrued an incremental $45K in fixed fees.Achieved an outstanding performance award for serving as a Deloitte Preservation Analyst at BPs Incident Crisis Centers throughout the Deepwater Horizon oil spill crisis of 2010, coordinating cross- functionally with external contractors to collect defensive data for utilization in litigation support.Consistently assessed opportunities for business development, spearheading the identification and capture of $73K in fixed fees with Sega Amusements U.S.A for financial reporting purposes. Marshall & Stevens Incorporated Chicago, IL 2004 2006 Manager, Financial Advisory ServicesManaged a team of up to three business valuation associates and interns, providing guidance in the completion of multiple valuation and corporate finance projects in the Chicago office.Established robust client relationships with three prestigious law firms Gardner and Douglas, and Schiff Hardin in the Chicago market, facilitating the sale of three business valuation projects to Schiff Hardins clients that drove $25K+ in incremental revenue to the firm.Spearheaded the development and implementation of an internship program with the University of Illinois at Chicago, successfully developing two interns to achieve promotion into full-time employees. Advanced Wiring Solutions Alsip, IL 2001 2004Director of Business DevelopmentLeveraged turnaround strategy expertise to revitalize the stalled organization, building critical financial infrastructures that drove significant revenue generation across the enterprise.Instituted a series of talent acquisition initiatives that drove a 300% increase in organizational personnel, ensuring appropriate levels of staff coverage to meet the rapidly rising demands of company projects. Additional Experience: AT&T Mobility LLC Manager, Business Planning & Development EDUCATION Master of Business Administration (MBA), Entrepreneurship & Corporate Finance University of Illinois at ChicagoBachelor of Science (BS), FinanceDePaul UniversityLICENSURE Illinois Property, Casualty, Life, & Health Insurance Licenses Expires March 2024 Series 6 & 63 Securities Licenses ActiveACCREDITATION Accredited Senior Appraiser (ASA) Business Valuation - Active American Society of Appraisers |
