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Consistent achievement as a top performer by increasing revenues, portfolios and profits through expertise in business development, relationship building, and exceptional service follow up. Strategic planning, sales and marketing experience combine with qualifications in wealth and equity management to drive and deliver performance results.
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Present Fidelis Trust AG Zurich, Switzerland
President
Cultivate and manage new and existing client relationships of high net-worth individuals and their related businesses. Develop customized plan for each relationship to provide an array of services: investment management, estate planning, credit and personal banking products. Continually expanding referral network through contact with various internal business partners and external financial intermediaries. Coordinate events/seminars for new business development.
- Increased assets under management from $25 million to $1.5 billion.
- Increased Sales Team from 2 to 25 representatives with portfolios between $5 million to $10 million.
- New product development for clientele that increased returns by 18%.
- New Market development in Dubai UAE, representing HNW clients
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1998–2001 M.C.C.A Zurich Ltd. Europe/Middle East
Vice President Market Development
- Evaluated and improved quality of portfolios; credited with consistently maintaining the highest quality portfolios, which included managing highly sensitive corporate relationships
- Achieved revenue and customer retention goals whiles increasing profitability through relationship building, outstanding service delivery, cross selling and referral development.
- Aeroceltic Cargo Airlines; expansion and development project for medical transport and emergency medical cargo services
- Dubai, UAE; Disney Project; developed in coordination with UAE leadership and Disney corporation for Disney Dubai
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1998–2001 Mohawk RainBeau Administrators Montréal, Québec, Canada
Vice President Finance and Trade Development
- Free trade zone development $1B project; 2 year strategic development plan for Canada's first Free Trade Zone in partnership with SGF, Canadian government, Province of Quebec
- Management of key strategic planners, Hillwood Strategic Planning, Cardinal Hardy, Jebel Ali Trade Zone authority (UAE), Monterrey Mexico and Alliance Free Trade Zone
- Telecommunications, call center creation in Quebec and Atlantic Canada ($10 M project) Rockwell International, Sprint, EDSI, Oracle
- Pilot Training Academy & Simulator Facility
- Bulgarian Pilot Training School Project
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1996-1998 Chawston Enterprises Chengdu, China
International Trade Development Officer
- Developed trade and commerce relationships in the area of medical commodities and supplies throughout China and Middle East
- Development and implementation of Hospital project
- Heart valve replacement project
- Alternative medicine development
- Built revenue from zero base to $15 Million in annual sales
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1993-1995 France Evasion Bordeaux, France
Vice President
- Real estate development in Martinique
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2004 to Present Business & Management University Geneva, Switzerland
- EMBA, European Master in International Private Banking
1988 San Diego State University La Jolla, California
1985–1988 University of Arizona Tucson, Arizona
- B.A., Engineering and Business Administration
- Graduated with honors
Pilot (Commercial) Boston, Massachuetts |
| PROFESSIONAL DEVELOPMENT & ACTIVITIES |
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IMF yearly seminars, UN World Conferences on Economic and Social Development (ECOSOC), participation in the UN Cercle de Reflexion Medical Ship Project
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