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FINANCE/WEALTH MANAGEMENT

Accomplished and dynamic professional, with extensive experience in building, growing and transforming business into highly productive and profitable operations to attract and maintain accounts and customers, and propel company growth. Highly analytical with acknowledged reputation for integrity, sound business acumen and versatility in adapting to new roles, tasks, applications, and environments. Self-motivated and efficient with a valuable track record in business development and account management strategies, with proven ability to work effectively in busy environments with positive results. . Dependable and demonstrates strong work ethic to achieve goals while displaying effective multi-tasking and time management skills. Enthusiastic individual and an excellent communicator, FLUENT IN German and French, recognized ability to establish and maintain effective working relationships across cross-functional teams and diverse individuals at any levels and build strategic relationships with clients.

Core Competencies

Account Management • Organizational Leadership • Sales & Marketing • Customer Service • HR Functions
Strategic Planning & Implementation • Client Relations Management • Staff Management • Business Development

PROFESSIONAL EXPERIENCE

Storyzon, LLC, San Francisco • CA 2002 – Present
Founder and President
Worked with numerous high net-worth individuals and families. Managed complex multi-generational family history projects. Interviewed several generations of high net worth clients, collaborated with family offices, participated, and consulted family meetings. Managed multiple assignments handling a wide variety of clients from multi-billionaires, non-profit organizations, and pro bono projects. Established and maintained a reputation for high-quality work. Developed business from start up to generating a six figure sales annually. Created strong client base of families, family-owned businesses and family offices. Oversaw and supervised over all aspects of writing projects, including writing and editing. Ensured all projects are completed on schedule. Established and enhanced credibility and rapport to increase sales. Created strategic marketing collateral. Prepared marketing presentations, performed product demo for exhibitions, and attended in speaking engagements. Developed sales strategic plans with emphasizes on high-touch personal service and relationship building. Established and developed relationships by building trusts with clients. Hired and managed a staff of 10 writers and two editors. Oversaw and guided development of storylines, layout, and final production. Streamlined systems and processes to maximize efficiency and productivity. Created marketing materials and website to enhance and promote company image.
KeyHighlight:
• Successfully acquired 80% of all new business in 2011 through referrals.

OTHER RELEVANT EXPERIENCES

Cisco Systems, San Jose • CA Program Manager 1995 – 2002

Goethe Institute, Rome • Italy Internship start-end-date

Maria Campbell Associates • NY Internship start-end-date

Mercury House, San Francisco • CA Internship start-end-date

EDUCATION AND CREDENTIALS

PhD in Philosophy and Literature, Year Graduated
University Name, State

M.A. in Philosophy and Literature, Year Graduated
University Name, State

Degree in Publishing
UC Berkeley Extension and the University of Denver

PROFESSIONAL AFFILIATIONS

Member: Rotary International, San Francisco
Board member: San Francisco Insight Meditation Community
Meditation Teacher: Resolve to Stop Violence Project, San Francisco County Jail

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