If you need new ideas or a solution, you need the Wright Solution® . If you need a committed deticated resource to accomplishing a task now, you need the Wright Solution® . The Wright Solution® provides a seasoned veteran in rapid deployment task completion in areas of Accounting, Financial Analysis, Project Management, Marketing, Communications, Training, Office Automation and IT Projects.
High-energy individual with BBA & MBA business education majoring in accounting, finance & management with minors in communications and economics ■ 15 years of Fortune 200 department Director experiance leading people and projects within Nationwide's Insurance and Investment company ■ Director level responsibility for Marketing, Product Development, Strategic Planning, Communications, Training & SEC / NASD Compliance ■ Work experience in accounting, auditing, tax, finance, marketing, strategic planning, business and product development, research, project management, training, communications, SEC / NASD compliance, customer service and IT projects ■ Excellent creative and analytical skills ■ Strong verbal, report writing and presentation communication skills ■ Leadership & Management continuing education ■ Multi-million dollar budget management, P & L and Board reporting experience ■ Strong problem solving and conflict resolution skills ■ Experienced in relationship management ■ Client and Customer Service experiance ■ Very flexible and adaptable to new situations ■ Excellent computer skills and technology knowledge ■ Background in:
• Investments & Insurance • Mutual Funds, Hedge Funds & Variable Annuities
• Accounting, Auditing, Tax & Finance • Financial & Business Analysis
• People & Project Management • Variable Budgets • Standards Cost Accounting
• Cost Benefit Analysis • Operational Improvement Reviews • Financial Board Reporting
• Enterprize IT & Office Automation • Excel Financial Modeling • Strategic Planning
• Business Best Practice Reviews • Focus Groups & Research • Business Development
• Microsoft Office & OS Products • Management Reports • Product & Business Development
• Business Report Writing • Relationship Management • SEC & NASD Compliance
• Marketing • Branding • Shareholder Reports • SEC Prospectus Development
• Communications & Desktop Publishing & Newsletters • Design & Copy Writing
• Website Design & Development • Training • Basic & Advanced Tax
BUSINESS EDUCATION
MASTERS BUSINESS ADMINISTRATION ( MBA ) - EASTERN MICHIGAN UNIVERSITY
Management major. Attended night school while working full time & achieved a 3.4 GPA (4.0 scale).
BACHELORS BUSINESS ADMINISTRATION ( BBA ) - WESTERN MICHIGAN UNIVERSITY
Dual majors in accounting & finance with minors in economics & communications. Graduated cum laude with
4.0 GPA in finance & 3.65 overall GPA (4.0 scale). Education was 100% self financed. Awarded scholarship for scholastic excellence. Dean’s list all semesters. Beta Alpha Phi, Accounting honors.
ASSOCIATE OF ARTS ( AA ) - KALAMAZOO VALLEY COMMUNITY COLLEGE
Majored in business. Graduated in top of class with 3.9 GPA (4.0 scale). Education 100% self-financed.
PROFESSIONAL EXPERIENCE
SENIOR FINANCIAL ANALYST / CONTRACTOR - WINDOW TO WALLSTREET (Start-up Co) 2000-Present Private hedge fund portfolio management & analytical research services. Provide portfolio management & web-based updates in real-time viewable 24/7 anywhere in world. Performed research & develop custom investment portfolios. Conducted financial reviews of Income Statements, Cash Flow, and Balance Sheets combined with technical analysis and industry outlook. Review companies relative strength to peers, market and future
earnings sector outlook.
In 2005, began contract consulting. Awarded contract with State of Ohio Department of Public Safety to perform a financial review of the Ohio Law Enforcement Automated Data System (LEADS) IT costs and fee structure. The work included: auditing, process mapping, financial analysis, excel computer forecast modeling, consultations with senior management, steering committee presentations, development of a new fee structure and four project reports. Work expanded into developing digital communications and marketing materials to educate Ohio agencies L.E.A.D.S. benefits and new fee structure. In 2006/07/08 contracted with H&R Block to perform client tax reviews and computerized tax preparation for federal, state and city returns. In 2007
contracted with Spectrum Global to review its India accounting services for hedge funds. Performed daily accounting reconciliation and wrote report recommendations.
NATIONWIDE INSURANCE , NATIONWIDE FINANCIAL & NATIONWIDE INVESTING FOUNDATION
(18 YEAR CAREER SEE DETAILS BELOW )
DIRECTOR MUTUAL FUNDS MARKETING - NATIONWIDE INSURANCE 1995-1999
Led 15 professionals in growing investment business through marketing, product & sales training programs; Directed field communications & desktop publishing projects. Conducted product & sales training. Created monthly newsletter and educational guide. Developed sales literature & promotions. Created e-marketing & training programs. Created NASD continuing education program. Conducted surveys, conferences & focus groups. Participated in web site development. Developed annual budget & performed performance reviews. Represented Nationwide on Investment Company Institute committees. Worked with McKinsey & Company
on a Nationwide Agency department restructuring project. After departmental restructuring performed
Consulting work for the Office of the President on a six-month assignment. Project work included post acquisition integration of $1.6 billion Allied Insurance & $250 million Insurance Companies into Nationwide. Reported to Nationwide Merger & Acquisition Officer. Interfaced with senior management to shepherd projects
& manage change. Helped in identifying operational efficiencies and cost savings. Analyzed & drafted
executive management report for $100 million dollar business venture. Developed solution reducing regional
office expenses by $1 million & freed up $5 million in cash.
MARKETING DIRECTOR - NATIONWIDE FINANCIAL & ADVISORY SERVICES 1984-1995
Reported to President & quarterly to Board of Directors investment management business. Served on four Investment Company Institute committees. Duties included: Leading 15 professionals in growing mutual fund
and variable annuity sales; strategic planning, research & business intelligence; shareholder reports & prospectus development; shareholder & producer communications; implemented desktop publishing systems. Conducted NASD & SEC sales literature review & filings; direct marketing & monthly promotions; developing
e-information systems; product & sales training programs; managing internal & external partner relationships. Elected Assistant Treasurer of Nationwide Investing Foundation 1990-95 with added responsibilities of shareholder expense control and cost reduction.
STRATEGIC PLANNING MANAGER - NATIONWIDE INSURANCE CO. 1983-1984
Duties included introducing & facilitating strategic planning within Enterprise for Nationwide Financial Services, Nationwide Insurance Company & their subsidiaries. Developed Nationwide Advisory Services first strategic
plan, working with president & vice presidents.
SENIOR BUSINESS ANALYST - NATIONWIDE INSURANCE CO. 1981-1983
Duties included industry mergers & acquisition monitoring; industry trend research; forecast & budget modeling; project time-line management; cost benefit analysis; financial service industry strategic trends reporting. Developed planning procedures for strategic planning process. Preformed strategic planning training & facilitator role in company implementation.
SENIOR FINANCIAL ANALYST - ROCKWELL INTERNATIONAL 1978-1981
Hired into an MBA financial management development program. Duties included: Auditing; Standard Cost Accounting & monthly variance analysis; Developing monthly performance forecasting of financial statements
& budgets; Analyzing & writing monthly operational reports of actual sales & profits versus forecast & plan; Developing annual operating plan & strategic long range plan; Capital expenditures cost benefit reviews & monitoring budgets; Lease vs. purchase reviews.
SENIOR BUDGETS & ACCOUNTANT ANALYST- FRUEHAUF INTERNATIONAL CO. 1976-1978
Hired at college for BBA accounting management program. Assignments in Internal Audits; Operation Improvements; Corporate General Ledger Consolidation; Reviewing 10 plants standard cost accounting
systems; Assistant to Controller in Budget Management and Appropriations proposals. Promoted to Senior Budget & Accountant Analyst after one year. Responsible for annual budget development and financial
analyze review of $60 million dollar (twenty departments) budget.
CONTINUING EDUCATION – CLASSES, SEMINARS & WORKSHOP'S
• Microsoft Office 2007 / 2003 • Leadership & Mgmt. College • Nationwide Insurance & Mangement School
• Pro-forma Computer Models • Employee Coaching & Evaluations • H & R Block Tax School & Cont. Ed.
• Mergers & Acquisitions • Microsoft XP & Vista OS • Six Thinking Hats-Dr. Bono • Jackson Hewitt Tax School
• Intuit – Quick Books & Turbo Tax • Fidelity Investment Pro System • MS Excel , Access , Word & PowerPoint
• Adobe Acrobat & PageMaker • Peachtree - Accounting • 7 Habits Effective People-Dr. Covey
• Novell GroupWise System • Offshore IBC & Tax Havens • Public Speaking Seminars
• MS Visio & Project Manager • Enterprise Collaboration Tools • Crystal Reports • Website development
• 12 Years of Investment Company Institute Seminars & Confrences • SEC / NASD S 6 & 26 Exams