Richard A.

Oversee corporate operations and business development / marketing. Devise and deploy strategies to maximize revenues, market penetration, and value added from company services. Counsel clients on technology hardware selection / procurement and technical support solutions. Manage projects and the online marketing function. Conduct market / competitive assessments. Establish and cultivate strong relationships with clients, vendors (including generation of RFPs), and strategic partners. Identify and develop prospects. Resolve customer and operational issues.

Counseled private clients on a variety of strategies including instruments such as stocks, bonds, money markets, currency, and swap / derivatives. Conducted assessments of European and U.S. economies / markets. Evaluated metrics of individual companies; devised a solution combining fundamental and technical analysis. Bolstered sales and cross selling by cooperating with relationship managers to optimize products / services. Built strong relationships with clients. Delivered presentations to senior management and to Fortune 500 executives. Served as editor of a business development newsletter providing prospective investment suggestions and as a member of the investment committee.

• Enabled firm to maintain relationship with an unhappy client by improving results 22% in 4 months (despite events of 9/11).
• Earned top 10 ranking (out of 300+ investors) in the Investissima contest.

Advised relationship managers (RMs) and clients on strategies. Analyzed individual companies, European / U.S. markets, and the telecom sector. Tracked portfolio / account performance in cooperation with RMs. Ensured optimal asset allocation and risk management. Conducted due diligence and established new accounts. Cultivated productive relationships with clients. Served as member of the bank’s Investment Board Committee.
• Bolstered firm’s market position by apprising management (including relationship managers) of the potential of 3G network technologies ahead of intense growth in the segment.
• Minimized risk by reallocating the portfolio (to guard vs. the tech bubble) and by implementing a hedge plan for higher risk positions