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| About site: Resources/Personal Pages - Shaun R. Smith |
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| About site: http://www.shaunsmith.com/ |
Title: Resources/Personal Pages - Shaun R. Smith Informational website about New York based professional with background in consulting, corporate training, and executive level management.
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Shaun R. Smith Resume
Shaun Richard
Smith
372 Fifth AvenueApartment
4KNew York, NY 10018
Voice
(212) 239-3323Cell (917) 952-0381Fax (212)
279-3330Shaun@ShaunSmith.com
Action
International of NYC
Licensed business Coach - Help business owners make more money while
working less. #1 business coaching company in the world. Teach sales, marketing
and business and team building strategies that allow business owners to take
back control of their businesses and improve cash flow quickly.
Executive
Experience
Consulting
Practice
Non-profit
Endeavors
Education
Computer
Skills
Personal
Executive Experience
DANIEL H. COOK ASSOCIATES, INC., NEW YORK
September 2001 - Present
Vice President of Operations of privately owned Third Party
Administration firm
General Operations and
Management: Doubled
firm's revenues in my first 2 years. Increased staff size by 40%.
Secured additional bank financing. Managed move to new location with
twice the square footage. Responsible for management of all staff.
Report directly and exclusively to company owners.
Claims Processing
Division:
Implemented new scanning based claims processing software. Redivisioned
staff according to functional lines. Implemented customer service
system. HIPAA Specialist and Privacy officer.
Information
Technology: Upgraded
from green-screen RMS server network to Windows 2000 PC environment.
Supervise backup procedures and data and server maintenance and setup.
Trained existing and new staff in Windows based environment including MS
Office products. Managed training of staff in customized production
software within each department.
Accounting
Department: Oversee
the processing of clients' dollar based benefits including vacation,
pension, and annuity benefits. Manage audit process for each accounts'
funds. Implemented web based benefit contribution collection system.
Insure compliance with government filing deadlines.
Finance: Create and track company's annual
budget. Manage all vendor relationships. Review and approve company
contracts and expenses.
Account Management, Sales
& Marketing:
Handle day-to-day questions and issues raised by leaders of firm's
largest clients. Prepare and present reports to clients' boards of
trustees. Write proposals and create marketing presentations. Draft
client agreements and contracts.
Consulting Practice
SHAUN R. SMITH
CONSULTING, NEW YORK
February
1992 - Present
Clients:
Jeremy J.
Siegel - A Leading Market Economist and Fed
Watcher
Chief Operating
Officer and Director of Business Development: Create Internet company
(http://www.jeremysiegel.com/) to market research and market
commentary to brokers and money managers. Manage operational aspects
of business, including marketing, web site design and implementation,
sales, and product distribution.
Strategy and Market
Researcher:
Conduct original numerical and market research and analysis for books
(including top seller Stocks for the Long
Run), articles
(for such publications as Forbes, Barron's,
BusinessWeek), expert testimony, and lectures. Manage and
analyze market data. Model strategies and scenarios.
Course
Manager: Hired and
managed Wharton MBA course support staff. Recorded and managed
teaching material and student records for 300+ person class. Delivered
presentations on financial markets and economics.
Public
Financial Management - The Financial Consultancy to Public Entities and
Agencies
Training Program
Lecturer: Designed
and delivered 1 - 2 day seminar to new and mid-career hires.
Instructed trainees on financial products, applied macroeconomic
theory, monetary and fiscal policy.
Wharton Direct - The Distance Learning Division of Wharton
Executive Education
Program
Manager: Designed
and developed first of its kind Internet delivered financial markets
course. Managed project tasks and execution. Led course content and
participant support team. Moderated course on-camera during weekly
live casts.
Iron Street Labs, The New
York Incubator - Full-Service Incubator Serving Silicon
Alley
Business
Strategist:
Developed detailed business plans and financial models for projected
multi-million dollar Internet enterprises (including market, product,
and customer research, competitive analysis, and complex financial
modeling). Analyzed business concepts generated internally or from
external entrepreneurs to determine potential value to and synergy
with the Incubator. Managed analysts and partners to develop effective
business modeling tools.
Interim Chief Operating
Officer:
Managed staff and resources to successfully create first to market
e-commerce niche player. Executed business plan, managed product line
and Web site development. Built fulfillment and distribution center
and company's headquarters. Led team to develop goals for each
division and company level goals. Coordinated efforts of staff and
resources in the Incubator with those at the company's
headquarters.
J.P.
Morgan - Sales and Trading Division - Core and Markets Training
Programs
Training Program
Co-Manager:
Managed 50+ bank professionals. Evaluated performances. Structured and
managed work-load. Communicated and managed tasks and goals. Provide
professional and personal guidance and expertise. Coordinated and
interacted with senior bank professionals and external training
consultants and lecturers.
Computer Based
Learning Project Content Expert: Designed structure and content for computer
training program in interest rates and macroeconomic variables.
Managed implementation and execution with design team.
Goldman
Sachs Group, Inc. - Investment Banking Division
Technical Resource
Specialist:
Provided global just-in-time assistance to bankers and support staff.
Wrote Visual Basic macros and complex Excel formulas and reports.
Troubleshot banker models and data tables.
Oliver, Wyman, & Co., - Financial Services and Insurance
Specialty Consulting Firm
Strategic
Consultant:
Technical Resource Specialist: Researched various economic and
financial conditions. Conducted consumer research for large domestic
and foreign financial institutions including focus groups and
telephone and written surveys. Modeled various scenarios. Analyzed and
summarized results for recommendation and presentation to senior
officials.
home
Non-profit Endeavors
MARY ANTHONY
DANCE THEATRE, NEW YORK
March 1998 -
Present
General
Consultant: Provide
general assistance and support for business and production related
issues.
RACOCO PRODUCTIONS, NEW
YORK
November 2002 - Present
Treasurer of the
Board: Manage
committees and projects relating to fundraising and production
activities.
A PIECE OF
WORK THEATER COMPANY, INC., NEW YORK
July 1998 -
August 2001
Chief Financial
Advisor: One of
three founding members of non-profit theater company. Wrote budgets,
grant proposals, bi-laws, business plan, and corporate documents.
Oversaw general workings of company. Developed short term and long term
goals and strategies for the company.
Producer: Negotiated contracts. Hired and
oversaw production staff. Created and managed project
timelines.
home
Education
UNIVERSITY OF PENNSYLVANIA, Philadelphia, Pennsylvania
THE WHARTON SCHOOL and the COLLEGE OF ARTS AND
SCIENCES
Graduated: May 1995
Bachelor of Science
in Economics, with a concentration in Finance - Summa Cum Laude, with
honorsBachelor of Arts, majoring in Theatre Arts - Summa Cum Laude,
with honorsOverall G.P.A. 3.9/4.0.
WHARTON EXECUTIVE EDUCATION -
WHARTON DIRECT
Building a Business Case -
continuing education distance learning course on strategic, competitive,
and market positioning to analyze business propositions - led by
academics, entrepreneurs, and venture
capitalists
NEW YORK REAL ESTATE INSTITUTE, NEW YORK, NEW
YORK
2001
Real Estate Salesperson completed training course
and state certification
home
Computer Skills
Microsoft Excel,
Word, Powerpoint, Outlook, Project, Access, Windows (2000 & XP), HTML.
Also familiar with Adobe Acrobat, Photoshop, Illustrator, and MS
Publisher.
home
Personal
Participated in
orchestras, bands, choruses, and solo singing and acting performances in
the U.S., Canada, Great Britain, and Israel. Certified scuba diver.
Amateur photographer. Semi-professional modern dancer. Adv Brown belt in
karate.
home
Site designed by donald
kingston |
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Informational | website | about | New | York | based | professional | with | background | in | consulting, | corporate | training, | and | executive | level | management. |
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http://www.shaunsmith.com/
Shaun R. Smith 2008 December
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Informational website about New York based professional with background in consulting, corporate training, and executive level management.
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