Gender

Male

Location

Woodway, TX

Birthday:

September 3

About me

A 42 year veteran of the Financial Services Industry having held Senior and Executive Management Positions for nearly 37 years. Extensive background and knowledge in Management of Insurance Companies, Broker Dealer Firms, Asset Management Firms and Banks. Experience Vice President, Business Development, Financial Services and Insurance Teleperformance USA March 2011 – Present (2 years 2 months)Woodway, TX Teleperformance is a 36 year old Global Outsourcing firm that has become the largest Contact Center Outsourcing firm in our industry. Teleperformance has approximately 138,000 employees working in 260 Global Centers located in 46 countries, supporting over 66 different languages and dialects. Teleperformance offers Customer Service and Care, Inbound and Outboud Sales, Tech Support-Level 1,2 & 3, Email & Chat support and non-voice, Front, Middle and Back Office BPO services. I am proud to represent Teleperformance working primarily with Financial Services firms, i.e. Banks, and related Financial Institutions, Insurance companies and Healthcare Providers and Healthcare DME firms offering our Services though Onshore or Domestic, Near-shore and/or Offshore locations. Sales Director Stream Global Services October 2009 – January 2011 (1 year 4 months) eTelecare Global Solutions and Stream Global Services merger of the two companies was completed October 1, 2009. The new company name is Stream Global Services, a Global BPO provider with approximately 30,000 employees located in 22 countries and operating in 50 different locations throughout EMEA, UK, North America, Cenral and Latin America countries and in Asia in the Philippines and India.The combined companies are expected to generate nearly $1 billion in revenue by the end of 2010. Sales Vice President - Financial Services - Northeast USA eTelecare Global Solutions, Inc. September 2007 – October 2009 (2 years 2 months) Regional Position responsible for all sales in the Northeast Region with primary emphasis on Financial Services Companies - Fortune 500. eTelecare Global Solutions offers Customer Care, Inbound and Outbound Sales, Investment Services Support and Back Office Processing Support through 7 Centers in the US and 7 locations in the Philippines. Currently eTelecare employs nearly 14,000 employees. Senior Business Development Director Keane, Inc. April 2005 – June 2007 (2 years 3 months) Acquiring New Client relationships and/or new Business within existing clients. All services offered involve IT Outsourcing and Business Process Services Outsourcing within the Financial Services Vertical. Keane, Inc. was a publicly traded firm until, June 4, 2007 when it was acquired by a privately-held firm, Caritor, Inc. The Keane, Inc. name was retained as the acquring company has a very small penetration into the same market as Keane, Inc. Global Financial Services Executive Director Sykes Corporation December 2002 – April 2005 (2 years 5 months) I was responsible for acquiring new relationships as well as new business within acquired clients, outsourcing Call Center Support Services for Financial Services Companies Globally. I was responsible for a Sales Team within the Financial Services Vertical. SVP, National Sales Director Mellon Financial Services, Inc. August 1999 – October 2002 (3 years 3 months) Responsible for Merger and Acquisition strategy to acquire a national Broker Dealer firm and then developing new Banking Relationships to outsource Borker Dealer Financial Services and Financial Planning to Bank Clients as well as Mellon Financial's Corporate relationships nationally. Chairman, President & CEO INVEST Financial Services December 1989 – August 1999 (9 years 9 months)Tanpa, FL INVEST Financial Services was the first SRO FINRA Broker Dealer firm to gain the SEC "No Action" ruling to allow Banks, Savings and Loans and Credit Unions to offer Stocks, Bonds and Mutual Funds to clients of these financial institutions. INVEST Financial grew to become the largest Third Party Marketing Broker Dealer offering Financial Planning, Insurance Products and Investment Services for its Banking clients. By 1998, INVEST had nearly 2000 representatives nationwide offering approximately $6 billion dollars invested and generated over $140 million in revenue. Chairman & CEO Invest Financial 1996 – 1998 (2 years) As Chairman & CEO of INVEST FInancial Corporation, I was responsible for the overall Vision and Management of Invest Financial in the best interests of our Clients, Employees and Shareholders. INVEST Financial under my direction with the best Management team became the largest Third Party Marketing SRO Broker-Dealer and Master General Agency firm to offer investment products, insurance products utilizing Financial Planning Services through a team of 2000 plus Financial Advisors within over 400 banks over a nine year period.

Website

www.teleperformance.com

Company

Teleperformance USA

Title

VP, Business Development