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DAVID ROSENBERG
CFO ? SENIOR FINANCE EXECUTIVE
Made “the impossible, possible” for a number of Wall Street’s leading financial firms.
Eighteen+ years’ experience in finance management.
Deliver the “big wins” in corporate finance.
Supported $150+ million in accelerated growth.
Created IT solutions for $70+ million business.
Managed growth of multimillions in investments.
Consistently deliver mission-critical results in finance, and in the technologies and teams that support finance. Supported hundreds-of-millions of dollars in revenue and income for world-class companies including W. J. Klein, Banque du Monde, and Smythe Byrd Hickman.
Multi-multimillion-dollar contributor, driven by a visceral “hard-wired” need to strategize, to innovate, and to disprove the words “It can’t be done!” Gifted with the vision, determination, and skills needed for high-level, revenue-building strategies and tactics.
Recognized as key to development of an eventual $800 million revenue stream for W. J. Klein, by strategizing and building foundation for firm’s entire derivatives business, allowing comfortable yet aggressive growth from $0 to $150 million in annual revenues within first three years.
Delivered and / or supported the creation of over $70 million in revenue for Banque du Monde through conception and development of an array of sophisticated strategies and tools for financial management.
Built $9 million personal portfolio in four years and protected it from major loss during market downturn. Grew and managed holdings using personally developed proprietary computerized analysis and decision-making system.
EXPERTISE
CorporateFinance Management Strategic / Tactical Planning & Execution Budget Planning, Development & Control Domestic & International Tax Planning Operational & Financial Risk Management
Operational & Financial Turnaround Investment Strategy & Transactions Treasury & Cash Management Equity & Debt Financing Investor & Banking Relations
Financial Forecasting & Planning Financial Modeling & Analysis IT Strategies, Solutions & Projects Quantitative & Qualitative Analysis Risk Analytics & Policy Formation
EXECUTIVE QUALIFICATIONS
Conceive and execute financial strategies—drive corporate growth, profitability, and value.
Provide “no surprises” decision support by implementing and enforcing financial accountabilities, controls, processes, and systems. Drive corporate development through sound investment strategies and transactions. Dissected thousands of companies’ financials for investment purposes, identifying underlying risks, deficiencies, and opportunities that others missed.
Link business objectives with powerful enterprise-level IT strategies—business and technology translator and accelerator.
Adept at translating abstract mathematical concepts, theories, and methodologies into user-friendly finance and IT solutions that clearly support business need and enhance revenue generation. Conceived, developed, implemented, and managed technologically sophisticated systems and interactive, feature-rich software.
Innately wired for strategic and tactical thinking—formulate and execute corporate strategic plans.
Contribute true global perspective, intimate knowledge of global business (speak English, Igbo, and French), and acute insight in potential business impact of geopolitical, economic, industry, and cultural factors and events. Develop and execute high-level strategies, make high-stakes decisions, and combat mission-critical business challenges.
Respect and leverage human capital—motivate, mentor, and lead talented professionals.
Live the culture and lead by example. Direct productive cross-functional teams using interactive and motivational leadership that spurs people to willingly give 110% effort and loyalty. A trusted advisor, completely forthcoming, yet diplomatic and apolitical. Extremely high-energy and driven to make a difference, yet levelheaded with a calm demeanor and low-key ego.
12345 Lombard Street San Francisco, CA 94111- Home: 333-333-3333 ? Office: 333-444-9999 ?
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DAVID ROSENBERG page two of three
PROFESSIONAL EXPERIENCE
PRESIDENT BEKELE CAPITAL, INC., Burntfork, WY
1998 to Present
Executive Overview
Shell company, created as an organizational framework for managing personal investments in stocks, options, futures, commodities, FX, and other capital market offerings. Personally create and execute investment strategies, perform research and analysis, and manage the portfolio. Make investment decisions based on extensive knowledge of the market, and a proprietary IT-based trading model.
Personal Challenge
Take sabbatical, grow portfolio for personal and philanthropic wealth, and then reenter corporate space in CFO role.
Financial & Strategic Successes
? Grew $1 million investment into $9+ million, retaining 68+% value compared to NASDAQ’s 78+% aggregate loss.
? Developed and built highly effective computerized proprietary trading model with automated decision-making component.
MANAGING DIRECTOR W. J. KLEIN COMPANIES, INC., New York, NY
Global Derivatives Department 1992 to 1998
Executive Overview
Teamed with Senior Managing Director of Global Derivatives in department-level strategic planning, growth, and decisionmaking. Held direct accountability for providing IT-based analytics for this dynamic global business unit operating 24/7 in three continents (profit centers in North America, Europe, and Asia).
Led team of 25 finance and IT professionals. Provided front- and back-office operational support, and consulted and served internal customers — traders, marketing personnel, accounting (GAAP and statutory financial reporting), risk management, IT, networking, fixed income technology — worldwide.
Corporate Challenge
Support startup of global derivatives business—a W. J. Klein top priority. Hired to provide necessary mathematical models, develop related technology solutions, and contribute insight on business strategies.
Financial & Strategic Successes
? Credited with personal contributions to growing business from $0 to $150+ million in sales within three years (subsequently mushroomed to $800+ million by 1999).
? Conceived, designed and managed development / rollout of specialized modeling software and decision support tools directly tied to firm’s ability to deliver accelerated growth to $150 million in three years and support further growth to $800 million.
? Software development delivered calculations, analytics, valuation, hedging, and risk management (cash flow, reset, interest rate, counterparty, volatility, basis, correlations, time value, convexity, etc.) for customized over-the-counter derivatives, deals, and portfolios.
? Led W. J. Klein to become an AAA-rated derivatives dealer (again supporting the ability for $150 million+ in accelerated growth) by showcasing the specialized technology and business practices to win confidence of the rating agencies.
? Formed and provided strong leadership to talented, robust team of professionals capable of meeting firm’s short- and long-term technology needs.
111 Winding Road, Burntfork, WY 22222- Home: 333-333-3333 ? Office: 333-444-9999 ?
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DAVID ROSENBERG page three of three
PROFESSIONAL EXPERIENCE, continued
VICE PRESIDENT BANQUE DU MONDE, New York, NY
Derivatives Department 1988 to 1992
Executive Overview
Developed and executed technology strategies, and managed related R&D projects, budgets, and teams for a $70 million profit center of the US branch of the second largest (assets) French bank. Managed operating systems, hardware, software, and interconnectivity for three offices operating 24/7 in global time zones. Led a team of five personnel involved in the development and implementation of derivatives software solutions.
Corporate Challenge
Convert a break-even business into a growth-focused, global business organization
Financial & Strategic Successes
? Created sophisticated interactive currency swap pricing / hedging system enabling generation of $15 million in annual business.
? Developed risk analysis / control solution, interest rate swap pricing and hedging system, and seamless portfolio management capability for $70 million multi-currency derivatives portfolio.
VICE PRESIDENT SMYTHE BYRD HICKMAN, New York, NY
Interest Rate Products Group 1983 to 1988
Executive Overview
Managed R&D activities, forecasted IT investment requirements, managed project lifecycles, and designed, developed, and implemented software solutions. Provided sophisticated, timely quantitative and analytical support to traders, marketing professionals, sales representatives, and operations personnel.
Promotional Track
Promoted to Vice President within three years. Originally joined major investment bank as Analyst in the Fixed Income Research department (1982 to 1986), providing decision support to institutional fixed income sales and trading business. Covered mortgage backed securities, corporate bonds, and government securities. Mentored and supervised Junior Analyst, and educated sales representatives and traders on fixed income business products, practices, and theories.
Corporate Challenge
Challenged to conceive, plan and deliver the technological and decision support requirements of the $30 million Interest Rate Products Group.
Financial & Strategic Successes
? Succeeded in maintaining positive cash flow and neutral market position in unwinding the derivatives portfolio — without availability of treasury bill futures, government securities and Eurodollar futures markets — as Smythe declared bankruptcy.
? Designed, developed, and implemented P&L calculation and analysis system, and risk analysis and control solutions for $30 million interest rate derivatives business.
? Facilitated $ 10+ million in annual revenue by creating interactive interest rate cap and floor pricing and hedging solution.
? Improved comprehensiveness, meaningfulness, and timeliness of analytics and decision support by assuming ownership of a portfolio of interactive, feature-rich proprietary technologies produced by the Fixed Income Research Department.
EDUCATION & LANGUAGES
MS, Computer Science, Cooper University, Linden, NY 1982 Note: Coursework completed for PhD in Math
BA, Mathematics, University of Missouri, Knox, MO 1980 Note: Also satisfied requirements for degree in Statistics
Fluent in written and spoken English. Fluent in native Nigerian language of Igbo. Competent speaker of French.
111 Winding Road, Burntfork, WY 22222- Home: 333-333-3333 ? Office: 333-444-9999 ?
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