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Contemporary Letter

VIEWS: 2 PAGES: 10

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Resume

                       L. Mark Anderson

Dear Hiring Authority,

Please advise of vacancy’s, which would benefit from my experience and skills. I am
positive my experience and flexibility would prove an asset to your organization and
accordingly make a difference to your bottom line results.

Your consideration of this enclosed resume is appreciated.

Yours truly,




_______________
L. Mark Anderson
E-Mail: lmark_anderson@yahoo.com
Primary Contact Telephone No: 580 761-0662
Telephone home: 580 718-0458




                              ............................
Page 2




         INDEX:   Education                   -   Page 3

                  Employment History          -   Page 4

                  Professional Level Duties   -   Page 4 - 8

                  Computer Literacy           -   Page 9

                  Hands-on Skills             -   Page 9

                  Leadership                  -   Page 9

                  Letters of Reference        -   Page 10
Page 3




         EDUCATION

         Degrees: BA – Finance
         My formal education, training and work experience history, rooted in South Africa was
         evaluated by a Credential Evaluation Service in the state of Washington on the 17th of July
         2000 and it reflects that I have the equivalent of a bachelor's degree in financial services
         from accredited colleges or universities in the United States.

         Languages: :           English   - Excellent verbal & writing
                                Afrikaans - Excellent verbal & writing
                                Spanish    - Student

         Diplomas, Courses:
           o   Senior Module in Business Assurance
           o   Management Program
           o   Life Assurance Advanced
           o   Personal Taxation
           o   Marketing
           o   Diploma in Financial Management
           o   Statistic al Analysis
           o   Investments
           o   Accounting
           o   Administration program
           o   Variety of Computer courses

         Internal Courses/ Workshops:
                             Auditing, Probing, Managing day to day performance, Planning,
                             Performance Appraisals, Presentation skills, Task Structuring,
                             Situational Leadership, Accounting Functions, Quality Performance,
                             Large amount of technical training.
         Last school attended:
                             Edenvale High School (1980-1985) Completed
                             Higher Grade education with university exemption

         Other Studies:
                        I.L.P.A (Institute of Life and Pensions Administration). Which according to
                        the regulations set out in 1998 – ILPA qualification receives international
                        affiliation in association with the European Union and will automatically
                        qualify for the designation of C.F.P. (Certified Financial Planner) – Note that
                        I have passed first year – Personal Financial Planning.
Page 4

         EMPLOYMENT HISTORY

         Period         Employer                                                    Job Title
         1985           Adatav Marketing                                            -Field Sales Manager

         1985-1987      Barclays - First National Bank                              -Administrative

         1987-1993      Old Mutual                                                  -Assistant Branch
                                                                                     Manager

         1993-1994      Old Mutual F.A.                                             -Advisor/Consultant

         1993-1995      Sanlam                                                      -Advisor/Consultant
                                                                                    -Tax Consultancy

         1995-1998      Chancellor Financial Services (Brokerage)                   -Manager
                                                                                    -Senior Advisor
                                                                                    -Tax Consultant

         1998-Present   Future Secure Financial Services/ Hereford Financial Services -Manager
                                                                                      -Senior Financial
                                                                                       Advisor
                                                                                      -Financial Analyst
                                                                                      -Tax Consultant
                                                                                      -Managing Director
                                                                                       Tax Services
         1996-Present   Independent Tax Consultancy – in merger operation.




         PROFFESIONAL LEVEL DUTIES

         1.   ADATAV MARKETING
         Period Employed: June 1985 – end July 1985

         Duties:
            Marketing and Sales
            Field Sales Management
                          Budgets
                          Training
                          Joint Calls
                          Financing
                          Credit Control

         2.   BARCLAYS – FIRST NATIONAL BANK
         Period Employed: August 1985 – 15 October 1988

         Duties:
            Clerical/Administrative Functions
            Departmental Functions
                         Public Relations Officer
                         Credit Control
Page 5

                              Wages
                              Teller
                              Account maintenance
                              Investment queries and Advise
                              Foreign Exchange
                              Main Frame ops.
                              Telex Functions
                              Bills
                              Customer Service
                              Correspondence

         3.    OLD MUTUAL
         Period Employed: 17 October 1988 – 31 May 1993
         Assistant Branch Manager
         Duties:
             Responsible for 23 Office Staff – Administrative Manager
                    o Management of Staff
                    o Branch Audits
                    o Quarterly Audits of regional branches
                    o Annual Budget – operational expenditure with monthly reporting variances
                    o Control and measure operating/overhead Costs
                    o Accounting Functions & Analysis
                    o Cost Accounting
                    o New Business Functions
                    o Conservation/Retention of Business
                    o Client Service Manger
                    o Liaison Officer
                    o Development of Computer System Applications
                    o Computer Audits and Training at 14 Regional Branches
                    o Quality Control
                    o Inter Office Admin training and Staff Development
                    o Performance Appraisals
                    o Recruiting, Appointments and Termination of employment
                    o Transfer of Staff
                    o Salary Negotiations and Increases
                    o Promotions
                    o Function Planning
                    o Office Security
                    o Affiliated Companies
                    o Human Resource Issues
             Responsible for 15 Marketing Staff
                    o Management
                    o Budgets
                    o Financing and Incentives / Payroll
                    o Assistance in opening of Markets
                    o Statistics
                    o R&D
                    o Monthly Executive Meetings
                    o Weekly Figure Reporting and Merit Listing
                    o Training coordinator
                    o Annual Company strategic planning with Directors and Regional Managers
Page 6


         4.    OLD MUTUAL – Financial Advisory Services
         Period Employed: 1 June 1993 to 28 February 1994
         Advisor/Consultant
         Duties:
               Marketing of Financial Services
                                o Financial Analysis – Corporate Firms
                                o Financial Analysis – Individuals
                                o Tax Services
                                o Accounting Services
                                o Personal Budgets
                                o Local and Offshore Investment Services
                                o Legal Consultation Services

         5.    SANLAM – Financial Advisory Services
         Period Employed: 1 March 1994 to 1 March 1996
         Advisor/Consultant
         Duties:
               Marketing of Financial Services
                                o Financial Analysis – Corporate Firms
                                o Financial Analysis – Individuals
                                o Tax Services
                                o Accounting Services
                                o Personal Budgets
                                o Local and Offshore Investment Services
                                o Legal Consultation Services
                                o Insurance private and commercial
                                o Wrap Fund Administrator
                                o Mutual Fund/ Unit Trust Administrator

         6.    CHANCELLOR FINANCIAL SERVICES
         Period Employed: 1 March 1996 to 31 August 1998
                   - Manager
                   - Senior Advisor
                   - Tax Consultant
         Duties:
               Sales Management
               Budget and Reporting
               Recruitment
               Training and Development of Staff
               Performance Appraisals
               Marketing Management
               Corporate and Individual Financial Analysis
               Accounting Functions
               Mutual and Unit trust Administrator
               Computer applications – training
               Development of Systems
               Statistics and Interpretations/Recommendations
               Preparation of recommendations and presentations
               Presentations
               Tax Services
                Computer training and trouble shooting for firm.
               Investment Planning
Page 7

                       o Short and long term
                       o Estate planning
                       o Tax Planning
                       o Retirement planning
                       o Ill health - Disability planning
                       o Health Insurance/ Medical plans
                       o Group Schemes
                       o Business Assurance
                       o Risk Management
                       o Offshore Investment Services
                       o Retirement Funds
                       o Unit Trusts local and global Mutual funds – Including application of Wrap funds.
                  Legal Advise

         7.    FUTURE SECURE MARKETING/HEREFORD FINANCIAL SERVICES
         Period Employed: 1 September 1998 to Present
                   - Manager
                   - Managing Director – Tax Services
                   - Senior Financial Advisor
                   - Financial Analyst

         Duties:
                  Sales Management
                  Budget and Reporting
                  Recruitment
                  Training and Development of Staff
                  Performance Appraisals
                  Marketing Management
                  Corporate and Individual Financial Analysis
                  Accounting Functions
                  Mutual and Unit trust Administrator
                  Computer applications – training
                  Development of Systems
                  Statistics and Interpretations/Recommendations
                  Preparation of recommendations and presentations
                  Presentations
                  Tax Services
                  Computer training and trouble shooting for firm.
                  Investment Planning
                                  Short and long term
                                  Estate planning
                                  Tax Planning
                                  Retirement planning
                                  Ill health - Disability planning
                                  Health Insurance/ Medical plans
                                  Group Schemes
                                  Business Assurance
                                  Risk Management
                                  Offshore Investment Services
                                  Retirement Funds
                                  Unit Trusts local and global Mutual funds – Including application of
                                      Wrap funds.
                                  Legal Advise
                  Financial Analyst & Accounting functions
Page 8

                Management and Service of client base/practice
                Technical Analyst and Assistance to Consultants
                Statistical Analysis
                Seminars
                Training
                Editor and author of periodical news letter
                Founder and Chairman of the “Master Financial Advisors Breakfast Club.”
                      An elite executive non-profit organization to update qualifying members, on
                      current economic conditions, market updates and case studies, sharing of
                      ideas, invitations of speakers etc. In order to provide service excellence to a
                      competitive market and give member advisors the edge in terms of financial
                      know-how from a macro perspective. (FSM)


         8.    INDEPENDENT TAX CONSULTANCY
         Period Employed: 1995 to Present
                   - Managing Director / Founder
                   - Transferring / Merging Practice into Hereford Financial Services
         Services:
             Tax and accounting Services
                           Preparation Service
                           Registrations
                           Submissions
                           Analysis
                           Objections / Disputes
                           Restructuring of tax effective remuneration packages
                           Analysis of current tax structures
                           Recommendations
                           Liaison with Revenue Offices
                           Tax Directives
                           Clearance Certificates
                           Salary/Wage tax restructuring

         COMPUTER LITERACY
         Fully PC Literate. Assistance, troubleshooting, installations and training given with about
         15 years experience. Windows based packages, Microsoft Office packages; Excel, Word,
         Publisher, PowerPoint. Lotus, AmiPro, Organization, Freelance, Approach, Harvard
         Graphics, Word Perfect, DOS, Internet: Netscape and Explorer (various versions), HTML
         experience, E-mail packages and numerous other software programs, both mainframe and
         personal computers. I have used the above programs extensively, more so financial based
         software. Note I have written several programs and spread sheets with macros in Excel,
         Lotus with use of macros and other presentation/worksheet formats.
         Also application and incorporating of computer auditing systems for greater region.

         HANDS-ON SKILLS
                Strong written, verbal and presentation skills.
                Sound technical knowledge of financial and non-financial metrics.
                Well-rounded business sense and grasp of operational issues.
                Establishment of “best-practices” and forecast/actual variance analysis.
                Rapid understanding and application of computer usage.
                Strong analytical, interpersonal (at all levels) and organizational abilities.
Page 9

                  Good quality customer service provider - both at company and individual level.
                  Further strengths: Pro-Active, Action Orientated, Probing skills, Synthesis,
                   Empathy, Management of Information, Judgment skills and Task Structuring.

         LEADERSHIP/TITLES
         School:         Student Council prefect
                         Sports Captain: Rifle shooting (provincial champion), Rugby, Athletics,
                         Cricket, Ice hockey - provincial
                         Class captain numerous years
         Military:
                                     Officer, Full Lieutenant in compulsory 2 year training.
                                     Platoon commander in South African Paratroopers.
                                     Instructor at Parachute Battalion.
                                     Reported direct to Company Commander.
                                     Received deed of commission from President and minister of
                                      cabinet.
                                     No further military commitments or obligations
                                     Services Included:
                                           Operational issues, Training of new members,
                                                Recruitment, Seminars, Inspections, etc.
         Career:
                                    Administrative Head/Manager
                                    Assistant Branch Manager: Old Mutual
                                    Manager - Sales and Administration
                                    Financial Analyst
                                    Financial Account Management
                                    Tax Consultant and Advisor
                                    Information Technology Consultant
                                    Production Manager
                                    Marketing Management
                                    Senior Financial Advisor
                                    Managing Director – Tax Services
Page 10


          Letters of Reference
          "Mark is well developed. He has implemented new systems within the branch which have had
          extremely positive results. He has also acquired a superior level of computer literacy which uses to
          great effect in producing presentations, charts and statistical graphs. Mark is well accepted by all his
          subordinates. He delegates wisely and has an organized approach towards development of his staff.
          Furthermore he is enthusiastic, helpful and creative. he maintains and enhances good relationships
          between marketers and administrative staff." - Adv. Chris Honck – Manager Old Mutual
          "Mark has been a great asset to our organization, both from a production point of view, as well in
          assistance to marketers in terms of his technical know how. I would describe him as a very flexible,
          enthusiastic, helpful and creative individual. Furthermore he has established a good relationship with
          management, colleagues and very much so with his clients. He is known to do any task at hand with
          great thoroughness and diligence, he also excels in his presentation skills. With Mark's experience and
          background in the financial sector we utilize him frequently for his technical expertise, and also for
          advise with regards to our operation. Of which he contributed tremendously and is very helpful in this
          respect. Mark has also walked away with several top producer prizes and competitions." - Johan
          Pieterse - Manager
          "Mark is very flexible and there was a good relationship between him and co-workers - administrative
          staff, marketers and service staff. He performs his work with great diligence. Mark is applying his
          educational experience daily. "Difficult" clients are also referred to him where he could apply his
          skills accordingly. Mark was also appointed to our Quality committee, where he has excelled in the
          tasks at hand." - SWC Struweg - Manager
          “Congratulations on achieving 6963166 PCR’s during 1999. This achievement was obviously a direct
          consequence of your ability to provide your clients with best advice and superior service. You also
          proved to be competitive spirited by achieving the no 5 position overall in the annual Directors
          Challenge. This is a fantastic achievement that reflects on your ability to perform under pressure. Well
          done! It is also noticeable that notwithstanding above mentioned performance results you still made
          time to further your education by writing ILPA in 1999. Please be assured your technical knowledge
          regarding this industry and taxation is highly valued by this company.” – L. Malan – Director FSM
          " Dear Mark, a short note to express our appreciation for the contribution made during our recent
          voluntary retrenchment exercise. Your cogent financial advice appears to have been well received by
          our employees and the difficult process of severance successfully concluded. Once again, many thanks
          and we look forward to working with you again should the opportunity arise." - Andy Walters General
          Manager SAB – Client



           L. Mark Anderson

           E-Mail: lmark_anderson@yahoo.com
           Primary Contact Telephone No: 580 761-0662
           Telephone home: 580 718-0458

								
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