10106 Technology Boulevard West #1712 Dallas, TX 75220 (214) 347-7777 firstname.lastname@example.org
SENIOR OPERATIONS EXECUTIVE
Top-performing, self-motivated management professional with progressive experience leading operations supporting
business development, regulatory compliance, and financial functions. Successful at building and directing cross-
functional teams to achieve aggressive business / compliance goals. Able to define and translate organization’s
strategic direction into tactical initiatives to deliver breakthrough results in profitability, service quality, and cost savings.
Highly effective at leveraging key relationships, process improvements, and budget / financial management skills to
turn around and transform underperforming entities into high growth organizations. Tenacious, hands-on leader with
track record making sound financial decisions, thriving on challenges, and overcoming roadblocks to success.
CORE LEADERSHIP COMPETENCIES
Operations Management Financial & Budget Accountability
Business Process Reengineering Regulatory Compliance
Multi-Functional Leadership & Collaboration Change Management
Strategic Planning & Tactical Execution Integrations, Divestitures & Restructurings
CREST ASSET MANAGEMENT – Dallas, TX 2002 – Present
Real estate management company with more than 5,000 apartment units throughout DFW and near Austin, Texas.
Manage day-to-day operations supporting large apartment communities with accountability for P&L performance,
property marketing & sales, financial, regulatory, leasing, and maintenance functions. Supervise and train up to 12
employees and all contracted vendors. Perform all due diligence and lease audit functions and certifications. Oversee
all facets of inventory, supplies, rehab, product development, and accounts payables / receivables. Prepare all
marketing, audit, and financial reports for management company, investors, equity partners, and lenders.
Increased occupancy from 77% to 96%+ with 106.8% properties leased by developing and implementing strategies
to maintain occupancy, revenue, and profitability targets, resulting in $8.2 million sale of property.
Reduced budgeted and payroll expenses by 63.9% and 56.1% respectively on average by streamlining and
enhancing processes supporting all facets of rehab, product development, and leasing functions.
20%+ boost in occupancy rates in four months with 107%+ of property leased achieved by leading efforts to market
and sell a $6.3 million property.
Grew occupancy by 13%+ for a property that is pending sale with more than 102% in apartments leased in a four
Boosted occupancy from 88% to 94.3% in three months with 99.7% property leased for property currently managed.
Developed and presented financial / business reports for acquisition and disposition of multi-unit, multi-million dollar
Increased residents’ overall satisfaction rating from 68% to 97.1% in six months while reducing turnover ratio by up
to 51% by effectively aligning properties with customer needs.
Collaborated with contractors, government departments, and personnel to complete property inspections, secure
permits, and maintain compliance prior to acquisition.
DANDAN CONSULTING – Houston, TX 1998 – 2003
Firm providing estate / financial planning and tax consulting services.
Consultant, Financial, Estate, and Tax Planning
Served as Lead Consultant responsible for providing estate / financial planning and tax consulting services to small
businesses and investors. Completed comprehensive financial plans for 142 clients. Oversaw procurement of financial,
estate, and retirement plans for closely held businesses and individuals. Proposed, designed, and implemented
employee benefit plans, corporate structures, and business strategies.
ROY DANDAN, Professional Experience, Continued… PAGE 2 OF 2
Secured venture capital funding for 22 small-sized businesses by successfully developing and presenting strategic
capital investment plans that met client requirements.
Prepared SEC pre-IPO documents for corporate counsel review for two privately held corporations, business and
benefit plans for three privately held businesses, and taxes for 80 individual and corporate clients.
Directed and mediated corporate funding and venture capital negotiations that included developing business venture
transactions involving high-end financial services products.
CONSECO LIFE – Carmel, IN 1995 – 1998
Global $53 billion life, health, annuity, property, casualty insurance conglomerate.
Assistant VP, Regulatory Compliance
Oversaw operations for a division supporting regulatory compliance and market development for life and health
insurance product lines. Supervised and trained between 14-22 staff members. Tracked and managed NAIC
compliance per state / federal laws, market conduct activities, and new system/procedure implementations. Defined
and aligned compliance requirements with corporate objectives. Drafted and negotiated contractual language to
comply with federal and state laws.
$250,000+ saved in outside counsel fees achieved by building and leading a compliance department from the
ground up that included taking over state filing processes for annuity and life insurance product lines.
39%+ in annual budget savings generated by introducing plans to efficiently transition more than 19 systems, 171
products, and other resource acquisitions.
Spearheaded a cross-functional team supporting regulatory compliance, acquisition / integration projects, product
filings, and insurance policy administration functions.
Planned and coordinated the product filing process for fixed and variable life, fixed, variable and index annuities, and
health insurance products.
Led effective filing and contract negotiations in efforts to launch more than 70 new products a year in the US, Puerto
Rico, Canada, Mexico, and seven other foreign countries.
ALEXANDER HAMILTON LIFE INSURANCE COMPANY – Farmington Hills, MI 1989 – 1995
Life and health insurance provider with $7 billion in assets.
Manager, Policy Forms Compliance
Directed daily operations for company’s compliance department with up to seven direct reports. Handled government
affairs and compliance requirements for firm’s life insurance policy forms.
Drafted and negotiated contractual language to comply with state and federal laws while adhering to corporate
guidelines and objectives.
Worked closely with company’s government affairs division to ensure life insurance policy forms were 100%
compliant with state and federal regulations.
Researched and negotiated interpretations of federal, state, and SEC applicable laws to maintain overall regulatory
compliance while adhering to corporate philosophies.
EDUCATION / CERTIFICATIONS
SOUTH TEXAS COLLEGE OF LAW – Houston, TX
Doctorate of Jurisprudence, Corporate Law, Wills, Trusts, Estates
CULVER STOCKTON COLLEGE – Canton, MO
Bachelor of Science in Business Administration
Certifications: Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter,
American College; Fellow, Life Management Institute, Associate Customer Service, Life, Office Management
Association; Certified Apartment Manager, Realtor Management Group; EPA Certified Lead Renovator, National
Center for Healthy Housing; EPA Universal Refrigerant Technician, Esco Institute; NASD Series 6, 7, & 63,
National Association of Security Dealers; Life, Health, Property & Casualty Insurance Licenses, State of Illinois;
Life & Health Insurance Licenses, State of Michigan