Miller Place, N.Y. 11764
Home – 631.928.9805 firstname.lastname@example.org Office – 631.514.5984
Branch Management/Business Development Executive - Combines sales of financial products with a strong
technical background. Manage analyzing and defining client needs, selling appropriate products/services and
managing the financial/insurance needs of small businesses and consumers.
VIP FINANCIAL & INSURANCE SERVICES, Miller Place, NY 2005 – Present
President, (DBA -Vice President, Soundview Asset Managment, Inc., 2005 - 2009)
Establish a partnership and company to provide a personal one-on-one service for strategic financial planning
for business, executives, professionals and families.
Conduct financial and insurance seminars, workshops.
Specialize in group benefits, particularly health insurance for sole proprietors and small to large groups.
Establish retirement and special needs plans.
CAPITAL ONE BANK, Stony Brook Village, NY 2005 – 2009
Assistant Vice President, Branch Manager, Business Concierge
Solicited and serviced both new and existing business/consumer/municipal clients to ensure their banking
experience is seamless.
Managed operational procedures, compliance, audit guidelines, business & strategic plans and a staff of 11.
Re-evaluated business/consumer/municipalities needs through growth & expansion, short and long term
Managed the development of financial and merchant services solutions for small/large business,
professionals, individual & high net worth clientele.
Specialized in community sponsorships and personal service for all clients.
Implemented referral/coaching programs within the branch for all new business growth, goals & service
METLIFE FINANCIAL SERVICES, Hauppauge, NY 2003 – 2005
Financial Services Representative, North Shore Financial Group
Provided strategic planning for both the financial and insurance needs of small to large business owners,
executives, professionals and families.
Analyzed the financial and insurance needs of small businesses, professionals and individuals, and develop
and design customized solutions.
Monitored the performance of the solutions; rebalance the programs accordingly to ensure they meet the
client’s needs and objectives.
OPERATIONS SOLUTIONS CONSULTANT, Miller Place, NY 2002 – 2003
Provided e-business, disaster recovery, security, performance monitoring, software/hardware, application
development, network, IT contract and staffing. Consulting services clients include Pivotal and Intelligence, Inc.
Identify, contact and qualify prospects, analyze their needs, and design technology solutions to meet those
needs. Maintain and expand current client relationships and act as prime interface with the client.
Strengthened client service delivery by providing large project and technical resource management
Ensured customer satisfaction by acting as primary contact/liaison between the client and technology
solutions group, i.e. participated in the development of project designs and proposals.
Co-managed client strategy and presentation meetings. Assessed client needs and developed project plans
to meet those needs.
Created a relationship management process for the service organization, to insure all client needs were met.
ANTHONY CARLEO PAGE TWO
CITIBANK, Melville, NY 1984 – 2002
Vice President, Business Operations Management (International Bankcards) 1994 – 2002
Created and managed the Business Operations Management Group that analyzes operating group’s needs,
designs solutions and communicates the business technology requirements to the technology resolution groups.
This created a single point of contact to resolve/satisfy all technical requirements and provide large project
management. Managed the New York, Florida, Maryland and South Dakota support sites.
Effectively provided large project, technical resource and consolidation management.
Created the primary contact/liaison between the Global Business and Technology Organizations, Network
and Data Center, which enhanced productivity and communication.
Created and co-managed business strategy meetings.
Managed the creation of business requirements, streamlining and improving quality, creating processes and
procedures by adhering to and monitoring the life cycle process, i.e. SDLC, CMM.
Assisted in creating the units first project budgetary forecasting and management process.
Implemented the Business Operations Management group in four months vs. target of six months.
Doubled productivity of staff by leveraging technology, i.e. utilizing knowledge databases for problem
resolution, system enhancements and change control tracking (Remedy Action Request System).Managed
the implementation of 24 x7 support by installing an intelligent call routing system to multi-national support
Assistant Vice President, User Services (Private Label cards) 1990 – 1994
Created and managed the User Services Group that communicates business technology requirements to the
technology resolution group, creating a single point of contact to resolve/satisfy all technical requirements.
Created and managed a team of Subject Matter Experts to successfully consolidate the Data Center from
New York to Nevada.
Reduced staffing requirements 17% by leveraging technology. Researched & purchased knowledge
databases for problem resolution, enhancement/change control tracking.
Reduced operating budget expenses 10% by renegotiating vendor contracts. Also consistently operated
Created and managed a Disaster Recovery Team that consistently passed disaster recovery tests.
Created and managed the Service Level Agreement Team that negotiated and tracked technology
deliverables. This included “dollar penalties” for not meeting the Service Level Agreement and resulted in a
“99% up/available time”.
Reduced production software defects 80% by developing the Business Operations Support Test unit. This
included managing the creation of Test Beds and a Quality Assurance Test (secured) environment.
Coursework towards B.A. in Business Management, Adelphi University, Huntington, NY.
NASD Series 6.0, New York State License for Health & Life Insurance.
Vice Presidents – “Untiring Efforts”, “Fantastic Performance”, “Special Mention of Performance” and
“Outstanding Work Performed” for various projects.
Group Executive – Personal thank you for the work performed on the Neighborhood Voting Project.
Executive Vice President – The successful launch of the Bankcards – Retail group in Maryland.
President – For an Extraordinary Team Effort executed to make 1990 a successful year.
Chairman – Recognition of Outstanding achievements in 1989 & for going beyond the call of duty
for the Frost Brothers file.