Action International of NYC

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Executive Experience
DANIEL H. COOK ASSOCIATES, INC., NEW YORK	September 2001 - Present
Vice President of Operations of privately owned Third Party Administration firm General Operations and Management: Doubled firm's revenues in my first 2 years. Increased staff size by 40%. Secured additional bank financing. Managed move to new location with twice the square footage. Responsible for management of all staff. Report directly and exclusively to company owners. Claims Processing Division: Implemented new scanning based claims processing software. Redivisioned staff according to functional lines. Implemented customer service system. HIPAA Specialist and Privacy officer. Information Technology: Upgraded from green-screen RMS server network to Windows 2000 PC environment. Supervise backup procedures and data and server maintenance and setup. Trained existing and new staff in Windows based environment including MS Office products. Managed training of staff in customized production software within each department. Accounting Department: Oversee the processing of clients' dollar based benefits including vacation, pension, and annuity benefits. Manage audit process for each accounts' funds. Implemented web based benefit contribution collection system. Insure compliance with government filing deadlines. Finance: Create and track company's annual budget. Manage all vendor relationships. Review and approve company contracts and expenses. Account Management, Sales & Marketing: Handle day-to-day questions and issues raised by leaders of firm's largest clients. Prepare and present reports to clients' boards of trustees. Write proposals and create marketing presentations. Draft client agreements and contracts.
Consulting Practice
SHAUN R. SMITH CONSULTING, NEW YORK	February 1992 - Present
Clients:
Jeremy J. Siegel - A Leading Market Economist and Fed Watcher
Chief Operating Officer and Director of Business Development: Create Internet company (http://www.jeremysiegel.com/) to market research and market commentary to brokers and money managers. Manage operational aspects of business, including marketing, web site design and implementation, sales, and product distribution. Strategy and Market Researcher: Conduct original numerical and market research and analysis for books (including top seller Stocks for the Long Run), articles (for such publications as Forbes, Barron's, BusinessWeek), expert testimony, and lectures. Manage and analyze market data. Model strategies and scenarios. Course Manager: Hired and managed Wharton MBA course support staff. Recorded and managed teaching material and student records for 300+ person class. Delivered presentations on financial markets and economics. Public Financial Management - The Financial Consultancy to Public Entities and Agencies Training Program Lecturer: Designed and delivered 1 - 2 day seminar to new and mid-career hires. Instructed trainees on financial products, applied macroeconomic theory, monetary and fiscal policy. Wharton Direct - The Distance Learning Division of Wharton Executive Education Program Manager: Designed and developed first of its kind Internet delivered financial markets course. Managed project tasks and execution. Led course content and participant support team. Moderated course on-camera during weekly live casts. Iron Street Labs, The New York Incubator - Full-Service Incubator Serving Silicon Alley Business Strategist: Developed detailed business plans and financial models for projected multi-million dollar Internet enterprises (including market, product, and customer research, competitive analysis, and complex financial modeling). Analyzed business concepts generated internally or from external entrepreneurs to determine potential value to and synergy with the Incubator. Managed analysts and partners to develop effective business modeling tools. Interim Chief Operating Officer: Managed staff and resources to successfully create first to market e-commerce niche player. Executed business plan, managed product line and Web site development. Built fulfillment and distribution center and company's headquarters. Led team to develop goals for each division and company level goals. Coordinated efforts of staff and resources in the Incubator with those at the company's headquarters. J.P. Morgan - Sales and Trading Division - Core and Markets Training Programs Training Program Co-Manager: Managed 50+ bank professionals. Evaluated performances. Structured and managed work-load. Communicated and managed tasks and goals. Provide professional and personal guidance and expertise. Coordinated and interacted with senior bank professionals and external training consultants and lecturers. Computer Based Learning Project Content Expert: Designed structure and content for computer training program in interest rates and macroeconomic variables. Managed implementation and execution with design team. Goldman Sachs Group, Inc. - Investment Banking Division Technical Resource Specialist: Provided global just-in-time assistance to bankers and support staff. Wrote Visual Basic macros and complex Excel formulas and reports. Troubleshot banker models and data tables. Oliver, Wyman, & Co., - Financial Services and Insurance Specialty Consulting Firm Strategic Consultant: Technical Resource Specialist: Researched various economic and financial conditions. Conducted consumer research for large domestic and foreign financial institutions including focus groups and telephone and written surveys. Modeled various scenarios. Analyzed and summarized results for recommendation and presentation to senior officials.
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Non-profit Endeavors
MARY ANTHONY DANCE THEATRE, NEW YORK	March 1998 - Present
General Consultant: Provide general assistance and support for business and production related issues.
RACOCO PRODUCTIONS, NEW YORK	November 2002 - Present
Treasurer of the Board: Manage committees and projects relating to fundraising and production activities.
A PIECE OF WORK THEATER COMPANY, INC., NEW YORK	July 1998 - August 2001
Chief Financial Advisor: One of three founding members of non-profit theater company. Wrote budgets, grant proposals, bi-laws, business plan, and corporate documents. Oversaw general workings of company. Developed short term and long term goals and strategies for the company. Producer: Negotiated contracts. Hired and oversaw production staff. Created and managed project timelines.
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Education
UNIVERSITY OF PENNSYLVANIA, Philadelphia, Pennsylvania THE WHARTON SCHOOL and the COLLEGE OF ARTS AND SCIENCES	Graduated: May 1995
Bachelor of Science in Economics, with a concentration in Finance - Summa Cum Laude, with honors Bachelor of Arts, majoring in Theatre Arts - Summa Cum Laude, with honors Overall G.P.A. 3.9/4.0.
WHARTON EXECUTIVE EDUCATION - WHARTON DIRECT
Building a Business Case - continuing education distance learning course on strategic, competitive, and market positioning to analyze business propositions - led by academics, entrepreneurs, and venture capitalists
NEW YORK REAL ESTATE INSTITUTE, NEW YORK, NEW YORK	2001
Real Estate Salesperson – completed training course and state certification
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Computer Skills
Microsoft Excel, Word, Powerpoint, Outlook, Project, Access, Windows (2000 & XP), HTML. Also familiar with Adobe Acrobat, Photoshop, Illustrator, and MS Publisher.
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Personal
Participated in orchestras, bands, choruses, and solo singing and acting performances in the U.S., Canada, Great Britain, and Israel. Certified scuba diver. Amateur photographer. Semi-professional modern dancer. Adv Brown belt in karate.
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