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Site Map: Write a Cover Letter Land a Job About Susan Ireland |
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| Here's the e-resume version for posting online, formatted according to the E-Resume Guide. | |||||
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NATALIE FALLBURG JOB OBJECTIVE SUMMARY OF QUALIFICATIONS - Premium investment analysis, business strategy, and operations talent. - Strong team-building, client service, research, and negotiation skills. - PR and marketing orientation with extensive investment industry and venture capital contacts; frequent conference speaker. PROFESSIONAL EXPERIENCE Developed and led solid business strategy for a pioneering e-hub solution allowing institutional plan sponsors to hire and manage service providers using the Internet. - Wrote business plan selected by industry leader as strongest of 14 competitors. - Created robust financial model, and secured an oversubscribed Series A round of financing and term sheet for series B round. - Built a dynamic management team, recruiting a diverse cross-section of outstanding industry experience. - Established startup infrastructure, including incorporation, real estate, HR, insurance, and accounting. - Directed product development in close partnership with technical team. - Established catalytic joint ventures in product development and sales. - Assessed market needs and opportunities and conceptualized the innovative netmarketer model. 2000-03, P.L. Jones and Associates, Chicago, IL Created infrastructure and team building to support a dramatic expansion for a successful investment consulting firm, and managed large accounts. - Attracted exceptionally talented professionals, including investment consultants, a COO, and Research Director (newly established position). - Developed and implemented a strategic business plan and budget process. - Won billion-dollar accounts and managed investment programs for the firm's largest public and corporate clients, consistently improving returns. - Raised company profile significantly with front page coverage in industry publications. - Renegotiated partnership terms to broaden ownership structure. - Worked with state and municipal governments to create and pass government investment legislation. 1997-00, JRD Capital Group, Midwest Region, Chicago, IL Led investment consulting firm region as one of a 13-member management team, accomplishing record revenue growth and client retention during a period of overall declining revenues. - Recruited diverse team and cultivated collaboration through numerous team-building projects. - Coached 14 employees and 70 clients using strong client service model. - Assisted in sale of company, working closely with buyers and investment bankers. SENIOR CONSULTANT, 1997-98 Won extraordinary client trust, building investment programs from the ground up and catalyzing massive internal restructuring where needed. - Ensured meticulous performance measurement, manager search, due diligence, and optimization of manager structure. - Conducted asset allocation studies, investment policy work, and custodian and 401K searches, with specialty work for non-pension and healthcare clients. 1995-96, Rogers Capwell Partners, Naperville, IL Marketed pension consulting and investment manager services to public and corporate plan sponsors with assets from $1M to $1.5B. - Learned investment consulting and acquired several large 401K plans. 1987-94, FRGB Carl Turly, Wellington, New Zealand Built an investment management business with over $250M in assets for institutional clients and high net worth clients. - Bought and sold securities for high returns, consistently ranking in top 5% of account executives company-wide. - Delivered numerous TV presentations, staff training, and educational seminars, and served as guest lecturer for the University of New Zealand. - Won awards for creating joint venture management plan. 1985-86, RESEARCH ASSOCIATE, State Bank of Wellington, Wellington, New Zealand 1984-85, NATIONAL PRESIDENT, AIESENZ, Wellington, New Zealand 1983, MANAGEMENT TRAINEE, La Societe Generale, Reims, France 1981-83, TAX AUDITOR, Internal Revenue Service, Pittsburgh, PA EDUCATION Series 65, 7, 63, and New Zealand Officers and Directors Exam, Options Course AFFILIATIONS |
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