2 | JAMES T. KIRKLAND
ASSOCIATE, TECHNOLOGY & COMMUNICATIONS BANKING GROUP 2000 - 2003
Confidential Financial, Corporate and Investment Bank Houston, TX
Member of four person transacting team charged with identifying and financing opportunities for companies in the technology and communications industry.
Provided quantitative and qualitative analysis of prospective client operational performance and presented findings to
Confidential Company to obtain approval to extend finance proposals. Facilitated meetings between prospective clients and
internal products and services groups to develop complete solutions for clients, and maximize the relationship return.
Key in generating revenue of $9 million in five transactions for 2001 totaling over $1 billion in commitments.
Completed intense 12-week analyst training program with a two-year continuing education segment including intensive studies in
advanced accounting, financial statement analysis, valuation, corporate finance, financial modeling, and credit analysis as
well as two graduate level courses at Harvard University Extension School on the subjects of Business Analysis and Valuation, and Corporate Finance.
Developed extensive valuation, bank deal and general industry comparable's database for communications space.
Co-authored the banks bundled service provider (BSP) white papers.
Promoted from analyst to highly technical Associate position within 19 months, which typically requires an MBA.
ADDITIONAL PROFESSIONAL EXPERIENCE
INDEPENDENT CONSULTANT 2009 - Present
APH Consulting Houston, TX
Worked with small groups of wealthy individuals to analyze potential business investment opportunities. Developed business
and sales plan for unique business. Provided advisory sales strategies, prospect conversion from warm leads, marketing
strategy, pricing, promotions, business plan, networking and targeted outreach.
Consulted on best sales practices and sales conversion strategies for outsourced marketing firm for alternative investment management.
Restructured sales activities to streamline process, including demo, pitch, timing, messaging, and call activity.
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS, Wellesley, MA
Candidate for Master of Business Administration May 2011. Enrolled in part-time Fast-Track program.
Harvard University Extension School, Cambridge, Massachusetts February 2002 - June 2002
Graduate Level Courses Taken: Business Analysis and Valuation, Corporate Finance
Brown University, Providence, Rhode Island
Bachelor of Arts in Organizational Behavior & Management, 2000
PROFESSIONAL TRAINING & LICENSES
Confidential Financial Analyst Training Program, Houston, TX, February 2000 - May 2000
Licenses: 7, 63, 65, Life & Health