|
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.
PROFESSIONAL DEVELOPMENT
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
|
