jack kee

In my first sales position, Initiated software-based sales follow-up methods which were implemented sales-force-wide. As Company's top salesman, held all monthly sales records and consistently won company-wide sales contests.

From Vice President - Sales and Marketing in 1998, promoted to Senior Vice President in 2010. Over 1,500 on-site client and sales visits with large and small fixed income managers. Commonly worked with new and existing customers to develop and implement customized fixed income solutions for their portfolio management, trading, credit analysis and risk management functions. Continued to help grow Investortools client base and market-branding awareness. Responsibilities included, but not limited to, sales, marketing, implementing a new Company web site, on-site customer training, internal training, strategic direction and strategy formulations.

Hired as the 5th employee in 1992 "to see if having a salesperson would work", began as a salesperson (no title) with the initial objective of selling and marketing bond portfolio analysis software to institutional fixed income portfolio managers and analysts. Worked closely as a team with the President, Founder, and software programming team. Began the initial sales ground-up work of cold-calling a few thousand people, which led to on-site visits, which led to extensive investment firm industry-wide contacts. Developed and implemented a strategy of "branding" Investortools name and software in the fixed income industry [this was pre-internet]. Became senior technician of the client support team (while still in sales), responsible for training client support staff, extensive technical writing, product documentation of highly analytical products, most on-site product installations, and most on-site customer training. Eventually conducted over 1,500 on-site client visits.

Responsible for managing financial accounting department, accounts payable, with cost accounting responsibilities. Managed internal inventory control process. Reporting to Controller.

Working for the Company Controller, created the quarterly world-wide consolidated balance sheet and income statements working with 80+ domestic and foreign subsidiaries. Digital Equipment Corporation was the world's second largest computer company with revenues exceeding $5B (1983), $1B cash on hand, and 78,000 employees. Created and released Digital Equipment's 10-K, 10-Q, and contributed sections to the firm's yearly Annual Report. Also responsible for consolidating Company P&L and Balance Sheet for internal quarterly review by top management, before release of results to investment and shareholder community. Involved P&L adjustments to $100,000,000 (directly affecting EPS and balance sheet), prior to public release of quarterly results. Extensive interaction with external auditors.

Financial analysis and reporting on Company division staff, reporting to Division Controller at world's second-largest computer company. Division sales approximately $1B (in 1980 $). Contributing in all aspects of reporting, budgeting, strategic planning, and manufacturing business plans within the company's world-wide framework. Fast promotion.

Controller of a manufacturing business which was responsible for manufacturing printers and PC components (was about 20% of DEC's top-line revenue.) Reported to the Group controller (who later became Company controller.) Acquainted with all concepts of hardware manufacturing, manufacturing production, quality control, budgets, financial and cost accounting.

Working with management team on high-level product development strategy and implementation, sales and marketing strategy and execution, web site SEO optimization, web content changes, client training initiatives, and software user conferences / focus groups (among other responsibilities.) Currently serving on the Board of Directors.

Second masters degree (MBA was first). While working on M.Div full time, also founded and ran a successful services business. (The Masters of Divinity program required 94 graduate credits. Trinity is a world-known theological institution with world-known faculty and an exceptionally rigorous Masters of Divinity program, including proven competence in biblical Greek and Hebrew, and requiring 3-4 years full-time to complete.) Also founded campus-wide prayer meetings which grew to a high level of optional participation. Activities and Societies: Founded and ran a services business while also maintaining a full-time graduate academic load.

GPA 3.82 MBA with double concentration in Finance and Management Information Systems. Activities and Societies: As a full time graduate student, was also Graduate Assistant for Anderson's Executive MBA program. Responsible to co-manage and co-implement the Anderson school's Executive MBA program. Reported to Director of Executive MBA program.