neal kassner

neal kassner

senior financial advisor

About

A consummate, driven entrepreneur and leader, with more than 15 years of financial and IT systems experience, specializing in small business and personal financial planning solutions.

Country

united states

City

san francisco

Industry

financial services

Skill

strategic financial planning, financial advisory, marketing strategy, qualified retirement plans, estate tax planning, relationship marketing, management, crm, strategy

Experience

knight-ridder

senior internal auditor

knight-ridder

1996-4 - 1996-8 · 5 mos
pwc

senior associate

pwc

1991-5 - 1996-4 · 5 yrs
ameriprise financial services, inc.

senior financial advisor

ameriprise financial services, inc.

2001-7 - 2010-4 · 8 yrs 10 mos
eds corporation e-solutions consulting

managing consultant

eds corporation e-solutions consulting

1997-7 - 1999-1 · 1 yr 7 mos

* Negotiated $100M Proposal Bid/Statement of Work for California State Automobile * Association (CSAA) service business model reengineering * Created overall scope detail, including project management, functional design, * development and unit testing, telephony and deployment elements * Managed design of Customer Care applications, data/technical conceptual architectures for * V2V/Telephony (Call Centers), F2F (District Offices) and self-service (Internet, Kiosk) * delivery channels

philips electronics strategic systems

project manager

philips electronics strategic systems

1996-8 - 1997-7 · 1 yr

* Managed all IS-related functions, supervised staff and all EDS/Origin subcontractors, and * consulted business units on technical/business feasibility within $50M budget * Developed and maintained software alliances with key business partners within * certification program * Renegotiated outsourcing contract with subcontractors to reduce operating costs by $2M * Increased e-Commerce trading partner base by 50% * Implemented new invoicing system to improve customer satisfaction by 20% * Relaunched total quality management program to produce 25% overall improvement in nine * key areas

oracle corporation global e-business solutions

practice manager

oracle corporation global e-business solutions

1999-1 - 2001-6 · 2 yrs 6 mos

* Established large-scale e-Business account referrals ($100M in license/consulting * revenues), developed marketing messages for R11i product bundle solutions and managed * outbound marketing initiatives * Achieved R11i field readiness across all e-Business 11i products within consulting, sales * and supports organizations, reducing support call volumes by 20% after product release * Developed and launched e-Business CRM R11i early adopter initiatives to integrate top 10 * ERP business accounts * Managed 15-20 subject matter experts within product development to deliver pre-release * R11 content to early adopters * Organized global road shows/user group conferences, set up virtual sandbox environments * for customer testing, and conducted technical workshops at strategic client sites

t-mobile

retail store manager

t-mobile

2012-8 - 2001-6

* More than 6 months experience building/managing a T-Mobile cellular retailer (indirect) store consisting of one Assistant Store Manager and four Retail Sales Associates in providing referrable customer experience in cellular phone technology while maximize gross profits for the company * Grew store traffic 100% as Store Manager (4 months) * Exceeded volume goals in every month as Store Manager (gross profit * 113% to goal, total boxes * 141%, new activations * 119%, upgrades 100%, prepaid * 285% and accessories * 117%) * Increased gross profit ( * 100%), total boxes ( * 80%), and conversions ( * 100%) * Increased T-Mobile quality ranking of retail store from 8th to 1st (8 stores) in 1st month and maintained top-2 ranking in all months subsequent

Education

santa clara university

santa clara university

university of california, los angeles

university of california, los angeles

economics

1986-1 - 1990-1 · 4 yrs 1 mo

neal kassner's Contact Information

Email

******@***.com

Phone

(**) *** ****

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