Mark C. Freeman

Mark C. Freeman

847-971-4500

mark@markfreeman.info

PROFESSIONAL CREDENTIALS:

Clients / Company Experience:

· Banking, Mortgages & Credit Cards:

· Discover Financial Services

· JP Morgan Chase

· Federal Home Loan Bank Chicago

· Enova Financial

· ABN AMRO / RBS

· Investments & Wealth Management:

· Northern Trust Bank—Global Fund Services

· Bank of America—Wealth Investment Mgmt.

· Wachovia Securities

· Zacks Investment Research

· Fidelity Management & Research

· Securities Trading: TradeGraph LLC

· Insurance & Real Estate Brokerage:

· AON Corporation

· CNA Insurance—Investments

· Avison Young

· Retail & Distribution:

· Walgreens Drug Stores

· US Foods

· HR: The Planet Group, Hewitt Associates (AON)

· Big 4 Consulting:

· PricewaterhouseCoopers

· Ernst & Young

· Arthur Andersen

Education:

· J.L. Kellogg Graduate School of Management

· University of Michigan

· Wesleyan University (CT)

· Phillips Exeter Academy

Experience — Finance:

· Financial and quantitative analysis

· Budgeting and forecasting

· Earnings projections and SEC reporting

· Shareholder valuation and investment modeling

· General ledger and cost accounting

· Business intelligence / data modeling

· Key Performance Indicators / metrics

· Customer profitability / segment scorecards

· Back office / portfolio investment systems

Experience —Technology:

· Project management and planning

· Business analysis and requirements specifications

· Software and Internet portal development

· Data warehousing architecture and solutions

· Management Reporting / spreadsheets / scenarios

· Enterprise application consulting

· Cloud and software as a service applications

· Hardware / software integration

· Legacy system conversion / ERP Implementations

Experience — Management:

· Business start-up / formation / legal entities

· Business unit / division P&L manager

· Strategic / vendor relationships

· Sales and distribution management

· Product development and roll-out

· Intellectual property / patents / licensing

· Recruiting / mentoring / performance evaluations

Skills — Technology:

· Microsoft Office Applications & Programming —Excel, VBA with forms, VB .NET, PowerPoint, Word, SharePoint, Access

· ERP Accounting — NetSuite, Quickbooks, Workday, Peoplesoft, SAP, JD Edwards, Yardi, MRI

· Data Warehouse Tools — SQL, Oracle, DB2, SQL Server, Cognos, Business Objects, Hyperion Essbase, Erwin, HP Quality Center

· Web Sites — HTML, CSS, JavaScript, Ajax, PHP, MySQL, Photoshop

· Cloud Systems — AWS, Salesforce

Mark C. Freeman

Education:

MBA - Kellogg ~ Northwestern Univ. ~ Finance ~ Marketing ~ IT ~ 1984

BGS - U of Michigan ~ Business Law ~ Accounting ~ Finance ~ Statistics ~ Computer Science ~ 1979

Wesleyan Univ. - CT ~ Lt. American Studies ~ Major with ~ 1/2 Year in Bogota, Columbia ~ Travel to Ecuador & Peru

Phillips Exeter Academy ~ Exeter, NH ~ School Year Abroad ~ in Barcelona, Spain

Companies & Clients:

The Planet Group ~ Avison Young ~ US Foods ~ Discover Financial ~ Northern Trust Bank ~ CNA Insurance ~ Walgreens Drug Stores ~ Royal Bank Scotland / ABN Amro ~ J.P. Morgan Chase ~ Federal Home Loan Bank ~ Hewitt ~ AON ~ Bank of America ~ Wachovia Securities ~ General Motors ~ PricewaterhouseCoopers ~ Ernst & Young ~ Arthur Andersen ~ Fidelity Investments ~ Corn Products ~ McDonalds ~ Montgomery Ward ~ Marmon Group ~ Tribune Company ~ Waste Management ~ U.S.D.A. ~ City of Chicago ~ Rush Presbyterian ~ United Charities ~ Misericordia ~ Zacks Investment ~ and over ~ 650 Public Companies ~ 5,000 Buy/Sell Side ~ Analysts, Portfolio Mgrs ~ and Traders as ~ Customers

Titles:

President ~ Senior VP ~ Member ~ Division Manager ~ Sr. Manager ~ Project Manager ~ Architect ~ Business Analyst ~ Programmer ~ Account Manager ~ Sales Representative

Skills & Experience:

Technology Projects ~ Project Management ~ System Engineering ~ Data Center Migration ~ Software Development ~ Internet Portals ~ E-Commerce ~ Online Marketing ~ User Metrics ~ KPI Dashboards ~ Content Management ~ Data Warehousing ~ Database Design ~ Data Integration ~ Business and Technical Requirements ~ Use Case Analysis ~ Detail Application Design ~ Development Methodologies ~ Programming ~ Software Testing ~ Performance Tuning ~ Data Conversion ~ Hardware and Networks ~ Benchmarking ~ Vendor Sourcing ~ Project Presentations ~ Education and Training ~ Legacy Solutions ~ Batch Processing

Enterprise IT Strategy ~ IT Strategy - CSF's ~ ERP Resource Planning ~ Supply Chain Mgmt. ~ Materials Management ~ Logistics ~ Integration Projects ~ Planning & Budgeting ~ Process Design ~ Organization Modeling ~ Joint Requirements (JRP) ~ Competitive Costing ~ Change Management ~ Proposal Generation ~ Business Development

Financial Applications ~ Enterprise Accounting ~ General Ledger ~ Accounts Receivable/Payable ~ Human Resources ~ Transaction Processing ~ Tax Accounting ~ Decision Support ~ Compliance ~ Regulatory Reporting

Investment Research ~ Quantitative Analysis ~ Indicators ~ Electronic Trading ~ STP/FIX Order Entry ~ Back Office Accounting ~ Equity ~ Fixed Income ~ Derivatives ~ Real-Time Market Data ~ Portfolio Analysis ~ Risk Management ~ News and Data Feeds ~ Bloomberg, ILX, Reuters ~ S & P Compustat

Technology Products ~ Branding ~ Product Line Development ~ Patent Writing ~ Market Share and Competitive Benchmarking ~ Marketing Budget ~ Direct Mailings ~ Collateral Materials ~ PR Communications ~ Trade Shows ~ Sales Management ~ Sales Campaigns ~ Promotions & Pricing ~ Service Trials ~ Sales Force Automation ~ CRM & Telemarketing ~ Call Scripts ~ Service Contracts ~ Sales Tracking ~ E-Commerce ~ Licensing ~ Distributor Channels ~ Territory Mgmt. ~ Business Unit Formation ~ Office Build-Outs ~ Hiring, Training and Evaluation of Staff ~ Recruited Over 75 Staff for Manager, Sales, Account Management, Customer Service, Programming, Operations, Data Entry, Internships ~ Business Unit Plans ~ Status Reporting ~ Pre-IPO Presentations ~ Budget Responsibility ~ P&L Accountability ~ Account Retention ~ Upsales ~ Cross-Sells ~ Bottom Line Profits

Resumes—Long Form: Senior Project Manager

(Word format) Senior Business Analyst

Letter & Resume

Project Manager: Project Manager Resume

Business Analyst: Business Analyst Resume

Business Intelligence: Business Intelligence Resume

Integration Architect: Integration Architect Resume

Investments: Investments Resume

CRM / KYC / AML: CRM / KYC / AML Resume

Securities Trading: Securities Trading Resume

Presentation

E-Commerce Manager: E-Commerce Manager

Work Objectives:

Management role where the combination of my finance, technical, marketing, and business development skills help to guide an organization through new initiatives to improve operations, revenue and profitability.

Client Reference Lists:

Investor Relations Accounts Buy/Sell Side Accounts

Finance — Profitability / Value Model Examples:

(Note: Models Require Enabling Flash to Work)

· United States Debt 2015 2020 Projection Model

· Revenue & Cost Control Valuation Model

· Customer Profitability — Breakeven Model

· Insurance Revenue — Cost Segmentation Model

· Allstate Insurance—Profitability Model

· Fortune Brands—Profitability Model

· Behavioral Analytics — Call Center Cost Savings Model

· Entertainment & Publishing — Profitability Model