MATTHEW R. AMENDOLA
Santa Rosa
Summary
Results-oriented corporate professional with a strong background in financial advising and strategic planning. Recognized for exceptional productivity and efficiency in achieving targeted objectives while enhancing staff and client satisfaction. Core competencies include investment strategy, tax planning, and risk management, complemented by a talent for effective communication and problem-solving. Aiming to leverage expertise to support organizational growth and drive optimal performance.
Overview
19
19
years of professional experience
Work History
Remote Financial Advisor
Freelance
07.2024 - Current
- Profile and analyze investment products to devise financial strategies, meeting client financial needs, and forecasting opportunities with the highest return on investments.
- Stay abreast of financial market trends, regulatory changes, and new investment products and strategies.
- Monitor clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
Financial Advisor
Freelance
Okatie
12.2023 - 07.2024
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
Director of Operations
Sams Club
Bluffton
01.2023 - 06.2024
- Responsible for leading and optimizing all operational aspects of the club, including member experience, inventory management, and team performance, to ensure smooth and efficient operations.
- Created and executed effective operational strategies to align with club goals.
- Formulated strategies for operational improvements following thorough market research.
- Oversaw the execution of operational plans and initiatives.
- Tracked KPIs to detect inefficiencies.
- Adhered to company policies and procedures.
- Ensured a positive and seamless member experience throughout the club, while addressing member inquiries and concerns promptly and effectively.
- Found solutions to elevate the member experience.
- Managed inventory planning, receiving, and stocking processes to maintain accurate levels.
- Designed and executed training initiatives to boost team capabilities.
- Executed performance assessments to ensure team efficiency.
- Created, managed, and monitored program budget, delivery schedules, and cost expenditures.
- Delegated work to staff, setting priorities and goals.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Coordinated activities between different departments to ensure successful completion of projects.
- Communicated clear and consistent messages regarding departmental goals to produce desired results.
- Facilitated meetings with key stakeholders to discuss progress towards objectives.
- Prepared staff work schedules and assigned team members to specific duties.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Organized and oversaw work schedules of departmental managers.
- Assessed and evaluated business procedures and implemented structure to improve day-to-day operations.
- Analyzed data trends and identified potential risks or opportunities associated with operations.
- Established operational guidelines and identified opportunities for improvement.
- Created policies and procedures for improved workflow processes.
- Set goals and expectations for direct reports using performance review process, holding staff accountable.
- Managed day-to-day operations of a large staff in multiple departments.
- Developed and implemented operational strategies to maximize efficiency, reduce costs, and improve customer satisfaction.
- Forecasted customer demand to set prices or credit terms for goods or services.
- Directed the operations and logistics of a multi-million dollar business.
- Ensured compliance with applicable laws, regulations, industry standards.
- Implemented campaigns and promotions to help with developing goods and services.
- Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
- Promoted products, increasing customer base, and market share.
- Oversaw the implementation of new technology solutions designed to streamline processes.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Monitored progress by establishing plans, budgets and measuring results.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Recognized employees for demonstrating excellent service resulting in increased company morale.
- Planned delivery routing, team workflows, and promotional initiatives.
- Assessed reports and adjusted workflows to realign with targets.
- Developed and maintained client relationships to grow business and improve account retention.
- Structured HR consulting services to support clients during organizational developments and changes.
- Reviewed contracts with vendors to ensure compliance with regulations and terms and conditions.
- Developed training programs for new employees as well as existing staff members.
- Identified areas where process improvements could be made resulting in increased productivity.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Mitigated business risks by working closely with staff members and assessing performance.
- Maintained budgeting documents for accurate tracking of expenses.
- Successfully improved employment turnover through creating incentive and training programs.
- Contributed to organizational strategic direction to improve products and services.
- Negotiated contracts with suppliers ensuring best value pricing options were secured.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Reviewed site and department performance to improve quality of services and comply with regulatory requirements.
- Formed and sustained strategic relationships with clients.
- Provided leadership and guidance to subordinate managers and supervisors.
- Analyzed financial data to make informed decisions on cost savings initiatives.
- Utilized various software and tools to streamline processes and optimize performance.
- Achieved cost-savings by developing functional solutions to problems.
- Worked with cross-functional teams to achieve goals.
- Recognized by management for providing exceptional customer service.
Inside Sales Manager/ Head of Sales
Front Stream Holdings, LLC
Reston
04.2021 - 11.2023
- Focused on results and increased revenues by over $200 MM while leading product development
- Spearheaded efforts to develop new products and continuously deliver profit driven revenue models
- Worked with cross collaborative teams to analyze complex projects and develop product requirements to successfully lead business development efforts
- Streamlined technical service and logistics aspects of new product lines which saved over $150,000 annually
- Increased annual revenues by 14% annually and took a declining market to high levels of sales within one year
- Initiated a cost-benefit analysis for existing product lines, as well as newly introduced products, to ensure top ROI.
- Increased revenues by 22%, net increase to accounts.
- Developed marketing and sales communication strategies; new marketing campaigns resulted in an increase of brand recognition by over 15%.
- Chosen as the liaison for our key, large-scale merchant clients, both locally and abroad, to ensure high service and client loyalty.
- Managed SWOT analysis on product positions, with a focus on increasing ARPU while lowering costs.
- Launched various innovative product lines, enhancing customer retention.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
Director of Business Development
Vanco Payment Solutions
Aiken
02.2014 - 01.2017
- Oversaw $25M+ portfolio leveraging Salesforce CRM.
- Generated a 19% boost in account revenues.
- Maintained strategic alliances with trade groups to enhance revenue streams through targeted service offerings.
- Recognized with four Sales Leader accolades.
- Achieved exceptional revenue outcomes enabling strategic alliances.
- Directed strategic planning initiatives with key industry stakeholders.
- Collaborated with sales and partner program teams to refine Vanco's execution in the select and midmarket segment.
- Acquired comprehensive knowledge of Select and Midmarket customer and partner needs.
- Led efforts in managing the M&A pipeline alongside Corporate Development and Divisional Stakeholders.
- Enhanced strategic direction through goal setting and parameter design tailored to regional and commercial needs.
- Supported design and development for the translation of strategic choices into clearly articulated in-market actions, in partnership with a cross-functional team.
CEO
Rapidvelocity INC, Rockitdogperformance, LLC
Aiken
05.2008 - 02.2014
- Oversaw strategic vision and direction, business development, sales, client relationships, financial management.
- Developed and managed business operations for an automotive supply organization that fulfilled orders and custom products for 15 North American, and 8 foreign retailers.
- Oversaw recruitment, hiring, and training of sales and administrative staff.
- Secured consistent annual gross profits totaling $780,000.
- Formulated internal sales strategies.
- Generated over 27,000 entirely new accounts.
- Spearheaded sales for new performance product, achieving $400,000 in gross annual revenue within the first year.
- Enhanced year-over-year profit margins by 13% via teamwork with executives for financial strategy.
- Cultivated relationships with external organizations to build partnerships that benefited both parties.
- Implemented technological solutions designed to improve operational effectiveness.
Fixed Income Analyst
Lehman Brothers/Barclays Capital
New York
08.2006 - 02.2008
- Maintained operational support for externally managed investments.
- Enhanced processes, procedures, and testing protocols.
- Communicated research information on current holdings to the portfolio managers, senior management, and the board of trustees of the real estate hedge fund.
- Reviewed proposed securities purchases and monitored existing managed holdings; communicated conclusions and recommendations orally and in writing.
- Provided oversight and assistance for the failing or failed trade process, and resolved settlement issues with traders, counterparties, and custodians throughout the day and during the end-of-trading day process.
- Established productive collaborations with business lines, investment custodians, auditors, internal business partners.
- Developed financial analysis reports and presentations by applying acquired financial principles.
Education
Bachelor's Degree - Science: Economics and Finance
Gardner-Webb University
Boiling Springs, NC01.2006
High School Graduate -
Camden Military Academy
Camden, SC01.2002
Skills
- Salesforce Proficiency
- Sales Expertise
- Optimized Customer Relationship Management
- Strategic Business Development
- Business Analysis
- Strategic Insights Development
- Sustainable Practices Knowledge
- Strategic Marketing
- SaaS Expertise
- Product Development Management
- Market Research
- Proficient in Quicken
- Procurement and Vendor Oversight
- Mac OS Proficiency
- Innovative Product Design
- B2B Sales Expertise
- Mergers Expertise
- Constant Contact Knowledge
- Acquisition Strategy Development
- Integrated Planning Approach
- Operational Efficiency Management
- Network Infrastructure Management
Languages
- English
- Spanish
- Italian
Work Preference
Open to in-person, remote or hybrid work
Languages
English
Full Professional
Spanish
Full Professional
Italian
Professional
Affiliations
- Avid Golfer
- Violinist
- Family Oriented
Accomplishments
- Recipient of 4 Sales Leader awards
References
References available upon request.
Timeline
Remote Financial Advisor
Freelance
07.2024 - Current
Financial Advisor
Freelance
12.2023 - 07.2024
Director of Operations
Sams Club
01.2023 - 06.2024
Inside Sales Manager/ Head of Sales
Front Stream Holdings, LLC
04.2021 - 11.2023
Director of Business Development
Vanco Payment Solutions
02.2014 - 01.2017
CEO
Rapidvelocity INC, Rockitdogperformance, LLC
05.2008 - 02.2014
Fixed Income Analyst
Lehman Brothers/Barclays Capital
08.2006 - 02.2008
Bachelor's Degree - Science: Economics and Finance
Gardner-Webb University
High School Graduate -
Camden Military Academy
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