Charles Green
285 Uptown Blvd, Unit 716,
Altamonte Springs, FL 32701
321 277-8160 cgreen583@cfl.rr.com
SUMMARY
I have more than 20 years success and achievement in education, training, research and
development, program management, analysis, problem-solving, presentation, oral and written
communication, negotiation, partnership, leadership, organization and planning.
EXPERIENCE
Sales Account Manager, Aug 2014 – May 2015
Crane Inspection & Certification Bureau, Orlando, FL
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Created over 100 new accounts and negotiated several major partnerships
Generated $300k in new sales in six month period
Visit clients and determine needs to match with training program
Organized and executed marketing campaigns for new leads
Educated clients on benefits and advantages of services
Provided daily correspondence/outreach activities for 90% client retention
Maintained business development and customer relations database
Research new business/future growth areas for company strategic plan
Created online program of instruction for new revenue stream
Sales Account Manager and Team Leader, Feb 2011 – Aug 2014
Kaplan Graduate Test Prep, Orlando, FL
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Lead team of 18 in fast-paced sales for graduate school test prep programs.
Coach team on best practices, effective communication, high volume productivity
Educate, students, parents, employers on education options and enrollment in programs
that meet goals for admission to grad school, law school, dental school and med school.
Provide customer service, cross-sell products, maintain records and materials
Develop and maintain customer relations and software programs for new business
Retain customers and exceed sales and enrollment goals (best month 200%)
Maintained #1 sales on team of 16 enrollment counselors. Average $300k individual
monthly sales and 90% student retention. Best month +200% of goal.
Worked remotely from home and office
Financial Coach, Central Florida Urban League, Oct 2009 – Feb 2011
Urban League, Everest University, Orlando, FL
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Created grant-funded financial counseling program for at risk youth and adults
Planned, designed, developed, implemented, analyzed and evaluated curriculum
Educated, guided, coached and motivated young adults on finance and career plans
Articulated concepts and ideas, and facilitate classroom activities and project teams
Instructed students on research/analysis, data, and how to use online financial tools
Completed progress reports, case notes, evaluated, assessed work and provided feedback
Managed large caseload, counseled on progress and recommendations for improvement
Partnered with employers/community to assist in job placement of at risk youth
Collaborated with other departments on training and managed logics of program
Founder, MyMoneyUniversity.com, Dec 2006 - Present
Online personal finance/economics education/consulting business
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Created web-based financial education website and facilitated live online presentations
Planned, designed, developed, implemented, analyzed and evaluated curriculum
Provide guidance and coaching on financial planning, asset allocation, risk management
Research, collect data, analyze, survey, and forecast market performance
Develop model financial analysis that prioritize objectives and align goals
Manage logistics and maintain records and reports on individual performance
Provide newsletter and blog on economic conditions to 1000 permanent members
Generate new business, partnerships, manage relationships, marketing, events,
seminars, weekly presentations, networking, financials and budget management
Wrote self-help book on personal finance and grew membership from 0 over 1000
Adjunct Professor, Personal Finance, Jan 2012 – Present
University of Phoenix, Orlando, FL
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Planned, designed, developed, implemented, analyzed and evaluated curriculum
Research, collect data, analyze, survey, and forecast market performance
Educate, guide, coach, motivate and organize learning teams on finance/economics
Facilitate learning management, online and classroom activities, and project teams
Instruct adult students on research/analysis, data, and how to use financial tools
Teach teamwork and collaborate with students/teams on group assignments
Manage change in dynamic environment, evaluate, assess work and provide feedback
Counsel and evaluate performance and provide feedback and recommendations
Maintain records on progress, facilitated surveys on satisfaction and activities
Adjunct Professor, Personal Finance, Jan 2008 – Present
Seminole State College of Florida, Sanford FL
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Planned, designed, developed, implemented, analyzed and evaluated curriculum
Educate, guide, coach and motivate 150 students each semester to excel
Facilitate learning management, online and classroom activities, and project teams
Instruct adult students on research/analysis, how to use financial tools to manage risk
Teach teamwork and collaborate with students/teams on group assignments
Counsel and evaluate performance and provide feedback and recommendations
Manage change in dynamic environment, evaluate, assess work and provide feedback
Grew enrollment in course 200% and consistently rated 4.7 (5.0 scale) on quality and
efficacy. http://www.ratemyprofessors.com/ShowRatings.jsp?tid=388121&page=2
Business Owner, GolfLuxuryExecutiveHome.com Aug 2005 – Present
Owner/operator of vacation home rental: Golf Luxury Executive Home.
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Plan, develop organize and manage vacation home rental home that “sets the standard
by which other vacation homes should be judged” (guest comment).
Conduct market research and manage sales, personnel and logistics of home.
Developed marketing campaigns, partnerships, and customer service protocols
Managed logistics, set service standards and trained housekeeping personnel
Developed and maintain website, generate new business, relationships and partnerships
that achieves 90% average occupancy rate and exceed guest expectations.
Oversee hospitality, human resources, support, guest relations, communication, reports,
pricing, negotiation, contracts and budget. See guest reviews:
http://www.golfluxuryexecutivehome.com/Guestbook.php
Adjunct Professor, International Business and Marketing, Aug 2002 – Dec 2006
Seminole Community College, Sanford FL
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Created courses, planned, designed developed, and innovated content and curriculum
for new International Business, Personal Finance and Marketing course.
Facilitated student team projects and collaborations to meet learning objectives and
goals of courses. Articulated concepts and provided instruction on business
management, sales and marketing, organizational development, managing change, and
other factors that drive business planning and processes.
Evaluated performance, provided feedback, coached, and motivated students to excel
Grew enrollment every semester and rated highly by students:
http://www.ratemyprofessors.com/ShowRatings.jsp?tid=388121&page=2
Financial Consultant, April 2000 – March 2002
Merrill Lynch, Winter Park, FL
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Grew and managed multiple accounts $12 million in assets that earned 27% annual
returns, exceeding production objectives and performance measures.
Instructed clients on complex concepts/ideas for investment in presentations and
proposals, prioritized objectives and long-term goals, retirement, and financial solutions
Researched, analyzed, and forecasted economic conditions and key drivers to make
informed decisions and develop appropriate strategies.
Provided monthly economic/financial education newsletters and seminars for business
development, add value to services, and development of long-term relationships.
Created marketing campaigns, developed partnerships, participated in community
activities, administered accounts and generated performance reports.
Management Consultant, May 1998 – March 2000
Toffler Associates, Washington, D.C.
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Grew sales by 23%, managing project teams, providing business analyses, modeling and
planning for proposals in process improvements, profitability and strategic planning to
senior executives in government organizations and Fortune 500 companies
Conducted industry research, analyzed and identified change agents to align priorities to
new realities and organizational management. Lead cross-functional teams/projects.
Prepared and presented action plans for organizations, developing milestones, and
leveraging of assets to take advantage of new opportunities and exceed expectations
Collaborated across organizational functions and stakeholders for change management.
Conducted business development activities, cultivated and managed relationships,
negotiated contracts and pricing, facilitated workshops, administered accounts and
provided outstanding customer service.
Business Development Specialist
U.S. Commerce Department, Washington DC Sep 1996 – May1998
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Advised US companies, primarily small and medium size companies on how to market
and sell their goods and services and secure partnerships in Latin America. Researched,
analyzed and forecasted business and economic trends in sectors in Latin American and
disseminated information to US companies for formulation of strategic planning.
Recommended strategies to overcome market barriers to US companies to trade and
investment in region. Educated small business on new opportunities in region.
Created reports that track sales and opportunities for US companies in Latin America
and wrote “how to” manual for US companies to develop new business, relationships,
and partnerships in Latin America, which was published by US Commerce Department
and used in policy decisions.
U.S. Marine Corps, Feb 1980 – Apr 1994
Training and Development, Worldwide-Assignments
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Managed, trained, developed, motivated, and led small teams and large units, from 13 to
over 300, serving in various management-leadership capacities world-wide in infantry,
embassy duty, recruit training as drill instructor, sergeant instructor at Officer
Candidate School, tactics and weapons instructor. Designed, planned, tracked, and
administered training programs, evaluations, and development for personnel.
Collaborated with supporting organizations to developed procedures, standards, and
manuals for training and organizational development. Set goals, measured effectiveness,
evaluated performance. Trained over 500 recruits (8 platoons) in teamwork and
proficiency at boot camp. Instructed over 10,000 officer candidates at Officer’s
Candidate School. Awarded two Navy Achievement Medals in infantry and as drill
instructor. Held Secret and Top Secret security clearances.
EDUCATION
Master of Science in Foreign Service, Georgetown University 1998
Concentration: International Business
Graduated with high distinction
Truman Scholar, Ron Brown Scholar
Bachelor in Arts in International Studies, George Mason University 1996
George Mason University, Fairfax, VA
Concentration: International Political Economy
Graduated with high distinction
Awarded Truman Scholarship
Military Training And Education 1980 – 1994
Instructor School
Infantry Training School
Marine Security Guard School (Embassy Duty)
Non-Commissioned Officer School
Squad Leader’s School
Forward Observer (Simulation) School
Jungle Warfare School
Leadership Academy
Staff Non-Commissioned Officer School
Drill Instructor School
Public Speaking
ACTIVITIES
Board Member Professional Opportunities Programs (POPS) for At Risk Youth
Commanding Officer of Young Marines Youth Leadership Development Program
APPLICATIONS
Microsoft Office and Project Management
Website Development; WebEx
Blackboard and Elluminate
Captive
Live Meeting
PeopleSoft and Salesforce
Series 7 and Series 66