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Richardson MBA

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Business Development Executive | Financial Services Professional

Accomplished financial services sales executive, known for strong team-building, analytical and leadership skills due to 20-year record of generating revenue and achieving significant cost savings in a variety of businesses. Specific expertise in: Business development with high-profile clients, Cross selling and upselling investment vehicles, Compelling C-level presentations, Meeting and exceeding revenue goals and Customer services and loyalty programs. [RESUME]



Investor Proxy Consultant, New York, NY 2010 – Pres Responsible for conducting comprehensive analyses to guide shareholders’ proxy votes. Also serve as primary source of information for in-depth answers regarding the purpose, risk and financial merits of various transactions.


Investment Banking Contractual Associate, New York, NY 2012 Responsible for company and/or industry-specific research for Financial Analysts and individual investors, including discounted cash flow analysis, valuation modeling, ratio analysis and comparative industry / company analysis.


Franchise, Brooklyn, NY 2000 – 2005Entrepreneur responsible for managing day-to-day operations of two retail health and nutrition products stores.


Independent Mortgage Consultant - Self-Employed, North Bergen, NJ 2008 – 2012 Responsible for defining, selling, negotiating and finalizing a variety of wholesale and retail loans.

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To get started be prepared to provide the following: Business owner's name, phone number, email address, location (state) and the amount of funding you are seeking. 

Thanks for submitting!

Raymond Richardson
Independent ISO Agent

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