Joshua Mogilefsky

Contact Email: jmogilefsky@gmail.com Summary: A meticulous and fast-paced passionate operations and sales manager interested to contribute to the financial industry and parallel industries. Successful team leader and player with over 7 years professional work experience in progressively advancing management roles. A start-to-finish strategic organizer with enthusiasm and keen eye for details. Open to relocation and travel on the East Coast; currently residing outside of Philadelphia. Also targeting tri-state of Maryland, Virginia, and DC. Clearable US Citizen. Education: Rider University Lawrenceville, NJ Master of Business Administration (MBA) Finance Concentration Graduated with Honors (Deans List) James Madison University - Harrisonburg, VA Bachelor of Business Administration (BBA) in Finance Professional Experience: Robert Half International April 2011 December 2011 Account Executive, Management Resources Specializing in the placement of senior level accounting and finance professionals on a project and interim basis. Responsible for recruitment and sales, providing cost-effective solutions to clients project staffing needs in the following areas: Accounting, Finance, Audit/Compliance, Taxation, and Operations. Bank Financial Services Group (BFS Group) 2003 2011 Sales (2010 - 2011) Recruited specifically to open the Community Bank market in Ohio and Illinois, focusing on Non-Qualified Benefit Plans and Bank Owned Life Insurance (BOLI) Financing Strategies. Consulted with the Presidents and CEOs of Community Banks to create and align executive and director benefit non-qualified benefit plans with the specific goals of the organization. Continually researched and stayed abreast of policies and regulations through the IRC and OCC bulletin 2004-56 Reviewed with banking leaders their budgeting capabilities for forecasting needs for non-qualified benefit plans Developed an annual marketing strategy to pursue 100% of the marketplace for BOLI in OH and IL using direct mail, phone calls, in person visits, etc. Cultivated ongoing relationships with Centers of Influence; State Banking Associations, Law and Accounting firms and Investment Advisors. Researched local and national competition and the consistent changes to the banking industry by regularly reviewing SNL Financial, daily news, blogs, webinars, conferences, etc. Met for weekly sales strategy meetings at the regional office in Grand Rapids, MI with partners and the office team. New Business Manager (2009-2010) Head the new business team from proposal analysis and generation to due diligence processing on sold cases. Key member of the corporate management team directing the company short and long term business decision planning. Key Accomplishments:

Brought together the northeast team of 6 benefit analysts and 4 underwriting managers to create a more efficient New Business team through regular team building and team mentoring situations. Inspired increased efficiency through regular metrics management; measuring the ratio of proposals to new business earned for all 10 nationally divided sales regions. Minimized the risk of proposal errors by serving as the last word quality control and final point of contact on outgoing proposals to the regional sales partners nationwide. Provided daily to weekly impromptu sales guidance and explanations about the proposal process to regional partners & assist in prospect conference calls. Managed relationships with over 10 insurance carriers; Northwestern Mutual, Guardian Life, MetLife, New York Life, Mass Mutual, Midland Mutual, Lincoln Financial, Ohio National, and others. Reviewed new products and services distributed by insurance carriers specifically for the BOLI marketplace (periodicals, circulars, newsletters, webinars, etc). Understanding of SOX compliance and other government regulations as it affected our clients.

Marketing and Operations (2005 2009) Managed the workflow from all regional sales offices (10 nationwide) to the corporate offices benefit analysts (6). Took up and led projects as needed for smooth operations. Provided sales concepts and ideas to regional offices to maximize effectiveness. Coordinate the design and implementation of all marketing concepts and collateral to each regional office. Key Accomplishments: Analyzed operational work flows and advised management for newly suggested business efficiencies and financial outcomes. Documented analysts procedures and guidelines for sending out proposals. Standardized the excel worksheets for the analysts. Generated reports (verbal and written) as requested by upper level management. Proposed, developed, and coordinated the annual sales and marketing meeting for the entire nationwide firm (10 regions) and continued to coordinate each years meeting. Assisted with the hiring of 5 to 6 junior analysts. Worked directly with the CEO to expand the firm to Newport Beach, California; Boston, Massachusetts; Baton Rouge, Louisiana; and Atlanta, Georgia throughout 2005. Spearheaded the development of new proprietary system for the sales and marketing database which resulted in more accurate, detailed reporting to sales team within an 18 month time frame. Continued the firms expansion into additional markets in the Midwest including, Michigan, Missouri, and Minnesota throughout 2005 and 2006. Conscientious of business costs for marketing purposes and overall affect on the organizations bottom line. Benefit Analyst (2003 2005) Prepare the sales team with background information for meetings with new prospects. Design benefits plan packages for top executives & directors of community banks. Respond to the banks top executives or directors questions and requests. Key Accomplishments: Managed a business exchange for our clients that replaced over $35 million of underperforming assets which led to over $500,000 of commissions for the company. Studied for the Series 7 and 63. Randstad USA: Merrill Lynch Investment Managers (Summer 2001) Supported new fund implementation in the accounting/trade processing department. Responsible for auditing and checking trade tickets on a daily basis and responding to portfolio managers Support new fund implementation. Perform data mapping to the new funds. Responding to phone calls and trade tickets portfolio managers. Auditing and checking tickets on a daily basis.

Randstad USA: Merrill Lynch Investment Managers (Summer 2000) Deal Inputting Loan Preparation work Daily contact with offices Internationally; New York, Chicago, San Francisco, Miami, London Technical: ACT!, MS Office Suite, including Excel, Word, Outlook, PowerPoint, Access, Project, etc.
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