Al Kaleta Business Radio Contributor

· "The world around us is in economic turmoil created by the contraction of the United States economy.  Medium to large countries are less affected than that of emerging countries due to the lack of dependence on the spending habits of Americans.  In order to compete in the world markets, emerging nations currently price their products and services at the least expensive levels possible".

       

  Analyzed credit data and financial statements to determine degree of risk involved in extending credit or lending money

·         Analyzed financial data, such as income growth, quality of management, and market share to determine profitability of loan

·         . Compared liquidity, profitability, and credit history with similar establishments of same industry and geographic location.

Albert  Kaleta

KCM                                    KALETA CAREER MANAGEMENT

Subject: SEC Summary Evaluation Comments 

Dear Sirs:

I am writing this letter for the purpose of gaining your notice and consideration for an opportunity to speak with you. I feel very confident that I would excel at the Vice President Level position, due to my extensive financial and business experience. My interest in the position is so high that I thought I should take an extra step and bring myself to your direct attention.

I have taken the liberty of describing how my qualifications fit your job description.  

REQUIREMENT                                      MY QUALIFICATIONS

President, National Sales Manager   Provided leadership for operations for all offices nationally. Concurrently served as Senior Vice President of Business Radio.	► Superior leadership skills Led a sales/marketing team comprised of  9 marketing reps, 2 divisional vice-presidents and 52 support personnel with accountability for $253 million in cumulative variable annuity, pension, life insurance and mutual fund sales.  Promoted $100+ million in private equity on a global basis and researched hedge funds, real estate developments and investments such as stocks, bonds and mutual funds with key asset managers and senior economic advisors.  Controlled a $4 million operating and commissions budget and a 300 million dollar P&L.
Accountable for delivery of high quality services to clients and customers achievements of financial objectives, and will represent the firm in the local business and professional community	► History of providing high-quality service Reversed a financial decline for a 4-state regional office that had lost $8 million in monthly revenues (from $12 million to $4 million).  Increased regional sales from a low of $4 million to $9 million monthly, while personally closing a $12 million tax sheltered annuity deal with the New Orleans School District. ► Professional demeanor Obtained selling agreements with 8 major wire houses, including Merrill Lynch, Edward D. Jones, Schwab and Fidelity, growing regional broker dealer channel assets by $400 million over a 3-year period.
Function as Career Coach/Strategist and assist clients with career transition products/services in a high quality, highly effective, efficient manner for all concerned parties.	► More than 10 years of career counseling experience and over 3,000 clients at all organizational levels I have directly or indirectly generated an estimated $1.5 billion in total sales revenues for my employers.
Provided leadership to my associates, consultants and administrators to help them maximize sales and marketing engagements.	► Excellent communication and facilitation skills ► Proven ability to set goals and meet commitments Reorganized field sales in 3 major cities, growing assets under management by 565% (from $38 million to $253 million).  Improved Fidelity Independent Advisors Group market share (ranking) from #92 to #1 of advisory services within a 6-state regional area despite 2 significant market turn downs and 2 recessions.
Over saw prompt assignment of clients and developed a needs analysis ensuring timely follow-through in turbulent markets.	► Bias toward action with strong follow-up skills ► Excellent planning, staffing and coordination skills Established a telecommunications/response center to serve high net-worth clients and small businesses with assets ranging from $2 million to $250 million; a key factor in increasing sales by double digits each year
Directed day-to-day delivery of client services ensuring capable resources are available to meet core business delivery requirements	► Proven ability to manage complex operations and meet client/customer expectation successful at starting/growing new sales functions and revitalizing existing stagnant sales departments, with previous P&L responsibility up to $300 million annually.
Manage local and district projects to achieve all service, quality and financial objectives.	► Track record of success managing projects ► More than 15 years of Management by Objectives experience ► Strong focus on Key Result Areas
Ensure quality delivery of career transition within two major services corporations.	► Committed to employee development ► Exceptional one-on-one and group presentation skills
These services include: Career Assessment, Networking, Research, Interviewing and Retirement Negotiation workshops, Forums, Roundtable, Employee Transitions Meetings, Separation Notification counseling meetings.	► More than 10 years of Career Counseling and Outplacement experience ► Highly skilled in service delivery methods ► Developed and presented numerous workshops ► Experience with major corporate clients such as Dow Chemical, Southwestern Bell, Reliant Energy, Exxon, Shell and BP Oil.
Collaborated and directed associates on pending sales and customer relationships, the sales process, progress reporting and the design and costing of customized services (when indicated) and proposals.	► Excellent sales support skills ► Experienced developing and presenting proposals ► Accustomed to developing cost models and creating project budgets
Integrate appropriate career transition tools as prescribed by corporate methodologies.  This includes significant use of technology-based resources.	► Very comfortable using technology resources
Maintain and update client records and meet reporting deadlines.	► Familiar with managing and maintaining client databases. ► Created custom reports of client progress.
Managed and trained marketing and sales consultants in DBM offices.  Responsible for performance management process for direct reports.	► Strong commitment to delivering high quality service and training and developing service providers ► Created and delivered a highly focused training program and delivered the training to Career Advisors at regional meetings in California, Dallas and San Antonio and Houston.
P&L responsibility.	► Experienced managing fairly large operations (sales of $6-8 million) and 100 direct and indirect reports
Bachelors Degree	► Bachelor’s degree in Business Administration     Economics/Finance ► Master’s  Public Administration
Minimum of 22 years of professional/corporate experience.	► Additional 23 years of military and career counseling experience
Minimum of 2 years of facilitation and presentation experience	► 11 years of facilitation and presentation experience
Must have Management experience	► 20 years of management experience      23 years Military experience
Proficiency with MS Office Suite, internet search and client tracking systems.	► Skilled user of technology
Knowledge in  assessments used in career development and coaching.	► Trained in psychological assessment, familiar with many popular selling techniques, assessments and personality profiles.

I believe that my training, education and broad experience in Sales Marketing & Private Business Operations Services make me a viable candidate for the position and I look forward to the opportunity to discuss your requirements in detail.

Dear Sirs:

I am writing this letter for the purpose of gaining your notice and consideration for an opportunity to speak with you. I feel very confident that I would excel at the Vice President Level position, due to my extensive financial and business experience. My interest in the position is so high that I thought I should take an extra step and bring myself to your direct attention.

I have taken the liberty of describing how my qualifications fit your job description.  

REQUIREMENT                                      MY QUALIFICATIONS

President, National Sales Manager   Provided leadership for operations for all offices nationally. Concurrently served as Senior Vice President of Business Radio.	► Superior leadership skills Led a sales/marketing team comprised of  9 marketing reps, 2 divisional vice-presidents and 52 support personnel with accountability for $253 million in cumulative variable annuity, pension, life insurance and mutual fund sales.  Promoted $100+ million in private equity on a global basis and researched hedge funds, real estate developments and investments such as stocks, bonds and mutual funds with key asset managers and senior economic advisors.  Controlled a $4 million operating and commissions budget and a 300 million dollar P&L.
Accountable for delivery of high quality services to clients and customers achievements of financial objectives, and will represent the firm in the local business and professional community	► History of providing high-quality service Reversed a financial decline for a 4-state regional office that had lost $8 million in monthly revenues (from $12 million to $4 million).  Increased regional sales from a low of $4 million to $9 million monthly, while personally closing a $12 million tax sheltered annuity deal with the New Orleans School District. ► Professional demeanor Obtained selling agreements with 8 major wire houses, including Merrill Lynch, Edward D. Jones, Schwab and Fidelity, growing regional broker dealer channel assets by $400 million over a 3-year period.
Function as Career Coach/Strategist and assist clients with career transition products/services in a high quality, highly effective, efficient manner for all concerned parties.	► More than 10 years of career counseling experience and over 3,000 clients at all organizational levels I have directly or indirectly generated an estimated $1.5 billion in total sales revenues for my employers.
Provided leadership to my associates, consultants and administrators to help them maximize sales and marketing engagements.	► Excellent communication and facilitation skills ► Proven ability to set goals and meet commitments Reorganized field sales in 3 major cities, growing assets under management by 565% (from $38 million to $253 million).  Improved Fidelity Independent Advisors Group market share (ranking) from #92 to #1 of advisory services within a 6-state regional area despite 2 significant market turn downs and 2 recessions.
Over saw prompt assignment of clients and developed a needs analysis ensuring timely follow-through in turbulent markets.	► Bias toward action with strong follow-up skills ► Excellent planning, staffing and coordination skills Established a telecommunications/response center to serve high net-worth clients and small businesses with assets ranging from $2 million to $250 million; a key factor in increasing sales by double digits each year
Directed day-to-day delivery of client services ensuring capable resources are available to meet core business delivery requirements	► Proven ability to manage complex operations and meet client/customer expectation successful at starting/growing new sales functions and revitalizing existing stagnant sales departments, with previous P&L responsibility up to $300 million annually.
Manage local and district projects to achieve all service, quality and financial objectives.	► Track record of success managing projects ► More than 15 years of Management by Objectives experience ► Strong focus on Key Result Areas
Ensure quality delivery of career transition within two major services corporations.	► Committed to employee development ► Exceptional one-on-one and group presentation skills
These services include: Career Assessment, Networking, Research, Interviewing and Retirement Negotiation workshops, Forums, Roundtable, Employee Transitions Meetings, Separation Notification counseling meetings.	► More than 10 years of Career Counseling and Outplacement experience ► Highly skilled in service delivery methods ► Developed and presented numerous workshops ► Experience with major corporate clients such as Dow Chemical, Southwestern Bell, Reliant Energy, Exxon, Shell and BP Oil.
Collaborated and directed associates on pending sales and customer relationships, the sales process, progress reporting and the design and costing of customized services (when indicated) and proposals.	► Excellent sales support skills ► Experienced developing and presenting proposals ► Accustomed to developing cost models and creating project budgets
Integrate appropriate career transition tools as prescribed by corporate methodologies.  This includes significant use of technology-based resources.	► Very comfortable using technology resources
Maintain and update client records and meet reporting deadlines.	► Familiar with managing and maintaining client databases. ► Created custom reports of client progress.
Managed and trained marketing and sales consultants in DBM offices.  Responsible for performance management process for direct reports.	► Strong commitment to delivering high quality service and training and developing service providers ► Created and delivered a highly focused training program and delivered the training to Career Advisors at regional meetings in California, Dallas and San Antonio and Houston.
P&L responsibility.	► Experienced managing fairly large operations (sales of $6-8 million) and 100 direct and indirect reports
Bachelors Degree	► Bachelor’s degree in Business Administration     Economics/Finance ► Master’s  Public Administration
Minimum of 22 years of professional/corporate experience.	► Additional 23 years of military and career counseling experience
Minimum of 2 years of facilitation and presentation experience	► 11 years of facilitation and presentation experience
Must have Management experience	► 20 years of management experience      23 years Military experience
Proficiency with MS Office Suite, internet search and client tracking systems.	► Skilled user of technology
Knowledge in  assessments used in career development and coaching.	► Trained in psychological assessment, familiar with many popular selling techniques, assessments and personality profiles.

I believe that my training, education and broad experience in Sales Marketing & Private Business Operations Services make me a viable candidate for the position and I look forward to the opportunity to discuss your requirements in detail.

KCM

KALETA CAREER MANAGEMENT

My professional background reflects a wide range of experience and achievements in, public relations, media research, marketing, community relations, and internal and external communications management, as well as organizational improvement, creative promotion, development and retention of key clients.

Your Requirements	My Qualifications
A talented, highly motivated individual with a strong sense of responsibility to work with an energetic team on a diverse array of consumer and enterprise campaigns and programs.	Ø  Directed teams in the strategic development of content, message, and creative strategies.  Proven track record of executing to plan, optimizing operations to achieve outstanding results.  Provided creative services to a variety of clients ranging from banking, and retail to various non-profit and community service agencies.
The public relations specialist will help conduct a variety of media relations activities supporting the company’s enterprise Internet security, small business, and consumer e-commerce platforms.	Ø  Responsibilities included marketing, public relations, and branding for both launching and sustaining products for corporately owned broadcast facilities to create “top of mind” awareness, retain key clients, and develop consumer loyalty.
The right candidate should be detail-oriented and have excellent writing and critical-thinking skills	Ø  The capacities to think quickly, speak fluently, and write succinctly.  Well organized.  Self-supervised.  Superior time management.  Excellent attention to detail.  Extensive experience in written copy for presentations, correspondence, reports, websites, research summaries, and creative marketing.  More than fifteen years as senior manager.
The position will require candidates to develop and implement multiple projects while meeting tight deadlines.	Ø  Superior ability to multi-task.  Department head with managerial responsibilities for three sub-departments and supervision of up to thirty team members.  Ability to complete short and long-term projects on time and on budget.
Masters of Arts                                             Public Administration BA/BS in related field.                                     Bachelor’s Degree in Business Administration Finance/                                                                            Economics

KALETA CAREER MANAGEMENT (KCM) Jackson National Life Insurance Company, Lansing, Michigan

1990 - 1999

Senior Brokerage National Sales Manager

Utilized by senior management as the firm’s ‘turnaround expert’ within the marketing and sales function. 

• Managed 325 Insurance Brokers and Agents, three Regional Marketing Vice Presidents and four support staff 
• Led a team of four Telecommunication Specialists and coordinated both product and sales goals for more than 3,000 agents in a seven-state area. 
• Reversed a financial decline for a four-state regional office that had lost $8 million in monthly revenues (from $12 million to $4 million).  Increased regional sales from a low of $4 million to $9 million monthly, while personally closing a $12 million tax sheltered annuity deal with the New Orleans Independent School District.
• Revitalized the sales function of a two-state region where revenues had slumped from $4.5 million to only $400,000 monthly, and increased sales by $2.7 million monthly, within one-year.

Mutual of New York Financial Service, Montgomery, Alabama

1986 - 1990

Field Underwriter

Launched a small business/corporate groups program targeting university officials and city governments. 

• Wrote financial needs analysis plans for field underwriters, which were presented to 300+ high net-worth prospects.
• Established a $10 million deferred compensation plan with Troy State University and became the company’s top producer nationwide among an estimated 300 other first-year Field Underwriters.
• Established a marketing initiative to contact/close new medical insurance plans for small business, becoming the largest producer of small business medical plans among all 25 other regional offices across the country.

United States Army

Activity duty officer; rose to the rank of Colonel. 

 

Military service highlights include:

Distinguished Flying Cross for Heroism

Bronze Star, with Two Oak Leaf Clusters

Meritorious Service Medal for Achievement

Air Medal for Combat Operations (4)

Army Commendation Medal

EMPLOYMENT HISTORY

KCM                                           KALETA CAREER MANAGEMENT
SEC                                         SUMMARY EVALUATION COMMENTS

 President, National Sales Manager                                                                                   2000 - 2009

Led a sales/marketing team comprised of nine marketing representatives, two divisional vice-presidents and five support personnel with accountability for $253 million in cumulative variable annuity, pension, life insurance and mutual fund sales. 

• Reorganized field sales in three major cities, growing assets under management by 565% (from $38 million to $253 million).  Improved Fidelity Independent Advisors Group market share (ranking) from #92 to #1 of advisory services within a 6-state regional area despite 2 significant market turndowns and 2 recessions.
• Established a telecommunications/response center to serve high net-worth clients and small businesses. With assets ranging from $2 million to $250 million; a key factor in increasing sales by double digits each year.
• Grew large individual and corporate accounts from 5% to 25% of assets under management and increased the value of individual account investments from $350,000 to $1.5 million within a 24-month period.
• Formulated a private equity investment program that generated $25 million of affluent client capital in the first year and subsequently grew to $150+ million in accumulated assets after investment

Undiscovered Managers, Dallas, Texas

1999 - 2001

Senior Vice President / Principal

Directed all business development activities for this $800 million mutual fund company.

• Established guidelines for wholesaling managed accounts and mutual funds in a five-state region and distributed products through registered investment advisors, consultants and regional broker dealers.
• Grew assets under management from $10 million to $150 million within 18 months, and the value of individual transactions from $50,000 to $200,000, increasing assets under management by $75 million per year.

Senior Vice President / Principal - continued

• Obtained selling agreements with eight major wire houses, including Merrill Lynch, Edward D. Jones, Schwab and Fidelity, growing regional broker dealer channel assets by $400 million over a 3-year period.
• Installed a corporate-wide sales initiative and became the only Vice President in the company to exceed the established annual sales goal (by $75 million) for financial product distribution.

United States Army

Activity duty officer; rose to the rank of Colonel. 

May 23, 1966 - May 31, 1987

United States Army LTC- Aviation, Operations, Planning Aviator, Fixed Wing, and Rotary Wing instrument qualified, still current. Personal Secretary (Aide-de-Camp) to Commander, United States Army Vietnam, Lt. General William  McCaffery, Major General Morgan  Roseborough Director of Plans and Training Ft. Benning, Ga. Sr. Advisor for military affairs State of Alabama 4 years. AWARDS: Distinguished Flying Cross for Heroism, Bronze Star with two oak leaf clusters, Meritorious Service Medal for Achievement, Air Medal for Combat Operations (24), Army Commendation Medal

EDUCATION

Bachelor of Science, Business Administration

Troy State University, Troy, Alabama

University of Oklahoma, Norman, Oklahoma

Completed 32 credit hours towards a Master of Public Administration Degree

KCM
KALETA CAREER MANAGEMENT 

PROFESSIONAL PROFILE

A highly effective Senior Sales Executive, who meets challenges head-on and creates positive change.  An energetic and focused individual, with a proven ability to provide the leadership necessary to generate and deliver innovative ideas and effective solutions in highly competitive, rapidly changing business / sales environments. A dedicated manager, with a record of accomplishment of success developing and energizing sales teams and leading them to deliver record-breaking results.

BACKGROUND SUMMARY

More than thirty years of Senior Sales and Operations leadership experience includes:

Customer Needs Analysis	Investment Planning	Market Analysis
Turnaround Management	Commercial Real Estate Projects	Industry Relations
Contract Negotiations	Sales Growth Strategies	Sales Training
Deal Structuring	Real Estate Development	Banking Relations
Regional Sales Management	Project / Program Management	Community Relations
Client Relations	Client Qualification	Client Presentations

SEC AL Kaleta Certifications

Summery Evaluation Comments (SEC)

Commercial Pilot

Federal Aviation Administration - FAA

May 1967 – Present

Alcohol & Drug Abuse College

Department of the Army, License DA Form 87 1 Sept1954

May 1974 – Present

Honors & Awards

Military Awads and Decorations

Department of Defense

August 1969

AWARDS:
Distinguished Flying Cross for Heroism, Bronze Star with two oak leaf clusters, Meritorious Service Medal for Achievement, Air Medal for Combat Operations (24), Army Commendation Medal

SEC AL KALETA

January 25, 2014

Career Objectives
To become involved in a high-energy demanding environment that is currently failing to meet required performance standards.
Summary of Qualifications
15 plus years experience in marketing, sales and management in finance banking industry.
20 plus years experience United States Government regulations, safety programs, facilities management.
10 years of government investigation experience.

United States Army
LTC- Aviation, Operations, Planning
Aviator, Fixed Wing, and Rotary Wing instrument qualified, still current.

Personal Secretary (Aide-de-Camp) to Commander, United States Army Vietnam, Lt. General William McCaffery, Major General Morgan Roseborough
Director of Plans and Training Ft. Benning, Ga.
Sr. Advisor for military affairs State of Alabama 4 years.
AWARDS:
Distinguished Flying Cross for Heroism, Bronze Star with two oak leaf clusters, Meritorious Service Medal for Achievement, Air Medal for Combat Operations (4), Army Commendation Medal
Education
University of Oklahoma - Norman, Oklahoma
Major: Public Administration


Troy State University - Troy, Alabama
Education Level: Bachelors Degree
Major: Business/Economics

Air Command and General Staff College - Montgomery, Alabama
Army Command and General Staff College - Leavenworth Kansas,
Course of Study: War Strategies, Air Operations, Logistics, Battle Field Operations, and Government Administration, including civilian contracts and personnel administration.

United States Aviation Safety Center - Ft Rucker Alabama, Alabama
Course of Study: Aviation Safety and Crash Dynamics
Total Hours: 60
Certified Aviation accident investigator for the United States Army Safety Center.

Occupational License/Certification
FAA
Commercial Pilot
Certification Current

University Arizona
Aviation safety (Accident Investigator)
Certification

Security Clearance
TOP SECRET (Currently Not Valid)
less

Al Kaleta

United States Army (Retired Col)

Missouri City, Texas

Fund-Raising

Current	Undiscovered Managers
Previous	Jackson National Life Ins,  United States Army
Education	University of Oklahoma Summary My expertise is broad in perspective, merging well-honed sales and business development skills with an exceptional understanding of the industry and marketplace. Perhaps my record of improving corporate value, while significantly enhancing the company’s competitive position, however, evidences the greatest testament to my success. In fact, over the course of my career I have directly or indirectly generated an estimated $1.5 billion in total sales revenues for my employers, based on my ability to: • Formulate effective go-to-market strategies, execute aggressive business development campaigns and ensure financial stability, while navigating through the severe market downturn. • Lead successful business turnaround initiatives, while instilling a strong market focus and improving overall productivity, quality and employee performance. • Deliver consistent sales results and increase revenue streams, whether launching a new product or introducing a strategy to expand the market for existing products. • Convey a positive attitude and enthusiasm that energizes subordinates and builds loyalty and trust, while simultaneously communicating the need for individual accountability. • Develop targeted and well-executed marketing and sales initiatives, while establishing close relations with customers in order to build synergy and brand my company as a trusted advisor. Currently, I am seeking a new opportunity where I can continue to provide strong and decisive sales leadership.