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.