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ANTHONY CARLEO Miller Place, N.Y. 11764 anthonycarleo@hotmail.com

Office 631.514.5984

Branch Management/Business Development Executive - Combines sales of financial products with a strong technical background. Manage analyzing and defining client needs, selling appropriate products/services and managing the financial/insurance needs of small businesses and consumers. PROFESSIONAL EXPERIENCE VIP FINANCIAL & INSURANCE SERVICES, Miller Place, NY President, (DBA -Vice President, Soundview Asset Managment, Inc., 2005 - 2009) 2005 Present

Establish a partnership and company to provide a personal one-on-one service for strategic financial planning for business, executives, professionals and families. Conduct financial and insurance seminars, workshops. Specialize in group benefits, particularly health insurance for sole proprietors and small to large groups. Establish retirement and special needs plans. CAPITAL ONE BANK, Stony Brook Village, NY Assistant Vice President, Branch Manager, Business Concierge 2005 2009

Solicited and serviced both new and existing business/consumer/municipal clients to ensure their banking experience is seamless. Managed operational procedures, compliance, audit guidelines, business & strategic plans and a staff of 11. Re-evaluated business/consumer/municipalities needs through growth & expansion, short and long term loans/lines/goals. Managed the development of financial and merchant services solutions for small/large business, professionals, individual & high net worth clientele. Specialized in community sponsorships and personal service for all clients. Implemented referral/coaching programs within the branch for all new business growth, goals & service quality. METLIFE FINANCIAL SERVICES, Hauppauge, NY Financial Services Representative, North Shore Financial Group 2003 2005

Provided strategic planning for both the financial and insurance needs of small to large business owners, executives, professionals and families. Analyzed the financial and insurance needs of small businesses, professionals and individuals, and develop and design customized solutions. Monitored the performance of the solutions; rebalance the programs accordingly to ensure they meet the clients needs and objectives. OPERATIONS SOLUTIONS CONSULTANT, Miller Place, NY 2002 2003

Provided e-business, disaster recovery, security, performance monitoring, software/hardware, application development, network, IT contract and staffing. Consulting services clients include Pivotal and Intelligence, Inc. Identify, contact and qualify prospects, analyze their needs, and design technology solutions to meet those needs. Maintain and expand current client relationships and act as prime interface with the client. Strengthened client service delivery by providing large project and technical resource management expertise. Ensured customer satisfaction by acting as primary contact/liaison between the client and technology solutions group, i.e. participated in the development of project designs and proposals. Co-managed client strategy and presentation meetings. Assessed client needs and developed project plans to meet those needs. Created a relationship management process for the service organization, to insure all client needs were met.

ANTHONY CARLEO CITIBANK, Melville, NY Vice President, Business Operations Management (International Bankcards)

PAGE TWO 1984 2002 1994 2002

Created and managed the Business Operations Management Group that analyzes operating groups needs, designs solutions and communicates the business technology requirements to the technology resolution groups. This created a single point of contact to resolve/satisfy all technical requirements and provide large project management. Managed the New York, Florida, Maryland and South Dakota support sites. Effectively provided large project, technical resource and consolidation management. Created the primary contact/liaison between the Global Business and Technology Organizations, Network and Data Center, which enhanced productivity and communication. Created and co-managed business strategy meetings. Managed the creation of business requirements, streamlining and improving quality, creating processes and procedures by adhering to and monitoring the life cycle process, i.e. SDLC, CMM. Assisted in creating the units first project budgetary forecasting and management process. Implemented the Business Operations Management group in four months vs. target of six months. Doubled productivity of staff by leveraging technology, i.e. utilizing knowledge databases for problem resolution, system enhancements and change control tracking (Remedy Action Request System).Managed the implementation of 24 x7 support by installing an intelligent call routing system to multi-national support sites. Assistant Vice President, User Services (Private Label cards) 1990 1994

Created and managed the User Services Group that communicates business technology requirements to the technology resolution group, creating a single point of contact to resolve/satisfy all technical requirements. Created and managed a team of Subject Matter Experts to successfully consolidate the Data Center from New York to Nevada. Reduced staffing requirements 17% by leveraging technology. Researched & purchased knowledge databases for problem resolution, enhancement/change control tracking. Reduced operating budget expenses 10% by renegotiating vendor contracts. Also consistently operated under budget. Created and managed a Disaster Recovery Team that consistently passed disaster recovery tests. Created and managed the Service Level Agreement Team that negotiated and tracked technology deliverables. This included dollar penalties for not meeting the Service Level Agreement and resulted in a 99% up/available time. Reduced production software defects 80% by developing the Business Operations Support Test unit. This included managing the creation of Test Beds and a Quality Assurance Test (secured) environment. EDUCATION

Coursework towards B.A. in Business Management, Adelphi University, Huntington, NY.

NASD Series 6.0, New York State License for Health & Life Insurance. RECOGNITION LETTERS Vice Presidents Untiring Efforts, Fantastic Performance, Special Mention of Performance and Outstanding Work Performed for various projects. Group Executive Personal thank you for the work performed on the Neighborhood Voting Project. Executive Vice President The successful launch of the Bankcards Retail group in Maryland. President For an Extraordinary Team Effort executed to make 1990 a successful year.

Chairman Recognition of Outstanding achievements in 1989 & for going beyond the call of duty for the Frost Brothers file.