Richard Harwood

27 Wakefield Av, e-mail: Phone: (631) 474-1306

Coram, NY 11727 Mobile: (516) 906-3290
CLIENT RELATIONSHIP EXECUTIVE
Customer focused leader with over 25 years of client retention success. Innovati
ve problem solver and project manager. Excellent track record at staff developme
nt.
* Highly effective customer service executive with over 25 years of experience
in maintaining long-term relationships with large and sensitive clients.
* Innovative problem solver and project manager utilizing technological advance
ments, training initiatives, and procedural improvements to achieve goals.
* Excellent communication skills. Professionally trained and experienced at del
ivering effective presentations to audiences of up to 700. Published author.
* Energetic leader with a proven track record of staff development, budget mana
gement, increased productivity, and improved accuracy.
* Well versed in identifying business growth opportunities arising from strong
client relationship.
CAREER HIGHLIGHTS
* Mentored six of my direct reports into promotion to management positions.
* Consistent examples of raised productivity including 300% over one two year p
eriod while simultaneously increasing accuracy from 90.2% to 99.7%.
* Researched and developed new delivery procedures to ensure emergency credit c
ard replacement was available 24/7 and 365 days per year forestalling a multi-mi
llion dollar lawsuit.
* Integral in developing the automation of workflow to better respond to custom
er inquiries and special requests decreasing response time by 50%.
* Co-coordinated a $6 million reconstruction of the authorizations department e
nsuring the integrity of data, phone, and reporting systems with minimal operati
onal interruption.
* Two-time winner of Presidential Citations for Outstanding Customer Service.
PROFESSIONAL EXPERIENCE
Calydon Partners, LLC (Oct 2008 - Present) Hauppauge, NY
Partner
Pension, Benefit, Group and Individual Insurance and Investment Brokers.
Mutual of America (Aug 1994 - May 2008) New York, NY
Senior Consultant
Responsible for the sale, design and maintenance of retirement plans for clients
including the initial contact, sales presentations, plan rollout, employee educ
ation and regulatory compliance. Specialized in devising solutions for clients w
ith more intricate retirement needs and providing excellent service to large and
sensitive clients. Obtained CLU and ChFC designations.
CIGNA Insurance Corp (Oct 1992 - Jul 1994) Syosset, NY
Sales Agent and Management Trainee
Devised and implemented Estate, Retirement, Investment and Business Continuation
Plans for clients. Obtained NASD Series 7 and NYS Insurance licenses.
Delson Office Products (Sep 1991 - Sep 1992) Garden City Park, NY
Salesman
Sold office equipment. Opened four major corporate accounts.
Chemical Bank (Oct 1988 - Jul 1991) Jericho, NY
Serviceline Incoming Call Center - Manager of Support Departments
Managed five cost centers with upwards of 76 employees and $7.4 million budgets.
American Express (Jun 1980 - Oct 1988) New York, NY
Authorizations Incoming Call Center - Supervisor of Emergency Card Replacement
Supervised a staff of 27 responsible for replacing lost credit cards particularl
y in emergency situations.
EDUCATION
New York University New York, NY
Bachelor of Science
Completed degree with dual majors of Business Management and Finance with a mino
r in Philosophy.
VOLUNTEER
Suffolk Sharks AIHL Hockey Team Mt. Sinai, NY
Head Coach
Minor division - Semi-professional inline roller hockey team.
Siol ne hEireann Pipe Band Selden, NY
Director of Development
Chair the Dinner Dance Committee. Grant writer. Work on Community relations. Dir
ector of the Band fundraising DVD.
Infant Jesus Church Port Jefferson, NY
Served on the Finance Committee and the Covenant Community Committee. Member of
the major gifts committee.
Our Lady of Wisdom School Port Jefferson, NY
Served on the School Board and the Finance Committee. Chaired the Dinner Dance C
ommittee.
WRITER
Published memoir "A Community of Excellence".
Contributing writer to e-magazine "Speak Without Interruption."
Contributing writer of feature articles to "The Irish Examiner" newspaper.