Bryan Taylor
Westerville,United States
Summary
Highly proficient and detail-oriented team player with exceptional communications skills demonstrated throughout 15+ year career in field of Business Development. Former Sales & Marketing Manager offers expertise built upon career successes which include implementing program responsible for $1 million in sales within only 6 months, growing sales by up to 15% in single quarter, securing client contracts worth $1.5 million, and winning 5-Star Customer Service Award for 2 consecutive years. Highly motivated professional with several years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Principal Owner
M&Z Home Services
Westerville, OH
01.2017 - Current
- Planned, managed, and executed home remodeling projects, including kitchens, bathrooms, basements, and full interior renovations.
- Collaborated with homeowners to assess needs, develop design plans, and select materials in line with budget and style preferences.
- Performed skilled work, including framing, drywall, painting, flooring, tile installation, cabinetry, and finish carpentry.
- Managed subcontractors for specialized trades, such as plumbing, electrical, and HVAC, to ensure code compliance and high-quality results.
- Created accurate project estimates and timelines; maintained consistent communication with clients to ensure satisfaction throughout the renovation process.
- Prioritized safety, cleanliness, and minimal disruption in active homes during project execution.
- Built a strong referral-based business through exceptional craftsmanship, reliability, and customer service.
Principal Owner
M&Z Investment Properties LLC
Westerville , Ohio
09.2012 - Current
- I purchased, renovated, and sold residential properties for profit, managing end-to-end project execution across multiple properties annually.
- Conducted market analysis to identify high-potential investment opportunities, negotiate purchase prices, and forecast resale value.
- Oversaw budgeting, scheduling, and coordination of contractors, tradespeople, and inspectors to ensure timely and cost-effective renovations.
- Executed cosmetic and structural improvements, including kitchens, baths, roofing, flooring, and landscaping.
- Ensured compliance with local codes and permits, working closely with city planning departments.
- Built strong relationships with real estate agents, wholesalers, lenders, and contractors to support project success.
- Achieved a 30% average ROI per property, and consistently met or exceeded projected timelines and budgets.
Executive Recruiter
Pinnacle Search Group
Columbus , Ohio
06.2012 - 01.2016
- Successfully placed senior-level accounting and finance professionals (CFOs, Controllers, FP&A Directors, and Audit Managers) with mid-market and enterprise clients across multiple industries.
- Managed the full recruitment lifecycle in a fast-paced agency environment, from client intake and role scoping to candidate sourcing, interview prep, offer negotiation, and post-placement follow-up.
- Developed and maintained strong relationships with hiring managers and decision-makers, acting as a trusted advisor on talent strategy, compensation benchmarks, and market trends.
- Leveraged tools such as LinkedIn Recruiter, CRM/ATS platforms, job boards, and referral networks to source high-caliber CPA, CFA, and MBA-level talent.
- Consistently exceeded quarterly placement and revenue goals, contributing to overall team performance and client satisfaction.
- Delivered personalized, high-touch candidate experiences that enhanced the agency’s reputation, and generated repeat business and referrals.
Product Specialist
Alliance Data
Columbus, Ohio
12.2010 - 05.2012
- Company Overview: Major U.S
- Corporation with over 9000 associates and revenues of nearly $3.2 billion dollars, offering commercial credit card and customer loyalty programs, consumer database, email marketing, data, creative agency, and consulting services
- Accountable for managing and maintaining client relationships with MasterCard, Visa, and Discover, formulating business cases to enhance functionality of core products, representing business cases throughout prioritization processes, developing business requirements and features for core product line, and collaborating with key players to ensure requirements aligned with product strategy
- Central focus of position entails directing and expanding co-branded product enhancements, which encompass creating strategic marketing launch plans, leading interfaces with bankcard associations, and supporting Sales/Client Sales Divisions with client interfaces
- Led implementation of Purchase Triggered email program responsible for additional $1 million dollars in incremental sales during 1st 6 months of program
- Directed introduction of 'MasterCard SecureCode' and 'Verified by Visa 3-D' secure technology, giving company ability to authenticate co-branded accountholder internet purchases; yielded initial loss-rate improvements of 25% or $85,000, with anticipated additional loss rate improvements of $250,000+ (or 50%)
- Contribution to project included working with Legal Department to amend 3rd-party contract to operate technologies
- Spearheaded initiative to reduce unnecessary calls to Customer Care Telemarketing Centers regarding strategic market clientele; collaborated with Information Technology and other departments to streamline program, eliminating direct-mail communication references of credit cards or credit card accounts
- Major U.S
- Corporation with over 9000 associates and revenues of nearly $3.2 billion dollars, offering commercial credit card and customer loyalty programs, consumer database, email marketing, data, creative agency, and consulting services
Implementation Manager
Citigroup
Columbus, Ohio
05.2004 - 11.2010
- Company Overview: Global financial services company providing consumers, corporations, governments and institutions with broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management; annual revenue exceeds $43 billion dollars through approximately 200 million customer accounts and presence in over 140 countries
- Member of Investment Administration Services division responsible for progression of client implementations, deliverable follow up (supporting both internal and external clients), project status reporting, and meeting coordination addressing client account and Vestmark (managed account platform) enhancements and issues; role functioned within Separately Managed Accounts (SMA) group supporting asset managers
- Defined project requirements, contributed to development of business requirements documentation, created functional requirements documentation of client implementations, and administered individual project plans (including delivery of issue tracking, escalation and resolution of plan critical issues and risks)
- Recognized for ability to manage and deliver complex projects within time and budget parameters; effectively supported US based asset managers including (but not limited to) Fifth Third Bank, Pacific Income Advisors, HSBC and William Blair
- Spearheaded implementation of 5 new clients to asset management platform (with each client signing 5 year annual contract approximating $300,000 annually); total financial impact of implementations exceeded $1 million; required communication with senior-level directors, vice presidents and mid-level management
- Collaborated effectively with client representatives (from technology group and project/operations team), account executives, operations service managers, and project managers; secured updates from each professional and delegated assignments to complete projects
- Instrumental member of team which implemented automated workflow tool (PowerImage) used to coordinate operations group daily activities; initiative introduced to leadership committee in concert with department manager
- Ultimately reduced operating group processing time 25%, lowered drop error rate 95% (saving $100,000 annually), and provided scale business by on-boarding 3 new clients without adding additional staff (saving $100,000 annually)
- Utilized expertise and functioned as subject matter expert for fixed income modeling and trading, as well as delivered Vestmark system demonstrations to new and existing clients
- Contributions recognized with 5-Star Customer Service award for 2007 and 2008; award provided to associates recommended by department heads
- Appointed to develop department operating procedures and policies for initial clients, Credit Suisse and Fifth Third; on own initiative, created new, more detailed documents utilized by clients (documents used currently by other areas incorporating into project group)
- Developed disaster recovery plan for entire SMA (Separately Managed Accounts) group; inventoried all systems used, tested system access with disaster recovery keycards, stored and maintained all hard copy client procedure manuals, and traveled to disaster recovery site semi annually to test fail over process
- Spearheaded migration off all legacy Bisys systems to Citi network; inventoried and tested applications, databases, and network folders associated with SMA department; subsequently tracked and assisted in resolution migration issues
- Global financial services company providing consumers, corporations, governments and institutions with broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management; annual revenue exceeds $43 billion dollars through approximately 200 million customer accounts and presence in over 140 countries
Personal Banker
Bank One
Columbus, Ohio
03.2003 - 02.2004
- Company Overview: Major financial institution offering commercial and corporate banking, loan and leasing, insurance, and investment and brokerage services; operated 1,800 branches in 14 states; officially merged with JPMorgan Chase & Company in July 2004
- Carried out business development functions securing relationships and building long-term customer loyalty; utilized client database to initiate meetings, communicated with clients to address and meet financial needs, and collaborated with partners and product specialists to maximize client financial positions within bank
- Sales performance ranked in Top 10 in district (based on number of high dollar accounts opened, mortgages sold, investments accounts started, and money added to existing accounts); consistently met and exceeded sales quotas and standards through cross-selling of banking products and service
- Secured NASD Series 6 investment license as well as State of Ohio insurance license
- Major financial institution offering commercial and corporate banking, loan and leasing, insurance, and investment and brokerage services; operated 1,800 branches in 14 states; officially merged with JPMorgan Chase & Company in July 2004
Sales/Marketing Manager
InYourImage, Inc.
Columbus, Ohio
07.2001 - 02.2003
- Company Overview: Privately held independent specialty photography organization; operated out of enclosed mall retail store in Ohio; specialized in use of 3-D technology to create personalized products for consumers
- Administered retail store operations with accountability for budget management ($25,000 - $100,000), finances and cash handling, store sales performance, retail floor merchandising, marketing/advertising, product promotions, special events, customer service and staff (10) supervision and contributions; responsible for profit/loss results on overall store sales
- Immediately after store opening, exceeded Christmas holiday sales expectations ($80,000) by $6,000; subsequently exceeded $200,000 sales expectation by $57,000; guided operations to $70,000 profit in 2002 through effective delivery of unique product and 100% capture of market share
- Increased business presence with development of email campaign focused on sales, holiday events and new product offerings; email campaigns calculated to 15% of quarterly sales
- Elevated progression and quality of operations through development of policy and procedure documentation (including training materials) addressing store operations, cash management, employee conduct, customer service, sales and operation of 3D imaging system
- Privately held independent specialty photography organization; operated out of enclosed mall retail store in Ohio; specialized in use of 3-D technology to create personalized products for consumers
Contemporary Marketing Representative
Columbus Distributing Company
Columbus, Ohio
02.1999 - 07.2001
- Company Overview: Privately owned and operated sales and service corporation with exclusive rights to distribute Anheuser-Busch Inbev products as well as allied brands throughout central Ohio area
- Spearheaded functions maintaining relationships with on-premise accounts, introducing new products to market, and driving sales of existing products through product specials and promotions; accountable for 50 accounts in restaurant and bar industry throughout Downtown and east Columbus
- Increased year over year sales more than 10% through development of consumer-focused programs introducing new products and ensuring retention of existing products; grew sales 8% in 1999, 15% in 2000 and 12% in first 2 quarters of 2001; included 2% increase in market share as compared to largest competitors, Miller Brewing and Coors
- Orchestrated national promotions including hockey tournaments and taping of radio commercials; participated in launch of new products including product sampling and promotional activities at designated events and bars
- Employing creativity designed and displayed on premise advertising banners for clients to promote events and specials within establishments
- Privately owned and operated sales and service corporation with exclusive rights to distribute Anheuser-Busch Inbev products as well as allied brands throughout central Ohio area
Education
Master of Business Administration -
Franklin University
Columbus, Ohio01.2006
Bachelors of Science - Marketing
Franklin University
Columbus, Ohio01.2001
Skills
- Change management
- Contract administration
- Adaptability and flexibility
- Project management
- Budget management
- Regulatory compliance
- Market analysis
- Contract negotiation
- Customer service
- Client communication
- Relationship building
- Attention to detail
- Problem solving
- Time management
- Quality assurance
- Reliability
- Negotiation
- Contract management
- Business planning
- Budget development
- Business development
Certification
- Licensed Home Improvement Contractor
- Licensed Real Estate Agent
Timeline
Principal Owner
M&Z Home Services
01.2017 - Current
Principal Owner
M&Z Investment Properties LLC
09.2012 - Current
Executive Recruiter
Pinnacle Search Group
06.2012 - 01.2016
Product Specialist
Alliance Data
12.2010 - 05.2012
Implementation Manager
Citigroup
05.2004 - 11.2010
Personal Banker
Bank One
03.2003 - 02.2004
Sales/Marketing Manager
InYourImage, Inc.
07.2001 - 02.2003
Contemporary Marketing Representative
Columbus Distributing Company
02.1999 - 07.2001
Master of Business Administration -
Franklin University
Bachelors of Science - Marketing
Franklin University
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