Reviewed customer specifications to prepare accurate quotations.
Collaborated with sales teams to ensure alignment on pricing strategies.
Analyzed market trends to determine competitive pricing models.
Developed and maintained comprehensive product knowledge for effective quoting.
Utilized quoting software to streamline proposal generation process.
Communicated with suppliers for accurate cost information and lead times.
Assisted in training new team members on quotation procedures and tools.
Coordinated with cross-functional teams to resolve quotation-related issues efficiently.
Prepared accurate quotations based on customer requirements and company policies.
Worked closely with other departments such as logistics, finance, accounting, marketing, and engineering in order to resolve any issues related to the quotation process.
Project Manager III
Fisher Clinical Services
Allentown, Pennsylvania
01.2007 - 02.2021
Individually managed primary and secondary packaging projects for Phase I-IV Clinical Trial Materials for world leading contract packager.
Develop and coordinate clinical packaging jobs utilizing Project Management techniques and methodologies.
Plan and complete clinical programs/studies within budget expectations. Interacts with Finance to monitor budgets and manage costs for clinical supply activities.
Proactively identify out of scope activities and revenue leakage.
Manage Key Performance Deliverable for overall study timelines and quality targets.
Leads the core study team; manages, facilitates and documents meetings (e.g. Kick-off meeting, weekly agendas & minutes, action trackers and decision logs).
Manages study team communications to ensure cross-functional connectivity among study team members
Commercial Client Service Associate
Alcan Packaging
Bethlehem, Pennsylvania
04.2006 - 01.2007
Forecast client’s sales order through trend analysis and production schedules.
Manage customer’s inventory levels to ensure customer’s reserves are accurately met.
Schedule Production jobs for maximum operational efficiency.
Owner of the customer fulfillment process that includes order entry, related correspondence, invoicing information and distribution of finished goods.
Liaison between the sales organization and the operations department to meet client deliverables.
Maintain client’s master files to ensure data integrity. Ensure returns, debits and credited are properly formatted.
Commercial Client Service Representative
Organon USA, a division of Akzo Nobel
Allentown, Pennsylvania
11.2002 - 04.2006
Manage client accounts by providing high quality service to Customers and Sales Force. Establish and maintain strong, positive relationships both internal and external.
Ensure all customer queries are properly documented and resolved.
Maintain regulatory controls to exceed the standard Good Manufacturing process.
Liaise with various internal departments to ensure client orders and requests are completed.
Review credit issues and implement action plans to guarantee the satisfactory resolution of client complaints.
Develop and author various reports, reconcile account balances and perform additional duties as needed.
Trained and mentored new associates on the both the JDE and SAP systems
Consultant for Constanti Control Associates Portfolio/Equity Administrator
Goldman Sachs Asset Management
New York, New York
08.2001 - 11.2002
Liaison between Project Manager and Team Leader on System conversion.
Provided detailed directions on how to set up account destinations, resolve open notification and acknowledge/confirm open trades for settlement.
Authored Reference Training Manual for Equity Trade Administration.
Trained and mentored associates on the DTC DARTS system.
Created trades in Bloomberg and followed up with corresponding trading assistant to ensure proper settlement.
Prepared daily Reconciliation of P&L accounting report to provide to Head Trader.
Assist Head Trader with trade executions.
Assured trade confirmations were properly reflected in various trading systems.
Aided internal and external contacts with settlement issues and discrepancies.
Education
Business Management -
University of Phoenix
Phoenix, AZ
01.2026
Business Management - Global Finance
New York Institute of Finance
NY
01.1990
Business Management -
Rider University
Lawrenceville, NJ
01.1985
Skills
Project management
Financial analysis
Pricing strategy
Customer relations
Data interpretation
Market research
References
Furnished Upon Request
Timeline
Quotation Specialist / Project Manager
Thermo Fisher
02.2021 - Current
Project Manager III
Fisher Clinical Services
01.2007 - 02.2021
Commercial Client Service Associate
Alcan Packaging
04.2006 - 01.2007
Commercial Client Service Representative
Organon USA, a division of Akzo Nobel
11.2002 - 04.2006
Consultant for Constanti Control Associates Portfolio/Equity Administrator