Leslie Schellings
Southport,CT
Summary
Business consultant specializing in Client relationships, financial services, and project management, with a focus on operational efficiency and strategic restructuring. Successfully implemented changes leading to significant cost savings and revenue growth for clients across multiple sectors in the USA and the UK.
Overview
30
30
years of professional experience
Work History
Substitute Teacher
Kelly Education
Bridgeport, Ct
10.2024 - Current
- Delivered instruction to elementary students in grades K-6, maintaining classroom engagement and continuity in learning.
Business & Project Mangement Consultant
L&S Ryan Investments
Cirencester
03.2017 - 07.2024
- Developed and executed a restructuring plan for a landscaping business resulting in an infrastructure that moved from one client site plan to simultaneous sites for multiple clients resulting in revenues increasing over 100% in 4 years.
- Reviewed onsite process flow for construction company, created and implemented a plan resulting in 30% reduction in setup hours and improved workflow processes, reducing material waste.
- Analyzed business processes for a family office supporting multiple ventures, implementing new operational procedures that resulted in 20% cost savings and resulted in 30% reduction in errors.
- Delivered compliance and financial guidance that minimized risk for clients.
- Developed and enhanced responsible business practices to align with industry standards.
- Worked closely with onsite project managers to ensure project needs are fulfilled and timelines were met.
- Drafted and evaluated requests for proposals for projects.
Project Management Consultant
SCLS Change & Consult
Cirencester
04.2015 - 03.2017
- Conducted market research and due diligence to uncover new project opportunities.
- Collaborated with senior project manager to define project goals and establish timelines for successful execution.
Professional Career Break
05.2010 - 04.2015
- Personal Development, Relocation & Maternity Leave
Business Strategy Consultant
Various Companies
San Francisco, CA
03.2003 - 05.2010
- Headed a business development effort for a financial startup company which resulted in a client base of over 93% of the targeted institutions subscribing to the company's reports.
- Evaluated and advised on business and personal financial accounts for real estate development firm and founder, negotiating purchase of building in San Francisco's Hayes Valley for multi-million dollar mixed-use development.
- Reviewed and recommended outside vendors for an architecture firm, achieving 20% cost savings.
- Managed client invoicing, accounts payable, receivables, payroll, insurance, and human resource activities for several small business ventures.
- Wrote and reviewed requests for proposals.
Principal
Blue Corner, Inc.
San Francisco, CA
01.2002 - 02.2003
- Secured over 2MM USD in assets within the first year, demonstrating strong client engagement and investment placement success.
- Managed third-party fundraising and marketing efforts for hedge funds, enhancing capital acquisition strategies
- Created a database of over 400 institutional clients, fostering introductions and placement of capital with long /short hedge funds.
- Developed marketing materials for potential investor meetings, supporting effective communication of investment opportunities.
Vice President, Business Development
myCFO, Inc
Mountain View, CA
08.2000 - 12.2001
- Director of the call centre
- Worked in collaboration with the director of business development to grow the firm's largest business development practice (Silicon Valley) from $10B to $24B financial assets under management.
- Created a pipeline of potential clients with over 6.5B USD in assets
- Contributed to the 20 percent year-over-year profits regional growth through a collaborative effort with the investment product development and estate planning team.
- Collaborated as a team member in CRM development, restructuring, and strategic planning efforts.
- Contributed as a team member to internal group restructuring and strategic planning efforts.
Institutional Equity Sales Associate
Deutsche Bank Securities, Inc
New York, NY
04.1996 - 10.1999
- Provided domestic institutional equity sales research coverage to institutional hedge fund clients in New York including Tiger Management, Maverick Capital and Omega Advisors.
- Provided domestic institutional equity sales coverage to Minneapolis accounts including Alliance Capital and IDS.
Education
Bachelor of Arts - Psychology
University of Connecticut
Storrs, CTProject Management Graduate Degree with Distinction -
University of California, Berkeley
Berkeley, CA, USACertificate Programs - Financial Accounting & Financial Statement Analysis Certificates
New York Institute of Finance
New York, NYGraduate Diamonds Degree -
Gemological Institute of America
Carlsbad, CASkills
- MS Excel, MS word, MS PowerPoint, MS Project and Salesforce
VOLUNTEER HISTORY
- Cirencester Enviromental Action Group, Member, Cirencester, UK
- North Cerney Primary School Association, Secretary & Eco Club Founder, North Cerney, UK
- The Big Yellow Bus Project, Cirencester, UK
- Bauton Lane Playing Fields, Committee Member, Cirencester, UK
- Giant Steps Theraputic Horse Riding Centre, Petaluma, CA
Affiliations
- National Association of Securities Dealers, New York, NY
Securities Licensing Series 7 & 63 (expired)
Timeline
Substitute Teacher
Kelly Education
10.2024 - Current
Business & Project Mangement Consultant
L&S Ryan Investments
03.2017 - 07.2024
Project Management Consultant
SCLS Change & Consult
04.2015 - 03.2017
Professional Career Break
05.2010 - 04.2015
Business Strategy Consultant
Various Companies
03.2003 - 05.2010
Principal
Blue Corner, Inc.
01.2002 - 02.2003
Vice President, Business Development
myCFO, Inc
08.2000 - 12.2001
Institutional Equity Sales Associate
Deutsche Bank Securities, Inc
04.1996 - 10.1999
Bachelor of Arts - Psychology
University of Connecticut
Project Management Graduate Degree with Distinction -
University of California, Berkeley
Certificate Programs - Financial Accounting & Financial Statement Analysis Certificates
New York Institute of Finance
Graduate Diamonds Degree -
Gemological Institute of America