Maurice A Berkeley
BRONX,NY
Summary
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams. Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
40
40
years of professional experience
Work History
FOUNDER AND CEO
Hydro Mania Corp
09.2020 - Current
- Prepared annual budgets with controls to prevent overages.
- Created and monitored promotional approaches to increase sales and profit levels.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Directed technological improvements, reducing waste and business bottlenecks.
President and Chairman
The Berkeley Capital Group Inc.
11.2012 - Current
- Formulated and executed strategic initiatives to improve product offerings.
- Founded performance- and merit-based evaluation system to assess staff performance.
- Provided recommendations on board of directors on group's effectiveness, actions, and future plans.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Developed innovative sales and marketing strategies to facilitate business expansion.
SENIOR MANAGING PARTNER
Orion Trading Group
05.2006 - 04.2011
- Working closely with the global brokerage & clearing team in providing value added services to clients
- Provide various scheduled and trading reports to employees and affiliates.
- Provide detailed analyses on monthly, quarterly and yearly expense variances, define main drivers and support Business Unit monthly reporting
- Provide detailed analyses on discrepancies
- Working closely with the Global Brokerage & Clearing team
- Working collaboratively with global Trading Fee Controlling group, global stakeholders, traders, clients and other departments
- Manage relationships with external broker firms.
Currency Consultant
International Financial Services
05.2002 - 11.2005
- Provided technical analysis on the Yen. British Pound Sterling, Swiss Franc and Euro for clients to determine what trading scenario best suits there accounts.
- Organized and analyzed primary and secondary research to understand industry, market and company trends.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
FX Derivatives Analyst
Cantor Fitzgerald And Co
11.1998 - 11.2001
- Created financial strategies to optimize portfolio performance and reduce risk.
- Orchestrated client-centered financial packages factoring in current market trends.
- Conducted due diligence on potential investments and presented findings to investors.
- Generated market color, ideas and axes to maximize client revenues.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
Vice President of Investments
Nathan And Lewis Securities Co
11.1992 - 10.1998
- Managed client portfolio of $100 million dollars. Researched and marketed various investment opportunities.
- Analyzed various international and domestic stocks for U.S. investor suitability. Cultivated International client base.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Designed and maintained financial models to identify and measure risks.
- Created and executed aggressive investment strategies to increase returns for clients.
New Issue Administration
Credit Suisse First Boston
04.1985 - 12.1991
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Designed New Issue distribution application using Lotus 123/Macros formulas.
- Researched New Issue Shelf Registrations (415) to determine maturity of financial gains to be deemed.
- Acted as liaison between New Issue Department and the firms traders on a continuous basis.
- Handled all managed and co-managed deals the firm brought public.
Education
MBA - Marketing
University of Louisiana At Lafayette
Lafayette, LA06.1992
Bachelor of Science - Economics
Fordham University
The Bronx, NY05.1987
High School Diploma -
Harry S Truman High School
Bronx, NY06.1982
Skills
- Recruiting Clients
- Raising Capital
- Operations Start-Up
- Systems Thinker
- Industrial Production
- Business Development and Planning
- Policy and Procedure Development
- Business Planning
- Strategic Vision
- Industry Expertise
- Corporate Strategy and Development
- Develop Business Structures
Affiliations
- Member of the Order of Ancient Free and Accepted Masons M.W.K.S.G.L. Bethel #37
- Toastmasters
Timeline
FOUNDER AND CEO
Hydro Mania Corp
09.2020 - Current
President and Chairman
The Berkeley Capital Group Inc.
11.2012 - Current
SENIOR MANAGING PARTNER
Orion Trading Group
05.2006 - 04.2011
Currency Consultant
International Financial Services
05.2002 - 11.2005
FX Derivatives Analyst
Cantor Fitzgerald And Co
11.1998 - 11.2001
Vice President of Investments
Nathan And Lewis Securities Co
11.1992 - 10.1998
New Issue Administration
Credit Suisse First Boston
04.1985 - 12.1991
MBA - Marketing
University of Louisiana At Lafayette
Bachelor of Science - Economics
Fordham University
High School Diploma -
Harry S Truman High School
Similar Profiles
Mary ParkerMary Parker
Administrative Assistant at Hydro-Flex CorpAdministrative Assistant at Hydro-Flex Corp
Glenn MonternelGlenn Monternel
Warehouse Supervisor at JE HYDRO & BIO- ENERGY CORPWarehouse Supervisor at JE HYDRO & BIO- ENERGY CORP
Brinda ChandaranaBrinda Chandarana
Administrator - Human Resources at Toronto Hydro Corp.Administrator - Human Resources at Toronto Hydro Corp.