Alan Soirefman

Experience

• 

  American Greetings

  Jan 1990 - Jan 2008

  Responsible for developing and implementing the retail merchandising plan for the $1.4 billion U.S. Greeting Card Division. Key areas included visual merchandising, retail experience, store planning, and merchandising operations. Report to the SVP Sales & Chief Marketing Officer, managed 7 direct reports, a staff of 100 professionals. Responsible for management of all corporate order input/processing and logistics/communications with five separate distribution centers. Key areas included everyday reorder processes, seasonal order management, point of sale replenishment, UPC administration, call center operations, fixture operations, and card department layouts at retail. Reported to SVP & Chief Operations Officer, managed 6 direct reports, and a staff of 120. P&L responsibility for this $900 million, 17 state retail sales business unit including budgeting and finance, key account management, contract negotiations, and customer service. Reported to the Zone VP of Sales, managed 19 district managers, 6 account executives, 15 installation managers, and 165 territory representatives who serviced 8,000 accounts.

  • Vice President, Merchandising

    Jan 2005 - Jan 2008

  • Executive Director, Retail Program Operations

    Jan 2000 - Jan 2005

  • Vice President, Sales, Central Region

    Jan 1990 - Jan 2000
• 

  BrightStar Healthcare

  Jan 2008 - Jan 2011

  President

  Launched home healthcare business with responsibility for all aspects of operations including all accounting, P&L, and balance sheet requirements. Key duties included sales, marketing, business development, client services and strategic relationships with related healthcare vendors.

• 

  New York Life Insurance Company

  Jan 2011 - Jan 2013

  Licensed Agent

  Financial Services Professional with New York Life. I help clients protect, accumulate and distribute wealth through the financial products and services offered by New York Life, while deferring and reducing their tax burden. Licensed in Long-Term Care Insurance.Life Insurance - Permanent, Term, UniversalVariable and Fixed AnnuitiesQualified RolloversMutual FundsLong Term Care InsuranceWorking with Young Professional, Small Business Owners, Retirees and Families

• 

  Skylight Financial Group

  Jan 2013 - Oct 2015

  Financial Planner

  I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services• I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 2012 W. 25th Street,Suite 900 Cleveland, OH 44113. (440)263-8628.• I am licensed to sell insurance in OH and securities in OH. Show less

• 

  Citizens Bank

  Oct 2015 - Sept 2016

  Licensed Banker
• 

  JPMorgan Chase & Co.

  Sept 2016 - Apr 2019

  Private Client Banker
• 

  Key Bank

  Apr 2019 - now

  Licensed Relationship Manager