PETER A. MACDONALD
14 East Scarlet Oak Court Jackson, NJ 08527 732-905-0426 p.a.macdonald@att.net

Talented, results-oriented executive with a proven record of accomplishment in planning and leading comprehensive business strategies seeks executive position with progressive organization. Solid leadership and communication skills, with ability to build and guide top-performing leadership teams. Adept at interacting with all levels of management, employees and service providers.

Results Oriented
Brand Experience Driven
Team Builder
Retail Sales Management
Inclusive Management Style
Strong Communicator

Professional Experience

Relationship Manager 2009 to Present
GEEZEO

Provide lead generation and account management support for this internet start-up company. Target market includes credit unions and community banks. Responsible for introducing prospects to Geezeo products and services, which includes PFM, online banking and social network solutions.

Vice President, Finance Management and Governance 2007 – 2009
ZURICH AMERICAN INSURANCE COMPANY – Schaumburg, IL

Provide project management, financial analysis and execution discipline to the Company’s Finance Division. Responsible for leading key operational transformation projects that contribute more than $20 million in bottom line improvement to the Company. Trusted resource to the Executive Vice President & CFO to develop and implement new solutions for operational improvements while maintaining rigorous internal control environment. Manage a team of eight direct reports who are responsible for leading cross-functional project teams.

Selected Contributions:
? Built a team that previously did not exist out of key contributors and high potential employees with diverse skill sets and a mandate to organize, prioritize and execute on key finance project portfolio has determined by the CFO.
? Developed and executed action plans to outsource more than 80 transactional positions that resulted in significant savings to the Company
? Introduced new opportunities for potential outsourcing that had not previously been identified
? Key member of CFO leadership team

Vice President, Chief Member Service Officer 2003 – 2007
Vice President Retail Delivery 1996-2002
AFFINITY FEDERAL CREDIT UNION – Basking Ridge, NJ

Provide strategic and tactical service delivery direction for all member contact departments, including Branch Network, Operations, Member Service Call Center, Consumer Lending, Facilities, Purchasing, Security, Compliance, Vendor and Contract management while managing 4 direct reports (300 indirect). Responsible for the overall retail sales environment, including the call center. Active architect of retail delivery and customer service strategies and implementation. Member of Strategic Leadership Team and actively engaged with Board of Directors and Executive Management.

Selected Contributions:
? Assets more than tripled in 11 years, from $400 million to $1.4 billion.
? Membership nearly doubled from 67,000 to 120,000.
? Introduced a solution-based service culture that serves as a core component of the Affinity brand.
? Implemented acquisition, divestiture and consolidation of branch offices, moving many locations from within sponsor organizations to stand-alone facilities.
? Responsible for site selection, property acquisition, lease negotiation and branch construction projects.
? Created career paths in branches and call center.
? Changed hiring philosophy from solely hiring for skills to hiring for “attitude”.
? Achieved highest employee satisfaction ratings.
? Set industry standard in sales performance via 3rd party vendor.
? Modernized the call center with new ACD system including screen pops, which drastically reduced hold time from over 3 minutes to less than 60 seconds.
? Introduced online chat and outbound calling.
? Introduced the Affinity Auto Resource Center, offering a vehicle location program for members, which resulted in the purchase or lease of new or used vehicles.
? Assessed and implemented closed circuit security system throughout branch network resulting in enhanced monitoring capabilities and reduced fraudulent losses.
? Significantly expanded ATM network, both owned and networks i.e.; Allpoint,Co-Op.
? Managed new deployment and replacement of antiquated ATM equipment. Project included: assessment and analysis of competing ATM vendors as well as selection and implementation of equipment including site renovations and data center coordination.
? Managed contract administration.

Senior Vice President, Retail Banking
SHADOW LAWN SAVINGS BANK – West Long Branch, NJ

Executive management of all branch delivery and operational areas of this community bank. Responsible for expanding and managing retail outlets including the identification of new locations, negotiation of leases, purchase of properties. Key responsibilities included negotiation of contracts for significant business partners, including ATM, checking and processing vendors. This position also oversaw Security, Purchasing, Facilities and Compliance functions.

Selected Contribution:
? Managed Check Processing upgrade/relocation. Project included site selection, assessment and analysis of equipment requirements as well as negotiation and purchasing of new equipment. Project resulted in a reduction of expenses in excess of $300,000.00 over a five-year period.
? Automated manual operations throughout 21-branch network. Project enabled access to centralized “real time” system through state of the art teller equipment programmed to automatically execute/locate: customer transactions, end of day proof processes and historical data.
? Transitioned the organization from a transaction-based culture to one that was relationship driven.

Credentials

Coursework Thomas Edison State College
NAFCU- Management Development Institute
NAFCU- Credit Management Workshop

Credit Union Executive Society
New Jersey Security Association
Past Fire Chief, President and Treasurer: Oakhurst Fire Company
Past Fire Captain, Captain of Underwater Recovery Unit: Red Bank Fire Department
Past member, Red Bank Regional High School Board of Education
Instructor, Institute of Financial Education
Past Chairman, Monmouth Chapter New Jersey Safe Deposit Association

REFERENCES

Bryan Clagett
Chief Marketing Officer
Geezeo
1769-117 Jamestown Rd.
Williamsburg, Virginia 23669
757.243.3453
bclagett@geezeo.com

Mark Cochran
Chief Executive Officer
Jeanne D’Arc Credit Union
630 Merrimack Street
Lowell, MA 01854
978-323-2000
978-442-1715 fax
mark.cochran@jdcu.com

Louis Mannello
Managing Director, Accounting Advisory Services
KPMG LLP
303 East Wacker Drive
Chicago, IL 60601
Tel. 312 560 9447
lmannello@kpmg.com