CLYVAN L. BELLE

Greater New York City Area • 516-680-4193 • clyvan@verizon.net

SENIOR BUSINESS MANAGEMENT AND FINANCE SPECIALIST Expertise in developing and taking organizations to the next level of performance

Comprehensive experience in (a) developing and executing strategy and (b) building management processes.

Consistent global success growing revenues and profits, while prudently controlling expenses; focused on clients,

branding, technology and infrastructure. Solid business acumen combined with natural data curiosity and strategic-

operational alignment skills. Excellent record of using data and analytics with cross-functional teams. Considered

as “go to” person by C-suite to resolve issues. Proven ability as change agent delivering positive outcomes in

complex environments, mitigating risk and developing staff. Expertise includes: Finance / Strategy

Business Management Change Management

Strategic Planning / Execution Forecasting / Planning / Budgeting Quality and Continuous Improvement

Corporate Finance Internal Controls, Governance Productivity Enhancement

Valuations / Modeling / Pricing Profitability - Client and Product Supply Chain, Workflow Management

Post Acquisition Integration Resource Allocation / Management Scenario Planning

FINANCE, STRATEGY AND MANAGEMENT EXPERIENCE

J.P. MORGAN CHASE & CO. - New York, NY Jul 2012 - Present

Executive Director - Prime Brokerage Business Management (2012 - Present)

Trusted advisor and counterweight to Business Head and management team. Optimize bottom line performance.

Drive business, financial, technology and operational planning. Identify, assess and mitigate business risks.

Independent Contractor - New York, NY Jan 2012 - Jun 2012

Provided COO and CFO advisory services to global financial services organizations and retail start-ups.

INVESTMENT TECHNOLOGY GROUP, INC. (NYSE: ITG) - New York, NY 2000 - Dec 2011

(Independent agency research broker and financial technology firm, partnering with asset managers globally)

Director, Business Management - COO/CFO US Sales & Trading (2008 - Dec 2011) Re-architected business model. Managed finance and strategy. Established project management office for firm-

wide initiatives. Created/executed strategic activities to leverage trend of increased and advanced electronic trading.

Key contributor in growing global revenues from $200 million to over $600 million.

Prepared competitor and industry analyses as inputs to create strategic business plans and annual budgets.

Synthesized data from multiple sources to identify market/client trends and validate potential opportunities.

Changed mindset of sales to be focused on return on investment, decreasing costs by $40+ million annually.

Established client profitability for US operations. Developed cost allocation methodology. Approved by Board.

Used cost structure discoveries to improve resource allocation of over $100 million in expenses.

Developed monthly dashboard of US performance metrics and quarterly scorecards for the Board of Directors.

Developed monthly and quarterly reporting package and presented results to company CEO and CFO.

Introduced rate-volume analysis to explain impact of shift in business mix to senior management.

Segmented clients to explain unit price decline; and generate product and pricing initiatives.

Designed and implemented customer relationship management system with an 8 member cross-functional team.

Trained seven new hires, mentor of five and managed team of two while taking on additional responsibilities.

Key accomplishments: Introduced return on relationship investment (RORI) as a key performance indicator.

Integrated brokerage and research content acquisitions, ensuring synergies were achieved. Provided consultative,

strategic and execution support on all aspects of the P&L which helped to drive and grow the business.

Senior Vice President - Financial Planning & Analysis and Business Management (2005 - 2008)

Promoted to bring COO/CFO mindset to US sales and trading division and maximize growth. Implemented

processes and management systems to promote accountability and create capacity.

Structured, analyzed and modeled M&A deals and joint ventures. Advised CEO and CFO on transactions.

Led 30+ member cross-functional M&A, business development and integration teams in Europe and the US.

Generated highest revenue growth (14%) in firm’s history after introducing new incentive compensation plan.

Aligned IT and business initiatives, rejuvenating strategic business planning process to spur double digit growth.

Contributed to the restructuring of sales and trading teams, maintaining above average revenue growth.

Developed account management program, doubling revenues in six months, and expanded globally.

Key accomplishments: Convinced Executive Committee to establish business manager role as vital to creating a

performance-based culture. Institutionalized monthly/quarterly business performance reviews.

Vice President, Corporate Financial Planning & Analysis (2000 - 2004)

Recruited to transform Finance into a strategic business unit partner and maximize profitability.

Gained confidence of business units by improving revenue productivity and expense management.

Created Financial Planning & Analysis function within three months and established Finance Liaisons.

Managed a team of 12, performing monthly close, P&L analyses, and reducing aged receivables by $1mm.

Interim Chief Financial Officer of Analytical Products and Research business. Integrated collection of research

centers into a start-up business generating $20+ million in revenues. Established transfer pricing policy.

Designed annual corporate strategic planning and budgeting process, creating 25% productivity as revenue

initiatives were aligned with technology and infrastructure projects.

Developed customer and product profitability for US operations, providing roadmap to increase profitability.

J.P. MORGAN CHASE & CO. - New York, NY 1998 - 2000

Associate, Corporate Planning

Identified global cost savings of over 20% annually to fund growth initiatives. Re-designed global plan process.

Implemented shared services expense model, achieving productivity and cost targets across corporate functions.

Provided management with ad hoc revenue and expense analyses for investor and analyst meetings.

UNILEVER, LEVER BROTHERS COMPANY - New York, NY 1995 - 1997

Associate Commercial Manager, Corporate Finance

Contributed to launch of an Efficient Consumer Response (ECR) program, increasing market share.

Generated over $20 million in annual cost savings from previously underperforming supply chain projects.

Implemented activity-based costing for channel and customer profitability.

CHEMICAL BANKING CORPORATION (now J.P. Morgan Chase) - New York, NY 1988 - 1993

EDUCATION

UNIVERSITY OF MICHIGAN - STEPHEN M. ROSS SCHOOL OF BUSINESS - Ann Arbor, MI 1995 Master of Business Administration, Finance and Corporate Strategy

HARVARD UNIVERSITY - Cambridge, MA 1988

Bachelor of Arts, Economics (cum laude)

TECHNICAL SKILLS

Activity-based costing. Hyperion/HFM, Cognos, Business Objects, QlikView, Microsoft Suite, Visio.

AFFILIATIONS

Harvard University. Co-Chair, regional schools committee. 2004 - Present

Clyvan L. Belle | page 2 of 2