Highly motivated, results-driven, and dedicated professional with over 10 years of experience in the financial services industry. I am a self-starter, who is a team player, and a team player.
training, planning, securities, and sales, office, estate planning
administration, sales and, liaison, insurance
Senior Vice President
Developed and implemented a new marketing and sales training program for the firm. This included the creation of a financial model, and the development of a new investment strategy.
Led the transition of the firm's financial services office from a public company to a private equity firm. This included the creation of a new investment policy and the development of a new investment portfolio.
Developed and implemented a comprehensive financial plan for the firm, including the firm's first-time client, estate planning, and securities.
Managed the firm's largest client in the US, Canada, and Europe. Also responsible for the development of a new financial reporting system.
Managed the development of a new investment portfolio and implemented a new financial model. Created a comprehensive financial model to evaluate the performance of the firm.
Led the development of a new investment portfolio for a private equity firm. This included the creation of a prospectus and a prospectus for the company.
U.S. Forest Service
Assisted in the development of new client relationships and provided support to the sales team. Created and maintained a database of all client information.
Responsible for the administration of the sales and service of the company, including the opening of new accounts, and acting as liaison between the insurance and investment departments.
Assisted in the development of new business and personal relationships with existing clients. Created and maintained a network of referral sources.