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Click here or scroll down to respond to this candidateCandidate's Name
Financial Services ProfessionalPHONE NUMBER AVAILABLE EMAIL AVAILABLESKILLSBusiness SkillsKnowledge of business, investment, and financial processes and controls.Entrepreneurial self-starter accustomed to working in a fast-paced, complex, and regulated industry reporting to diverse stakeholders.Able to navigate business challenges, change direction as needed, and execute quickly.Able to quickly understand proprietary business processes and business and marketplace drivers.Relationship SkillsExperience serving as primary customer contact with a focus on customer retention, growth, and profitability.Develop new client relationships and deepen existing relationships.Build a community of peers across functions to better serve customers and the organization.Technology SkillsEnter data into tracking and/or reporting systems, business tools, and databases.Strong use of Microsoft Office tools.EXPERIENCERRIM Asset Strategies Member of the Firm 1997 - PresentHelped affluent clients throughout the United States with investment needs by providing superior investment advice, confidentiality, and a network of service providers. Offered unique access to multiple, specialized institutional money managers and high-touch relationships. Strengthened client relationships and built relationships with the clients business, legal, and tax advisors.Created and managed a high-end, high-touch asset management corporation, serving high net worth clients.Provide value-added services to this affluent niche including investment, estate, tax, business succession, computer, and other financial consulting. I have done this twice for large Banking Corporations, as well as small niche market organizations.Built and maintained a high-quality portfolio management and accounting platform using a manager of managers model combined with asset allocation software and a disciplined rebalancing schedule.Series 6, 65, 22, and 24 licenses.Washington Trust Bank Vice Present, Asset Strategy Consulting 1996 1997Built asset management capability inside the Private Banking Department. Set up portfolio management system and statement generation software to work independently of the Trust Department. Developed referral relationships inside Private, Commercial, and Branch Banking Departments.Created and managed a high end, high touch money management service for Private Banking Clients,Built assets from $0 to $80 million in 20 months.USBANK / Frank Russell Vice President, Asset Management 1990 1996Increased assets under management for USBANKs two core money management capabilities: Qualivest Capital Management and the Frank Russell Investment Management Companys institutional portfolios. Developed centers of influence inside the Corporate and Private Banking Departments. Acquired the largest employee benefit plan for Spokane, the largest corporate plans in the Tri Cities, and most of the top orchard owners, co-ops, and various orchard vendors. When Pam American Airlines filed for bankruptcy, created unique niche with pilots all over the United States and abroad.Marketed high end money management services to affluent individuals and businesses.Increased assets under management from $50 million to $130 million.Developed niche clients including Pan American Airlines and Exxon.Northwestern Mutual Life/Baird Securities Registered Representative 1985 - 1990Sold whole and term life insurance, disability, and health insurance. Successfully earned bronze, silver, and gold awards. Became a registered representative and sold mutual funds and variable life products. Prospected more affluent clients and business owners. Sold split and reverse split dollar products, deferred compensation and pension/profit sharing plans as well as childrens education funds. Sold high NAV annuities to estate planning clients.Marketed life and disability insurance to individuals and small business owners.Designed and marketed childrens education trust funds.EDUCATIONUniversity of Puget Sound BA in Business, Marketing, English |
