Skilled financial professional with seven years of financial services industry and over 15 years of practical management experience. Expertly creates customized financial strategies to meet client needs.
Market research and analysis
Small business development
Client account management
Data Visualization (Tableau)
Chartered Retirement Planning Counselor SM or CRPC�- College for Financial Planning.
Chartered Retirement Plans Specialist SM or CRPS� - College for Financial Planning.
Chartered Special Needs Advisor - Bank of America.
Waddell and ReedFort Collins, COFinancial Advisor
Responsible for delivering solutions in financial planning, investing, fiduciary services, philanthropy, business advisory and family finances.
Provide full balance sheet financial planning focusing on delivering solutions in wealth transfer strategies as it pertains to credit utilization, retirement readiness, wealth transfer and business succession planning.
Developed an ancillary focus in expanding comprehensive retirement plan design knowledge to brand myself as a retirement plans specialist for the purpose of developing deeper penetration into small to medium business segments.
Analyze information obtained from clients to determine strategies for meeting clients' personal and financial objectives and then Implement recommendation to propel clients' towards achieving their personal and financial goals.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Implemented financial planning recommendations.
Created charts and graphs to illustrate daily, monthly and annual financial reports.
Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Bank of America/ Merrill LynchFort Collins, COFinancial Advisor
Responsible for delivering solutions in financial planning, investing, fiduciary services, philanthropy, business advisory and family finances..
Was recruited to an established team to manage team book and was able to successfully identify opportunities over an 18 month period resulting in over $24mm in assets be added to book.
Leverage Sales Force to develop a consistent onboarding process for new clients resulting in additional opportunities and relationships to be uncovered.
Within Sales Force, set up template to insure consistent communications throughout the year with clients regarding important dates, birthdays, anniversaries, and time sensitive dates like contribution deadlines, filing deadlines and distribution deadlines.
Defined and implemented a segmented team practice breaking up roles into areas of analysis, new business development, communication and marketing and relationship management resulting in $40 mm in existing assets being uncovered.
New York Life InsuranceDenver, COAgent/Registered Representative
Responsible for providing solutions in the areas of health, life, long term care, disability, supplemental and retirement with the core focus on insurance based products.
Developed first firm approved seminar focused on Planned Giving 101.
Developed a training program to work with non-profit organizations on how to leverage agents as outsourced planned giving officers Developed a case rate that earned multiple bronze Eagle awards Set records in the areas of Long Term Care Premium Set records for case rate for life cases.
Worked independently in the financial services business while at the same time providing consulting services in the areas of channel and business plan development.
Grew and developed client base for injection molding manufacturer through the development and implementation of a market action plan.
Developed a comprehensive business plan for the purpose of seeking $7mm to fund a near zero emission solution to address beetle kill issue in national forests.
Developed marketing and sales plan for a digital marketing company targeting auto dealerships.
Developed and wrote business plan for a local refurbished restaurant equipment company to successfully obtain a $1mm line of credit.
Concurrently developed and implemented a new personal business plan to enter the financial services industry through the health insurance industry.
St. John the Evangelist Catholic ChurchLoveland, COBusiness Administrator
St. John the Evangelist Catholic Church serves 2,500 families in Loveland, Colorado and includes a Pre-K through 8th Grade school with 300 students.
Responsibilities included leadership of the functions of ministry, finance, development, and administration with a budget of $3mm and over 90 staff.
Developed and implemented first true "ground up" budgeting process which improved transparency of conditions allowing for appropriate adjustments to economic changes.
Developed and laid foundation for a fundraising program that generated $765K passively over five years through educating parishioners on how to make everyday purchases in a different manner.
Successfully bridged strained relationships between Church and auxiliary groups to work together for the common good.
These organizations are now visible in providing key volunteer support.
Recruited and established a volunteer advisory group of 8 to identify technological needs as well as provide technological support.
This resulted in continual donation of computers and other technology to outfit a K-8 school and staff.
Brought a diverse group of people (20) with competing capital project interests to conduct a study and unanimously agree and recommend a course of action that addressed the needs of the community as a whole.
Airprotek InternationalNebury Park, CACEO/President
Airprotek International owned by Direct Investments Japan (DIJ) served as the distribution channel for DIJ's unique line of safety jackets and vests that utilize proprietary air bag technology to protect motorcyclists in the event of a collision with another vehicle or a fall.
Successfully negotiated new supplier agreements as well as securing intellectual property.
Developed five year plan for sustainable growth.
Gained US media exposure without the investment of precious capital. (Spike TV, NBC Nightly News, Robb Media)
Successfully established manufacturing operations in Pakistan to meet a need for leather goods.
Identified key individuals and markets for entry.
Secured funding for the 2008 Product launch into mainstream North America.
Powersports Industry NetworkLoveland, CODirector/Sr. Recruiter
Worked in the areas executive search and organizational development specializing in identifying and building successful teams within the powersports and recreational products industries.
Powersports Industry Network served as a point of contact to connect organizations that seek consulting services in areas of Organizational Development, Quality, Manufacturing, Purchasing, Design, Research and Development, Channel Development, Sales and Marketing.
Successfully indoctrinated myself into a small niche industry to be a preferred sourcing partner for organizations such as Honda Performance and Development, Toyota Racing and Development, Roush, Polaris, Yamaha, and in many early stage start ups.
Championed the "Top Grading" mentality with a number of clients serving as a resource to evaluate bench strength in organizations as well as provide practical solutions for improvement thus generating additional revenue.
Established the firm as a go to source in diligence exercises as well as actively participating in private equity/venture capital financing arrangements.
University of South Dakota School of LawVermillion, SD
University of Wyoming School of LawLaramie, WY
Chadron State CollegeChadron, NEBachelor of Arts: Legal/Justice Studies
Hope for Children Foundation (Latin America) - Board Member (10/2014 - Present)
Bethlehem Farm and School Project (Zimbabwe) - Project Lead (01/2012 - Present)
Diocese of Geita (Tanzania) - Education and Vocation Development (06/15 - Present
American Red Cross -Northern Colorado - Board Member/Chair (July 2012 - June 2016).
United Way of Larimer County - Board Member (7/2015 - 3/2017)