Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Professional Summary
Wealth management expert, specializing in estate tax, investment, insurance and business succession planning for high net worth family groups and business owners.
Skills
Licensed to
practice law in Colorado and Texas
Member of
Estate and Trusts Section of Colorado Bar
Series 6, 7, 63 and 65 licensed
Life and Health Insurance Licenses in Colorado
Work History
Senior Vice-President / Director of Planning, Current to Current Aew Capital Management – Los Angeles, CA,
Managed estate tax, investment, business succession, insurance, philanthropic and multi-generational estate planning, for clients and estates ranging in size from several million to several hundred million dollars.
Dramatically reduced a client's estate tax exposure by using multiple leveraged gifting strategies, and funded the remaining estate tax exposure with a trust-owned life insurance policy to provide tax-free liquidity upon her death.
Reduced client tax exposure and provided lifetime income stream to client who received a large concentrated stock position in a divorce, by implementing a charitable gifting strategy.
Monetized a portion of a client's restricted stock and minimized downside risk in his large concentrated stock position, after the sale of his business to a publicly traded company, by coordinating implementation of a hedging strategy.
Developed, and coordinated implementation of, investment and insurance plans for wealthy family groups and business owners.
Advanced Marketing Manager, Current to Current Bmo – Virtual, MO,
Managed the marketing of ING insurance products to the Financial Advisors of multiple national wirehouses and their high net worth clients.
Increased market penetration of ING life products in multiple national wirehouses, by creating and coordinating implementation of national marketing strategies.
Provided advanced estate tax and life insurance strategy training to our life insurance sales force and wirehouse Financial Advisors.
Wrote advanced marketing concept articles, regarding estate planning and insurance, for inclusion in wirehouse newsletters and publications.
Assistant Vice-President, Current to Current Lumen – Atlanta, GA,
Managed estate planning in a four state region, for the high net worth clients of this wirehouse.
Presented estate planning strategies to Financial Advisors' clients and coordinated implementation of the strategies with each client's advisors.
Sold life insurance policies to clients to provide liquidity for payment of remaining estate taxes.
Our office was ranked #1 and #4 in national insurance production during my tenure Educated the region's Financial Advisors on estate tax issues, estate planning techniques and life insurance.
Financial Advisor, Current to Current SAGEMARK CONSULTING – City, STATE,
Developed a client base comprised entirely of high net worth business owners.
Provided fee-based advice to clients on estate tax reduction, business succession strategies and investment strategies, and coordinated implementation of those strategies with the clients' advisors.
Sold life insurance policies to provide liquidity for estate taxes remaining after the implementation of estate planning strategies.
Honored internally for insurance production Established strategic alliances with attorneys to generate bilateral referrals.
Attorney, Current to Current MARK B. COLLINS, P.C – City, STATE,
Represented corporations and individuals in areas of estate planning, litigation, employment law, corporate law, commercial transactions and bankruptcy.
Structured the division of two multi-million dollar businesses between shareholders with combined ownership in both, which enabled each shareholder group to receive the business interests they desired in a stock/cash exchange.
Developed a structure for the sale of a multi-million dollar property owned by several trusts, which enabled the sale to be completed as an exchange of trust assets and notes, thereby eliminating probable court intervention.
Represented clients at hearings, depositions, and trials and was undefeated in court appearances.
Education
J.D.: , Expected in 1993 University of Houston Law Center - Houston, Texas GPA:
Bachelor of Science: Finance, Expected in 1990 Utah State University - Logan, Utah GPA:
PROFESSIONAL Licensed to practice law in Colorado and Texas Member of Estate and Trusts Section of Colorado Bar Series 6, 7, 63 and 65 licensed Life and Health Insurance Licenses in Colorado
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