Senior Vice-President / Director of Planning Resume Example
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SENIOR VICE-PRESIDENT / DIRECTOR OF PLANNING
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
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Work History
2001 to 2014
Senior Vice-President / Director of PlanningAew 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.
2000 to 2001
Advanced Marketing ManagerBmo – 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.
1998 to 2000
Assistant Vice-PresidentLumen – 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.
1996 to 1998
Financial AdvisorSAGEMARK 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.
1994 to 1996
AttorneyMARK 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
1993
J.D.:
University of Houston Law Center - City, State
University of Houston Law Center - City, State
1990
Bachelor of Science: Finance
Utah State University - City, State
Utah State University - City, State
Skills
concept, client, clients, Financial, insurance, law, litigation, notes, marketing strategies, marketing, market, exchange, office, newsletters, policies, publications, sales, strategy, strategic alliances, Structured, tax, taxes, articles
Additional Information
- 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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Resume Overview
School Attended
- University of Houston Law Center
- Utah State University
Job Titles Held:
- Senior Vice-President / Director of Planning
- Advanced Marketing Manager
- Assistant Vice-President
- Financial Advisor
- Attorney
Degrees
- J.D. :
Bachelor of Science : Finance
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