Knowledgeable financial advisor with over nine years experience designing financial plans for individuals and business owners to protect them from loss, minimize their tax burden and invest for the future.

COMPANY	POSITION HELD	DATES WORKED
Southern Police Equipment	(Confidential)	7/2006 - 11/2006
Cowan, Kouri & White Financial Services	(Confidential)	9/2000 - 12/2005
New England Financial	(Confidential)	6/1997 - 8/2000

SCHOOL	MAJOR	YEAR	DEGREE
Virginia Military Institute	Economics/Business	1997	Bachelor Degree

Highlights:

-- Started CKW Financial Consultants in 2004, the fee-based planning arm of CKW Financial Services Created to fulfill needs of clients looking for alternatives to commission-only planning Booked more than billable 100 hours in less than 18 months -- Built a strong referral network comprised of other financial advisors, centers of influence and business owners -- Opened Cowan, Kouri & White (CKW) Financial Services in September 2000 with 3 partners

Companies I like:

Wachovia, Bank of America, Suntrust, BB&T, Merrill Lynch, UBS

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Software Implementation
Requirements Analysis & Specification
Leadership

I created and implemented strategic business plan that resulted in a 9% year-over-year growth rate over past five years and a 93% client retention rate. I identified and developed new revenue opportunities by observing industry, market, economic and regulatory trends that grew existing client revenues 15% annually by cross-selling products and services and increased firm revenues 15% by creating fee-based advisory options