Description
Investment Advisory and Financial Planning for Institutions, Families and Foundations Retirement Plan Management and Implementation, Education and Service Business Transition and Exit Planning Specialist and Business Planning Commercial Real Estate & Alternative Investments-Private Equity & Concentrated Wealth Mutual Funds, ETF's and Separate Money Management Platforms Life Insurance and Annuity Planning Strategies Computer Systems and Software Solutions with user proficiency in most business programs Presentation, Management and Budget Skills complement an all-around Business Management Business Management Wealth Manager 2005 - Present Independent Wealth Management firm focused on fee based planning services and business planning. Main focus is Retirement Plans and Investment Advisory with tailored solutions. Responsibilities include Marketing, Client Services, Performance Reviews and growing Assets Under Management. I have also been instrumental with Investment Banking and IPO's, Commercial Lending and Banking solutions, Buy/Sell Agreements and Long Term Care. Business Metrics-Institutions-I have experience with small to mid-size 401 (k) plans with Profit Sharing, Cash Balance and Safe Harbor provisions. I have implemented NQDC plans with Variable Insurance and Mutual Funds. I have agreements with 403 (b) providers and establishing 457 Plans. We strive to help Business Owners in preparation for transitions or selling by increasing Business Valuation with proper Business Planning. Main strategic partners include Morningstar SMA, Fidelity and Vanguard Model Portfolios.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| History Financial Services | Merrill Lynch 1997 2000 And | 1/2003 - 1/2005 |
| Mettler Instrument Corp | I Attained Vp Sales | 1/1994 - 1/1997 |
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