Occupation:Personal Financial Advisor |
Location:Lady Lake, FL |
Education Level:Bachelor |
Will Relocate:YES |
Description
To be able to help guide a company through financial analysis, sales and guidance per my professional experience and knowledge. I have had great success owning and operating a financial consulting business, raising significant funds for several non for profits and working closely with government officials in order to advocate for others.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Financial Advisor/Owner | 7/2015 - Present |
| Chancellor Financial Group | Financial Advisor/Owner | 8/2005 - 7/2015 |
| Forbes Financial | Financial Advisor | 8/2002 - 8/2005 |
| AG Edwards & Sons | Financial Consultant | 1/1999 - 8/2002 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Butler University | Business Adm/Finance | 1988 | Bachelor Degree |
Accomplishments
Highlights:
Raised significant funds for ALS, CASA Instrumental in starting and Chairing fund raising event in 2010 that not only raised significant dollars but continues today. Chaired an Annual Walk for ALS in 2008 that grew the walk participants from 168 to 600. Chaired my own personal Golf outing for the benefit of ALS in 2008 raising 60K in 4 months. While serving as a Board Member and Finance Committee member for Heartland Film Festival I was able to save $250,000 though negotiations on a realestate deal. I was able to provide real financial direction to the board through financial analysis discovery. 2009
Job Skills
Keywords
