Description
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Participated in Whittier's $60 million Venture Capital Fund and served as Board member for Homeseekers.com, an entrepreneurial acquisition company. * In 2012, personally marketed and sold my services to serve as trustee for 3 generation skip trusts valued over $400 million. Continue to serve today. * Raised 100% of the $2.2 million in operating capital required to build Adagio Trust Company. Built business plan an Offering documents. SUMMARY OF SENIOR INVESTMENT SKILLS: * Have served as a Senior Portfolio Manager, Chief Investment Officer and / or a Senior Family Office Investment Officer * Experienced at creating, using and managing rules based quantitative equity research that historically produced above benchmark returns. * Used outside quantitative manager search software to provide family office clients exposure to equity managers, fixed income managers, hedge fund managers, private equity managers, commodity managers, and / or other alternative managers. * Sub-advised for 5 years a 1940 Act mutual fund which hired me to utilize our International ADR strategy. Produced a 5 year 5% excess return above the MSCI EAFE Index. * Work well with superiors, teammates and subordinates. * Self-driven, motivated and results oriented. * Excellent verbal, written and presentation skills. * Proven ability to close new business relationships. SUMMARY OF SENIOR TRUST OFFICER SKILLS: * Experienced administering all types of trusts. * Proficient CTFA Trust Administrator. * Personally serve today as trustee for 3 generation skip trusts funded by a single stock totaling over $400 million in value. * Excellent understanding of the benefits of Nevada law in regards to maximizing trust benefits and family office benefits. * Proven ability to develop and close trust and family office and new business relationships. My last two years at Whittier Trust was closing officer on 70% of new business out of 5 officers. At Adagio brought in 100% of all new business which reached $385 million at its peak. * Work well with superiors, teammates and subordinates. * Self-driven, motivated and results oriented. * Excellent verbal, written and presentation skills.
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