Managing Partner Resume

SUMMARY:

Wealth Management Professional To use my extensive professional skills to work with a team to help individuals achieve their financial, retirement and estate goals and to engage them in the process.

CORE COMPETENCIES:

Deep professional and ethical background evidenced by Confidential designation and over 20 years as a registered individual with no customer complaints.
Strong speaking, writing and presentation abilities allowed me to build my book of business through seminars, as well as networking with centers of influence.
A strong leader who can manage a team of professionals toward a goal. Led the largest, most active Kiwanis Club in the state of New Jersey. Also successfully managed my own 15 person company.

PROFESSIONAL EXPERIENCE:

Confidential

Managing Partner

Confidential

Premier Financial Solutions Advisor, Chandler, Arizona

Confidential

Confidential Professional, Phoenix, Arizona

Confidential

Responsibilities:

Represented Zacks Invest Management Services marketing to high net worth clients.

Branch Manager

Confidential, Chandler, Arizona

Responsibilities:

Retained all clients in move to Arizona.
Achieved CFP designation.
Transitioned business to fee based investment management

Confidential

Associate Vice President, Northfield, New Jersey

Responsibilities:

Completed “Estate Planning for the Financial Professional” at the American College, Bryn Mawr, Pa.
Completed in house courses in Options, Commodity Pools, Retirement Planning, Restricted Stock and Rule 144.

President

Confidential, Cape May, New Jersey

Responsibilities:

Owner and operating principal of 15 employee HVAC construction and service business.
Sold $1 million of air conditioning work per year.
Built business from ground up. Successfully built service department based on sale of service agreements.
Began the leadership/management learning process. Became certified to teach residential HVAC system design by ACCA.

Certified Secondary Teacher

Confidential, Beverly Hills, CA

Responsibilities:

Taught English at all secondary grade levels.
Taught AP courses in Shakespeare and The Romantic Poets.
Taught required course in writing and composition.

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