At Arete Wealth Strategists I work with small to medium sized business owners and Australian/American ex-pats to bring clarity to their financial lives. I leverage my expert network to find the best providers for my clients needs.I provide financial planning, investment management and life/disability insurance.We are:- Independent and fiduciary- Specialize in needs of business owners/Australian/American expatriates- Choice of investment brokerages- Work with clients in-person and remotely

The Global Financial Planning Institute exists to provide education, community, tools/resources and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.My role here is to lead a team to make it all happen!

Instructor in Risk Management and Insurance Planning teaching students attaining the Master's of Science in Financial Planning.

For two semesters I taught the 'Insurance in Personal Financial Planning' class in both the accelerated and traditional formats. I brought in numerous guest speakers to talk in more detail on long term care, health and property and casualty insurance.

I work with forward looking clients who are interested in making a plan to build and protect their wealth. My clients value efficiency, customized service and are comfortable with technology. They work in creative or professional industries (medicine, law, accounting, architecture, consulting, technology sector, start-ups) or are established business owners.I help my clients to align their values, goals and passions with their financial means and objectives.

- Financial Planning/Investment research support to 16 Financial Advisors- Asset Allocation for different investment strategies- Insurance and annuity illustrations

- Conducted analysis to identify $7M Agency fee cost savings - Implementated a global Activity code hierarchy to facilitate global reporting by project (in process)- Analyzed impact on global media budget of foreign exchange fluctuations to identify true effect on overseas budgets- Management reporting (forecast variance reporting, monthly dashboard reporting)- Month-end close (interfacing with vendors/accounting for accruals and reclasses)

- Financial Administration for $1.2B Warehouse Loan Facility in 3 Tranche’s - Monthly report to Investment banks / Private lenders (Incl summary of tranche balances, borrowing base calculations, interest coverage ratios, waterfall pay-out calculations, weighted average interest rates & details of acquisitions/draw-downs) - Verification of Loan Invoice (weighted average interest rate and tranche balance per tranche and overall facility) - Interest earnings accruals (daily interest accrued on 9 accounts) - Wire transfer instructions to lenders- Acquisition of Aircraft - Purchase price calculations (accurate to within 1c on >$30M acquisitions)- Maintenance of Master Worksheet - Monitor purchase price, lease, and concentration limit information for all portfolio aircraft- IRR Forecast for Potential Fleet Acquisitions - Using lease rate, depreciation and maintenance reserves

Reported to 2 Area Vice President's and the Finance Director of a $550M business unit. My primary responsibilities included;Managing P&L for $220M business unit- Annual, quarterly and monthly budget preparation - Month-end closing process (review GL, prepare JE, report item variances and one-off charges)- Sales forecasting and variance analysis (by customer, product category, market segment)- Total Operating expense budget (>$30 million budget)Sales organization reporting- Rep ranking metrics and reporting- Price, Volume Mix (PVM) reporting (isolating causes of sales variances)Corporate presentations and financial reportingCustomer profitability modelling (CPM)- Holistic model of overall customer profitability for RFPs/RFQs- Finance Team Lead for Profitization Project – Demonstrable GM$ growth of $600K in 2006Develop and improve internal control policies and procedures per Sarbanes-Oxley requirements

Venture Commander was a cloud based program that helped investors, advisors and entrepreneurs track their respective goals throughout the commercialization process.- Led a team of 3 in producing business plan- Awarded $48,000 COMET grant- Named finalists in the $100,000 'Enterprize' Business competition.- Attracted commercial interest from KPMG- Developed a demonstration version and back-end database demonstration version of final product

- Computer, communications equipment and network maintenance

- General troubleshooting for 223 PCs across 4 locations- Providing support for digital projectors, network printers, CD burning, Operating System support

- Advised entrepreneurs through initial business development stages.- Authored the Queensland Government’s “Queensland Venture Capital Report 2003”