Taught High Net Worth clients practical and proprietary strategies for directing their portfolios• Demonstrated to clients various allocations, hedges, and correlations for their needs• Expounded upon options theories, components and applications including risk/reward and probability analysis using options in combinations with emphasis on Tier 1 and Tier 2 Greeks• Created and edited new financial content for delivery via multimedia and print• Verified accuracy, compliance and quality of multimedia and print products• Collaborated on new products with team and management• Presented multi-asset and derivatives strategies to live nationwide audience via webinarsSeries 3 certified

• Taught investing to individuals and groups nationwide via streaming internet audio and video.• Constructed and conducted customized training curriculum.• Produced and presented 90+ deadline-driven, high-end webcasts • Managed and maintained user analytics and metrics for ongoing and archived presentations.• Delivered QA, compliance and copy edits for Phil Town’s Rule #1 Cash Flow course.

Front-end analysis and case preparation for the Good Trustee Kevin R Anderson

Once the Bar Date is passed, the claims, objections, motions, orders, plans, financials and ancillaries are reviewed by an examiner. From there, the examiner issues a report of facts.

Created and launched investment education curriculum;Fulfilled product offering and training in person and via streaming national webinars;Using various analytics, identified trends and user interface patterns.

Designed, developed and demystified the Investools KB. Tracked the stats and created articles in real-time according to demand.

Took inbound calls from self-directed investors. Discussions included equities fundamental analysis, technical/chart analysis, searching methods, risk management, and nearly every strategy invented contained in the above.

Traded stocks, options, bonds, mutual funds and CD’s for clients. Series 7 and 63 licenses, CRD# 4346090