Bruce A. Ackermann, Mba, Cfa, Cdmm Email & Phone Number

Menlo Park, Ca, Us

Menlo Park, Ca

Acting in a client's best interest according to a fee-only fiduciary standard, I manage client portfolios with a coherent, long-term asset allocation strategy combined with a focus on minimizing risk, fees and expenses.

Menlo Park, Ca

Personal and family financial management, bill paying, medical claims and appeals, budgeting, planning, accounting, record keeping, investment performance measurement and evaluation, estate settlement, tax preparation and banking.

Also Chair, Certification Content Task Force, 2013. Member, Certification Board Task Force 2012. Marketing Webinar Liaison to Marketing Committee, 2011 - 2012; Marketing Committee, 2010 - 2014. AADMM is a national membership organization representing professionals who provide personal financial/bookkeeping services to senior citizens, the disabled, busy professionals and others.

San Francisco, Ca

Designed and taught five semesters of Corporate Finance for Nonfinancial Majors, producing 87 graduates.

Honolulu, Hi

• Built annual sales to $12 million and achieved 12% market share, making us the largest healthcare staffing provider in Hawaii and representing the highest market penetration of all of Interim HealthCare’s 400 locations.• Raised $3 million in private equity and debt to finance this temporary help company’s growth from zero to $14 million per year in revenue.• Secured, maintained and renewed seven-figure lines of credit, saving 13% on annual interest expense.• Engineered a zero-cost, $1.1 million capital restructuring, saving $100,000 per year.• Opened 10 Neighbor Island branch offices, generating 85% of statewide operating profits.• Earned accreditation by the Joint Commission on the Accreditation of Healthcare Organizations (becoming the first freestanding home care service in Hawaii to do so), leading to 17 new third-party insurance contracts.• Expanded from supplemental healthcare staffing into home care and acute, high-tech products and services, adding $8,000,000 in annual revenue.• Built office and light industrial staffing revenues from zero to $3 million in eight years using state-of-the-art database technology.• Acquired two competitors and one new service line (catastrophic workers’ compensation case management), adding $1.3 million in annual revenue.

Mba, Finance

Ba, Economics