Charles Skipper Email & Phone Number

Miami/Fort Lauderdale Area

Led the incorporation of a wholly-owned subsidiary of the Bank under the name of IFB Wealth Management LLC. Negotiated agreements to outsource the offering of investment products to achieve a low startup cost. Negotiated a Networking arrangement to offer security brokerage services to the bank clients. Negotiated sub-advisory agreement to offer professionally managed portfolios to bank clients. Established procedures trained and coached staff to offer investments and compliance dos and don’ts. Designed the employee compensation package. Over 100 million in AUMs.

Miami/Fort Lauderdale Area

Led the Treasury department of the bank; managed the bank’s $100+ million investment portfolio, liquidity, interest rate risk, and Foreign exchange. Presented monthly at the Board’s Asset Liability Committee (ALCO), the economic briefing, as well as the status of the bank’s liquidity and interest rate risk. Managed projects for the implementation of new financial products, including CDARS, ICS, Mortgage loan sale, ACH. Trained staff in the creation of automated reports in Excel (Pivot Table, Data Connections), and Windows SQL Server report writing. Wrote and maintained the corporate policies for Investment Management, Liquidity Management, Asset Liability Management and the Contingency Funding Plan.• Maintained the Net Interest Margin of the bank between 3.10% and 3.50% during my tenure• Realized extraordinary gains in the investment portfolio of $2 million during my tenure• Implemented a temporary bond trading generating $6.4 million in profits for the bank• Realized foreign exchange gains of about $1 million during my tenure• Established $200+ million of advance lines for the bank liquidity management• Maintained a CAMELS rating of 2 for Liquidity Risk and Interest Rate Risk for the last 5 years

Miami/Fort Lauderdale Area

Led the sales of pre-construction real estate for properties developed by the company. Extensive experience in presentation expo-shows, training Real Estate Brokers in Florida, Colombia and Venezuela. Responsible for designing websites, email campaigns and newsletters. Hired and coached salespeople.• 170 total units sold during tenure with a total value of $80 million

Miami/Fort Lauderdale Area

Provided investment advice to domestic and Non-Resident Alien (NRA) clients. Provided advice on the stock, stock options, US Bonds, Professionally Managed Investment Portfolios, Annuities, Structured investment products, and Broker CDs.• Established a portfolio of clients with assets under management of $45 million

Bachelor'S Degree, Business Administration And Management, General

Education record