* Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.* Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. *For a list of states in which I am licensed to do business, please visit http://www.wealthenhancement.com.

Primary DutiesManage Planning Team* Hold weekly team meetings to review plans and weekly goals* Create and maintain the Financial Planning Team project tracker ensuring the team meets project objectives and timelines.* Create Financial Plans for High Net Worth clients* Lead High Net Worth client engagement* Participate and lead client meetings from first client consultation to final plan presentation* Responsible for video part of firm’s social media marketing strategy* Create, record and post custom video content – video blogs and webinars* Bi-weekly blog post*Create and post custom written contentAdditional Duties/Responsibilities*Create the financial planning team’s annual business plan* Set key metric targets* Outline team improvement goals* Conduct investment reviews with A and AA clients* Review client’s portfolio performance* Recommend portfolio changes* Obtain client agreement then execute recommended portfolio changes* Created and update Sierra Pacific Financial Advisors (SPFA) sample clients and report templates in eMoney improving planning team efficiency* Created the SPFA Financial Plan Creation manual to help new planners create plans according to SPFA procedures using eMoney*Present at 401(k) education meetings for SPFA B2B clients*Education meetings include one on one meetings with plan participants to review individual performance and make recommendations

* Investment operations manager with $300MM+ Asset Under Management* Prepare detailed financial plans with alternate planning scenarios * Liaison between Fund Company, third party administrator and client* Revenue maintenance by sustaining positive client relationships via review of assets and management* Optimize fund redemptions to meet periodic account distributions* Mutual fund research to benefit client portfolio objective* Team's SME with respect to investment transfers, journals/ACAT/transfers*Assist in providing tax documents to clients as needed* Process multiple trades per day ranging from $2,000 to $2MM per trade* Responsible for all serve requests including, but not limited to, account funding, and disbursement* Tracking of client’s required minimum annual distributions* Initiate and manage 401(k) and IRA rollovers* Responsible for opening all brokerage accounts * Manage incoming transfers and account funding

* Successfully cultivated and managed financial security including insurance and investment products* Coordinated proper product fit for client needs* Interpersonal and communication skills exhibited through financial plan review with clients* Followed strict confidentiality guidelines both in and out of the office* Recruited new leads through self prospecting

* Established market research process to track market activities throughout the East Bay wine/beer industry* Created competitive pricing model leading to 6% gross margin growth* Increased sales from $41.5K in 2004 to $159.5K in 2010. Effectively grew sales during the recessionaryperiod 2007 to 2009 at 19%* Performed weekly/monthly inventory and sales turnover analysis* Generated sales by self-prospecting via community events* Successfully negotiated and managed wine grape purchase contracts from multiple growers in theLivermore Valley* Established and monitored employee sales/profitability metrics

* Demonstrated through market testing and sales analysis that in-store product re-positioning wouldincrease sales by18%* Prepared and presented detailed discount analysis and recommendations for the FY2004 sales cyclefor 17 sub-division to executive sales team* Managed pricing and discount models for multiple departments for all nationwide stores* Prepared a new discount and pricing methodology by conducting a full analysis using multi-yearlongitudinal sales data

* Re-engineered commission structure for more flexibility and increased sales revenue; impactto top line revenue growth of 11%* Produced pricing packets for executive review and approval prior to sales booking through detailedanalysis of sales documents, and data accuracy review* Managed a 10 person team in a research analysis for over 400 client proposals* Conducted payroll outsourcing project for the Department of Justice’s acquisition approval ofProBusiness by ADP* Prepared and calculated gross margin targets, segments, and analysis of 3 years of data supportingupdated costs and new sales pricing tools

* Provided analysis and lending recommendations on new and existing Fortune 500 clients based onkey metrics such as cash flow, debt load, and sales growth.* Utilized multiple research tools, including: Bloomberg, Moody's and S&P in order to analyzeCreditworthiness* Prepare 8-10 client credit reviews per month for the Branch Manager and Credit Manager atHome Office in Rome.* Created comprehensive qualitative analysis of the client focusing on revenue growth, cost savings,* EBITDA growth, debt leverage analysis, balance sheet strength and cash flow analysis.

* Led pre-market monetization analysis of multiple product line for executive leadership andexecutive sales team review* Effectively led cross-functional teams from Finance, Marketing, Operations and Manufacturing* Built financial model to determine feasibility of a count change in Brita’s filter packs in order toincrease top line revenue growth in that segment by 13%* Forecasted 5-year revenue and profit goals. Presented pivotal, decision-making information to theGlad Leadership Team which resulted in executive buy-off and immediate sales force execution* Created long term strategic planning for multiple product lines for executive and sales managementof strategic brands* Overhauled multiple product line revenue, gross margin and net income models, provided insight formanufacturing, operations, finance and EVP analysis