As founder and CEO, I developed all the course material and delivery platforms. Supervised web design and content, production and delivery of student manuals. Coordinated all marketing efforts including tradeshows and online campaigns.

- Overall leadership and ownership of the investment function, including development of all investment strategy and processes. Designed and implemented all investment SOP to create superior investment returns for clients. Management of the existing advice generation system and investment processes and their extension to include additional asset classes and investment vehicles including mutual funds, stocks, options, futures, and ETF’s. Forecasted the needs of future clients and the company’s business plan. Produced capital market expectations and corresponding model asset class allocations. Represented the firm at meetings with institutional prospects and clients.

Consulted with clients about their investing objectives and guided them through various training programs as well as coaching through the courses and helping develop solid trading plans and disiplines to maximize their returns in these recently volatile markets.