Geoff Shea Email & Phone Number

Carbondale, Colorado, United States

Fairfield County, Connecticut, United States

Manage the day-to-day operations of the home for 12 adult men recovering from addiction. Provide 12 step knowledge and coaching to all clients in addition to life skills, assistance with mental health practitioners, provide job training and other resources as needed

Fairfield CT

Shelton, Connecticut, United States

Responsible for Coaching a case load of clients in early recovery from substance use disorder (SUD). Utilizing 12 step and all other modalities for recovery. Providing a safe place for clients to discuss and become aware of the underlying reasons the additions took over. Additional objectives were clinical outreach to the community introducing the.

New Haven, Connecticut

The Role of CRA Certified Recovery Advisor is exclusive to Aware and essentially is a Recovery Coach with additional evidenced based training in addiction. Managed a caseload of male clients leading them to sustained recovery,

Bridgeport, Connecticut

Provide expert qualified advice to construction professionals, Designers and homeowners.

Sarasota, Florida

Provide the absolute best experience possible to all current and future clients and friends coast to coast. Mercedes-Benz is one of the most well known and established premium brands in the world. The company that invented the modern day motor car has since gone on to shape its development more diversely and enduringly than any other manufacturer – from.

Sarasota, Florida Area

Design and develop unparalleled next generation technology systems for the unmanned aerial systems (UAS).Create collaborations and partnerships with best of breed public / private sector to license new technologies and perform collaborative systems development3) Create new economic opportunities by raising awareness, educating, developing and licensing.

Prospected and opened instututional accounts to trade on an electronic fixed income platform. Clients included Banks, Insurance co's, Mutual Funds, RIA's, Trust co's and Corporate institutions.

launched a sole practitioner private- wealth management firm to provide customized, full fiduciary management to the HNW and small business environment. Worked closely with Attorneys and CPA firms to prospect and build long term relationships. Providing advice and council to all aspects of asset / liability management, including debt restructuring and Life.

Sarasota, Florida

Provided advise and council to institutional accounts in respect to the trading potffolio, held to maturity accounts as well as Pension D/B, Profit sharring and 401k D/C plans. Clients were domiciled from FL, PA,MI, CA. Total assets under advisment were over 3 billion.

Ran a team of highly dedicated advisors to manage the assets of private clients, corporate retirement and pension accounts. Understanding that clients have assets and liabilities held in various relationships at many custodians, The need to consult on all assets and liabilities is nessasary to provide a more complete understanding of the client balance.

Achieved top production in the branch of 60 reps and Presidents council membership, which recognized the top 10% of reps firm wide. Responsible for covering tier two and three institutional accounts with assets under advisement over 4 billion dollars. Also built a team to provide advice to corporate DB and DC plans, closing over 25mm in first year.

Worked with tier 2 and 3 institutional accounts nationally, ranging from banks and municipalities to asset managers and mutual funds. Became the number 1 producing rep in the branch.

Co-launched the firm's first office outside of Houston TX. Responsible for tier two and three institutional accounts nationally. Achieved top production for the firm in assets under advisement, and gross production increase.

Opened one of the first (RISG) regional institutional sales group offices for Lehman in Florida. Responsible for providing tier 1 level coverage to the regional level. Created a successful branch through recruting other sales officers and building accounts. American express sold Shearson to Smith Barney and closed all regional institutional Lehman branches.

Began career here and quickly achieved the position of top 5 in production in the firm. Performed all aspects of banking asset liability management and created investment policy statements for clients. Provided clients MBS,CMO,GSE's, Corporate and Municipal credits.