Gerald Rahn Email and Phone Number

Research investment opportunities. Analyze global market risks, both macroeconomic and microeconomic. Manage swing/intraday portfolio. Develop financial models and analytics around P/L to eliminate wasteful spent time.

Manage intraday positions in multiple equities at one time. Analyze market risks daily. Filter investment news. Build trading strategies and risk management systems around trade journal/playbook. Assist junior traders with skill development and systems building. Professional development and relationship building.

Assisted Lead Financial Planner with portfolio development, client basedneeds, and investment goals, as well as face to face client interaction. Maintained all journal entries related to money transfers, new investment funds and withdrawals. Developed tools for forecasting of new capital and current projects. Ensured compliance with GAAP standards, policies, and procedures.

● Manage 2 to 4 single-family home remodeling projects at any one time ● Manage numerous retail businesses seperately from General Contracting which included windows, countertops, bathrooms, kitchens, etc at any one time ● Performed back office operations including but not limited to, budgeting, finances, supplier negotiations, investor relations and hiring/firing of sub-contractors along with various aspects of day to day operations ● Oversee and manage sub-contractors on job sites daily in order to make sure projects stick to timeline agreed upon with investors ● Oversee and manage marketing materials, negotiate marketing contracts, trade shows, customer relations, and feedback provided by the community

● Analyze financial statements and put together accurate financial pictures for future projects● Answer telephones, direct calls, and take messages for efficient customer processing● Compose accurate CFME reports for every client for insurance, investment, financial planningpurposes● Collaborate with owner regarding financial statement accuracy and options to help familiesmanage wealth effectively

● Manage and Train new agents ● Set and manage own appointments daily● Visit with clients in home daily ● Provide professional advice on life and health insurance quotes● Meet with and provide customer service for clients● Daily sales training one stop closing process

● Provide excellent customer service in person and over phone● Deliver pizzas in safe and timely fashion● Maintain outstanding personal standards.

● Remained ready to fight at moments notice and maintained unit readiness.● There is no room for mistakes in this profession.● Took the fight to the enemy on the front lines.● Trained fellow soldiers from Croatia and surrounding countries for combat readiness