Lacrosse for the littlest athletes! Kids Love Lacrosse is a fun and unique way to introduce your son or daughter to the exciting sport of lacrosse. Our mission is to teach your 4 to 7 year old proper technique and pass on the fundamentals of lacrosse in a fun and energetic environment. Our innovative curriculum will help your young athlete build confidence, sportsmanship, and the skills needed to succeed in sports.

Regulatory Policy Specialist (March 2023 - May 2024)Responsible for coordinating and gaining collaboration of various subject matter experts to meet filing requirements and timelines on multiple regulatory filings. Continued leadership role in directing and providing expert consultation to financial analysts.Consultant (October 2018 - February 2023)Responsible for providing strategic counsel, evaluation and analysis of financial data, production and presenting of executive level reports and presentations, and extensive involvement in the preparation and development of rate case filings. Worked closely with Gas Systems senior leadership in developing methods, techniques and evaluation criterion to obtain capital budgeting results for the mulit-state Natural Gas System.Senior Financial Analyst (December 2013 - September 2014); Financial Consultant (October 2014 - September 2018)

Responsible for collecting and analyzing financial data, providing extensive market and investment analysis, strategic and personalized asset allocation/portfolio management, periodic comparison and analysis of client plans and forecasts with actual results, and comprehensive financial planning knowledge to existing and new clients. Developed and managed all aspects of marketing and growing of advisory practice. Recognized by clients for effectively communicating complex investment and market strategiesKey Achievements:* Utilizing Modern Portfolio Theory, I analyzed and constructed strategic client portfolios that consistently limited exposure in a down market, while capturing nearly all of the appreciation in an up market.* Increased assets under management by $9 million, an average annual increase of slightly over 20%.* Exceeded client retention goal (95%) in each year.

Instrumental in developing and executing the business plan to introduce a fee based account management approach to an established two advisor $200 million client base. Responsible for providing extensive market and investment analysis, strategic and personalized asset allocation/portfolio management, periodic comparison and analysis of client plans and forecasts with actual results, and comprehensive financial planning knowledge to existing and new clients. Developed and managed all aspects of marketing and growing of individual advisory practice.Key Achievements:* In my first 90 days I transitioned a $7 million advisory practice from Arizona, developed the business and marketing plan for a fee based account management approach, completed extensive investment research and analysis, and utilizing Modern Portfolio Theory constructed the model portfolios to be utilized in the fee based account management program.* Created a statistical measurement criteria/report for investment inclusion or exclusion, formulated a dynamic spreadsheet reflecting actual results to business plan, and coordinated a regular review process.* Increased assets under management by an annual average of 25%.* Exceeded client retention goal (95%) in each year.

Responsible for servicing and growing existing client base, developing relationships with referral sources within the bank, and marketing and growing wealth management business in Phoenix and Sun City.Key Achievements:* Doubled fee-based revenues in each year.* Significantly contributed annually to the addition of asset under management.* Recognized for role in developing wealth management as a strategic focus area within the institution.* Exceeded client retention goal (95%) in each year.

Managed and drove the revenues for the investment services operation in Arizona, created reporting system to track referrals, revenue, client accounts, and asset growth for senior management. Developed strategic alliances with commercial relationship managers and other referral sources within the bank.Key Achievements:* Increased revenues by over 20% in each of the three years ending in 2005.* Recognized by senior management for client commitment, corporate commitment, and mentoring of associates.* Managed an individual and institutional client base of $60 million in assets at the end of 2005.* Successfully coordinated trust and investment services activities within the bank to present a comprehensive wealth management platform.* Met or exceeded client retention goal (95%) in each year since 2002.

Actively marketed and grew my financial advisory practice to individuals and institutions. Specialized in municipal and government securities. Provided customized portfolio valuations and reviews.

Responsible for sales of fixed income and mutual fund investments, client management, analysis and portfolio management, marketing and acquiring new business, and branch training. Key Achievements:* Recognized by senior management for exceeding sales goals in '91.* Developed an investment training manual that was utilized by the personnel in the entire branch (275) system.* Initially responsible for the investment activities in over forty branches, and focused it down to twenty-five branches.

Successfully completed the company's broker training program. Responsible for marketing and growing my financial advisory practice.