Jack Martin Email and Phone Number

Broadcasting from Knoxville, TN: the podcast discussing how to improve your finances and lead a richer life. https://richesrevealed.com

Investment Committee Lead: Research; recommendations; presentations. Improved advisor satisfaction by converting company to new investment reporting software. Technology solutions. Marketing.

Financial analysis, forecasting and budgeting. Job supervision as needed.

Responsible for virtually every aspect of running a small firm. Duties that are additional to prior financial work experience:Financial planning for clientsCreated Asset Allocation Models and exception based rebalancingInstalled and maintained computer networkCustomized Portfolio Center reportingCoordinated design of website and business presentation materialsResponsible for newsletter design and article writingCreated systems for task tracking; calendar sharing; document management and phone logs

Operations manager of over 200 clients. Developed widely used tools in cash management, quarterly report tracking, weekly reporting, and equity re-balancing. Responsibilities included the following:• Investment recommendations• Investment plans• Trading• Portfolio re-balancing• Research• Operations training• Charitable Contributions• Asset transfers• Account set-up• Cost basis• Quarterly reporting to clients• DCA schedules• Client meetings• Meeting preparation• Cash management• Distributions

Covered the territory of NH, ME, and MA. Ensured that territory dealers maintain financial agreements with GE / Bombardier Capital. Work done out of home and on the road. Required overnight stays. Achieved a 26% increase in productivity over previous auditors. Developed record keeping system to assist other auditors.

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