James Flecker Email & Phone Number

Syracuse, In, Us

Grand Junction, Colorado, Us

Winona Lake, Indiana, Us

• Instruct undergraduate and MBA-level students in practical business law according to the policies, procedures, and curriculum established by the institution• Provide substantive feedback to students to motivate them to do better on their assignments, projects, and examinations in order to improve their academic performance; increased the overall exam scores, receiving positive reviews from students• Facilitate student-centered learning by encouraging participation and promoting student inquiry; develop custom educational materials and interactive lectures; created study guides and notes to provide students with opportunities to practice key concepts; enhanced the students’ participation and motivation to learn• Conduct assessments to measure and evaluate the student's learning progress, skill acquisition, and academic readiness or determine the areas where they need further support; provide ongoing guidance and encouragement throughout the study lessons to improve their academic performance; ensured the students are on track to achieve their academic goals

•Lead a team of financial advisors, ensuring exceptional service and results for high-net-worth clients.•Developed and implemented customized investment strategies and portfolio management solutions.•Provided in-depth financial planning, including retirement, estate, and tax-efficient strategies.•Built and maintained strong, trust-based relationships with clients, ensuring their financial needs are met.•Stayed informed on market trends, regulatory updates, and emerging financial products to deliver cutting-edge advice.•Collaborated with internal and external partners to create seamless, value-added financial solutions.

Hillsborough, Us

•Collaborated with the other executive leaders to execute the company’s financial strategy, ensuring alignment with overall business goals and growth objectives.•Oversaw the financial health of multiple business entities, including budgeting, forecasting, and financial reporting.•Managed relationships with current and prospective investors, preparing detailed financial models, presentations, and reports to secure funding and maintain trust.•Collaborated as part of the executive team to identify and pursue strategic opportunities, partnerships, and market expansions.•Lead efforts to optimize operational efficiency, including cash flow management, cost controls, and resource allocation.•Ensured compliance with financial regulations, tax laws, and audit requirements across all entities.

•Oversaw the public policy, including all critical updates, to guide the company towards better business planning while maintaining compliance; built a team of in-house financial specialists to create a directional benchmark for forecasts and transition into more data-driven decision-making; adopted a 6-month, 18-month, and 2-year forecast models;•Headed audit activities and responses related to federal and state funding; conducted an informal audit in coordination with an outside consultant to recognize deficiencies; created an internal control manual; enabled the immediate resolution of all negative findings from the informal and previous state audits•Led various due diligence meetings with Standard and Poor; oversaw the end-to-end financial and legal processes, such as working directly on the legal components of the government bond issuances; created and presented a realistic, strategic financial plan allowing the company to realize expected projections•Managed and revamped the process of mitigating risks related to ERISA to prevent future complaints; worked with a consulting firm and insurance company and their legal counsels to devise strategic initiatives; used 3rd party company as fiduciaries, appropriately delegated authority, and streamlined communications; redesigned existing plans to give claims fiduciary discretion and ensure to operate within reasonable time limits; resulted in receiving positive feedback•Championed the company’s business development objectives; organized weekly meetings to drive collaboration among department heads with the goal of obtaining buy-ins; influenced the development of a Communication Flow Chart that allowed for better communications companywide; resulted in a collaborative culture, maximizing business growth• Served as the key point of contact on all matters related to HIPAA regulations

• Provided legal advice to clients in the fields of corporate law, education law, estate planning, criminal law, and family law• Developed current knowledge of private and hedge funds regulations by the SEC or CFTC to provide updates to clients; created a fact sheet allowing clients to navigate through relevant areas that may impact their business and report the additional information necessary; saved multiple clients from paying large fees or fines for non-compliance• Supported companies in all phases of buy-side private equity, real estate, and hedge fund investments; communicated with clients to understand their objectives and propose the best course of action; aided one retailer client with prime real estate in rebranding their company to gain a competitive edge and maximize profitability• Advised clients on HIPAA regulations; monitored changes to HIPAA security rules and leveraged acquired knowledge to guarantee clients have the proper and up-to-date knowledge for optimal compliance

Master Of Business Administration (Mba), Finance

Doctor Of Law - Jd

Doctor Of Law (J.D.), Law

Bs, Economics

Bs, Political Science

Associate'S Degree, Foundations Of Business