Keep class format fresh and fun, constant redesign. Ensure the safety of the participants, by modifying movements friendly to individual medical limitations or body type. Motivate students thru engagement and feedback, in order to progress them from fundamental to advanced classes.

Keep class format fresh and fun, constant redesign. Ensure the safety of the participants, by modifying movements friendly to individual medical limitations or body type. Motivate students thru engagement and feedback, in order to progress them from fundamental to advanced classes. Recruit new students using social media, pamphlets, word-of-mouth, and workshops,

Keep class format fresh and fun, constant redesign. Ensure the safety of the participants, by modifying movements friendly to individual medical limitations or body type. Motivate students thru engagement and feedback, to progress them to advanced classes. Review students Training Health History, and maintain records of students' progress. Submits ideas for workshops and lead workshops. Build a book of private clients. Recruit students for free classes to soft sell small group training.

Aggregated market data for publication on a daily, bi-weekly and quarterly basis. Wrote a daily market summary that is posted on the bank’s website and distributed bankwide. The current mailing list has grown from 2,000 to 3,500 during the 3 years of my publishing the report. Wrote a bi-weekly topical overview on the overseas market and commodity market to disseminate pertinent market news to 125 portfolio managers. The data was used in reallocation decisions of the clients’ portfolio. Assisted in the quarterly market review by drafting the skeleton of the review for submission to management.Analytical Skills - Equity Research and Mutual Fund Due Diligence Researched the earnings potential and the financial performance for buy/sell recommendations of a 40 stock model portfolio. The portfolio was then mimicked by the portfolio managers. Refreshed proprietary economic models and performance optimizer annually thru back-testing and modifications. Condensed a 2-part quantitative screening model into 1, halving its run time, while improving its ability to search a wider universe. Assisted in the initial design of the architecture of the mutual fund platform by drafting the inclusion/exclusion criteria, setting up a preferred fund company list and led the fund due diligence meetings.Talent Development Trained entry-level associates to provide them a holistic view of the investment industry. This was a year-long class for which I developed the training materials.Client Relationships Reviewed performance and asset allocations with institutional clients to grow assets under management. Provided one-off solutions to institutional clients (such as industry studies). Primary contact for the consultants inquiring about the bank’s investment platform or those using the platform. Coordinated the information access between the mutual fund wholesalers and the portfolio managers to ensure the department is broadcasting a consistent story.

Client Relationships Developed investment policies for a book of 100 high-net worth individual clients and corporate clients. Synced investment policies to investments allocations. Reviewed accounts with clients on a pre-determined schedule. Gathered referrals to increase asset base. Generated fixed income risk valuation analytics, such as interest-rate shock analysis. This was for smaller institutional clients such as charitable organizations that lacked the internal resources to do so to improve client retention. Conducted investor education seminars for ERISA plans around Ohio. Made recommendations to management to design the investment choices of the company-sponsored plan. Reviewed the performance of the plans with management on a set schedule.Certified Trust Financial Officer.  Reviewed trusts documents and investment recommendations to ensure that the portfolio was in compliance with the trust language. Responsible for all the Court-appointed accounts and the special situation accounts for the department. Maintained strong working relationships with a circle of attorneys to generate a steady stream of referrals.  Helped clients, especially beneficiaries, understand the language of legal documents (trusts or wills) pertaining to their situations.

Client Relationships Responsible for a book of lower net worth clients with account levels beneath $200,000 – met with clients to discuss investment objectives, determine asset allocations and review performance on a predetermined schedule.  Managed a team of registered sales assistants for a high-production broker, taking trade orders and reconciling trade blotters. Primary client contact person for risk collars, stock options transactions, Roth IRA conversions & estate (probate) accounts. Developed presentation materials for sales seminars and led employee education meetings for ERISA plans.

Risk Management and Operations Management Reviewed the suitability of investments recommended by investment advisors to meet FINRA rules. On occasions, conducted corrective reviews with the broker to investigate the investment choices. Document out-of-policy investment choices with the clients. Negotiated with dissatisfied brokers who have their compensation threatened.  Created an Access database to audit accounts documentation and to streamline the account opening procedures. This tool was incorporated as an element of the brokers’ incentive compensation. Compiled a training manual for the new Investment Associates, covering topics such as account types, compliance-required paperwork, trading procedures and account transfers procedures.