Michael Kamp Email & Phone Number

Tulsa, Ok, Us

Washington, Dc, Us

Examiners experience unparalleled exposure to the financial services industry and are respected advisors to the industry they regulate. Examiners interact with all levels of bank management and complete a wide range of analytical and bank supervisory activities at bank and Office of the Comptroller of the Currency (OCC) offices. They use a risk-based examination approach to assess a bank’s condition and identify potential problems. They apply their technical expertise and interpersonal skills in an industry with increasingly sophisticated products and services.

Washington, Dc, Us

New York, New York, Us

Licensed to sell insurance and a Registered Representative offering securities products. Received industry recognized training to recognize opportunities and begin the sales process through outbound calling and face to face approaches. Produced prospect specific presentations and supporting materials to educate and advise clients and prospects of benefits, features and regulations of life insurance, annuity and securities product offerings.

Developed/maintained strong agency/client relationships, working collaboratively with teams to develop campaigns that identified the business situation, articulated the value proposition, establishing clear and measurable objectives. Produced analytical reports creating a deep understanding of the target audience within digital channels and drove strategic initiatives to successfully leverage emerging digital platforms to outperform competitors.

Dallas, Texas, Us

Responsible for daily portfolio reconciliation, trade execution/allocation, GIPS compliant performance updates, creation of model portfolios and client reporting. Assisted principal portfolio manager in developing investment strategies through in-depth market and alternative investment research including derivative analysis and implementation to support investment objectives.

San Francisco, Ca, Us

Independent Financial Services Consultant/Project Manager (2005 – 2008) Conducted detailed reviews of client’s business to identify operational inefficiencies and implement automated processes where appropriate. Performed account reconciliation and performance audits. Developed operational manuals that allowed firms to comply with disaster recovery standards. Senior Consultant (2000 – 2005)Provided pre-sales support to the sales team on large, multi-phase implementation projects. Researched, analyzed and discussed solutions for the integration of peripheral applications and data into the Advent product suite to maximize business operations.

Westlake, Texas, Us

Selected to move back to San Francisco to support launch, sales and marketing efforts of a new product to retail and institutional clients resulting in initial capital funding in excess of $100 million. Established the trading desk for "The Fund" and performed as the head trader for both retail and institutional clients.

Westlake, Texas, Us

Promoted to this position to provide investment direction to clients involving risk assessment, financial analysis and retirement planning. Monitored branch operations procedures including daily audit, reconciliation and corporate compliance functions. Trained advisors in 10 area branches on retirement and trust issues including proposed federal legislation, ERISA regulations, and the fundamentals of corporate and individual retirement products.

Westlake, Texas, Us

Promoted from Specialist after three months to manage three teams of 8-10 specialists focusing on complex areas of retirement and trust operations requiring interpretation and application of ERISA guidelines.