- Management of assets to fund retirement- Evaluation of real estate assets and other personal property- Funding higher education expenses- Details of various insurance policies- Taxation issues- Preparing to sell a small business- The passing of assets to heirs or other beneficiaries via trusts and estate planning

-Manage/perform valuation analysis of derivatives, stock-based compensation and options, estate and gift tax liability, debt and equity portfolios, and renewable energy projects-Conduct economic, industry, and firm level analysis to develop various valuation approaches-Develop internal rate of return models as part of equity/asset purchase price allocations-Manage staff to ensure timely delivery of high quality product within proposed budget-Participate in the training of staff and new hires -Prepare and present project proposals and communicate with client throughout project-Attend industry seminars, presentations, and trade shows to gain market insight-Perform research using Bloomberg Professional, Hoover’s, Ibbotson, RMA, and EDGAR-Develop specialized reports and data source integrated spreadsheet tools used in analysis

-Work with students from Maya Angelou Public Charter School in facilitating the development and management of a student-run small business as part of college-focus curriculum-Help students prepare business plans, feasibility studies, and requests for VC funding-Program focuses on developing general business skills and attainment of college degree; May 2010

-Focus on investment and asset manager research, portfolio construction and management, and business development for a book of business of ~$500MM in assets under management-Proficient in the placement and servicing of managed accounts, open/closed end mutual funds, ETFs, equity and debt securities, fixed and variable annuities, UITs, and life insurance products-Proficient use of Morningstar Advisor WS, Credit Suisse Research/Analytics, and MuniCenter-Monitor portfolio performance and adjust allocations for economic and/or client specific criteria including adherence to investment policy statements-Prepare and present comprehensive portfolio proposals to wealthy and high-net-worth business owner and professional service clients and not-for-profit organizations-Conduct periodic and comprehensive reviews of client portfolios and attend client meetings-Partner with various LOBs to grow AUM via new clients or expansion of existing relationships-Successfully implemented processes which increased practice efficiency and revenue-Familiar with Streetscape, BondTrader Pro, and proprietary trading and portfolio construction systems for fee and commission based portfolios

-Manage independent financial advisory practice targeting closely-held businesses and owners-Focus on developing various financial planning strategies including estate/charitable gift plans, investment portfolio construction, life/health/P&C insurance needs, and business succession-Extensive use of NaviPlan and Profiles+ financial planning systems-Perform wide variety of business development and marketing activities

-Provide credit analysis and structure complex commercial loan facilities for wealthy and high-net-worth clients along with various deposit accounts and other banking products-Conduct financial statement analysis and credit risk management using Moody’s MFA-Prepare and present credit proposals to upper management

-Managed the Consumer Discretionary sector of a $4.0 million, student run, equity portfolio-Performed detailed analysis using various methodologies - e.g. top-down, bottoms-up, on-site-Presented recommendations to analyst/advisor panel & evaluated other analyst's proposals-Participated in portfolio analysis and sector allocation to determine optimal investment strategy