Richard Farkas

Richard Farkas Email and Phone Number

Residential Remodel Contractor at Farkas Construction @
Richard Farkas's Location
Greater Phoenix Area, United States
Richard Farkas's Contact Details

Richard Farkas work email

Richard Farkas personal email

n/a
About Richard Farkas

I develop business and grow sales revenues through sustainable, targeted, market-tested strategies. I help companies achieve increased market share and profitability by applying my leadership, marketing sense and communication skills to the requirements of a dynamic sales environment. As a dynamic business development and sales leader, my approach is to work building client relationships and deliver with operational excellence. I have a proven track record of exceeding sales targets, using innovative approaches to grow business.I am tenacious at developing new revenue opportunities, securing customer loyalty, and forging long term relationships with external and internal business partners that fortify, drive, and sustain results. My streamlining of processes and service models increase efficiency, resulting in improved client experience, satisfaction, and retention.I am a results-driven executive with solid decision-making methodology. I strongly believe in establishing key metrics that can provide tangible data for decision making. Possessing refined presentation skills, I leverage a consultative approach to educating peers, clients and direct reports. I’m a finance-oriented businessman with an entrepreneurial mindset. As a skilled negotiator, I establish value and successful enterprise succession planning.Core Competencies - Business Development - P&L Responsibility - Budgeting - Strategic Partnerships - NegotiationsConsultative & Relationship Sales - Public Presentations & Communications - CRMPortfolio Management - Technical Analysis - Market Analysis of Equity Markets - Financial Planning Operations Team Building - Workforce Management - Vendor Management Process Development & Improvement - Presentations - NPI - New Product Introduction

Richard Farkas's Current Company Details
Farkas Construction

Farkas Construction

Residential Remodel Contractor at Farkas Construction
Richard Farkas Work Experience Details
  • Farkas Construction
    Residential Remodel Contractor
    Farkas Construction Aug 2017 - Present
    Chandler, Arizona, United States
  • Applied Research Llc
    Owner - Managing Member
    Applied Research Llc Aug 2017 - Present
    Tempe, Az
    Oversee and manage operations at independent trading platform and technical analysis operation specializing in US equity and commodity futures markets.
  • Dba Strategic Global Investment Services @ Raymond James Financial Services
    President
    Dba Strategic Global Investment Services @ Raymond James Financial Services Aug 2007 - Jul 2017
    Campbell, Ca 95008
    Independent Financial AdvisorStrategic Global Investments Services Inc - a privately held corporationExecutive oversight of $75 million Asset Under Management (AUM); fee-based discretionary management of corporate and High Net Worth (HNW) households (high tech, healthcare, doctors, and lawyers, real estate developers, commercial contractors). Drove business development, new client acquisition, customer service, and technical analysis of domestic and international equity markets. Utilized Exchange-Traded Funds (ETFs) to build custom portfolios and installed/serviced a high volume of 401k and pension plans. Conducted compliance reviews and audits of sales activities and advisor conduct. Created customized financial plans; developed key strategies for concentrated stock position of high wealth clientele.Key Accomplishments include:• Received industry recognition from Research Magazine’s 2008 ETF Advisor Hall of Fame.• Raised Average account size from $180,000 to $500,000 in 36 months.• Increased interview conversion rate from 45% to 80%. Negotiated and completed sale of practice in Q2 2017
  • A.G. Edwards & Sons, Inc.
    Vice President Investments
    A.G. Edwards & Sons, Inc. Jan 1998 - Aug 2007
    Monterey And San Jose, Ca
    Oversaw business development, client acquisition, and development and implementation of custom, HNW financial planning strategies. Performed discretionary portfolio management, utilizing individual stocks, and bonds. Pioneered integration of low cost ETFs when that industry was in its infancy. Public speaker at educational venues and client events hosting 20 -50 attendees.Key Accomplishments• Facilitated presentations and workshops for CPAs, attorneys, business owners and investors to clarify merits of low cost ETFs, sector rotation, and targeted international market exposure.• Drove business from ZERO to $75 million total AUM in 6 years; client acquisition and review process led to capture of over 150 accounts in 5 years.• Earned client retention rate of 97% (against 85% industry average). Conversion of high expense / high inventory “managed money” accounts to ETF portfolios reduced client expenses by 40 – 60%, increasing returns and lowering tax exposure.

Richard Farkas Skills

Investments Portfolio Management Securities Strategic Financial Planning Estate Planning Investment Strategies Equities Asset Managment Etfs Trading Technical Analysis Mutual Funds Wealth Management Asset Allocation Options Hedge Funds Retirement Planning Series 7 Alternative Investments Fixed Income Finance New Business Generation Negotiation Strategic Planning Customer Relationship Management Sales Management Staff Development Financial Planning Business Development Management Asset Management Sales Leadership Strategy Public Speaking Financial Markets Financial Services Financial Analysis Risk Management Entrepreneurship Capital Markets Leadership Development

Richard Farkas Education Details

Frequently Asked Questions about Richard Farkas

What company does Richard Farkas work for?

Richard Farkas works for Farkas Construction

What is Richard Farkas's role at the current company?

Richard Farkas's current role is Residential Remodel Contractor at Farkas Construction.

What is Richard Farkas's email address?

Richard Farkas's email address is ri****@****mes.com

What schools did Richard Farkas attend?

Richard Farkas attended Weber State University, Market Technicians Association.

What are some of Richard Farkas's interests?

Richard Farkas has interest in Great Food And Wine, Aikido, Investment Markets, Golf, Travel.

What skills is Richard Farkas known for?

Richard Farkas has skills like Investments, Portfolio Management, Securities, Strategic Financial Planning, Estate Planning, Investment Strategies, Equities, Asset Managment, Etfs, Trading, Technical Analysis, Mutual Funds.

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