Richard Farkas work email
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Richard Farkas personal email
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
Farkas Construction
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Residential Remodel ContractorFarkas Construction Aug 2017 - PresentChandler, Arizona, United States
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Owner - Managing MemberApplied Research Llc Aug 2017 - PresentTempe, AzOversee and manage operations at independent trading platform and technical analysis operation specializing in US equity and commodity futures markets.
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PresidentDba Strategic Global Investment Services @ Raymond James Financial Services Aug 2007 - Jul 2017Campbell, Ca 95008Independent 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
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Vice President InvestmentsA.G. Edwards & Sons, Inc. Jan 1998 - Aug 2007Monterey And San Jose, CaOversaw 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
Richard Farkas Education Details
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Business, Management, Marketing, And Related Support Services -
Market Technicians AssociationTechnical Analysis
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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