Rick May Email & Phone Number

Atlanta, Georgia, United States

My role was on the business side of the firm. I managed multiple tasks and projects simultaneously, primarily compiling and preparing invoices and posting transactions. Researched and answered billing questions and prepared spreadsheets and special projects for attorneys and clients.

Stone Mountain, Georgia

I am part of the Finance team, focusing on Accounts Receivable and Accounts Payable. Monitoring, reviewing, inputting and verifying cash flows. Monitor in transit inventories. Assure proper account crediting. I also do payment analysis and am responsible for credit recommendations and work with delinquent accounts.

Atlanta, Georgia, United States

Consulted with high net worth individuals, family offices, trusts, endowments, foundations and retirement plans’ Investment Policy, Asset Allocation, Portfolio Management, and Manager Selection and Monitoring. Advised clients on issues involving investments, wealth transfer, gifting, taxes. funding and spending levels and enhanced retirement planning. Worked with high net worth individual's and institutions' alternative investments. Identify and qualify prospective clients, analyze and recommend private equity opportunities, facilitate the client's due diligence, structure the investment, close the sale, and maintain relationship, including updating news, valuation and status of investments.Responsible for providing all analytical, administrative, and compliance functions; including file maintenance, completing required paperwork maintaining records, uploading databases, portfolio oversight and conducting research projects.

Managed high net worth individuals, family offices, and charitable organization's core investment portfolios, with emphasis on asset allocation, wealth transfer, taxes, gifting and the use of trusts.I successfully built a referral network of accounting and legal professionals for new business development.

Directed turnaround situation at investment research firm. Achieved record sales within 6 months by developing new marketing and pricing strategy, and training existing sales force. Developed marketing materials for successful launch of new products and repositioning existing products. I also had account coverage responsibilities.

Institutional investment research sales coverage of major accounts, including large Mutual funds, Banks, Hedge funds, Pension funds, and traditional investment managers. Grew sales to leading institutional investors by greater than 20% per year for 10 years. Developed new pricing model resulting in record revenues and profits. Primary broker responsibility for technology related issues, including the development, marketing, and sales of our proprietary software and website• Coordinated custom research and model building for clients, becoming most profitable aspect of business.

Created and developed Soft Dollar Area (third party research) of the block trading desk and marketed research products and services to institutional investors. Coordinated proprietary products development, due diligence, testing and implementing investment systems and methodologies. Executed restricted trades for high net worth clients of the firm and solicited and executed corporate stock repurchases

Bsba, Marketing

Activities and Societies: Alpha Epsilon Pi

Mba, Finance