Rick May work email
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Rick May personal email
678-361-6665
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Billing SpecialistBaker Donelson Bearman Caldwell & Berkowitz, A Professional Corporation May 2019 - Oct 2020Atlanta, Georgia, United StatesMy 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.
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Financial AnalystMud Pie Llc Jun 2014 - Feb 2019Stone Mountain, GeorgiaI 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. -
Investment Consultant & Advisor / Alternative Investment SpecialistF.D. May Investment Consulting / First Allied Securities Feb 2008 - Dec 2014Atlanta, Georgia, United StatesConsulted 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.
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Vice PresidentBernstein Global Wealth Management May 2006 - Jun 2007Managed 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. -
Vice President Sales & Product DevelopmentTrim Tabs Investment Research Feb 2005 - May 2006Directed 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.
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Director, Institutional SalesNed Davis Research, Inc. Jun 1994 - Aug 2004Institutional 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. -
First Vice PresidentThe Robinson Humphrey Company Dec 1984 - Jun 1994Created 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
Rick May Skills
Rick May Education Details
Frequently Asked Questions about Rick May
What is Rick May's role at the current company?
Rick May's current role is Investment Consultant and Financial Analyst.
What is Rick May's email address?
Rick May's email address is rm****@****pie.com
What schools did Rick May attend?
Rick May attended Haslam College Of Business At The University Of Tennessee, University Of Tennessee-Knoxville - College Of Business Administration.
What are some of Rick May's interests?
Rick May has interest in Social Services, Education.
What skills is Rick May known for?
Rick May has skills like Investments, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth Individuals, Mutual Funds, Finance, Hedge Funds, Retirement Planning, Securities, Capital Markets.
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