Company Overview - A management entity controlling assets invested in real estate, financial markets, and owned corporations.Position Overview - - Financial authority across functional areas and partner entities to increase operational efficiencies, design marketing campaigns with unique competitive advantage and multiplied market share by 27%. - Research and recommended hedge funds, venture capital, and growth equity buyout. - Benchmarked company returns with industry key performance indicators and achieved 20% ROI consistently.- Successfully recovered $2 Million in revenues from past taxes, rent adjustments, and discounts.- Contested and won tax petitions totaling in excess of $3 Million for reductions in real estate taxes. - Devised and executed numerous complex accounting systems to standardize across 95 commercial real estate and private equity entities with appropriate CFOs for accuracy. Involved in strategic decision making process.- Designed and implemented an innovative automated tracking system to administer $260 Million investments in financial markets. - Developed reporting tool for pricing, cost basis, and income which saved $105,000 in time and fees. - Assessed financial controls with improvements in general ledger accounting. - Directed successful collection of rents and cash flow of personal and business assets.

Company Overview - Founded in 1977 by Arthur L. Williams, Jr. as A.L. Williams & Associates. In 1991, corporation name was changed to Primerica Financial Services. In December 1993, Primerica acquired Travelers Insurance Corporation to become Travelers Inc., which was changed to Travelers Group owning Primerica Financial Services, Smith Barney, and Travelers. In 1998, Travelers Group and banking giant Citicorp merged creating Citigroup (NYSE, C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup. On 4/1/10, Primerica spun off from its parent company Citi through an initial public offering (NYSE, PRI) and became independently owned business. On 12/19/11, Citigroup sold its remaining equity stake in Primerica, completing the final separation from Citi.Position Overview -- Financial planning to help 35 high net worth families reach financial independence through recommended investment strategies.- Recruit for corporate expansion, providing economic needs analysis, investment and debt management and refinancing advice for 40% – 50% savings. - Observe and lead recruits and team members appropriately to assure compliance with industry regulations- Prepare sales presentations across investment advisory managed accounts, wealth accumulation, asset protection, retirement, and succession planning.- Liaison between clients, recruits, operations staff members, and senior management. - Resolve any discrepancies within client accounts.- Execute and reconcile all trades in mutual funds, annuities, and debt restructuring.

Company Overview - Established in 1925, a third generation, family owned business. Through objective analysis, organization helps businesses become more profitable by controlling costs and increasing productivity.Position Overview -- Implemented deficiency reductions in reworks and achieve best execution time for operational excellence project award using Lean/Six Sigma principles. - Good understanding of strategy evolution, created a linear process for strategic planning & decision making to increase market share by 50% and 10% profit margin.- Conducted SWOT, value chain, and variant patterns analysis; report decentralized marketing, and recommended innovative branding strategies for declining 2.3% profits.- Developed sophisticated financial/tactical project plans to increase operational efficiencies, drive profit and sustain growth. Propelled client profits by 35% with discovery of profit weakness. - Benchmarked company returns with indices for 16% improvement through profit engineering and optimal business modeling.- Created a linear process for strategic planning and decision-making to increase profit margin by 10%; executed with solid understanding of strategy evolution.- Instituted robust innovative solutions from strategy inception to plan execution for an instantaneous 13% revenue increase. Affected high profile corporations in 3,000 + diverse industries.

Company Overview - Established in Philadelphia Year 1818, BBH & Co. is the oldest partnership on Wall Street. From leaders in merchant banking and transatlantic trade, firm has become America's largest partnership bank, providing investment, commercial & financial advisory services.Position Overview -- Directed and operated firm’s offshore trusts and Cayman Islands entities including Trust Co, Directors, Secretaries, and Nominees; special training in emerging markets, international treaties and settlements. - Regulated portfolio managers by authorizing 100% of transactions, Governed 870 affluent overseas investors and organizations. - Defined $50 trillion in assets under all offshore relationships as a final controlling authority over business line including field managers, partners, investment managers, portfolio administrators, and secretaries. - Strategically increased revenues by five times on all offshore associations though collaborating fee agreement structure to market competition. - Authored and implemented policy in accordance to monetary authorities and audit requirements; Demonstrated proactive leadership in cross-functional teams over 60 direct and indirect stakeholders. - Partnered effectively with designated Relationship Managers for asset class under Municipals, Fixed Income, Equities, International, and Proprietary Funds; Promoted to a politically influential Discretionary Relationship Manager for prospectuses with assets in excess of $130 Million.- Organized charitable endowment fund meetings, raising funds for its business and charitable activities for this $6 million cooperation.- Streamlined processes, achieve at least 98% accuracy in the areas of cost accounting, accretion, yields, principal, interest, price to market on portfolio and custody. - Set up Equities, Balanced and Fixed Income portfolios totaling over $20 million in assets, using multi-million $ operating system and portfolio accounting software.

Company Overview - US subsidiary of Japan's 2nd biggest broker dealer Nikko Asset Management Co. Ltd. (Nikko AM). A New York based registered Investment Advisor holding a $50B discretionary asset management global trading business.Position Overview -- Revitalized firm’s name with extreme campaigning through industry from dangers of a possible take over announcements by headquarters in Japan.- Realized over $100,000 in daily trading volume across US and Japanese equities, US convertible bonds, corporate and government bonds, US Treasury Notes and Bills, commercial paper and foreign currency.- Assisted American and Japanese Investment Advisors with over $5 Billion in assets; used Axys 3.0 and Advent Software portfolio management system to research, develop and review management reports to make more informed decisions. - Organized and facilitated weekly senior management meetings, motivated roundtable discussions amongst USA & Japan's sales, marketing, operations, and accounting staff.

Company Overview - Formed in 1938 with the merger of Charles D. Barney & Co. and Edward B. Smith & Co. In 1975, Smith Barney merged with Harris, Upham & Co. to form Smith Barney, Harris Upham & Co. In 1982, SBHU Holdings was renamed Smith Barney Inc. In the late 1980s, the retail brokerage firm was owned by Sanford I. Weill's Primerica Corporation. In 1992, Smith Barney Shearson logo followed the purchase of the brokerage business of Shearson Lehman Hutton from American Express. In September 1997, Travelers acquired Salomon Inc. to create Salomon Smith Barney. Smith Barney continued with its common tagline "They make money the old-fashioned way. They earn it." A financial investment boutique with over 500 locations throughout the world.Position Overview - - Managed trading accounts under two Vice Presidents in Investments; Monitored the daily activity and ensured industry compliance of over $60 Million in assets.- Became a valued Business Partner to Sales Manager / Senior Vice President, shared intricate involvement with clients, and ensured timely execution of every market order.- Recognized for leadership in product and operations management; Cautioned against market risk for principal and client by preparing weekly portfolio analysis on hedging, income, profit and loss. - Decreased the repetition of trade orders through facilitating systematic investment and liquidation plans, showing a 10% volume increase in sales. - Initialized mutual funds trading system requirements, branch operations rollout with 70 stockbrokers according to project specifications.- Served as the Branch’s Mutual Funds Investment and Operations Trainer, Expert in product information and sales motivation. - Increased efficiencies to 90% through the development of operational procedures designed to reduce trade errors; Organized meetings with Senior Leadership and Brokers.