• Coordinated the overall administration of the company and its projects including financial forecasting and budget management.• Guided the strategic management of the company.• Fostered working relationships with institutional lenders and investors.• Developed a network of associates across the United States and throughout Europe.• Provided CFO services for startup companies including developing of pro forma financial statements.• Critically analyzed and responded to industry trends.

• Developed spreadsheet based proprietary financial planning software, which enhanced flexibility and increased precision in financial forecasting.• Revamped and enhanced the financial planning and review processes to better serve clients. Enhancements included customized investment portfolios, estate planning simulations, etc.• Developed the asset allocation models and oversaw the investment decision-making process.• Successfully recruited, trained, and motivated an efficient staff. • Managed the overall operations of the company.• Developed & implemented efficient business processes to successfully handle an increased customer base.• Successfully marketed all varieties of financial investment products including: variable and fixed annuities, variable universal life, limited partnerships, mutual funds, stocks, bonds, certificates of deposit, planning fees, and wrap accounts. • Developed marketing strategies & branding tactics to sell services and improve company image. Tactics include website and brochure design, mailers, and advertising.• Revenues Doubled in two years as a result of implemented management and marketing techniques.• Forged relationships with institutional buyers of asset backed securities, medium term notes, and federal tax credits.