Specializing in Custom New Home Construction and Remodeling

• Analyzed client portfolios in a supporting role to the senior financial advisor with regards to estate and tax planning, investment advisory planning, retirement planning and insurance needs analysis for individuals and families.• Conducted preparations for and held client meetings with lead advisor and produced client follow up documents including technical analysis, improving response time to meet client needs.• Provided lead advisor with forecasting and analysis, client service and technical assistance resulting in increased level of service to existing clients and also increased availability of lead advisor to focus on new client acquisition.• Created Excel models for analysis of planning scenarios including net worth statements and future cash flow forecasting for client meetings, providing clients with easy to understand updates on their current status with regards to future financial goals. • Utilized Morningstar database and proprietary money management software to identify and analyze portfolio characteristics and provide recommendations to investment managers. • Enhanced and aided in the integration of the firm’s practices with its first CRM system, Redtail Technology.• Passed Series 7 exam

• Reviewed bond issue Official Statements and issuer financial statements to identify coverage and balance sheet ratios for purposes of analyzing bond strength on a yearly and quarterly basis.• Examined Default Notices and alerted traders about pertinent information and changes resulting in effective management of current and potential holdings. • Developed relationships with bond issuer CFO’s and Trustees to better understand facility’s fiscal performance and legal matters ensuring a complete compilation of bond issue research. • Created municipal bond research manual/resource guide to aid in reduced training time for future interns.

• Utilized Morningstar database and proprietary money management software to identify portfolio risk characteristics and provide recommendations to investment managers. • Reviewed monthly account performance results allowing for active management directed at developing opportunities and avoiding undue risk.

Also held Project Manager position from May 2004 to January 2007• Assisted Registered Landscape Architect in Project Planning and design within high-end residential $500K landscape construction design firm.• Led on-site management for projects up to $200K with purpose of building company portfolio for advertisement, resulting in increased company revenue.• Directed residential and small commercial landscaping operations and managed on-site final modification and implementation of plan designs, resulting in jobsite efficiency and ultimately increased company profits.• Coordinated materials supply and delivery through 10+ local and regional vendors resulting in material discounts and competitive industry pricing.• Managed up to 10 employees on jobsite ensuring most efficient use of skilled labor.

• Directed daily operations of up to 5 residential building or remodeling projects at one time, ranging in cost from $500K to $1.8M.• Maintained project profitability and met company bonus schedule and profit goals throughout employment.• Achieved over 20% profit margin on most recent $1.8M new home project.• Developed and maintained relationship with client and architect from inception of project through project closeout to ensure quality, design, and schedule goals were met.• Regularly conducted meetings with clients to negotiate approval on project cost change orders.• Created and monitored building schedules, building material ordering and jobsite deliveries to ensure appropriate project progression.• Led daily operations of up to 20 subcontractors per jobsite.• Coordinated sub-contractor work and conducted final inspections of all work before payments to workers were made, resulting in reduced time between trades.