Duties include managing the practice of an independent wealth advisor, ensuring that all information needed to grow the business is up-to-date and readily available. This ranges from simple tasks such as maintaining the contact lists and calendar in ClientWorks and Redtail CRM, to ensuring client documents are properly filled out and signed to satisfy compliance and regulatory matters, to content creation and web/social media marketing, and to researching investment-related information such as… Show more Duties include managing the practice of an independent wealth advisor, ensuring that all information needed to grow the business is up-to-date and readily available. This ranges from simple tasks such as maintaining the contact lists and calendar in ClientWorks and Redtail CRM, to ensuring client documents are properly filled out and signed to satisfy compliance and regulatory matters, to content creation and web/social media marketing, and to researching investment-related information such as corporate actions memos and tax consequences of ownership of individual securities.I do not provide investment, tax, legal, or accounting advice. Please consult your own investment, tax, legal, or accounting professionals before making any financial decisions. Show less

Duties include copy & results editing, scheduling articles for publication’s website using WordPress, and managing the daily & weekly newsletter mailing list process using Mailchimp. Author of various feature stories, interviews, and product & book reviews. Spearheaded coverage of the 2019 Larry H. Miller Tour of Utah, editing and posting daily race reports and curating galleries from a number of associated photographers.

Race Official for the Utah Cyclocross Series, including authoring the Technical Guide for the Utah Cyclocross Series.

Race Official for a variety of bike races throughout Utah. Road/CX Race Official “B” (License #99317), Race Director, Moto “Pillion”

Freelance writer/photographer covering bike races in Utah (Tour of Utah, Crusher in the Tushar). Author of various product & book reviews.

Gearhead Operations/Sales - Bike Division. Spreading the stoke on all things bicycle. Sold $600,000 in bicycles and associated hard- and softgoods in 2017. Sold $700,000 in 2018 through mid-November. Shimano TEC Certified Technician: Wheel and Hub, SPD/SPD-SL Pedal, Drivetrain Road, Drivetrain Mountain, Hydraulic Disc Brake, Di2, and Retail Service Department Operations.

Responsible for creating initial web presence for bespoke bicycle frame builder Richard Sachs (http://www.richardsachs.com), and continued site maintenance from 2001-2018; initially with straight HTML pages, followed by using Wordpress as a content management system. Helped expand the strength of the Richard Sachs brand and fueled increased demand from his one-man atelier, at one point pushing lead time for a handbuilt bicycle frame from 2-3 months to an order backlog of multiple years.

Senior Registered Service Professional with over 17 years of experience working for a global investment services firm, providing support services for Global Stock Plan Services, Corporate Actions/Re-Org, Mutual Fund Operations, Client Tax Services, and Premier Service Center departments.• Provided superior customer and trading services to clients participating in company equity compensation plans, including option grants & exercises, restricted share unit grants & vesting, employee… Show more Senior Registered Service Professional with over 17 years of experience working for a global investment services firm, providing support services for Global Stock Plan Services, Corporate Actions/Re-Org, Mutual Fund Operations, Client Tax Services, and Premier Service Center departments.• Provided superior customer and trading services to clients participating in company equity compensation plans, including option grants & exercises, restricted share unit grants & vesting, employee stock purchase plans, and directed share programs.• Extensive knowledge of tax consequences of the purchase, sale, and holding of securities in both retail investment and stock plan services accounts. Research corporate actions history to assist with cost-basis calculations for securities.• Extensive knowledge of client- and branch-facing applications and procedures for voluntary & mandatory corporate actions on equity and fixed-income securities.• Knowledge of mutual fund operations, networking, and dividend reinvestment.• Worked closely with Morgan Stanley management to improve relationships with various operational departments and to build a network to facilitate action and change. Expert at resolving highly-visible and delicate client-facing issues both within and outside the Morgan Stanley Premier Service Center group of financial advisors and clients.• Member of Call Log and Process Administrator Feedback Task Group; proposed revisions to CIC Call Log application to streamline reporting process. Led the Online Trading applications testing process for ClientServ Facelift Project; documented ClientServ Trading business rules.• Contributed to the development & implementation process of the Premier Service Center, utilizing frontline experience to help management understand client needs from a service perspective.• Managed the beta-testing and support of OFX applications (Quicken/Microsoft Money) prior to support launch. Recognized as Morgan Stanley’s subject matter expert. Show less

Retail bicycle sales/service for one of the San Francisco Bay Area's premier bicycle stores. Duties included road bicycle fitting, sales, set-up, and position adjustments; soft-goods and accessory sales. Basic mechanics, including bicycle assembly, tune-ups, wheel truing, and flat-changes.

Warranty/repair service, customer service, quality and performance testing of new products. Supervised out-of-house "real-world" testing team, coordinated reports on quality for vendors and development team. Created company's first website showcasing product, providing another avenue for customers to reach the company.

Tracked production and quality statistics, and sales of concert merchandise. Sourced and coordinated shipment of promotional items. Maintained Scheduling System and Inventory, Itinerary, and Artist Master files. Generated SKUs and created pricing system. Work-order & sales entry. Invoicing, inventory control, and order distribution.

Order Entry/Data Processing. Generation of bills-of-material (BOMs) for software development company, invoicing, and product fulfillment.