We help the world RISE through a collection of innovative investments.

• Helping families and businesses be the best financial stewards they can to be. • Specialized in Biblically responsible investing and charitable giving. • Educating students, business owners, and families how to make a greater impact.

• Researched and provided suggestions to senior management for potential distribution channels including: investment consultants, offshore funds, defined benefit and contribution plans, outsourced CIOs, and turnkey advisor platforms. • Led the Firm’s offshore fund research project including analysis of investment vehicles, service providers and acquiring advisor demand. • Conducted meetings with county and township commissioners to understand their pension needs and gain access to their investment consultant.

• Managed day-to-day operations for the Registered Investment Adviser channel: CRM, selling agreements, budgets, events and custodian relationships. • Created and managed an investment allocation process which decreased time and inaccuracies completing paperwork which led to $25M+ in new business. • Facilitated 250+ selling agreements and acted as liaison between sales and compliance / legal. • Coordinated with all departments to launch five new investment funds.

• Inaugural sales employee and built sales operations for a new channel. • Top RIA sales generating territories in 2014 and 2015 of seven teams. • Educated advisors and new sales teams on private credit & high yield markets.• Trained employees to manage a sales territory and use our Firm’s CRM.

• Territory co-manager for two California territories who raised over $200 Million of private investments in 2013. • Planned, hosted and delegated tasks for weekly sales desk calls.

• Assisted in managing $20 Million in capital projects and expenditures for multiple locations and provided regular status reports to senior leadership.• Generated, summarized, and presented key performance metrics to management.• Prioritized materials for assembly based on production requirements, lead times, and part difficulty.• Incorporated Lean Six Sigma processes into design tooling molds using Autocad.• Attended daily production meetings, recorded action items, and managed SharePoint collaboration resources.• Completed time studies on machine and equipment utilization.

• Represented over 20 A.M. Best-rated companies including: Progressive, Travelers, Mercury, and Universal Property & Casualty Insurance.• Exhibited timely sales techniques to deliver customized insurance policies to customers.