Wesley Kress, L.Ac., Msom, Mba Email & Phone Number

Phoenix, Az, Us

I am an Independent Financial Analyst & Educator With over 17+ years of Financial Markets Experience, A Bachelors in Marketing & Finance, A Masters in Accounting & Finance, 4 years of Portfolio Management, Fixed Income & Equity Analysis for the State of New Mexico, 1,000+ Hours of Crypto Research and Education & an Ex Banking Professor & Financial Markets Institutions Professor at University of New Mexico. I have self published and written publications for the likes of Seeking Alpha and other… Show more I am an Independent Financial Analyst & Educator With over 17+ years of Financial Markets Experience, A Bachelors in Marketing & Finance, A Masters in Accounting & Finance, 4 years of Portfolio Management, Fixed Income & Equity Analysis for the State of New Mexico, 1,000+ Hours of Crypto Research and Education & an Ex Banking Professor & Financial Markets Institutions Professor at University of New Mexico. I have self published and written publications for the likes of Seeking Alpha and other Independent Public Financial Forums. Show less

10900 North Scottsdale Rd Suite 303 Scottsdale, Az 85254

7026 E 1St Ave Scottsdale, Az 85251

- Counsel delinquent account debtors to assist in finding funds to meet debt obligations.- Provide thorough, efficient, and accurate account updates on computer files for each call made or received.- Utilize various collection strategies and methodologies to contact client’s in order to negotiate payment in full or payment arrangements on debt within federal, state and client collection guidelines and laws.- Negotiate and overcome objections in order to create a win/win for the bank… Show more - Counsel delinquent account debtors to assist in finding funds to meet debt obligations.- Provide thorough, efficient, and accurate account updates on computer files for each call made or received.- Utilize various collection strategies and methodologies to contact client’s in order to negotiate payment in full or payment arrangements on debt within federal, state and client collection guidelines and laws.- Negotiate and overcome objections in order to create a win/win for the bank and the client. Show less

- Taught two courses (graduate and undergraduate) for an entire 16-week semester alone, while professor was on medical leave, simultaneously maintaining more than a full-time MBA course load, and working for Citibank - Researched, analyzed, and discussed new learning material in a collaborative effort with professor to further enhance the learning experience for students- Prepared, planned, and developed an array of teaching aids such as syllabus, assignments, and assisted with the… Show more - Taught two courses (graduate and undergraduate) for an entire 16-week semester alone, while professor was on medical leave, simultaneously maintaining more than a full-time MBA course load, and working for Citibank - Researched, analyzed, and discussed new learning material in a collaborative effort with professor to further enhance the learning experience for students- Prepared, planned, and developed an array of teaching aids such as syllabus, assignments, and assisted with the writing of quizzes and exams questions- Assisted in tutoring students individually or in small groups to further allow them to master assignments/projects and to reinforce the learning material/concepts presented by the Professor Show less

- Presented detailed presentations on a wide variety of products- Assisted in ordering inventory through customer feedback- Motivated sales associates to meet daily and monthly quotas- Managed uncooperative and difficult customers- Part of a team that assisted customers with their furniture purchases

Mba, Accounting & Finance

Cumulative GPA: 4.17 Summa Cum Laude Dean's List: 2011, 2012, 213

Doctor Of Oriental Medicine

Academic Excellence MSOM PIHMA 2017 Kathy Salisbury Award in Herbal Medicine PIHMA 2017

Doctor Of Oriental Medicine, D.O.M., Acupuncture And Oriental Medicine

Bba, Finance & Marketing

Cumulative GPA: 4.01 Summa Cum Laude Dean's List: 2007, 2008, 2009, 2010, 2011