Intuitive with excellent business acumen and solid history of strong improvements in operational and risk management for sustainable growth. Expertise in building companies, improving systems and infrastructure for increased efficiencies, reduced costs and maximum profitability. Collaborative leader and mentor with exceptional people skills recognized for forging loyal relationships and developing high-efficiency teams. Core competencies:• Outstanding operational/organizational leadership • Process, redesign/change Management• Powerful interpersonal skills, team leader• Strong business acumen • Strategic planning and business development• Excellent track record in building relationships with outside competitors/organizationFinancial services industry veteran with a wide breadth of experience that is fully licensed as an Investment Advisor to include options, in addition to being a Chief Compliance Officer, and available to assist on a part or full time basis for the smooth implementation of all facets of the business until permanent employees are in place. Can also assist in hiring staff, building position descriptions and training sales and back office personnel
Listed skills include Securities, Risk Management, Private Equity, Strategic Planning, and 47 others.
