Comprehensive Retirement Plan Specialist

• Sep 2015 - Present

Financial Advisor

• Oct 2013 - Sep 2015

Principal

• Oct 2011 - Oct 2013

Proactive consultant with Aesthetic and Spa practices to create successful product launches in the Aesthetic and the emerging field of Functional Medicine. Featuring the latest in Metabolic Syndrome technologies for the greater medical community. Developed strategic partnerships with medical device manufacturers including Qivana Product Systems, to provide the latest in science and technology for the National Aesthetic and Functional Med markets. Specialties: Entrepreneurial Leadership | Financial and Investment Proficiency | Sustainability | Monetizing Intellectual Capital | Strategic Partnerships | Branding | Medical Product Launch Expertise Show less

The Club

• Jan 2007 - May 2011

Spearheaded start-up business in elite fitness industry with off balance sheet financing. Initiated comprehensive market studies, industry competition and feasibility studies to successfully penetrate established market. Developed and managed complete financial systems for business operations. Managed operating revenues, leases, risk management and licensing. Strategic planning for sustainable revenue, branding and community outreach. Spearheaded start-up business in elite fitness industry with off balance sheet financing. Initiated comprehensive market studies, industry competition and feasibility studies to successfully penetrate established market. Developed and managed complete financial systems for business operations. Managed operating revenues, leases, risk management and licensing. Strategic planning for sustainable revenue, branding and community outreach.

Treasurer/ Board Member

• Jan 2003 - Jan 2009

Independent Contractor

• Jan 1991 - Nov 1992

Determined derived investment value of real estate assets held by insolvent lending institutions after they were transferred to the RTC. Utilized financial statements, cash flow projections, absorption studies, and economic forecasts to determine valuation before placing assets in public-private partnerships to be sold. Determined derived investment value of real estate assets held by insolvent lending institutions after they were transferred to the RTC. Utilized financial statements, cash flow projections, absorption studies, and economic forecasts to determine valuation before placing assets in public-private partnerships to be sold.

Vice-President Finance

• May 1986 - Jan 1991

Co-founder of SEC Registered Investment Advisory Firm. • Portfolio manager of private pension funds and state retirement funds. • Analyzed and maintained diversification in private pension funds and investment portfolios to achieve specific return, diversification and risk criteria. Co-founder of SEC Registered Investment Advisory Firm. • Portfolio manager of private pension funds and state retirement funds. • Analyzed and maintained diversification in private pension funds and investment portfolios to achieve specific return, diversification and risk criteria.