Investment Committee Member, Director

• Aug 2014 - Present

I keep Conrad Capital Management and the private equity fund running flawlessly for our CEO, during routine operations and emergencies. Ensure control and risk management practices are best in class. Functioning well beyond the job description. CCM is a federal covered Investment Adviser firm, engaged in the portfolio design, retirement planning, employee benefit plan advisory business. We trade in separately managed accounts and construct qualified plan lineups. I bring a systematic… I keep Conrad Capital Management and the private equity fund running flawlessly for our CEO, during routine operations and emergencies. Ensure control and risk management practices are best in class. Functioning well beyond the job description. CCM is a federal covered Investment Adviser firm, engaged in the portfolio design, retirement planning, employee benefit plan advisory business. We trade in separately managed accounts and construct qualified plan lineups. I bring a systematic, transparent and disciplined approach to evaluating and improving the effectiveness of our SEC-registered practice and the alternative investment division [private equity, REITs].● Work with individuals and corporations to guide them in making investment decisions and meet short- and long-term financial goals● on-board new clients and help developing, maintaining realistic financial plans● analyze financial information, create recommendations and monitor activities● explain approaches to all customer types ● conduct independent analysis for 401k plans● focus on financial laws, legal restrictions and regulatory compliance● influence the strengthening of control environment, risk management, and risk mitigation practices ● provide opportunities for cost savings, standardization of processes● drive strategic thinking to ensure that CCM is proactively addressing and anticipating issues● coaching.We provide discretionary and non-discretionary money management services with a team approach to individuals, families, and corporations (pensions, profit sharing plans, 401(k), estates, trusts - the list is long). I take pride in my work and always represent the best interest of investors. Show more Show less