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Wealth Planning & Management ~ Client Relations ~ Portfolio Management
Strategic Thinking ~ Research ~ Presentations ~ Customer Service Excellence
Confident, methodical, and perceptive with outstanding skills in financial planning, cash flow analysis, trend analysis, financial modeling, portfolio management, risk management, forecasting, and investing.
Adept at establishing, nurturing, and maintaining long-lasting relationships with high-net-worth clientele.
Highly regarded for exceptional work ethic and steadfast commitment to privacy and confidentiality.
Demonstrated strengths in broad-based financial, market, and trend analysis and research.
Skilled user of financial, analytical and statistical applications; proficient user of Scanalytics software.
Possess considerable business acumen and solid reputation for trustworthiness and discretion.
Able to leverage a wide range of analytical approaches to optimize the investment process.
Ph.D., Science, Case Western Reserve University, Cleveland, OH
B.S., Science, Purdue University, West Lafayette, IN
Series 65 Licensure ● FINRA Registration
Geneva Financial Group, Oak Brook, IL, 1996 to Present
President and Owner
Plan, structure, analyze, and deliver asset management services to high-net-worth client base.
Employ rigorous quantitative and qualitative screening process to filter growth and value equities for investments, and hold lengthy track record of achieving desired performance with controlled risk.
Leverage large corporation common stock and resourcefully construct four equal investment sets to result in full portfolio of between 20 and 30 stocks.
Conduct comprehensive evaluation and screening every three months to mitigate investment risk.
Closely monitor cash flow, positions, trades, significant asset transfers, and changes in client portfolios.
Deliver regular, detailed, and compelling presentations to prospective and existing clients.
Collect, compile, and analyze data from multiple sources to generate accurate financial summaries.
Prepare and present in-depth financial performance reports and exhibits at client meetings.
Anticipate, monitor, and analyze impact of macroeconomic trends and events on client portfolios.
Richmond Chemical Corp., Oak Brook, IL, 2003 to Present
Consultant (2007 to Present)
Apply sharp critical thinking abilities toward effectively managing investment portfolios, and concurrently serve as Third Party Administrator (TPA) of 401(k) plan, diligently ensuring consistent regulatory compliance and alignment with company goals.
Vice President, Technical Services (2003 to 2007)
Spearheaded sales and marketing of pharmaceutical intermediates to large pharmaceutical companies.
Patent Examiner, US Patent & Trademark Office, Alexandria, VA, 2012 to 2013
Insurance Associate, Mutual of Omaha, 2012
Senior Scientist, New Markets Corp. (formerly Ethyl Corp.), Richmond, VA, 1988 to 2003
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