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Yyyyyy x. yyyyyy

- 304 Hamlets End Way Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Private Wealth Management

Qualifications Profile


    Dynamic achiever and results-driven management professional with extensive experience providing client services in financial markets, portfolio management, derivatives and securities investments, and retail and institutional brokerage in the investment and financial services sector.

-    Ranked 2nd in production over a 9-month tenure in 2015, winning all 3 phases of the only office marketing competition at Legacy Tree during the same year.

-    Reduced fund loss from 66% to 27% (versus -38% for the S&P) at Rutledge Parxxxxxxers in 2008 and achieved a 20.3% Compounded Annual Return after fees from 2001- 2008 (vs. -3% for the S&P).

-    Grossed over $320,000 in commissions at Neovest in the first year of tenure, returning 92.8% over a 14-mo. period.

    Detail-oriented, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.


Key Expertise

    Strategic Planning & Execution

    Multiple Account Management

    Customer Service Management

    Relationship Management (Clients, Stakeholders, & Government)

    Negotiations & Deal Closing

    Policies & Regulatory Compliance (i.e., SEC, SOX, etc.)

    Hedge/Mutual Fund Management

    Investment Portfolio Management

    Profitability Management

    Risk Management

    Retail & Institutional Brokerage


Professional Experience


Legacy Tree Foundation

Case Design Specialist Mar 2015 Present

    Recognized for outstanding performance and contribution in designing cases for high net worth clients to donate to the foundation. Analyzed net present value cash flows for clients in justifying support for a charity foundation.

    Designed and executed 5 annuity and equity transfer cases, contrasting this with Charitable Remainder Trusts.

    Ranked 2nd in production over a 9-month tenure in 2015, winning all 3 phases of the only office marketing competition during the year.


Horace Mann and Transamerica Insurance

Agency Manager Feb 2014 Mar 2015

    Established a branch office and managed agency operations in accordance with company policies and objectives.

    Developed and presented Social Security seminars, educating government and private sector employees in understanding the relationships between Social Security benefits and 403b retirement plans.

    Marketed and sold Mutual Funds, Annuities, and Long Term Care Policies to clients.


Rutledge Parxxxxxxers Hedge Fund

Portfolio Manager and Risk Hedger Jul 2004 Sep 2013

    Provided client services in hedging portfolio exposure and reducing portfolio standard deviation, achieving a 54% reduction in standard deviation of returns during a 9-year tenure.

    Returned 65.5% in 2008, reducing fund loss from 66% to 27% (versus -38% for the S&P).

    Developed detailed Asset Allocation Models to manage portfolio exposure and reduce standard deviation.

    Served as Investment Sub-advisor to Schreiner Capital Management and Invested Parxxxxxxers with $12M AUM.

    Achieved a 20.3% Compounded Annual Return after fees from 2001- 2008 (vs. -3% for the S&P).

    Created and produced monthly Institutional Equity Newsletter to Hedge Funds and Mutual Funds.


Volume Investor / Neovest, Inc.

Institutional Broker for Hedge Funds & Mutual Funds Feb 2000 Jul 2004

    Published daily market commentary to Hedge Funds and provided portfolio recommendations and stock selections to both Hedge Funds and Mutual Funds.

    Grossed over $320,000 in commissions in the first year of tenure.

    Served as Portfolio Manager for the Atlanta-based Infinity Fund in 2001.

    Returned 92.8% from Oct 2000 to Dec 2001 (hedge fund was then bought out). Audit available upon request.






Yyyyyy x. yyyyyy

- 304 Hamlets End Way Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Professional Experience (continued)


Resource Securities Corporation

Commodity & Derivatives Trader in Financial futures Jun 1998 Dec 1999

    Developed and executed hedging and collaring strategies for equity portfolios using S&P and Equity Options for high net worth clients.

    Developed course content and conducted risk management seminars to Atlanta clients.


J.C. Bradford and Company

Portfolio Manager Sep 1997 Jun 1998

Prudential Securities

Portfolio Manager Nov 1995 Sep 1997

Merrill Lynch

Financial Consultant Feb 1993 Nov 1995

Deloitte and Touche

Senior Consultant Dec 1990 Feb 1993

Price Waterhouse

Senior Consultant May 1989 Nov 1990


Account Systems Engineer Jun 1984 May 1989

Marketing Representative Jan 1980 Jun 1984


Education & Credentials


B.B.A in Business, GPA: 3.2, MERCER UNIVERSITY Ÿ Macon, GA (1979)



    Series 3, 7, 63/65, Fixed and Variable Annuity Products

Awards & Recognition

    Winner of the CNBC National Investment Challenge

    Received other multiple investment awards

Professional Affiliations


    Market Technicians Association (1999 - 2005)

    Atlanta Technical Analysis Society (1988 - 2006)

    Association of Investment Management and Research (1993-1997)

    3-time President: Creekside Bluffs Subdivision



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