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Yyyyyy x. yyyyyy
3201 Casa Bonita Drive-Bonita, CA 91902 abc@xyz.com
Accomplished business owner, investment adviser, retail manager, and military veteran available to support successful launch and growth of California marijuana industry
Profile
Successful track record in broad areas of operations spanning business plan writing/implementation, sales, marketing, merchandising, event planning/promotion, consulting, and customer service through human resources, procurement, inventory, administrative, and financial/P&L ~ Excel in defining and executing targeted strategies to launch start-ups, generate new business, develop existing clients, maximize competitive leveraging, and driving high-volume revenue growth ~ Motivating, hands-on leader who successfully trains, develops and directs dynamic teams ~ Expertise in identifying and delivering financial solutions for optimizing bottom-line performance
Launched and grew investment advisement firm to multi-million dollar annual sales producer; personally manage $142M+, with additional supervision of $100M+ in junior partner accounts
Have expertly mitigated hundreds of millions of dollars in potential tax liabilities for clients
Co-Author, Twenty-first Century Wealth, a guide to tax reduction, asset protection and money management
Consistently promoted with major retail chain over course of a decade to manage $12M+ annual revenue store employing 100+ staff
Played key role in opening superstores, including flagship in Alamo, CA
Awarded Bronze Star for Valor, Operations Desert Storm
Recipient of Navy Commendation and Achievement Awards for exceptional leadership
Professional Background
President, William V. Scott, Registered Investment Adviser-San Diego, CA 1992-Present
As Founder and independent operator, have successfully launched, developed and steered full-scope operations of thriving firm specializing in assisting business and private individual clients in optimizing financial performance; oversee cumulative $242M+ in personal and junior partner accounts
Drive all aspects of operation, from writing business plans, executing marketing/business development strategies and planning/facilitating events through servicing clients, building and directing high-performance teams, managing cash handling, and overseeing administrative functions; hold full P&L accountability
Expertly consult with clients to define and deliver customized strategies for growing money, reducing taxes and protecting assets; personally manage 22 key clients
Chief Petty Officer/Deep Sea Diver, US Navy 1980-1994
Steadily progressed over course of military career to positions of increasing accountability, culminating in senior leadership role; included detachment operations with $60M+ annual budget
Successfully led 38 military personnel supporting critical Operation Desert Storm missions in Northern Arabian Gulf
Store Manager, Safeway Stores, Inc-Oakland, CA 1970-1980
Built progressive career, rapidly promoting from entry-level customer service to ultimately manage store generating $1M in monthly revenue and employing 100+ team members
Steered full-scope operations, from sales, promotion, merchandising, and customer service through human resources, inventory, procurement, administrative, and financial
Grew market share and increased competitive leveraging by collaboratively opening several superstores for company
Education
Business and Political Science, Diablo Valley College-Pleasant Hill, CA
Additional Information
Docent, USS Midway Museum
References on Request
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