Business Development & Marketing Strategist

Business Vision, Strategy & Leadership - Investment Strategy & Portfolio Management

New Business Development Client Relationship Management & Retention

Strategic & Tactical Marketing Product & Service Sales Management

Dynamic, career-driven executive with high-caliber general management qualifications and an exceptional track-record of personal achievement in developing strong strategies that would result in new business growth – to drive revenues and build and manage relationships on behalf of leading financial services firms. Particular expertise is in developing methods that lead to the building, managing, strengthening and protecting relationships with high net-worth individuals and top-tier corporate, trust and endowment clients. Acutely tuned to market trends, conditions and key drivers; comprehensive knowledge of contemporary investment products and services; exceptional timing; strong analytical and decision making skills; outstanding leadership talents; and a demeanor that fosters confidence and trust using various marketing and management tactics and strategies utilizing unique tactics and strategies. **Offering unique and diverse educational skills to a Middle East-based institution to implement vast business experience and relationship building talent with education management that will consistently meet and exceed Employer expectations.

PROFESSIONAL EXPERIENCE

King Saud University – Riyadh, Saudi Arabia – HR-Coordinator and Instructor/English    Currently, involved with re-creating the new employee ‘induction’ process and the new student ‘orientation process.  These two programs are set to become the core of the University’s education plan.  Previously, had instructed ‘English’ to new students within the University’s Preparatory Year program.                                       2012 -                                                                               

Boston Medical Center for Human Rights and Literacy Unlimited,   Boston, MA.                                       

Taught English at the Boston Center for Refugee Health and Human Rights - a division of the Boston Medical Center and Boston University and with Literacy Unlimited. The goal is treating/educating students/patients who often have been exposed to extremes of human cruelty, these programs provide comprehensive medical, mental health and social services to refugees and those who have received, or are applying for, asylum. More than 300 people - many of them survivors of torture - come from more than 65 countries each year.                          2011 -2012

Stepped aside from ‘formal’ wealth management career to pursue and investigate personal business ventures.  While seeking these opportunities entertained independent contract roles   with various employers along with these unique teaching positions.       2009 - 2011

Zacks Wealth Management Group, Boston, MA Regional Vice President/New England

Sole representative in the New England region, representing Chicago-based Zacks Investment Management and the firm’s professional ‘portfolio management/oversight’ to prospective clients. Focus is to strategically grow the base of clients throughout the New England region to the point of hiring and managing additional representatives. Called on pre-qualified high net worth investors to evaluate, facilitate and conduct meetings and presentations throughout territory to bring in new assets to the firm using a highly professional consultative sales approach. Then continually manage relationships across all products and services focusing on building new referral relationships and retaining assets. Zacks Investment Management offers personalized investment portfolios for our clients through a separately managed account structure. Portfolio construction utilizes a variety of equity and fixed income strategies.                       2006 to 2009

Merrill Lynch, Wellesley, MA.  Financial Advisor/ Analyst                                2003 to 2006

Investment consultant and portfolio manager representing the interests of high net-worth individuals, trusts, endowments and corporate clients. Consults extensively with clients to evaluate investment goals, analyze risk/reward parameters, and determine investment asset allocations with consideration of liquidity, tax, and economic trends and conditions. Establish and execute client-specific investment strategies, holding complete accountability and discretionary authority for related transactions and allocations. Utilize consultative sales techniques to promote a full-line of investment products (e.g., equities, bonds, mutual funds, derivatives), and leverage the resources of a network of independent asset managers to augment Merrill Lynch’s services and to enhance overall portfolio performance. Efficiently, effectively and strategically built investment business to over $300 million under management.

UBS PaineWebber, Inc., Wellesley, MA Vice President                                         1994 to 2002

Distinguished as one of the less than 1% brokers among 9,000+ brokers in the US Brokerage Division, who qualified for UBS PaineWebber’s Portfolio Management Program – a distinction designating Advisors who hold complete investment discretion on behalf of their clients’ assets. Ranked in the top 5% for total assets and top 15% for revenue production out of 9,000+ financial advisors firm wide. Recognized for the ability to attract major clients, several of whom are noted by Forbes Magazine as being among ‘America’s wealthiest individuals.’

Prudential Securities, Inc., Houston, TX                                                       1991 – 1994

Vice President & Account Executive

Responsible for generating revenue from new business and developing and sustaining client relationships

§         Ranked consistently among top brokers in marketing mutual funds and tax-free bond investments

§         Designed and executed business development strategies to grow client base of individuals, corporations, trusts, money managers, and fund managers

Previous work experience includes business development, financial advisory, and portfolio management positions with Cowen & Co., Smith Barney, and Drexel Burnham Lambert. 

ADDITIONAL EXPERIENCE

Taught middle school students at Dana Hall School for girls in Wellesley, MA

Taught Investments/ Financial Markets undergraduate courses at Rice University Houston, TX

Lectured MBA students on GAAP topics at University of Houston in Houston, TX

Hosted a nationally syndicated radio show that reached 150 markets and offered financial and investment advice as a guest on television segments

EDUCATION & CREDENTIALS

MBA - Master of Business Administration, Business Management, Beta Gamma Sigma

University of Houston, Houston, TX

BBA - Bachelor of Business Administration, Finance

University of Texas, Austin, TX

   CFA - Chartered Financial Analyst

Chartered Financial Analyst Institute

RMSR - Registered Medical Sales Representative / National Association of Medical Sales Representatives

TEFL (Teaching English as a Foreign Language certification)

CertTEB (Teaching Foreign ‘Business’ English certification)