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Work Background
Innovative Cost ConsultantsPresident
Oct. 2023United States
Innovative Cost ConsultantsVice President
Jan. 2021 - Oct. 2023Dallas, TX
Innovative Cost ConsultantsChief Marketing Officer
Jan. 2011 - Jan. 2021United StatesInnovative Cost Consultants empowers enterprise organizations to cut costs, enhance efficiency, and provide even greater support for their most valuable asset—their employees. We partner with forward-thinking leaders who are ready to shape the future, not shy away from it. Our customized solutions are designed to align with your goals, ensuring meaningful impact and lasting success.
Cornerstone Wealth Management, USAVP, Business Development
Jan. 2001 - Jan. 2011United StatesInvestment Coach and Wealth Coach Drafted and managed multifaceted financial presentations to make clients aware of their financial options and help them assess the relative merits of different plans. Built and instituted marketing campaigns and business development strategies to expose financial planning services to previously underserved markets with unmet financial planning and investment. Designed asset protection, allocation, wealth management, and investment management programs, policies and product packages, including fees and pricing structures. Wrote and implemented several business plans, M&A deals, investment pitches, consulting/business proposals. Highly skilled in verbal and automated presentations with the ability to successfully address and engage a wide variety of audiences from physicians to corporate executives while promoting company goals and objectives.
Represented company as speaker at high-profile industry seminars, marketing events, investment presentations, and company meetings. Raised venture capital and delivered fundamental consulting for: Champion Investment Properties, connectWE, Champion Charities, EEG Worldwide, MKP Marketing, Malixx Medical, Epiphany Capital, and Golden Corral Restaurants. Executive Compensation Specialist
Produced, published and distributed primer on employee stock options and other executive compensation vehicles for corporate management and business owners. Drafted and presented sales presentations with complex financial information to clients to make them aware of their financial options and help them assess the relative merits of different plans. Built and instituted marketing campaigns and business development strategies to expose financial planning services to previously underserved markets with unmet financial planning and investment. Designed asset protection, allocation, wealth management, and investment management programs, policies and product packages, including fees and pricing structures.
Morgan StanleyFinancial Executive
Jan. 1999 - Jan. 2001New York, New York, United StatesDesigned, implemented, and monitored plans to help clients pursue and realize their long-term financial, investment, retirement, and entrepreneurial goals. Reviewed corporate accounts and entrepreneurial plans on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations, and client needs and expectations.
Merrill LynchFinancial Consultant
Jan. 1997 - Jan. 1999United StatesDesigned, implemented, and monitored plans to help clients pursue and realize their long-term financial, investment, retirement, and entrepreneurial goals. Reviewed corporate accounts and entrepreneurial plans on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations, and client needs and expectations.
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