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Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special talent for analyzing financial information, assessing financial needs, an...Ideal Companies: Financial Services, insurance industry, compliance in financial services
Tags: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits
Motivated and experienced professional with cross-functional knowledge and understanding of management, operations, negotiation, and contract interpretation. Possess strong core understanding and working knowledge of business law, contract theory and compliance. Consistently meet and exceed operational goals. Utilize teamwork, strong oral and written communication along with an array of interpersonal skills to solve challenges as presented.Tags: negotiation , Employment law , contract review and drafting, compliance , regulatory , government , Real Property , OSHA
SUMMARY Judge. Administrative Law Judge (ALJ) in Florida for 22 years. Responsible for 3,065 cases. Conducted 1,673 formal hearings. Wrote 716 decisions and 806 interlocutory orders. Tax. LLM, Tax, Georgetown University Law Center (GULC). Federal tax practice, Denver, Co. U.S. Tax Court. State tax cases as an ALJ. Bureau Chief, Technical Assistance, Fla. Dept. of Rev. Real Estate. Park Place in Breckenridge, Co., 72 slope-side condos. In-house counsel and broker. Designed critical path and fe...Tags: Compensation, CT, Legal, Litigation, Management, Publications, Real Estate, Research, Federal and state tax, legislative committees
|Customer Accounts, Project Manager, Project Scheduling, Scheduling, Project Management, Banking Industry, Strategic Initiatives, Customer Service, Satellite|
Associate VP - Budgets and FinanceIdeal Companies: Institutions of Higher Education
Tags: Charlotte, Modeling, Strategy, Financial Analysis, Process Reengineering, EMBA / CPA
My objective is to find a challenging position utilizing my education and work experience. My passion is developing and training sales leaders and empowering teams to be successful.