Private Asset Management, vanOutryve Securities Corp.
10/97 - present

- Maintain private family office centralizing the management of all assets for an affluent family.
- Provide investment guidance through various trust instruments working closely with attorney's and accountants.
- Work directly with family members to meet their personal financial goals.
- Maintain all insurance policy's, health insurance and bill paying for all six family members.
- Hire & track performance of all equity managers.
- Personally manage all fixed income holdings in the municipal bond & government security markets.

Financial Consultant, Merrill Lynch, New York, NY
9/94 - 97

- Provided advanced financial services to over 200 clients with more than $45 million dollars in assets.
- Developed and implemented sophisticated financial strategies for individuals and corporations.
- Managed cash flow and short term liquid investments for small and medium sized corporations.
- Provided comprehensive individual and corporate financial planning services for over 100 clients.
- Successfully implemented firm strategy by marketing financial services based financial planning rather than the transactional business to the firm's target market of affluent investors.
- Conducted many highly successful seminars dedicated to increasing financial awareness.

Account Executive, Lehman Brothers, New York, NY
6/92 - 9/94

- Managed investments for high net worth individuals and closely held companies providing diverse mix of investment vehicles, including cash management, common and preferred stock, mortgage backed securities, corporate and municipal bonds.
- Supported small business owners in maximizing investment returns, utilizing qualified retirement plans (401K, IRA, Keogh, SEP, Trust, DVP, etc.)
- Worked closely with trading desk to execute large blocks of stock.
- Fostered professional and individual referral network.
- Interfaced with individual and corporate decision makers in successfully selling investment opportunities.
- Aggressively prospected new accounts.
- Utilized in-house research as well as conduct independent technical and fundamental research on listed corporations.
- Trained cold callers and new associate brokers.

Century 21 Real Estate, Hartford, CT
1989-1991

- Coordinated contracts with buyers, sellers and attorneys.
- Telemarketing firm services.
- Provided computer support.