Highly experienced, seasoned Asset Protection Manager with background in a variety of investment arenas. Worked closely with individual and institutional investors alike. Adept at multi-tasking and making intelligent decisions in a high stress environment.
Keen understanding of investment strategies
Tenacious problem solver
March 2010 to October 2012 Company Name—City, State Asset Protection Manager
Participated in comprehensive investment team with specific objective of developing asset protection strategies for institutional investors.
Increased profitability of investments overall by 12%.
Worked closely with clients in devising long term asset preservation strategies for uncertain economic times.
Conducted seminars for clients and prospective clients on asset protection strategies.
October 2012 to January 2014 Company Name—City, State Asset Protection Manager
Oversaw asset protection team at large investment house.
Provided asset protection strategic planning services to individual and institutional investors alike.
Developed written resources for investors regarding asset protection related issues.
Trained new hires at firm on the basics of asset protection strategies.
January 2014 to Present Company Name—City, State Asset Protection Manager
Served as the senior protection manager dealing with client assets.
Responsible for assisting both individual and institutional clients in developing meaningful, effective asset protection strategies.
Directly supersized seven individuals assigned to addressing asset protection issues for clients.
Taught industry seminars on asset protection at conferences and conventions.
2009 University of California, City, State MBA, Business Finance