Performance-focused Financial Strategist eager to contribute practical experience and background toward actively supporting a dynamic organization in maximizing results, specifically with tactical methodologies aimed at growing long-term wealth for individuals and families.  

 

 

Ø  Strong financial background within the wealth management sector with in-depth knowledge of various asset management methodologies, including; estate planning, taxation advice, investment management and legal advice.    

Ø  Comprehensive understanding of financial models and systems arena due to advanced education and training regarding management, business practices, and asset allocation.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and production.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, leading teams and peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard and responsible financial planning protocols for client base.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and hardware systems.   

 

 

Ø  Built company revenues from zero to $250K within three years of start-up through strategic operational methodologies.  (SWA)

Ø  Increased revenues by 20% through recessionary period in 2008.  (SWA)

Ø  Reduced manufacturing costs by $15mm per year through development and execution of revolutionary package and process changes.  Increased net value of company to $350mm (three times former value) through implementation of these changes. (Mead Johnson)

Ø  Frequently published in Indianapolis Star newspaper in Ask the Financial Expert segment.

Ø  Elected to be Million Dollar Roundtable member for three consecutive years. 

Ø  Received national recognition for production growth, consistently within top 10% of all advisors. (Clippinger)

 

                                             

 

 

Managing Partner & Lead Wealth Manager, Strouse Financial Group                               2008-Present

 

  Primary responsibility include acting as managing partner of newly created wealth advisory firm, specializing in comprehensive financial planning and asset management strategies.  Specifically;

  Developed key strategic partnership agreements with several key accounts with the purpose of forming collaborative and lucrative relationships. 

 

Wealth Manager & Financial Planning Manager, Clippinger Financial Group                        2002-2005

 

  Primary responsibility included acting as lead financial planner for regional office of large insurance agency.  Additional responsibilities included;

  Creation of comprehensive financial planning models for company which included asset allocation, cash flow, insurance, trusts, and distribution models; 

  Development of state-wide financial planning support and implementation of eMoneyAdvisor as part of a national beta-test roll out.

 

Financial Manager, Mead Johnson Nutritionals                                                                          1998-2002

 

  Primary responsibility included full P&L oversight for all general and administrative activities for company, including the development of the operating budget for each department.  Additionally; 

  Acted as Financial Liaison to each functional vice-president including Finance, R&D, Information Management, Human Resources, External Development, and Divisional President;

  Acted as Team Manager for cross-functional task force that designed, developed, and introduced revolutionary package concept. 

 

Credit &Operations Manager, Kimball International                                                                  1997-1998

 

  Primary responsibility included the establishment of credit lines for dealership network through financial analysis and modeling techniques of relevant annual reports.  Specific responsibilities included;

  Acting as System Administrator of credit scoring program;

  Developed and implemented specialized scoring models thus allowing more accurate assessments of customer and portfolio risks;

  Acting as Financial Consultant to dealer network, specifically assisting new dealerships on developing their operational policies through fiscal management, cost controls, and alternative financing means;

  Assisting in the design, development, and implementation of more advanced credit module for the SAP R/3 software package. 

 

Controller & Sales Operational Management, Strouse & Brothers                                       1985-1997

 

  Primary responsibility included financial statement preparation, bank statement reconciliation, creation of operational budgets, preparing and filing all corporate and payroll taxes, outlining the corporate property and health insurance policies, and negotiating the debt structure and its terms.  In addition;

  Initiated long-term financial goal planning to assist management by outlining future capital requirements necessary for the desired changes and its effects on profitability, debt, and inventory.

 

 

 

 

n MBA, University of Southern Indiana

n B.S. C Finance, Indiana University

n Licenses C Series 7, 24, 66

n Insurance Licenses C Life, Health, Disability, Long Term Care, Indiana Partnership Insurance

n Ed Slott Elite IRA Advisor

n Board Member & Treasurer C Evansville Museum Contemporaries

n Member C Rotary Club of Evansville

n Member C Green River Kiwanis

n Founding Member C Eastland Kiwanis

n Founding Member C Evansville Business Group

n Board Member C Evansville Chapter of Indiana University Alumni Association

 

 

 

Adam Strouse

 xxx-xxx-xxxx / abc@xyz.com

 

 

 

DATE

NAME HERE OF RECIPIENT

NAME HERE OF COMPANY

 

Dear RECIPEINT NAME:

Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer several years within the wealth management field as an asset allocation expert in various settings.  I have also worked as a technical expert and consultant in numerous forms, so I understand this subject matter from many different levels.

 I am accustomed and skilled at managing complex situations in wealth planning and possess the ability to offer unique and comprehensive advice aimed at maximizing investments for both individuals and families.  I have a strong drive to work beyond the usual wealth management methods to take all ethical and practical measures to meet my client s needs.

            I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from utilizing my skill set to benefit the organization and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.

Sincerely,

Adam Strouse