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Yyyyyy
x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx or xxx-xxx-xxxx ~ abc@xyz.com |
Chief Financial Officer ~ Chief Investment Officer
Institutional Fixed Income Products ~ Private Equity Funds ~ Real Estate Investments
Areas of Expertise/Focus
¡ Multi-million Dollar Portfolio/Assets Management ¡ Family Office/Private Wealth Management
¡ Business/Portfolio Development ¡ Strategic Investments
¡ Operations Management ¡ Presentations, Communications, Negotiations
¡ Market Research/Analysis ¡ Client Relationship Management/Interpersonal Relations
~ Achievements ~
Ø Have successfully built and managed a portfolio of over $500M in high-net worth family assets as Senior Vice President-Investments with UBS Financial
Ø Consistently ranked President s Club Member as Top 10% Performer, 1984-current
Ø Steady, progressive career with UBS Financial demonstrating value and commitment as a key staff member
Ø Generated $100K in gross commission within first year of launching career as an Account Executive with Merrill Lynch
Ø In support of career goals, earned Series 7, 63, 65 & Life Insurance Licenses; active
Ø As Independent Real Estate Professional/Investor, have successfully redeveloped and leased poor-performing retail strip centers to attain high occupancy levels and substantially increase net income
~ Career Track ~
Senior Vice President C Investments, UBS Financial Services-Hartford, CT 1984-Present
Profitably manage $500M+ in assets, specializing in high-net worth family client base; key focus on Regional Institutional Sales, Insurance/Bank/Corporations with CMOs, Government and Municipal Bonds, Short/Long-Term Fixed Income Instruments, and Private Wealth Management
Actively target, capture and develop key markets to continually drive portfolio value growth; effectively research markets and build productive networks
Expertly analyze client needs/goals and define optimal investment solutions and financial planning strategies
Real Estate Professional, Independent-Varied Locations, CT 1986-Present
Successfully apply sharp investment and business acumen toward managing, building and re-developing commercial properties ranging from retail strip malls and businesses to multi-family dwelling units
Have spearheaded management/redevelopment of 2 community retail strip centers, including steering lease negotiations and acquiring national tenants, such as Aldis Supermarket and Gamestop, as well as regional tenants ranging from TD Bank North to a retail pharmacy and supermarket
Have recently negotiated approvals to build/develop 30K sq. ft. retail location in Canton, CT
Manage over 180 apartment units, from marketing, leasing and tenant relations to multi-year deferred maintenance programs oversight
Owned/managed 100+ apartment units in Hartford, CT; 1986-2007
Prior Experience: Account Executive, Merrill Lynch-Hartford, CT
~ Education ~
BA, Business Administration ~ University of Massachusetts-Amherst, MA
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