 | Developed a national network of Institutional Consultants |
| | Tripled assets under management for one firm in four years |
| | Part of a team that increased assets of a firm from $100 million to over $1.5 billion |
| | Managed institutional and individual portfolios (with no termination during tenure) |
| | Trained portfolio managers to make closing presentations |
| | Developed superior marketing materials addressing investor and consultants concerns |
| | Motivated regional division of brokerage firm to record mutual fund sales and 20% annual sales growth |
| | Held numerous seminars on professional management |
| | Addressed numerous industry groups including the Investment Management Consultants Association and Public Funds Symposiums |
| | Developed concepts for Portfolio Management Software Systems and supervised the production of the programs |
| | Conducted sales seminars for security salesmen on prospecting, presentation skills, and closing techniques
|
| | Association of Investment Management & Research (AIMR) |
| | Investment Management Consultants Association (IMCA)
|
| | Richmond Society of Financial Analysts |
| | Who's Who in Finance & Industry |
| | Third Party Marketers Association, currently serving as President |
| | National Association for Business Economics |
| | Kiwanis Club of Richmond, Virginia |
