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Degrees
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Bachelors of Science Degree, University of Oregon, Accounting & Quantitative Methods;
American College, CLU & ChFC courses.
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My Expert Service
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Institute of Management Accountants, www.imanet.org (1984 to 2009)
Eugene/Springfield Oregon Chapter
Past Chapter President and Officer - Regional Officer - National Service
"Award Winning" leadership and team building of roughly 140 Chapter Members (1990) for this International Accounting and Financial Professional educational Organization utilizing the following skills: Ability to interact effectively with all levels of stakeholders; analyze and solve problems in educational setting; apply active listening techniques, cultural and ethnic diversity sensitivity, motivational techniques, teaching techniques; assess educational potential and need; conduct board meeting; coordinate member continuing education program; create group training plans and schedules; evaluate educational outcomes; facilitate meetings; maintain group discipline; manage human resources; organize educational events; one on one training to members; orientation to new members; program management; resolve conflicts; use multimedia technology in educational setting; use principles of group dynamics; work as a member of a team to coordinate and complete work requirements.
Real Time Corporation, Eugene, OR (Nov 1986 to Present)
President/Chief Executive Officer
I am Founder of this 22 year old organization which has engaged in multiple areas of contracting activity including Consulting, Insurance, International Business marketing services, Multimedia Production and Web Development; responsible for all areas of functional activity. My duties have included: Analysis and evaluation of economic, social and financial data; brand management; marketing strategy; evaluate advertising promotions; interact with political systems; make presentations; negotiate business contracts, employment agreements; perform compliance analysis, general or advanced financial analysis; plan and direct fiscal activity; product management; program management; resolve conflicts; strategic and tactical planning; understand, use, and communicate technical information; use interview and negotiation techniques; write project or bid proposals, sales, or informational material. Currently engaged in Computer Technician contract work for Halifax Corporation and as Tech, Hardware; Lead Tech, Chase/WaMu Software Migration Project: Traditional Hardware Install; Pre-Support; Conversion; Validation; Post-Support, for Insight Enterprises.
Ellis Financial Group, Eugene, OR (Apr 1992 to Dec 2000)
Owner
Dynamo Sales evangelist and owner of this successful five state insurance and financial services Agency with delivery to high net worth individuals and business owners; responsible for all areas of functional activity. Performed the following duties: Administered financial plans, contracts and policies; advised clients; analyzed investment opportunities or strategies; brand management; computed equity, taxes; conducted estate and tax planning, investigations and research; evaluated degree of financial risk; interpreted economic trends, contract, property and insurance laws, tax codes and regulations; performed advanced financial analysis; prepared financial reports, tax reports, tax returns; project management; product management; provided consulting services, customer service; sold financial services and, out of millions in dollars under management, I lost money for only one client, on only one contract.
Prudential Insurance, Eugene, OR (Oct 1987 to Mar 1992)
Special Agent, Associate Pension Specialist.
Parker, Eugene, OR (Oct 1986 to Sep 1987)
Cost Analyst.
Norwest Financial Systems, Eugene, OR (Jun 1984 to Sep 1986)
Credit Manager, Loan Officer, Assistant Manager.
Computer Hardware-Software & AV Skills:
Access, Adobe Photoshop, Adobe CS3 Production Premium Suite (After Effects, Flash, Premiere Pro, Sound booth), Basic COBOL, CSS, HTML, PHP, Canon Digital Photo Professional, Client Database-CRM, Excel, Front Page, Lotus 123, M-Audio and much more.
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Experience & Qualifications
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I feel my record speaks for itself. I have retired from the financial services and insurance business. I offer you un-biased, valuable information that helps you avoid potential disappointments while navigating through murky waters of shady proposals, or charlatan actors. I do know my stuff and offer a 110% customer satisfaction guarantee.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 3 reviews) |
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 by jhontexas on Jun 25 2009
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Thanks for all the help. really appreciate it.
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by jhontexas on Jun 18 2009
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Great advice will use again for more information. thanks again
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by Ken on Apr 19 2009
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Gave me good advice on an insurance question. I would contact him again for more advice.
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(Read all 3 reviews)
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Contact
ValuSpot
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