Online
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Away
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Degrees
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Bachelors of Science Degree, University of Oregon, Accounting & Quantitative Methods
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My Expert Service
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I mostly track macro-economic and trend indicators to get a feel about when, where and how things are going. I’m very good with mutual funds, variable contracts and all sorts of retirement accounts, asset allocation, dollar cost averaging and the like. I’ve managed millions in many various investments and am suited to give conservative or speculative opinions on what you have in mind.
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Experience & Qualifications
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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; Out of millions of 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
Institute of Management Accountants, (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.
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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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Home » Business & Finance » Investment
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