Experience

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  Fidelity investments

  Feb 1991 - Sept 1997

  Managed higher education and non-profit healthcare relationships in Colorado, Nebraska and Missouri; consisting of 32 clients with $300 million in assets. Responsible for increasing assets of the existing book of business by carrying out sales strategies that target regional clients on a participant level. Develop client relationships by evaluating client needs and desires, present communication strategies to satisfy those goals, lobby for buy-in from the client, implement strategy, and measure the results. Communication strategy, implemented through direct mail, group presentations that include everything from the basics to asset allocation, individual counseling, videotapes, benefit/retirement fairs and training the benefits staff. Top lead producer for 1996 Show less Conducted business as a registered Investment Advisor to clients in a discretionary money management product by developing, maintaining and enhancing relationships of 450 accounts worth over $140 million in assets.Develop client relationships by evaluating client needs, counseling client on investment strategies, communicating portfolio mix changes, conveying asset allocation investment philosophies and assessing current economic indicators and future market climates.Managed a $28 million corporate account requiring customized reporting, specialized portfolio management and high level day-to-day maintenance and contract.Top grossing Account Executive for Q1-1994, Q2-1994 and March 1995. Show less Managed accounts for small group of Fidelity’s top echelon client base with assets of $250M-$55MM. Duties included advising clients of the array of products and services available including fixed income, mutual funds, stocks and options; while increasing the client asset base and maintaining high levels of service with existing clients. As a member of the Fixed Income Strategy Group, received specialized training in New York and Boston, in an effort to double Fidelity’s presence in the fixed income market.Increased client base by 120% while maintaining existing base of 300 clients.Top grossing rep for Q2-1993; one of top 10% to reach goal of $20 million. Show less

  • Senior Retirement Counselor

    Jan 1996 - Sept 1997

  • Account Executive

    Aug 1993 - Dec 1995

  • Premium Services Representative

    Aug 1992 - Aug 1993

  • Brokerage Trading Representative

    Feb 1991 - Aug 1992
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  First national bank of omaha

  Sept 1997 - Sept 2000

  Director of insitutional sales and marketing

  Managing department-wide responsibility for the marketing and distribution of U.S. Treasury, agency, and other fixed-income securities to bank, corporate, municipal and high net worth clients. Primarily involved in developing a sales force, maintaining contact with top tier customers and the execution of strategic growth plan. Manage and train cross-selling of investment and other bank products to current clients, i.e. safekeeping, bond accounting, fed funds, trust services, computer processing services and cash management products. Develop and maintain frequent contact with traders and other investment dealers to obtain markets for customer transactions. Educate sales staff on product knowledge, effective sales techniques and client coverage plans. Develop and maintain coverage strategies for prospects and existing clients through strategic and tactical segmentation.In 2000, department fee Income was 300% above 1997’s production. Show less

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  Genereux investment management, inc.

  Jan 2001 - now

  Founder

  We are a wealth management boutique focused on two types of clients: individuals/families and foundations. Our expertise in growing wealth and fiduciary responsibility makes us perfectly suited to serve such entities. Our customized programs are designed to grow and protect your wealth. Tied to this commitment, we choose to work with a small number of clients in order to provide personalized service by going beyond expectations.