Konni Harrison

Experience

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  Throroughbred Racing Industry

  Jun 1995 - Sept 2015

  Communications Specialist | Exercise Rider | Assistant Trainer

  Working in the upper echelon of the thoroughbred racing industry for top trainers in Illinois, Kentucky, Florida, Delaware, Maryland and New York. 𝐃𝐚𝐲-𝐭𝐨 𝐃𝐚𝐲 ▪️ Exercised the horses on the race track in the mornings.𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭▪️ Optimized opportunities with high net-worth and ultra high net worth clients.▪️ Strategized and implemented the horse owner experience. 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬▪️ Acted as liaison in cultivating relationships for racing partnerships, racing syndicates, and charities.▪️ Guided professional athletes, the jockeys, in risk assessment and suitability opportunities in investments and insurance. Show less

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  Oakbrook Investment Brokers Inc

  Sept 1999 - Dec 2009

  Independent Investment Broker/Compliance Liaison/Investor Relations

  𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭▪️ Obtained FINRA securities registrations 7,63, 65 and 35. ▪️ Goal of $10MM, raised $50MM to break escrow to officially launch new fund.▪️ Created compliance processes for internal and external silos.▪️ Provided auditing of operating procedures for compliance.𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬▪️ Investor Relations. ▪️ Educated and trained individuals and corporations on how to introduce new asset class to clients.▪️ Coordinated all compliance and procedure communication with and between regulators, custodians and firms. Show less

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  KMH Unlimited

  Apr 2003 - now

  Financial Communications | Communications | Business Development

  Financial communications company guiding you in financial conversations and business development strategies and tactics for start-ups and companies struggling to reach their next level. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 | 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐀𝐝𝐯𝐢𝐬𝐞𝐦𝐞𝐧𝐭▪️ Strategize, brainstorm unique business opportunities for startups, equine industry, media companies, and charitable organizations. ▪️ Create business structure, processes and registration for clients to establish new business entities.▪️ Handle legal registrations of creating a new business.▪️ Facilitate strategic introductions for my clients to my network. ▪️ Implement strategies and business tactics for start-ups fostering partnerships.▪️ Implement processes for investor and donor relations growth.𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 | 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠▪️ External - Created external marketing messaging promoting alternative investments, charitable organizations, equine farms, senior citizen facilities, 501c3s, investment companies.- Messaging for Investor relations, donor relations, compliance, custodians and regulators.▪️ Internal- Board presentations to develop strategic partnerships.- Created pathway for clients into legacy gifting, stock gifting, donor advisory funds.- Created processes and procedures for new products and concepts for financial firms and charitable organizations.𝐒𝐩𝐞𝐚𝐤𝐢𝐧𝐠 | 𝐏𝐚𝐧𝐞𝐥𝐢𝐬𝐭 | 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧▪️ Education, compliance and training via speaking engagements, corporate programs.▪️ Macro Economy Panelist at Strategic Investment Insights Conference.▪️ Several focused interviews to educate and interpret financial language. ▪️ Created online course: Anxiety to Action; Show less

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  Euro Pacific Capital

  Jan 2006 - Jan 2011

  Investment Consultant/Account Manager

  Investment consultant for global investment firm. Clients were provided opportunities in foreign equities, currencies, private placements and physical gold and silver investments. Being an independent consultant I was responsible for, in conjunction with the home office, due diligence, correspondence, compliance and administrative details.𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭▪️ Managed over $100MM in assets.▪️ Introduced new clients to Euro Pacific opportunities. ▪️ Researched and provided risk analysis of global opportunities and natural resource investments. 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬▪️ Provided education and consulting to investors.▪️ Investor relations liaison.▪️ Provided insight and communication narrative for clients to other investment consultants. Show less