Historic Boulder City Foundation, Boulder City, NV, Founder and Chairman
-Organizing community to create a non-profit to promote and advance Boulder City’s history
-Managing public relations between HBCF and the media
-Writing presentations, articles and other information pertinent to the organizations mission
-Researching historical data in reference to preserving historic structures in the community
-Planning and organizing a national museum honoring the history of the Great Depression
-Building relationships within the community to assist with future preservation projects
-Executed proposed rehabilitation plans for Great Depression museum
-Managed survey of historic structures in Boulder City
Eagle Strategies LLC, New York, NY, Consultant
-Analyzed corporate and individual station accounts
-Reconciled financial records and statements with general ledger
-Investigated discrepancies and prepared resolution reports
-Improved operation efficiency of application system via implementation of streamlined data-management procedures
-Drafted correspondence for clients relating to their accounts
-Supported team managing over $2,868,851,530.00 in client assets
-Summarized client account report letters
-Reported to GW&K, Rothschild, Reinhart and SMH regarding account standings
-Led Training of new consultants to ensure maximum efficiency in processing and evaluating $2 million in new accounts each day
-Audited checks and accounts to ensure they follow company guidelines
-Resolved adviser questions, concerns and complaints to ensure successful utilization of resources regarding new and existing accounts
