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Management Executive

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  Offering 9 years experience as Senior Financial Executive and Operations Manager, with consistent results in achieving fiscal and organizational objectives.

  Talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. Strong leader who excels in training and directing top-performing teams.

  Effectively establish and manage key relationships with decision makers and strategic partners.

  Define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

  Exceptional ability to research and evaluate industry trends and use findings toward designing and executing innovative strategies to boost client and company leveraging.

  Dynamic communication, presentation, relationship building and problem-solving abilities.

  Highly versatile; quickly master new roles, responsibilities, technologies, and environments.

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Project Management Startup Operations/Development Team Leadership Profit and Loss

Financial Analysis Strategic Planning Risk Management Regulatory Compliance

Negotiations Research and Planning Resource Allocation/Administration

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Archizo Capital Management, LLC, Austin, TX                                                          2007-Present

Owner/Operator

  Demonstrating sharp business acumen, have successfully launched, developed and managed a private investment company, specializing in developing senior housing facilities on behalf of investors, with broad-scope responsibility for all areas of operations.

  Build and develop firm from under $1MM to $11MM under management, with consistent performance results for investors.

  Spearhead all aspects of daily operations, from portfolio management to website creation, illustrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

  Cost-effectively allocate, administer and control budgets, finances and accounting.

  Build top-performing personnel vital to supporting enterprise-wide operations by strategically recruiting and effectively interviewing, screening and testing candidates.

  Proficiently develop all risk models and proformas for properties and investments.

  Apply advanced communication and interpersonal relation skills toward managing investor relations and handling monthly reporting.

 

 

 

 

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Aaron Lemmon                                                                                                     Page 2 of 2

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Career Background continued

 

 

 

Austin Capital Management, LLC, Austin, TX                                                            2003-2007

Senior Risk Analyst

  Relied upon to lend financial expertise toward managing all of the portfolios, totaling just over $1 billion.

  Exhibited critical thinking talents in developing qualitative and quantitative scoring models for the hedge managers and implemented off-the-shelf software while collaborating with developers in-house to customize the program for company needs.

  Proactively traveled to meet the managers and complete due diligence on hedge funds, as well as their policies and procedures.

  Strategically designed, developed and utilized a model for each of the portfolios aggregating long and short exposures to underlying securities, including exposure based on optionality and other derivatives that the hedge funds were holding.

  Further illustrating strategic planning abilities, developed different methods to effectively determine whether a manager was actually outperforming their asset class or if the return could easily be duplicated using cheaper, more liquid securities, such as ETFs or index futures.

Morgan Stanley, Houston, TX                                                                                    2000-2003

Portfolio Analyst, Private Wealth Management Group

  Applied industry expertise and solid communication skills toward serving as primary liaison and monitoring the client portfolios for the wealth managers.

  Kept portfolios balanced throughout daily market changes and supported client decisions by building models for use by office teams.

  Played a key role in building the reporting tool for the trade confirmations and online login for the clients to view their statements, integral to streamlining workflow and optimizing efficiency.

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Bachelor of Business Administration in Finance - Texas A&M University, College Station, TX

International Marketing Program Semester Abroad in Europe