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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000       xxx-xxx-xxxx or  xxx-xxx-xxxx        ~


Chief Financial Officer ~ Chief Investment Officer



Institutional Fixed Income Products ~ Private Equity Funds ~ Real Estate Investments



Areas of Expertise/Focus

¡ Multi-million Dollar Portfolio/Assets Management ¡  Family Office/Private Wealth Management

¡ Business/Portfolio Development                                                ¡  Strategic Investments

¡ Operations Management                                                             ¡  Presentations, Communications, Negotiations

¡  Market Research/Analysis                                                            ¡  Client Relationship Management/Interpersonal Relations



~ Achievements ~


Ø  Have successfully built and managed a portfolio of over $500M in high-net worth family assets as Senior Vice President-Investments with UBS Financial

Ø  Consistently ranked President s Club Member as Top 10% Performer, 1984-current

Ø  Steady, progressive career with UBS Financial demonstrating value and commitment as a key staff member

Ø  Generated $100K in gross commission within first year of launching career as an Account Executive with Merrill Lynch

Ø  In support of career goals, earned Series 7, 63, 65 & Life Insurance Licenses; active

Ø  As Independent Real Estate Professional/Investor, have successfully redeveloped and leased poor-performing retail strip centers to attain high occupancy levels and substantially increase net income


~ Career Track ~


Senior Vice President C Investments, UBS Financial Services-Hartford, CT                                           1984-Present

  Profitably manage $500M+ in assets, specializing in high-net worth family client base; key focus on Regional Institutional Sales, Insurance/Bank/Corporations with CMOs, Government and Municipal Bonds, Short/Long-Term Fixed Income Instruments, and Private Wealth Management

  Actively target, capture and develop key markets to continually drive portfolio value growth; effectively research markets and build productive networks

  Expertly analyze client needs/goals and define optimal investment solutions and financial planning strategies


Real Estate Professional, Independent-Varied Locations, CT                                                              1986-Present

  Successfully apply sharp investment and business acumen toward managing, building and re-developing commercial properties ranging from retail strip malls and businesses to multi-family dwelling units

  Have spearheaded management/redevelopment of 2 community retail strip centers, including steering lease negotiations and acquiring national tenants, such as Aldis Supermarket and Gamestop, as well as regional tenants ranging from TD Bank North to a retail pharmacy and supermarket

  Have recently negotiated approvals to build/develop 30K sq. ft. retail location in Canton, CT

  Manage over 180 apartment units, from marketing, leasing and tenant relations to multi-year deferred maintenance programs oversight

  Owned/managed 100+ apartment units in Hartford, CT; 1986-2007


Prior Experience: Account Executive, Merrill Lynch-Hartford, CT


~ Education ~


BA, Business Administration ~ University of Massachusetts-Amherst, MA

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