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Management or Finance or Operations or Projects

Management, Finance, Operations, Projects with 13 years experience looking for a Middle Management position.

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37 views3 pages

Management or Finance or Operations or Projects

Management, Finance, Operations, Projects with 13 years experience looking for a Middle Management position.

Uploaded by

api-78749765
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Rhett McMurry

5409 Sandy Point Lane rme17a1e@westpost.net Cell: 703-


401-7693
Clifton, Virginia 20124 Home: 703-543-2491
Operations * Management * Fina
nce
AREAS OF EXPERTISE
*Business Operations/Budgeting * Market Trending & Analysis *Marketing/Adve
rtising
*Employee Management * Risk Assessment * Research/Analysis
*Project Management * Budget Development/MGMT * Strategic Planning
*Scheduling * Human Resources * Client Relations

PROFESSIONAL EXPERIENCE
Self-employed - Clifton, Virginia
Stockbroker/Daytrader (03/2009 - Present)
Currently involved in trading strategies including equities, fixed income and op
tions.
Merrill Lynch Global Wealth Management - Fort Walton Beach, Florida
The world's premier provider of proprietary and third-party wealth management pr
oducts and services to individuals, small and mid-sized businesses, corporations
, and institutions on a global basis through a broad network of broker, dealer,
banking, and other financial services subsidiaries.
Financial Advisor (02/2008 - 03/2009)
* Business Complex ranked #1 in client satisfaction nation-wide for four consecu
tive years; only complex to achieve this level of client satisfaction.
* Became the best practices model used throughout the firm for client service.
*Build and maintain client bases, keeping current client plans up-to-date and re
cruiting new clients on an ongoing basis.
*Interview clients to determine their current income, expenses, insurance covera
ge, tax status, financial objectives, risk tolerance, and other information need
ed to develop a financial plan.
*Monitor financial market trends to ensure that plans are effective and to ident
ify any necessary updates.
*Prepare and interpret for clients information such as investment performance re
ports, financial document summaries, and income projections.
*Recommend strategies clients can use to achieve their financial goals and objec
tives, including specific recommendations in such areas as cash management, insu
rance coverage, and investment planning. *Research and investigate available inv
estment opportunities to determine whether they fit into financial plans.
*Analyze financial information obtained from clients to determine strategies for
meeting clients' financial objectives.
*Inform clients about the purpose and details of financial plans and strategies.
*Review clients' accounts and plans regularly to determine whether life changes,
economic changes, or financial performance indicate a need for plan reassessmen
t.
Wachovia Securities (AG Edwards & Sons Legacy) - Fort Walton Beach, Florida
Full-service brokerage, banking and advising firm that acquired AG Edwards & Son
s in 2007
Financial Consultant (2005 - 2008)
* Same core duties as reflected above.
* Built a book of business to over 200 clients in three years.
* Completed the AG Edwards University program to become a fully licensed Financi
al Consultant to transact business globally.
* Executed all continuing education requirements on a timely basis and in an eff
icient manner.
* Mentored incoming consultants as they graduate from the training program.
Creative Energy of Atlanta - Atlanta, Georgia
Home remodeling company specializing in top rated services for home exteriors.
Developed business based on quality products, excellent staff and expert qualifi
ed installers. Built business to become a recognizable name for high quality h
ome improvements in the Atlanta market.
Director of Operations / Project Manager(1998 - 2004)
* Directed daily operations of marketing and contracting firm with $4.5 million/
year gross sales.
* Developed client base of over 3800 clients over a four year time span.
* Managed multiple projects of different scopes on an ongoing basis.
* Executed a client first philosophy to facilitate referral business as a primar
y source of business.
* Negotiation of bank, client and advertising contracts.
* Organized & facilitated international trade shows and special events.
* Managed all supplier accounts including orders and deliveries.
* Comprehensive background in human resources including recruiting, hiring, trai
ning, evaluating and dismissal.
* Directed 15-20 labor crews and staff consisting of 100 employees from subcontr
actor to administrative.
* Played a key role in creating advertising partnerships including our commercia
l with Turner Broadcasting.
* Executed budget management responsibilities including accounts payable/receiva
bles.
* Sought and built out new facility and managed property.

EDUCATION
George Mason University - Fairfax, Virginia
School of Management
BS in Marketing 1998
* Course Highlights
* Economics * Business Law * Business Statistics *
Advance Micro/Macroeconomics
* Accounting * Advertising * Marketing * International Bu
siness
* Planning * Finance * Management
* Business Development
INTERNSHIP
Goodrich Aerospace & Defense - Seattle, Washington
Marketing & Business Development Intern (1996)
*Wrote proposals for the overhaul and maintenance of commercial based aircraft
*Provided support for the Marketing and Business Development department
*Maintained and developed client relationships

LICENSURE
*Series 7 - General Securities Registered Representative - 2005
*Series 66 - Registered Agent & Investment Adviser - 2005
*Florida Life, Health & Variable Annuity License- 2005
*Accredited Asset Management Specialist - 2005

ACTIVITIES
*American Red Cross Hurricane Center *Habitat for Humanity
*Chamber of Commerce *Freemason
My Website: www.chandlerhill.com/view/view_flash.php?id=ramcmurry

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