(423)499-9351, flfc7b02@westpost.net PORTFOLIO MANAGER Investment Advisor, Client Services, Relationship Manager Highly accomplished and results-driven executive with over 17 years of successfu l business development, competitive market share expansion, and business leaders hip experience. Sound interpersonal and time management skills that enhance suc cessful account management leading to improving fee revenues. Energetic and goa l-oriented with a genuine passion for investment strategy and a well-rounded bac kground in supporting a progressive organization in optimizing performance and g rowth. Areas of Expertise Investment Strategies Client/Investor Relations Market Growth & Expansion Portfolio Management Relationship Building Equities and Fixed Income Research Asset Management Cross-selling Performance Analysis New Business Development Career Highlights * Highly skilled in creating sound investment solutions, developing high-levels of market growth, and facilitating effective investment management strategies to increase portfolio value with an 80% success rate over the last 5 years. * Proven ability to effectively handle multi-task levels of management responsib ility with minimal direction from superiors while providing market, economic, an d strategic changes to trust board of directors and senior executive management. * Leverage solid communication, interpersonal, time management, analytical, orga nization and leadership skills to effectively manage assets generating over $500 K in revenues. * Go-getter attitude with an ability to easily grasp new ideas, concepts, method s and investment techniques increasing customer retention and increasing new bus iness opportunities; assets have grown over $50 million since 2008. . Professional Profile FSGBank, N.A.-Chattanooga, TN 2004-to-Present Vice President, Trust Portfolio Manager Formed investment area for Wealth Management Division of First Security Group (h olding company of FSGBank, N.A.; $1 billion in assets). Developed individual co re equity portfolio, mutual fund, taxable fixed income and tax-free strategies f or the department. Manage over $100 million using customized and model portfoli os for high-net worth individuals and institutions. Recent Accomplishments * Researched and approved new trust system conversion that reduced costs by over 30% per year. * Assisted with fee project that increased revenues by 0.10% or $75K per year. * Enhanced communications with clients by developing quarterly newsletter, expa nded marketing materials, and added market updates improving client retention du ring worst recession in decades. * Provided key support in sales and growth of 20% per year over last 5 years sin ce department was formed. * Received top audit rating by the Office of the Comptroller of the Currency for past three consecutive years. AmSouth Bancorp-Chattanooga, TN 2000-2004 Regional Trust Portfolio Manager Effectively managed $250+ million in assets among portfolios for high-net worth individuals, large institutions and personal trust accounts. Worked closely wit h trust administrators, private client advisors and financial consultants to mai ntain existing relationships and develop new business opportunities leading to s ubstantial new business opportunities, which attributed to #1 regional trust dep artment in the Company for 2002. First American National Bank-Nashville, TN 1992-2000 Trust Investment Officer (1997-2000) Portfolio Assistant (1995-1997) Trust Operations Technician (1992-1994) Education/Training Community Involvement Tennessee Technological University Chattanooga Civitan Club, Board of Directors Bachelor of Business Administration in Finance (1992) YMCA East Brainerd, Board of Managers Accredited Fiduciary Investment Manager 2002-Completed extensive course on team based selling