JOSEPH A. JACKSON

727-***-**** **** Durrance Street New Port Richey, FL 34655 aceyos@r.postjobfree.com

FINANCIAL SERVICES OPERATIONS PROFESSIONAL

Highly successful Financial Services Operations Professional with over 15 years experience in providing

financial management services to a diverse client base. Demonstrated successes in building new business

ventures, turning around underperforming business by trusting relationships, mitigating risk and focusing on

customer needs. Excellent communications skills, adept in public speaking and producing successful marketing

seminars.

Additional Strengths and Competencies

Relationship Sales ● Business Development ● Client Relationship Management ● Increasing Assets

Turn-arounds ● Asset Management ● Improving Business Results ● Seminar Speaking ● Marketing

Business Analysis ● Risk Mitigation ● Asset Management

SELECTED ACHIEVEMENTS

• Created a marketing plan that doubled office revenues. The organization was responsible for increased

office revenues from $175,000 to $425,000 in a five-year period. Attained the goal of bringing this office in

the top twenty percent in a five-year period.

• Increased assets under management from $15M to $50M in a five-year period . Completed this growth in

the worst bear- market in 30 years. Through leadership, the office was able to advance to the top quartile.

• Produced informational seminar that resulted in increased business . Created a public speaking seminar

program to attract prospects.

• Assumed responsibility of a failing brokerage office and made it profitable for the company. Increased

revenues from $150,000 to $425,000 in less than a five-year period, with annual sales averaging $365,000

seven out of the nine years. Increased asset under management from $15M to $65M in the same period.

CAREER HISTORY

General Manager

Liberty Tax Franchise 11/2013 to present

• Managed all facets of a new franchise startup.

• Achieved top 10 percentile of new franchises opened nation wide

• Certified tax preparer with Liberty Tax

Director of Investor Relations-Founding Team Member (ongoing consultant role)

Redstone Technologies, LLC, Tampa, FL

08/2008 to present

• Acquired investors for telecommunications technology start-up.

• Communicated with investors on the status of the Company and their investments.

• Developed strategy for first round and subsequent funding round

• Website of Redstone Technologies, LLC - redstone.us.com

JOSEPH A. JACKSON

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Independent Consultant - Regional Vice President - External Wholesaler

Fortran International Leasing Company 06/2010 to 2013

• Secured commercial leasing agreements -- medical, transportation, office equipment.

BFS Financial Inc. Tampa, FL

• Introduced and closed a line of credit of $5.5 million for a small to mid-sized beverage distributor to expand

with large retail stores.

• Assisted with capital raises for investors, businesses, etc.

Vice President of Finance

Savtira 12/2011 to 03/2012

• Hired to secure financing for this struggling Cloud SaaS startup.

• Managed the team responsible for securing private investors of over $1M.

• Secured lease line of credit of $2.5 million for equipment purchases.

• Oversight of the Accounts Payable team.

Associate Vice President of Investments

H & R Block Financial Advisors, New Port Richey, FL 11/2007 to 08/2008

• Developed relationships with tax clients in order to help direct their investment goals,

• Communicated and marketed investment information to the H & R Block tax preparation offices

in order to begin contact with future clients.

President

03/2006 to

Jackson Financial Strategies, LLC, Fairfield, IL and Richmond, VA

11/2007

• Partnered with third largest brokerage firm in United States to start an independent wealth services

company.

• Developed a start-up business from no assets and $0 revenues to $30M under management with 12-

month revenues at $300,000.

• Marketed Wachovia Securities to show clients benefits of doing business with the newly created

firm.

Investment Representative

Edward Jones Investments, Fairfield, IL and St. Louis, MO 11/1997 to 03/2006

• Acquired an office producing less than $165,000 in revenue and increased revenues to over

$300,000 during the first 12 months.

• Retained annual revenues of $350,000 with highest 12-month revenue topping at $420,000 for

more than seven years.

• Increased assets from under $18M to over $60M.

Assistant Cashier-Bank Manager

Farina State Bank, Farina, IL 09/1996 to 11/1997

• Supervised all facets of bank staff consisting of 12 employees,

• Involved with all aspects of bank leadership committees.

EDUCATION/PROFESSIONAL DEVELOPMENT

Bachelor of Science in Business, Finance, Eastern Illinois University – Charleston, IL

Associate in Science, Business Administration Lake Land College - Mattoon, IL

LICENSURE & CERTIFICATION

Former - Series 7, 10, 24, 63, 65, Life and Health Insurance

JOSEPH A. JACKSON

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