Gregory D. Goodman chfc(, CSSC(

#** ******* **** **** ( Briarcliff Manor, New York

10510

914-***-**** ( abl5m9@r.postjobfree.com

Wealth MANAGEMENT Business

Development Strategist

Financial Services Business development

Channel Distribution

SALES & Relationship Management

Seasoned and polished, dedicated serial entrepreneur, decisive business

development strategist and manager. With more than 20 years of sales

experience in the financial services industry, possess' broad technical

expertise in all aspects of Trusts, Investments, Retirement Plans, Estate

Planning, Insurance, Litigation Support services and products. Team player

with exceptional motivational and sales support skills. Organized approach

to multi-tasking with a laser focus on project objectives. Special ability

to procure and manage key-client and stakeholder relationships.

Outstanding ability to design and deliver customized solutions using a

customer-centric, consultative needs-based approach. Articulate public

speaker with deep technical knowledge of financial services and products.

Accomplished at developing strategic distribution alliances, building

relationships and identifying cross-selling opportunities.

Trust and Wealth Business Development ( Strategic Planning (

Building Sales

Team ( Relationship Management ( Distribution Channel

Development (

( Investments and Trust Planning ( C-Level Leadership ( Public

Speaker (

Entrepreneur

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Professional experience

Kartrela LLC, CEO ( New York, NY ( March 2008 to Present

Business Development Advisory Services for individual and

institutional clients

( Konexin LLC - Technology and product development for location

devices

( B.D. Production, Inc. - Capital raise for Columbian Oil

Exploration project

( Tamarix Capital, Inc. - Institutional capital raise for

start-up SBIC fund

Gregory D. Goodman ( Page 2 ( abl5m9@r.postjobfree.com

Stabil Capital Management, Inc., CEO ( Houston, Texas (1996-2008

Fee-based Registered Investment Advisor (RIA) Trust and Wealth Manager

with

offices in Houston, Austin and Corpus Christi, Texas serving

individual and

institutional clients.

As co-founding shareholder and Managing Director for the firm, my role

for 12 years

included;

( Establishing business development initiatives for individuals,

Employee Benefit

Plans, Endowments and Trusts

( Recruit, train, mentor and motivate sales team of 10-12 advisors and

support staff

( Developed standardized and "scalable" sales process cycle

( Created "high touch" client service model including referral and

retention efforts

( Leveraged relationships to create "Litigation Support" new business

referral

program that resulted in firm participation of over $300 million in

settlements and

trust assets

( Established and marketed firm investment services and Managed

Separate

Equity Accounts on two National Broker/Dealer distribution

platforms (Charles

Schwab and Fidelity)

( Although delegated to various staff members, I supervised the day-to-

day

operational activities and budgets of the firm

The firm, Stabil Capital, had a number of large institutional clients

each with over

$10 million invested.

I sold the firm to United Capital FP in 2006 and was retained until

2008 at which

time the fee-based AUM was over $350 million.

UBS PaineWebber, Corpus Christi, Texas ( 1993-1996

Vice President Investments

Primary duties were to develop investment, trust business and market

insurance

products to individual and institutional clients. Was appointed

Branch Office

Insurance Coordinator (BOIC) in a branch effort to increase production

volume in

Retirement plans, group/individual annuity and life insurance

products. Established

an intra-office partnership with two colleagues and hired additional

staff, which

included a direct marketer, to expand our collective business.

Developed unique

customized client presentation program, which was not broadly

available at the time.

I left PaineWebber with my branch partners to establish an independent

RIA in 1996.

Gregory D. Goodman ( Page 3 ( abl5m9@r.postjobfree.com

( Investment Management - Consistently in the upper 10% of branch

office

production

( Trust and Wealth - Regional Leader in annuity sales

( Business Development - High Networking activity within Civic Groups

and Centers

of Influence

( Established over 200 new client accounts in three years

( Grew AUM to approximately $200 million

( Strategist - Developed "Litigation Support" business

( Team Leadership - Specialized Annuity Products Training

( Sales Teams - Specialized Financial Planning Training

AXA/Equitable Financial, Corpus Christi, Texas ( 1987-1993

Registered Representative

Networked, prospected and aggressively sought to learn and implement

"consultative

selling" techniques to market and sell life/health insurance,

retirement plans and

investment products.

Once I was established in the business and since Axa/Equitable had

only a limited

investment products platform available to sell to clients, I moved to

UBS

PaineWebber to broaden my product offerings and learn more about the

investment

business.

( Business Development - Branch production leader for 6 consecutive

years

( Regional Developing Sales Force "DSF Agent of the Year" 3 of my 6

years at AXA

( Sales Team - Qualified for "Million Dollar Round Table"

( Sent to specialized estate planning training for Charitable

Remainder Unitrust

business.

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Education/ Professional Development

Chartered Financial Consultant (ChFC (The American College Advanced Financial Planner

Designation)

The American College, Bryn Mawr, PA.

Certified Structure Settlement Consultant (CSSC (Certified Consultant designation by NSSTA)

University of Notre Dame: Mendoza School of Business, Notre Dame,

IN.

Gregory D. Goodman ( Page 4 ( abl5m9@r.postjobfree.com

Xerox "Professional Sales School" (PSS)

Securities Licensed: Series 63, 65 66

(Formally Series 6 & 7)

Insurance License: Group Health and Life

Products

Almeda University: BS/Business Administration

Del Mar College, Corpus Christi, Texas

Formally: Licensed Registered Respiratory Therapist (RRT)

Gregory D. Goodman

#11 Country Club Lane ( Briarcliff Manor, New York 10510

914-***-**** ( abl5m9@r.postjobfree.com

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