Management Sales Representative
Resume:
JIM M. BOEHM
North Olmsted, Ohio 44070
***.*****@*********.***
CAREER PROFILE
Senior financial consultant with 19 years of diversified experience in
providing financial solutions, developing and implementing investment
strategies, portfolio construction and management, performance reporting,
and managing client expectations. Strong aptitude and experience in the
area of investment risk management and trend projection using technical
analysis, with a specialized knowledge in the use of "point and figure"
methodology in protecting assets and enhancing returns.
AREAS OF EFFECTIVENESS
Financial Management Technical Analysis Portfolio Management
Risk Management Investments Sales/Consulting
Asset Management Market Analysis Customer Relations
CAREER PROGRESSION
Bright Trading
Las Vegas, NV Current
Proprietary Equity Trader
A.G. Edwards & Sons, Inc Westlake, Ohio
1988 to 2007 Senior Financial Consultant
Colonial Penn Insurance Group Berea, Ohio
1987 to 1988
Sales Representative
Gussini Shoes Middleburg Heights, Ohio
1985 to 1987
Store Manager
EDUCATION
BBA University of Toledo Toledo, Ohio
1986
Finance
PROFESSIONAL
Registered Investment Advisor, Series 7, Series 66, Life, Health, and
Variable
Current Member of Endowment Trust Advisory Board; St. Brendan Church
JIM M. BOEHM
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CAREER HIGHLIGHTS
Technical Investment Analyst
. Recognized by superiors as a successful practitioner in the methodology
of "point and figure", the oldest technical expertise in the area of
pattern recognition and supply/demand architecture for forecasting stock
prices.
. Initiated formal training to branch office for acquiring technical skills
using "Point and Figure" charting from the nationally recognized firm of
Dorsey, Wright, and Associates which led to a subsequent wider use in an
office of 25 consultants.
. Created a "rules-based" investment-timing model for implementation
through either the Rydex, Profunds, Fidelity family of funds, or sector
and global ETF's.
. Constructed and ran numerous relative strength matrices for the purpose
of objectively identifying emerging leadership amongst various individual
equities, sectors, ETF's, funds, and general asset classes for the
purpose of portfolio optimization.
. Adept at recognizing new rotational strength/robust price performance
relative to peers, for various markets, sector subsets, and individual
equities.
. Routinely charted and updated daily as many as 150 individual equity and
sector charts by hand to gain a better "feel" for the supply/demand
movement.
Risk Management
. Saved clients hundreds of thousands of dollars in market declines during
the 2000-2003 bear market through the implementation of risk-management
strategies.
. Introduced risk management concepts across a wide spectrum of clientele.
. Ability to create market neutral portfolios as a means of risk
management.
Asset Management
. Achieved absolute returns regardless of market condition via tactical buy-
sell hold advice to over 200-client portfolio's using technical based
timing rules.
. Incidental Advantage - Managed risk to mitigate loss of assets thereby
increasing client retention through preservation strategies.
. Clients acknowledge superior relative portfolio performance to that of
competing brokers using same methodology.
Business Development
. Received numerous production acknowledgments from both branch and
regional managers.
. CEO sent personal letters of distinction commemorating years of service
and efforts contributing to firms' growth.
. Acquired over 25 Ameritech lump-sum rollover clients through networking
and referral efforts that generated $15 million in new managed assets.
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