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Manager Microsoft Office

Jacksonville, Florida, United States
November 14, 2017

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D. Scott Goodrick

**** ********** ****, **** #***


Jacksonville, FL 32216

Mobile: 1-904-***-****

Skype: scottgoodrick1


Entrepreneurial Spirit and Vision

Proven in Business Development

Experienced Public Speaking & Presentations

High Net Worth/institutional Client Management

Skilled in Economic Monitoring and Forecasting

Authority in Tactical Asset Allocation

Managing, Mentoring and Challenging Staff

Strong Intellectual Curiosity

Relationship Building

Delivers Exceptional Results

A Passion for Delivering First Class Work

Team Player



Various Companies 2005-2017

Lead or participated in several consulting projects;

Merger and acquisitions project for South Florida firm;

Consulted with startup hedge fund on possible investments;

Monetizing new technology for angel capital firm, concentrating on emerging clean energy;

Manage $500 million in discretionary and non-discretionary Trust accounts;

Initiate and completed a report on fees charged by National and Nevada Trust Companies;

Lead on detailed marketing plan focusing on Washington State High Net Worth residents;

Rewrite entire Trust Company Policy Manual;

Speaker at several seminars on trusts addressing wealth transfer to heirs;

Participate in weekly Investment Committee and Portfolio Manager meetings.

Create the Investment Services department from concept to opening accounts in under six months;

Responsible for Investment and Trust compliance, regulatory, budget, marketing and human resources demands;

High closure rate on new brokerage and trust business by focusing on client needs;

Instituted referral system with bank employees to financially reward warm leads;

Active in the community by volunteering and supporting many charitable organizations;

Work with investment committee members to design, monitor and tactically adjust all investment models and investments used in accounts;

Research all Investments in portfolios: individual fixed income and equities, mutual funds, exchange traded funds, structured notes, REITS, managed futures;

Rebalance accounts utilizing Trust Documents, Investment Policy Statement guidelines and asset allocation matrix;

Ensure regular communications with Relationship Managers on performance and investments.

Restart quarterly conference calls to keep financial advisors and clients informed on investment/model changes, firm economic forecast and address individual concerns;

Initiated project to automate portfolio trading

Commenced Bond Desk to trade individual bonds. This lowered the firms total trading;

Author, “Making Dollar$ and Sense on Wall Street”;

D. Scott Goodrick 1-904-***-****

American Asset Management, LLC, Fort Lauderdale, Florida 2002-2005

Owner and President

Establish an Registered Investment Advisory firm;

Complete all corporate, compliance, legal and SEC documentation;

Develop and implement proprietary tactical asset allocation models designed to adjust to broader economic changes, investor risk tolerance and age factors;

Evaluate and select all investment, business and office software;

Track, trade, reconcile and report on all investment accounts using Advent Axys and proprietary software specific written for custom reporting presentations;

Prepare quarterly performance presentations, account reviews and ad-hoc reports;

Accomplish all back office functions.

Strategic Asset Management Group, Fort Lauderdale, Florida. 1995-2002

Vice President / Investment Analyst / Portfolio Manager

Oversee $375 million in assets while providing ongoing investment advisory services;

Design asset allocation models, perform asset allocation reviews of new and existing portfolios, make recommendations to clients for rebalancing as needed;

Research/monitor current and prospective investments and trade equities, fixed income, mutual funds, limited partnerships and insurance products;

Hire, manage and mentor administrative and client service staff of five.


Branch Manager, Aable Rents Co. Advanced from truck driver to Warehouse Manager to Branch Manager supervising over thirty employees.

Safety Division, City of Hollywood, Florida. Awarded “Employee of the Quarter” for developing and implementing a cost saving payroll computer application.

White Water River Guide, Southeast United States and Central America.

United State Marine Corps. Aircraft systems inspector. Honorable discharge.

Champion Race Car Driver


BBA, Finance, Florida International University, Miami, Florida, 1994

AA, Business, Broward Community College, Hollywood, Florida, 1992

AA, Computer Programming, ICM School of Business, Cleveland, Ohio, 1985


Mainframe Programming in Several Computer Languages, Expert Microsoft Office Suite, Project Management Software, SAP, Charlotte Front Office, AXYS/ADVENT, Centerpiece, Morningstar Advisor Workstation, Morningstar Pro, Allocation Master, Protracker, ACT!, Quick Books, Sage 2000Firewalls, Lotus Notes, Web Site Design/Management, NCS and Adobe.

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