Dr. Sherman E. Horton, Ph.D.

Ashland, Missouri **010 573-***-****

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Profile

15+ years’ success leading strategic financial operations of high-growth organizations

Dynamic and details-oriented professional with a distinguished career profile and comprehensive experience in all aspects of financial operations management within compelling corporate settings. A robust professional with in-depth corporate finance knowledge, solid understanding of capital markets, wholesale banking, and insurance products, and ability to enforce industry best practices to solve business problems, allocate resources, and achieve financial goals. Keen expertise in transforming and optimizing resources to increase productivity, manage change, and achieve quantifiable results while minimizing costs. Adept at managing fundraising efforts, relationship building and donor management, and goal definition and achievement to drive organizational success and growth. Expert presenter, negotiator, and businessperson; able to forge solid relationships with partners and build consensus across multiple organizational levels.

Highlights of Expertise

Financial Operations Management

Strategic Planning & Implementation

Budget Administration & Forecasting

Public Speaking & Relationship Building

New Business Development Initiatives

Financial Restructuring & Process Automation

Financial Analysis & Reporting

Risk Assessment & Mitigation

Team Building & Leadership

Asset / Portfolio Management

Corporate Finance Knowledge

Staff Recruitment & Development

Career Experience

Central Baptist Theological Seminary, Shawnee, Kansas

Provided innovative solutions on financial planning, student loans and payback, and retirement planning with special attention to Social Security alternatives.

PROFESSOR & FINANCIAL ADVISOR (2014 to 2017)

Counseled board on fundraising strategies and proposed life insurance scenarios with school as beneficiary as avenue to fundraising through utilizing extensive finance and insurance expertise.

Acted as a facilitator for the financial seminar of Women in Ministry program and educated the participants on budgeting and financial management.

Early Experience

The Financial Doctor, Ashland, Missouri

Successfully established the consulting business for delivering best-in-class financial solutions and built a diverse client base.

PRINCIPAL CONSULTANT

Offered insurance and estate planning advisory services. Developed and delivered tax strategies, retirement plans, prenuptial financial agreements, and college savings plans. Served as a subject matter expert for IRAs, Keogh plans, and TSAs while utilizing competitive knowledge of insurance industry to integrate insurance and financial planning process. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.

Developed high net worth clients and business relationships through cross-selling, referrals, seminars, and corporate events.

Helped clients assess their financial situation to determine the route needed to meet their financial goals and study the different aspects of a client’s financial situation to determine a suitable financial solution.

Improved client satisfaction and generated repeat business through providing retirement planning, investment advice, estate planning, and tax strategies and support for highly successful practices.

Assisted clients in obtaining insurance reimbursements initially denied by companies and applied life insurance knowledge to optimize insurance coverages as part of divorce settlements.

Additional Experience

Regional Manager Metropolitan Life Insurance Company, Columbia, Missouri

Regional Manager New York Life Insurance Company, Saint Joseph, Missouri

Education & Credentials

Ph.D., Finance

University of Missouri, Columbia, Missouri

Bachelor of Arts, Communications

Southwest Baptist University, Bolivar, Missouri

Professional Development

Chartered Financial Consultant – The American College, Bryn Mawr, Pennsylvania

Chartered Life Underwriter – The American College, Bryn Mawr, Pennsylvania

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