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Financial Executive

Location:
Lakewood, CO
Posted:
April 08, 2014

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Resume:

Brad Pemberton

***** * *********** ***

Lakewood, CO 80228

Home: 434-***-****

Cell: 434-***-****

Email: ****.*********@*****.***

Objective: A hard-working, dedicated and innovative individual seeks

employment to become an integral part of a sales team

integrating industry pioneering sales models. Individual seeks a

position that would allow for further development of skills

related to cutting edge sales models, inter-personal

psychology/sociology and pioneering of innovative communication

skills integrating multiple cultural biases/industry biases.

Previous experiences have afforded extensive knowledge of

industry standards as well as resources required to excel.

Education: University of Colorado at Boulder, Boulder, CO 2000-2004

Bachelor of Arts in Molecular, Cellular and Developmental

Biology

Bachelor of Arts in Psychology

National EMT Certification provided through programs in Boulder

County, CO and Albemarle County, VA (National EMS certified)

Relevant Trilogy Financial Services, Denver CO

Financial Executive, 2013-Present

As a Series 6 and 63 licensed financial executive, I was able to plan

and implement strategies for clients based on a thorough goal

based planning process. I took into consideration tax, estate

and investment concerns when utilizing insurance and securities

products in conjunction with estate attorneys and CPAs to help

clients achieve goals ranging from long-term retirement to

income planning.

CK Futures, Denver CO & Crozet VA

Senior Vice President of Operations, 2010-2013

This position allowed me to build knowledge in business

development, P&L, new sales and partnership accounts and

strategic planning for an international mining company. It

allowed for skills development in direct operational business

model implementation, troubleshooting, problem solving,

overcoming language barriers using exceptional interpersonal and

non-verbal communication and providing in-field solutions to

problems that arise. Duties included non-linear problem solving,

interfacing with multinationals, source to market options,

direct and indirect interpersonal communication, implementation

of the core business model within hostile environments, creative

funding, personal finance advisement (non-accredited investors),

practical implementation of those investors according to their

requirements, budget oversight, contract creation and

enforcement, logistical problem-solving, and incorporating

experiences in multinational communication effectiveness.

University of Virginia, Center for Public Health Genomics,

Charlottesville, VA

Sr. Laboratory Specialist/Lab Manager April 2009 - Dec 2010

My duties included IRB interfacing, ordering supplies as a UVa

purchaser, protocol development, inter-departmental coordinator

for ongoing studies pertaining to the lab, data management,

direct interaction with multiple sales teams representing

cutting edge technology in the Genetics field and building

business relationships with multiple sales teams and inter-

institution collaboration. I was also responsible for training

all new lab members (junior staff and graduate students) in

techniques essential to their work and resolving personnel

issues that arose.

2 Bros Topos, Littleton, CO

Co-Owner/Business Development 1999-2007

Land Surveyor and Manager/Co-owner of a land surveying business

providing extensive site based projects to achieve outlined

objectives as determined by Senior Civil Engineers. I

successfully secured contracts for multiple multi-million dollar

contracts in state municipalities.



Contact this candidate