Eric T. House

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

Cincinnati, OH 45241

acg4tb@r.postjobfree.com

Ph: 513-***-****

My experience on my resume revolves mainly around asset management and

advice. I have been an owner of a firm as well as an employee of bigger firms.

My career has involved a lot of management of people as well. Handling

marketing and compliance and public relations and record keeping. I have had

to apply all kinds of macro themes and insights to advice and decision making for

the work I have done for my clients on a regular basis. So my background is one

that has involved research on companies and sectors and news events affecting

them at all times. This is a skill that makes me confident that I can manage

people and issues and goals and problems in the context of many businesses. I

am adaptable to the goals and ultimate purpose of a high variety of jobs.

In addition I have worked with clients and organizations selling wholesale ideas

to them and their own workforce or customers. This has involved insurance of

many sources in the life and ltc categories as well as mutual funds, annuities,

and securities.

The reason I am applying for this job is because I think I am perfect for it. My

background would not only give me a great head-start, but I have many other

things in common with this position. I am used to setting goals and hitting them,

managing tasks and people. I am driven towards any goals that I have before

me, but your job sounds extra interesting. Not only do I have a sales and finance

background, but I am used to managing goals, sales, revenue, customers,

employees, and circumstances. I have always been a top producer.

Experience:

My background is highlighted by continuous strategic decision making. I have

evaluated the metrics on hundreds of companies and their financials. My job

revolved around understanding the metrics of many business models. But It is

important to point out that the traits I used to be successful are important in any

job or occupation, and I have been using them my whole career.

Overall, my career has been in the financial services business as an advisor and

portfolio fiduciary in managing client assets. I have handled and advised on over

$100 million of assets in my career. My approach has largely concentrated on

the whole worldwide economic environment and studying the global trends and

sectors to benefit most from trends in change and history.

Personally, I have strong experience in the development and maintenance of

customer relationships and management. I have demonstrated experience of

knowledge in sales and concepts that result in strong revenues for the firms that I

work. My sales management experience has involved multiple product categories

and customers to create marketing plans and sales results. Part of this success

also is my understanding of how to develop strong internal and external working

relationships. Working with customers and colleagues to build strategic plans of

execution is central to what I have doing my whole career.

2010 to present -Founder of Healthcare Metrics H2W LLC.

Venture firm that measures the savings and efficiencies generated

from better and healthier lifestyles.

Experience in leading a team of individuals towards goals and

deadlines.

Designed the tools and concepts that drive our business model.

Very good communication skills

Handled all aspects of business development and customer relations

1998–2013 Valhalla Investment Advisory Cincinnati, OH

Registered Investment Advisor/ Owner /President

Manages individual portfolios for investors and organizations.

Analyze financial statements, cash flows, revenues, earnings.

Identify future projections of expenses, margins, business trends.

Setting of goals to match with opportunities of growth in profits.

Advisor to 3rd party assets and portfolios.

Develops financial plans and goals for clients of all types.

Implements and updates strategies for client accounts.

Provides investment analysis for other investment needs.

Co-ordinates investor cash flows, expenses, projected earnings and

necessary savings with personalized portfolio planning addressing

specific long term needs and goals.

Mariemont 7th & 8th grade student advisor to “The Stock Market Game”, a

national program run by the Securities Industry and Financial Markets

Association and coordinate in Ohio by the University of Cincinnati’s

Economics Center.

President, Silverton Business Association

1997-1998 LPL Financial

Registered Representative

• Managed individual portfolios with the nation’s largest broker

dealer.

• LPL gave us 100s of financial institutions to use in order to

provide objective advice to every client and their situation.

• Growth of client assets led me to begin an independent firm

above.

1995-1997 Edward Jones & Co. Cincinnati, OH

Registered Representative

Met with clients in providing investment advice and insights.

Provided advice on portfolio structure and investment holdings.

Managed 200 accounts with over $20,000,000 in assets

1991-1995 Financial Horizons Cincinnati, OH

Investment Representative

Responsible for the production of fee income from investments in Butler

County branches of U.S. Bancorp.

Met with clients in providing investment advice and insights.

Provided advice on portfolio structure and investment holdings.

Managed largest book of investment business for U.S Bancorp

customers.

Financial Horizons was a program owned by Nationwide Insurance and

used to run assets for Star Bank.

Star Bank was acquired by First Star Bank. First Star was later acquired

by U.S. Bancorp

1988-1991 Monastery Financial Group Cincinnati, OH

Investment Representative

Called on individual businesses for their financial service needs.

Opened new accounts and advised clients on financial and insurance

solutions.

Planned and outlined business compensatory arrangements.

Education 1983-1988 Wittenberg University Springfield, OH

B.A., Business Administration and Non-Teaching Physical

Arts. Have held Series 4,7,24,55,65 licenses.

• Life and Health Insurance

license since 1983.

.

Charitable Arts, exercise, world affairs, music, politics, religion,

athletics.

Interests

Contact this candidate