St. George, Utah *****

J. Mikel Poulsen ad0d7j@r.postjobfree.com • 509-***-****

Seasoned Sales and Finance Executive

Financial Services / Sales / Client Acquisition and Retention Seasoned, ambitious sales & finance executive with over 12 years of experience achieving and developing personalized, effective investment strategies for diverse clients. Solid history of success in managing an efficient and effective office. Proven ability to establish valuable professional and customer relationships. Committed to providing exceptional customer services. Areas of Expertise

Client Acquisition • Cold Calling/Prospecting • Excellent Customer Service

Financial Planning • Investment Advisory Management • Estate Planning Services

Securities • Financial Services • Japanese Language & Culture Professional Experience

Purnovate Pharmaceuticals – Charlottesville, VA

Chief Financial Officer (2018-2021)

Raised private equity funds from private investors as an early-stage Pharma startup company. Purnovate Pharmaceuticals was acquired in January 2021 by mid-sized publicly traded pharmaceutical company. Funds were used to create three unique molecules that were patented after demonstrated proof of concept combating opioid addiction epidemic. Selected Contributions:

Raised start-up funding in one of the most difficult industries to do so – substantially improving financial position of company.

Negotiated the acquisition sale of company with up-front cash, stock and future milestone payments. Waypoint Wealth Management – Wenatchee, WA

LPL Registered Representative (2006 to 2016)

Oversaw investment portfolios comprised of $38-million in assets for over 200 clients. Identified prospective clients and prepared individualized investment strategies. Emphasized quality relationship management by focusing on personal face-to-face customer service, including regular portfolio reviews. Created exclusive referral relationship with CPA’s and attorneys, generating revenue. Discovered opportunities for long-term sustainable growth through equity research. Presented investment and financial planning seminars to clients. Selected Contributions:

Secured over $5 million in referrals over a two-year period.

Substantially improved company revenue by 200% over 10 years.

Designed risk management strategy DisciplinedIQ, adopting crucial fiduciary standards for portfolio management. Edward Jones – Cashmere, WA

Registered Financial Advisor and Financial Consultant (2004 to 2006) Provided premium customer and financial services to clients. Utilized neighborhood door knocking and face to face interaction to gain trust and convert prospects to clients. Maintained excellent client retention and commitment to personable customer service. Selected Contributions:

Started Community Office from ground zero.

Achieved the “Pace-Setter” award in first year as Edward Jones’ representative recognizing swift path to profitability. Education and Credentials

Bachelor of Business Management – Finance • Brigham Young University-Idaho – Rexburg, ID Associates in Performing Arts – Percussion • Brigham Young University-Idaho – Rexburg, ID FINRA Series 7 – General Securities Representative FINRA Series 66 – Uniform Securities Agent/Investment Advisor State Law FINRA Series 63 – Uniform Securities State Law Examination Washington State Insurance Producer – Life, Disability and Variable Lines