Albert M. Gumb, CFP, DTM, Masters Businsess Economics

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

Laguna Beach, CA. 92651

949-***-****

ad0i8e@r.postjobfree.com

Sole proprietor Vacation rental enterprise; responsible for P / L components; sales, marketing, advertising, pricing, customer relations, repairs, maintenance, cleaning, etc.

[1-2020->present]

Waddell & Reed; Certified Financial Planner (CFP) NASD Series 7,63,66,22, CA Life & Health

Progression from Financial Advisor, Sr. to Financial Advisor. Primary responsibility is to drive and grow new business revenue while simultaneously serving in a fiduciary role dedicated to finding relevant solutions that meet clients evolving financial requirements.

Sources of Clients: Referrals, Seminars, Toastmasters, Duke Alumni (Orange County Chair), Claremont Grad school & School of Theology, Fluor, Northrop Grumman, Capstone Fedcon Credit Union, Church (Lay Leader). [10-2005->12-2019]

Toastmasters; DTM (Distinguished Toastmaster); Division Governor; Club President

Winner of Area International speech contest

TRW Space Systems; Manager of Profit Planning: Managed financial planning department for $800 million profit center at Fortune 100 corporation. Responsible for financial operating plan, Strategic Plan, cash budgeting, capital planning, and financial (ROI) analysis of new acquisitions and business opportunities. [3-1997->9-2005]

TRW Space Systems; Manager Operations Analysis Dept. performing internal management consulting function. At request of top management reviewed program cost, schedule, and technical performance against objectives. Analyzed functions and requirements of organizations, explored innovative operational techniques and strategies to enhance effectiveness; performed cost benefit analysis; recommended and implemented procedures,

organizational restructuring and developed application programs (including coding) to improve productivity. [7-1989->2-1997]

Cal State Dominguez Hills (MBA program); Taught: Finance, Accounting, Operations Research, Organization and Management, and Personal Motivation

Education: Claremont: Masters Business Economics, Doctoral Candidate. Omicron Delta Epsilon- Economics Honor Society.

Duke University. Bachelors Physics; Sigma Pi Sigma- Physics honor society.