Wealth Management Product Development

Issa Colson

Thorough and very productive. Excellent with a team and individually. I appreciate

opportunities to sharpen my skills and apply new information. Montclair, NJ 07042

***************@***********.***

+1-862-***-****

Wealth Management, Process Management, Creative Consulting, Financial Product Development, Sales

& Direct Client Communication, Education of “Internal” and “External” Clients Authorized to work in the US for any employer

Work Experience

Founder & President

Catch Media & Consulting - Montclair, NJ

October 2003 to Present

•Talent Development; Production of Instrumentals and Soundscapes, Song Lyrics, Film, Plays, Television Pilots, Novels

•Development of Production Incubator, Combining Production House and Financed Venture Incubator Models

•Product, Service, & Campaign Marketing; Artistic Innovation Fused with Marketing Savvy

•Conceptualization, Production, Writing, Arranging, Management, Performance, Promotion

•Franchise & Commercial, Educational & Interactive, Grassroots & Non-Profit Assistant Vice-President

UBS Wealth Management - New York, NY

January 2002 to December 2003

• Designed and Sold Customized Investment Solutions and Derivatives to Wealthy Clients with their Advisors' Guidance

• Designed and Priced Equity- & FX-Linked Notes, Interest Rate & Credit Derivatives

• Created Presentations and White Papers for Sales Force, Senior Execs, and Clients

• Designed 10B5-1 Trading Alert System, Built to Accommodate Client Specs – Approved by UBS Risk Management

• Designed and Maintained Profit/Loss Systems on TFI and Structured Product Deal Flow

• Created Alternative Investment Marketing and Educational Materials for High Net Worth Individuals Assistant Vice-President

UBS Wealth Management

May 2001 to January 2002

Helped Implement Structured Products Franchise and other UBS Franchises for North American Distribution

Associate

UBS Wealth Management

July 1999 to May 2001

Worked with Senior Execs in Wealth Management, Asset Management, Advisor Technology, Client Marketing

Education

B.A. in Economics

Yale University - New Haven, CT

September 1995 to May 1999

Skills

• Leadership

• Public speaking

• White Papers

• Process Management

• Asset Management

• Business Analysis

• Product Development

• Process Improvement

• Branding

• Change Management

• Risk Management

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