Financial Assistant

MICHAEL CAMACHO

***************@*****.*** 630-***-****

OVERVIEW: Dynamic senior financial leader possessing a proven track record of superior performance, seeks to leverage expertise in Financial Advisory, Operational Analysis, Program Leadership, Major Client Engagement, Strategy Development, Consultative Sales, Data Intelligence, Resource Alignment, Risk Mitigation, and Compliance to support key initiatives and goals within a progressive organization.

SUMMARY: Program Management Highly experienced in assessing true needs and expectations, building lasting professional relationships. Grow and deepen strategic partnerships to achieve mutually beneficial outcome.

Process Streamlining Effectively manage diverse tasks, with varying degrees of complexity, within a wide range of environments; evaluate situations, assess emergent needs, and implement solutions in a prompt and efficient/effective manner. Resource Coordination Possess a proven ability to anticipate unique requirements or potential road-blocks in all situations. Continually develop back-up plans to minimize risk and deliver exceptional results; streamline communication and implementation channels to effectively meet client and organizational needs.

Leadership Have a demonstrated track record of outstanding service; a calm, dependable professional who devotes every effort to achieving the best results. PROFESSIONAL VALIC 2012 to Present

EXPERIENCE: Financial Advisor - Associate VP of Investments

• Lead client engagement and investment strategy for a $60MM book of business.

• Work with clients to determine individual goals, including retirement and estate planning.

• Entrusted with pension management for various organizations and their employees.

• Recommend insurance solutions and conduct analysis to provide appropriate insight. CAMACHO ASSET MANAGEMENT 2004 to 2012

President / Managing Director

• Conducted investment analysis, retirement/estate planning, and insurance solution

& analysis for a $20MM book of business.

• Led all aspects of operation, business development, P&L, and risk management for this entrepreneurial enterprise.

QUICK & REILLY 2002 to 2004

UBS/PAINE WEBBER 2000 to 2002

Financial Advisor - Associate VP of Investments

• Grew book of business from $20MM to $50MM for this proprietary organization.

• Responsible for investment analysis, retirement/estate planning, and insurance solutions.

• Entrusted with coordinating all aspects of vendor relations for the office. MORGAN STANLEY 1998 to 2000

Financial Advisor - Associate VP of Investments

• Cultivated solid client base through strategic marketing, seminars, and business development.

• Built investment portfolios catered to client individual needs, performing investment analysis. RAF FINANCIAL 1996 to 1998

Financial Advisor

• Grew and cultivated loyal client base, conducting security analysis for client portfolios.

• Conducted meetings with Stock Analysis for inclusion into portfolios. MERRILL LYNCH 1994 to 1996

Financial Advisor Assistant (Internship)

• Scheduled client meetings, build client base through strategic marketing, and reviewed investment portfolios via spreadsheet, ensuring up to date information. EDUCATION: UNIVERSITY OF ILLINOIS Conferred 1996

Bachelor of Science degree in Finance

LICENSURE: • Series 7, 63

• Registered Investment Advisor

• Life, Health, & Variable Insurance Advisor

REFERENCES • Rebecca Litgen Consulting Pharmacy Tech 608-***-****

• Dylan Hernandez Sr. Financial Consultant - AIG 773-***-****

• Geoff Carfagnini Former VP of Investments - Morgan Stanley *****@*********.***

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