Board Member Financial Advisor

Professional Summary

Skills

Work History

JюњђѠ A. PюџџђљљѦ

***** ********* *****, ********, ** 48124 • Cell: 313-***-**** • **********@*****.*** Highly experienced Manager with over 38+ years of experience in financial management and client building. Extensive experience in investments, market analysis and operational management. Continually exceeding expectations by creating valuable partnerships and highly effective at encouraging outstanding performance from team members and colleagues. Strong Problem-solving Capabilities

Multi-operations Management

Excellent Work Ethic

Strong Interpersonal Skills

Effective Leader

Staff Training & Development

Customer Needs Assessment

Budget Development

Vendor Sourcing & Negotiations

Recruitment & Staff Development

Extremely Organized

Strategic Planning

President, 10/1996 to Current

Parrelly Financial Group LLC

Managing investments for trust, pensions and individuals. Performing regular job site observations to provide direction for all general contractor personnel. Maintaining current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts.

Presenting investment opportunities and related analysis while pitching proposed course of action in meetings with clients.

Using complex financial models to project future earning and profit potential and using this data to inform decisions and proposals.

Conducting routine quality audits to ensure that work was progressing per the specifications and initiated corrective actions.

Developing relationships with clients and expanding client network in professional and social settings Managing Director, 01/1993 to 10/1996

North American Financial Services

Managing and growing firm from 4 employees to 30 by developing a program to allow accounting firms to coordinate financial services for their clients.

Developing and executing the company's business strategies which resulted in a growth of 30 accounting firms in 7 states.

Preparing and implementing business plans to facilitate achievement by planning cost-effective operations and market development activities.

Communicating and maintaining trust relationships with shareholders, business partners and authorities. Overseeing the company's financial performance, investments and other business ventures. Analyzing problematic situations and occurrences and provide solutions to ensure company survival and growth. Investment Broker/ Manager, 08/1990 to 01/1993

Hamilton Investments Inc.

Marketing company's products and services to prospects and clients as well as assisting clients in developing plans to achieve financial goals.

Implementing marketing strategies which resulted in growth of investment fund. Managing and developing clients' investment funds as well as administering and evaluating clients' investment holdings.

Monitoring stock market performance, purchasing new share issues and interpreting financial reports. Education

Accomplishments

Investment Broker, 12/1986 to 12/1990

Paine Webber Inc

Identifying problem areas within the loan portfolio, analyzed risks and suggested appropriate solutions. Selling financial products including stocks, bonds and mutual funds. Monitoring developments in the fields of industrial technology, business, finance and economic theory. Presenting oral and written reports on general economic trends, individual corporations, and entire industries. Investment Broker, 12/1980 to 12/1986

Kidder Peabody

Answering clients' questions about the purposes and details of financial plans and strategies. Interviewing clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. Explaining and documenting for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.

B.S.A.: Management, Dec 1980

University of Michigan - Dearborn, MI

Founding Investor and Board Member - Connected Living Inc - Boston, MA Providing Technology to Senior Living Developments in 40 states and Europe. Founding Investor and Board Member - Pawpods Inc - Chicago, IL Providing bio-degradable pet pods and urns nationally and Canada. Founding Investor and Board Member - Shoulder Connect Inc. - Wixcom, MI Providing state of the art medical technology for rotator cuff strengthening and rehab. Founding Investor - Mobile Acc Ord Inc. - Denver, CO Providing mobile communication for social good servicing 300 million people in 45 countries Emagine Theaters Inc. - Macomb County - Chicago, IL Ran for Dearborn Mayor - Feb 2017 to Aug 2017

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