Banner Image

All Services

Business & Finance

Investor Management

$65/hr Starting at $25

Presented monthly, quarterly, annual and ad hoc reports to regional stakeholders of large healthcare organization. Performed client presentations to securities brokers, analysts and accredited investors. Wrote and implemented new business and client servicing presentations. Developed and facilitated investment seminars and workshops raising an average of $500,000 per presentation. Provided educational presentations to Fortune 500 employees on investment strategies for retirement plans, retaining assets at a rate of $8.2 million annually.

About

$65/hr Ongoing

Download Resume

Presented monthly, quarterly, annual and ad hoc reports to regional stakeholders of large healthcare organization. Performed client presentations to securities brokers, analysts and accredited investors. Wrote and implemented new business and client servicing presentations. Developed and facilitated investment seminars and workshops raising an average of $500,000 per presentation. Provided educational presentations to Fortune 500 employees on investment strategies for retirement plans, retaining assets at a rate of $8.2 million annually.

Skills & Expertise

AccessActAdobe FramemakerAnalyticsBusiness ObjectsDiversity MarketingFacilitatingFinanceFlashFramemakerFTPHTMLManagementMarketingMarketing AnalyticsMarketing ResearchMicrosoft OfficeMsMs OfficeOraclePlPL/SQLPowerpointSQLVisio

0 Reviews

This Freelancer has not received any feedback.