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.