Summary of Qualifications
Established financial professional with extensive experience in numerous businesses including financial and economic journalism, investment and commercial banking, proprietary and agency trading, asset gathering and sales, asset and fund management, high level presentations and broadcast and print media.
Achieved successful track record of building and expanding businesses and revenues in markets throughout the US as well as major and emerging markets around the world. Well regarded and recognized for high level of professionalism, innovation, and depth of knowledge and experience.
Expertise in Financial and Economic Journalism; Business Building and Expansion; Financial Analysis; Presentations; Media; Marketing; Sales; Financial Trading; Asset Gathering; International Business.
Agora Financial – Baltimore, Maryland 2012 – 2015
In charge of all income publications and products for a leading financial advisory newsletter publishing company. Oversaw economic and financial research and analysis and wrote and produced daily, weekly and monthly content including specific investment recommendations with a focus on safe, higher-income producing investments.
Wrote and produced front-end print newsletter Lifetime Income Report as well as specialized income investment-focused online and emailed products including Income On Demand and Total Income Advisory.
Also wrote regular content for the Daily Reckoning and Laissez Faire Books and contributed to affiliated publishing companies publications and products in Europe and Asia.
Worked directly with top copywriters worldwide to develop marketing pieces and campaigns resulting in significant subscription gains for both existing and new publications and products focusing on income investing.
Also continued extensive public speaking at financial conferences and webinars around the world helping to expand new and renewing subscribers.
Green & Gold, LLC – Alexandria, Virginia 2009 – 2012
Oversaw and conducted original market, economic and securities analysis. Wrote and produced original content with specific investment recommendations and model portfolios for fee-based publications as well as external content for third-party publications. Marketed publications and conducted worldwide seminars and participated in major financial conferences to drive new subscription revenues.
Newsletter Holdings –
– 2009 Falls
Oversaw original market research and managed team of professional analysts, writers and marketing executives for a collection of printed and electronic fee-based subscription investment newsletters including one of the largest paid subscription investment publications in the market.
Oversaw direct and broad marketing for products including the development of multi-lingual and international markets. Conducted worldwide seminars and presented key-note speeches in many financial conferences around the world.
Publications won numerous awards for best financial newsletter and best financial reporting from the Newsletter & Electronic Publishers Association (NEPA) and the Specialized Information Publishers Association (SIPA).
Leeb Capital Management –
2001 – 2003 New York, New York
Managing Director, Chief Economist
Oversaw portion of asset management strategies and hedge fund. Managed sales force for both asset management and brokerage divisions. Developed and published firm’s research for both internal strategies and outward marketing efforts.
Worked on broad marketing as well as direct asset gathering including road shows and financial conference appearances. Was media spokesman for firm on all television networks and in print.
InterFirst Capital -
– 2001 Los
President, Chief Economist
Built trading and brokerage businesses along with managed accounts with particular focus on global fixed income and international equities. Was media spokesman with weekly appearances on all cable and national network television as well as print media. Continued nationally syndicated radio program for company promotion.
Investec PLC –
Los Angeles; London, England;
1998 – 2000 Hong Kong, China
Vice President, Chief Economist
Worked to create, build and launch a series of US and globally-registered mutual funds in fixed income and equities – including China-focused funds. Managed private asset management division including sales, trading and marketing acquired from US Bank. Was main media spokesman with regular network segments.
Continued nationally syndicated financial radio program. Generated and published original research for internal use and public publication. Spoke regularly at major financial conferences and ran road-shows for asset gathering and fund launches.
US Bank –
Saint Louis, Missouri; Chicago, 1990 – 1998 Illinois
Vice President, Chief Economist
Co-founder of the International Markets Division which enabled the bank to offer the first non-dollar deposit products in the US. Founded the international bond trading department that made markets for sovereign and agency non-dollar debt for institutional, central bank and individual investor customers worldwide. Created international non-dollar equity brokerage division offering global stocks with local currency settlements.
Created and built asset management division for non-dollar fixed income and ran allocations and oversaw trades for over a billion-dollars in assets. Generated original research published by the bank. Was bank’s primary media spokesman on weekly network television and syndicated weekly radio program.
Contributed extensively to outside print financial publications resulting in regular flows of new customers. Was primary salesman for major accounts including central banks. Managed global sales team. Conducted ongoing road-shows and seminars and spoke at numerous financial conferences to generate new business revenues.
Merrill Lynch International Bank –
1987 – 1990 New York
Worked within a collection of banking teams on all aspects of the bank’s investment, underwriting and trading businesses. Conducted credit and market research for specific projects resulting in several new revenue sources.
Was considered a problem solver to finish projects and transactions involving multinational and multi-currency related corporations, governments and ultra-high-net worth individuals in Europe, Asia, Africa and South America.
Professional and Community Affiliations:____________________________________
School of Business ( ) Webster University
Adjunct Professor and Lecturer,
of Business George Herbert
Lecturer, Shanghai University of Finance & Economics
Lecturer & Speaker, Institutions (including
Professional Groups Univ.
Member, American Chamber of Commerce in Shanghai
Volunteer, Participant and Active Contributor to specific charitable organizations
References Upon Request
References include past publishers and editors; business associates and executives as well as customers and subscribers.