Neil
George
neil@neilgeorge.com
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.
Professional Experience:__________________________________________________
Agora Financial – Baltimore, Maryland 2012 – 2015
Editor-In-Chief
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.
Managing Director
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 – Falls
Church , Virginia
Editor
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 – 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 - Los
Angeles , California
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 ;
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, 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 – Vienna ,
Austria ; London ;
New York
Associate Manager
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.
Education:______________________________________________________________
Professional and Community
Affiliations:____________________________________
Board Member, George
Herbert Walker
School of Business (Webster University
Adjunct Professor and Lecturer, George Herbert
Walker School
Lecturer, Shanghai University of
Finance & Economics
Lecturer & Speaker,
Institutions (including Univ.
of Wisconsin
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.
