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YYYYYY X. YYYYYY
1613 Pembroke Lane ¾ Xxxxxx, Xxxxxx xxxxxx ¾ xxx-xxx-xxxx ¾ abc@xyz.com
Dynamic, talented and highly educated professional with a diverse career path encompassing leadership roles in both the legal and financial planning industries, eager to contribute solid relationship building, high-profile client management and strategic planning abilities toward supporting the mission and vision of the Xxxxxx Community Development Corporation in the role of Executive Director.
Professional Qualifications Include:
Strategic Leadership and Planning
Budget and Fiscal Management
Community Relations/PR
Problem Solving and Resolution
Non-Profit Operations
Persuasive and Effective Speaker
Association of High Net-Worth Clients
Media Relations/Communications Messaging
Economic Development/Fundraising
Networking and Relationship Building
Professional Profile
Strategic leader with the ability to drive growth and ensure success by gaining cooperation and trust of staff, supporters and the community at large.
Proficient problem solver who conceptualizes business and technical perspectives to develop workable solutions; provide strategic planning and vision for initiatives, integrating the requirements of all units.
Strong ability to identify and pursue opportunities for growth and expansion.
Proven legal expert with the ability to navigate complex agreements, and accurately interpret risks and benefits.
Accountable in a high-profile executive role, overcome complex business challenges and make high-stakes decisions within a high-pressure environment using experience-backed judgment, innovation and integrity.
Integral in budgeting and financial management in businesses with revenues in excess of $5MM; incorporate due diligence and financial data to make analytical decisions.
Respected as a lead-by-example manager and proponent of empowerment and accountability with the ability to teach others how to be leaders.
Exceptional public speaking talent; ability to engage, excite, mentor and motivate others through presentations, motivational speaking and storytelling as well as influence others to gain cooperation and build partnerships.
Professional History
JPMORGAN, Dallas, XXXXXX 2007 to Present
Trust Advisor
Provide trust/estate administration and relationship management services to a high net-worth clientele; serve as fiduciary expert for investment management, estate planning, tax consultation, and capital lending needs.
In accordance with JPMorgan standards and protocols, identify risk management factors and ensure compliance for all regulations.
Develop, interpret and communicate sophisticated estate planning issues to the client; leverage multifaceted account management skills to provide an exceptional client experience.
Collaborate with a multi-disciplinary team of Advisors and Bank Representatives to make presentations to Non-Profit organization and advise them on critical asset management and investment strategies.
Review governing documents for direction and evaluate accounts for completeness and accuracy.
Develop and implement tax plans, resolve estate related issues, prepare distribution schedules, address and resolve audit issues; and maintain and document time records and estate file.
Monitor and review account transactions, remittances, incoming customer correspondence, and additional requests.
Exercise discretion and judgment in account administration and issue resolution; review investment programs, respond to client inquires and ensure response to investment program recommendations are obtained.
Develop effective strategies for wealth accumulation and efficient income and estate tax transfers.
Manage relationships with corporate executives, executive directors and Boards of Directors.
Coordinate delivery of investment management, capital lending and advisory services across the client platforms.
Gain significant insight and experience in advising public charities and private foundations on smart investment and spending policies, and corporate governance requirements; create and facilitate a training program targeting Non-Profit Board of Directors to advise clients of significant legislative developments and expected impact.
Ward, Freels & Busby, LLP., City, State 1989 to 2007
Managing Partner
Founder of a highly regarded legal firm specializing in providing diverse business and non-profit organizations with strategic management and legal solutions.
Planned and directed the legal service portfolio; oversaw legal staff operations, business planning and budget development.
Demonstrated leadership and oversight for 6 Attorneys and 9 Support Professionals; provided ongoing training and mentoring to new Attorneys and Paralegals.
Integral in leading business and tax engagements, and acted as lead litigation counsel in fiduciary cases.
Gained significant contract development and negotiation experience.
Board certified in Estate Planning and Probate, and a certified mediator.
Additional Related Experience
Partner at McCleskey, Harriger, Brazill & Graf, Partner
Arthur Andersen & Co., Staff Accountant
Professional History
Xxxxxx Tech University, Lubbock, XXXXXX
Juris Doctorate
Master of Business Administration
BBA in Accounting
YYYYYY X. YYYYYY
1613 Pembroke Lane ¾ Xxxxxx, Xxxxxx xxxxxx ¾ xxx-xxx-xxxx ¾ abc@xyz.com
February 0000 xxxxxx xxxx , xxxx , xxxxx 00000
Eric Peterson, Waverly Partners LLC,
Mr. Peterson,
Please accept this letter and CV as application for the position of Executive Director, Xxxxxx Community Development Corporation. I was excited to learn of this opportunity and believe that I am the candidate you are seeking to successfully lead the development of strategic partnerships to enhance Xxxxxx's aesthetic, cultural and leisure amenities.
As an Attorney and Trust Advisor, I am fundamentally aware of how imperative it is to develop critical personal relationships to drive business progress. I will come to you with an extensive portfolio of relationships with high net-worth individuals, and know that my standing as a community leader will prove to be a valuable asset for this organization.
I am highly experienced in managing large operations budgets, gaining the support of key leaders, and driving economic development initiatives. I have a proven track record of success in both the financial management and legal sectors, and am committed to sustaining and enhancing the character of Xxxxxx.
For over 25 years, I have advised Non-Profit entities in effectively managing assets, and contributed expertise in planning and budgeting to position them for long-term, sustainable growth. I am well prepared to do the same for Xxxxxx, and will leverage my expertise to help prepare the community for tremendous growth.
According to the job description, you are seeking an individual with the ability to drive strategic planning goals, lead budget management initiatives and, secure community commitment and cooperation; I can offer you all of this and more. My ability to foster important and rewarding business relationships is a reflection of my ongoing success, and I would like to share my time and talents in helping Xxxxxx achieve its mission.
As a proven leader, I believe it would be mutually beneficial for us to meet. I will call next week to inquire about the possibility of meeting to further discuss your o goals and how I can help you meet them.
Thank you for your time and consideration.
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