JAMES T. KIRKLAND
12345 Oak Street | Houston, TX 12345
877.875.7706 | [email protected]
RESULTS-DRIVEN BUSINESS CONSULTANT & EQUITY INVESTMENT EXPERT
Investment Banking | Business Development | Corporate Operational Finance
High-impact Business Consultant with a strong ability to identify initiatives and facilitate action-driven plans to support corporate growth and objectives. Finance professional with a proven record of evaluating business and investment opportunities, quickly understanding companies and their markets and making sound and profitable investment decisions. Expert in the identification and implementation of financial management strategies to capture cost improvement opportunities while impacting bottom line profits. Equally strong performance in new business development, growth and diversification.
CORE STRENGTHS & SKILLS
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FINANCIAL EXPERIENCE
VICE-PRESIDENT / WEALTH MANAGEMENT ADVISOR, 2004 – 2009
Confidential Financial Corporation, Houston, TX
Managed advisory services for Confidential Corporation, a boutiques benefits consulting and financial advisory firm servicing closely held business, not-for-profits and affluent client on matters related to employee benefit design, executive compensation, estate planning, risk management and wealth management. Led businesses in the strategic development and implementation of their corporate benefits program including executive compensation and risk management to tailor a plan to align with the needs of the company. Managed business risk by capitalizing on financial products to maximize wealth.
SENIOR ASSOCIATE, 2003 – 2004
Confidential Company, Houston, TX
Built a financial planning practice from scratch on straight commission through aggressive prospecting, networking and referrals as well as strategic cold calling, warm lead follow-ups and targeted marketing campaigns. Collaborated with clients to identify financial goals and develop and implement need based financial plans including life insurance planning, disability income needs, retirement income planning, college tuition planning, money management, and estate planning among others.
2 | JAMES T. KIRKLAND
ASSOCIATE, TECHNOLOGY & COMMUNICATIONS BANKING GROUP, 2000 – 2003
Confidential Financial, Corporate and Investment Bank, Houston, TX
Member of four person transacting team charged with identifying and financing opportunities for companies in the technology and communications industry. Provided quantitative and qualitative analysis of prospective client operational performance and presented findings to Confidential Company to obtain approval to extend finance proposals. Facilitated meetings between prospective clients and internal products and services groups to develop complete solutions for clients, and maximize the relationship return.
ADDITIONAL PROFESSIONAL EXPERIENCE
INDEPENDENT CONSULTANT, 2009 – Present
APH Consulting, Houston, TX
Worked with small groups of wealthy individuals to analyze potential business investment opportunities. Developed business and sales plan for unique business. Provided advisory sales strategies, prospect conversion from warm leads, marketing strategy, pricing, promotions, business plan, networking and targeted outreach.
PROFESSIONAL DEVELOPMENT
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS, Wellesley, MA
Candidate for Master of Business Administration May 2011. Enrolled in part-time Fast-Track program.
Harvard University Extension School, Cambridge, Massachusetts, February 2002 – June 2002
Graduate Level Courses Taken: Business Analysis and Valuation, Corporate Finance
Brown University, Providence, Rhode Island
Bachelor of Arts in Organizational Behavior & Management, 2000
PROFESSIONAL TRAINING & LICENSES
Confidential Financial Analyst Training Program, Houston, TX, February 2000 – May 2000
Licenses: 7, 63, 65, Life & Health