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Financial Advisor

Ocala, FL


A self- motivated team player combining over 20 years experience in management and operations.

Work Experience

Financial Advisor

Capital City Banc Investments,


Managed 5 offices with assets in excess of 30 million dollars. Responsibilities included retirement
planning, estate planning, 401k rollovers, college planning, etc.
  • Solely responsible for closing a 13 million dollar commercial brokerage account
  • First year production in excess of 300 thousand dollars

Financial Advisor

Morgan Stanley & Edward Jones, Ocala, FL

2001 2008

Solely built a book of business over 30 million dollars in assets. Duties involve determining clients' financial goals, time horizons, risk tolerances etc. and implementing an appropriate plan/portfolio to help them achieve their financial aspirations.
  • Series 7 Licensed - General Securities Representative License
  • Series 66 Licensed - Florida Blue Sky Law License
  • Completed 40hr Life, Health, Variable Annuity Course
  • Knowledgeable in stocks, bonds, mutual funds, federal securities, REIT'S, CMO's, insurance etc.
  • Ranked #4 out of 242 graduating classmates in first year. Areas of focus include assets under management, production and new money market accounts.
  • Work closely with attorneys and CPA's for client needs, i.e. estate planning, wills, trusts and tax consulting

President / CEO

W &O Supply, Inc, Vancouver, BC

1999 2001

Established an international location for the United States largest distributor of marine supplies. Managed and held accountable for all operational and sales divisions. Worked closely with the US and Canadian Navy, Chevron, all major Cruise Lines, Coast Guard, Department of Fisheries, and numerous large shipyards, etc.
  • Ballooned sales from a quarter million to an excess of a million dollars annually.
  • Highest gross profit branch out of 18 locations with an annual profit margin of 48%. Company annual profit margin is 29.3%.
  • Initiated branch quote logs to better track and follow up with existing quotes and estimates, thus holding employees more accountable.
  • Responsible for training all new employees on Profit 21 computer software, Microsoft Outlook, Windows NT, Microsoft 2000, etc.
  • Broadened vendor base with exciting/innovative-engineered products, thus increasing top line and profit margins.

517 Se 29th Terr.
Ocala, Fl. 34471
(352) 512-5112 -


General Manager

Fastenal Company, Jacksonville, FL

1998 1999

Solely responsible for a team of up to 6 employees to achieve monthly sales goals with a 6% horizontal growth rate, maintain or exceed minimum of 54%profit margin, collections, A/R, A/P, vendor relations, heavy purchasing, produce negative freight numbers, maintain expenses and run at the highest profitable level.
  • Tripled branch sales in the first 6 months as General Manger.
  • Customized and reduced inventory by 25% allowing more inventory turns, resulting in higher total profits.
  • Reduced collection days out from 168 days to 45 days (terms net 30) in a nine month period.
  • Number one branch in South East in freight numbers for third and fourth quarter of 1998.
  • Implemented accounts receivable program resulting in savings of 1-3% on cost of goods.
  • Managed and motivated a team, which produced a 79.7% vertical sales growth rate for 1998.
  • Adopted and trained all employees on Windows '98.
  • Responsible for landing three of the top five sales accounts.

Assistant Manager

Fastenal Company, Akron, OH

1997 1998

Assisted manager heavily in inside and outside sales grew existing accounts and increased customer base of at least 8 new accounts a month, serviced OEM, MRO and construction accounts. Assisted in all areas of operations; heavily involved with purchasing, A/P, A/R, collections, shipping and delivery. Administered all training to new and existing personnel.

Division Supervisor

Fastenal Company, Akron, OH

1995 1997

Leadsman for Ohio distribution center. Supervised over 50 employees whom were solely responsible for pulling, packing, sorting over 5,000 line items a day for all Ohio serviced branches. Tracking of missing parts and locating all non-stock items to fill open requisitions.
  • Implemented a company wide (800 stores, 12 distribution centers) order pulling procedures, reducing quantity errors, ultimately providing a higher level of customer service.
  • Implemented an employee tracking system to maintain employee accountability.
  • Key figure in setting company wide standards for ISO 9000 certification.

United States Marine Corps

Marine Aviation Supply and Logistics Management, United States Marine Corps, Camp Pendleton, CA

1988 1992

Worked with a team to supply 8 squadrons, 40 maintenance divisions and occasional aircraft throughout the fleet Marine force. Document and requisition flow, inventory management (in excess of 200 million), maintain material files, and customer transaction ledgers. Tracked and processed all repairable components in and out of maintenance divisions. Maintained discrepancy reports and processed automatic reorder files.
  • Received meritorious award for achieving a 99. 8 % validity in a wall to wall inventory count.
  • NCOIC in organizing and designing of 50,000 square foot aviation supply warehouse.

517 Se 29th Terr.
Ocala, Fl. 34471
(352) 512-5112 -



Central Florida Community College, Ocala, FL

Additional Information

Areas of Expertise 
¦ Sr. Management ¦ Client / Vendor Relations 
¦ Marketing ¦ Accounting 
¦ Financial Planning ¦ Sales / Closing
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