Resume

CHRIS BRACKMAN

MCP, FINRA Registered Representative, FINRA Registered Principal

Mobile: (817)  821 – 1533

E-Mail: Chris@HyperOptic.net

Address: 1002 Blanco Drive
Euless, Texas 76039

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CHRIS BRACKMAN

IntegrityIntelligenceEnergyInnovation
You've just met Adobe Wan Kenobi

Table of Contents

Sole Proprietor — HyperOptic Productions, DBA

Independent Contractor — Primerica Financial Services

Creative Services Assistant — HBC Broadcasting, Inc. (KFWD TV-52)

Sales Associate — Guitar Center

Onsite Consultant (Member of Technical Staff) — Decision Consultants, Inc.

Multimedia Adept — MobileStar Network

Consultant — Oxford & Associates, Inc.

Product Support Specialist — Software Spectrum

Graphic Design Specialist — Art Squad

Graphic Design Specialist — New Boston Systems

IT Specialist — Arise, International

Technical Support Representative — Stream, International

Key Operator — Xerox Business Services

Career Summary

Having brought real value through efficiency improvements, eliminating bottle-necks, non-linear thinking, innovative cost reduction methods, and having the ability to see the “big picture”, I am seeking the next challenge to help me grow as a professional.

It also helps that I have unshakable integrity, a positive attitude, and a great sense of humor.

Objective

I am seeking a director-level position in the creative field with authority and flexibility to oversee projects from conception to completion.

I will apply my first-hand experience from having performed the same work in the same disciplines that are required to complete successful projects which meet deadlines, budgets, and company goals.

Experience

April 2008 — Present

HyperOptic Productions, DBA

1002 Blanco Drive
Euless, Texas 76039

Sole Proprietor

DUTIES:

Provide cost-efficient audio, video, graphic design, email, print, and website production services for a variety of clients

ACHIEVEMENTS:

Measurably improved the reputation of several clients

Conducted online, interactive client training for post-rollout self-sufficiency

Provided emergency database administration, development, maintenance, and backup services which returned a client to operable status

Delivered all content without typographical or grammar errors

Created planning and tracking tools for a critical area of one client’s business which reduced labor requirements by over 80%

Accredited by the Better Business Bureau since 2016

DATA SCIENCE DETAILS:

  • Adept at using search and index tools to efficiently handle over 7 million files consuming over 15 terabytes across 6 drives.
  • Used email distribution platform and maintained a customer list for over 6,400 recipients
  • Performed digital forensics investigations for several clients, including producing reports on intrusion details and identifying perpetrators
  • Routinely perform remote server administration and database management services including manual SQL record editing and ETL tasks for data aggregation and migration
  • Frequently use BI tools to analyze data sets to highlight trends
  • Adept at using Microsoft Excel to analyze large books and spreadsheets to produce charts, graphs, and reports useful for business process improvement

INFORMATION SECURITY DETAILS:

  • Implemented a rigorous data archiving, backup, and restoration regime for personal and business assets
  • Used email distribution platform and maintained a customer list for over 6,400 recipients
  • Performed digital forensics investigations for several clients, including producing reports on intrusion details and identifying perpetrators
  • Performed client-approved defeating of security measures to restore system functionality
  • Routinely perform remote server administration and database management services
  • Provide secure assessments of software threats by sandboxing questionable items in a virtual machine
  • Expert-level identification and analysis of phishing and fraud attempts from multiple vectors

TOOLS USED:

Graphic Design:

  • Adobe Photoshop
  • Adobe Illustrator
  • Adobe InDesign

Audio Production:

  • Propellerheads Reason
  • Adobe Audition

Video Production:

  • Adobe After Effects
  • Adobe Premiere
  • Blackmagic DaVinci Resolve

Data Science:

  • Microsoft Excel
  • Microsoft Power BI Desktop

3D & CAD:

  • Autodesk 3D Studio Max
  • Autodesk Fusion 360
  • Dassault SolidWorks
  • Blender
  • Epic Games UnrealEngine
  • Unity Engine

Full Stack Web Development:

  • Microsoft Visual Studio
  • Microsoft SQL Server Management Studio
  • HeidiSQL
  • FileZilla FTP
  • ASP, Visual Basic, VBScript, C#, HTML, CSS, JavaScript, JQuery, PHP, Python

Information Security & Disaster Recovery:

  • ESET Smart Security
  • Oracle VM VirtualBox
  • Macrium Reflect
  • TrueCrypt / VeraCrypt
  • Virtual Private Network (VPN)
  • NoScript / ScriptSafe / Privacy Badger
  • TOR Browser
  • Signal Private Messenger

Task Productivity:

  • Microsoft Windows
  • Microsoft Office
  • VoidTools Everything Search

January 2003 — Present

PRIMERICA FINANCIAL SERVICES

13111 N. Central Expressway, Suite 500
Dallas, Texas 75243

DISTRICT LEADER

DUTIES:

Sell insurance and investment products to families and businesses by taking an education-based approach via a comprehensive Financial Needs Analysis

ACHIEVEMENTS:

Received recognition on several occasions for achieving personal and sales goals

January 2003 — Present

Primerica Financial Services

13111 N. Central Expressway
Suite 500
Dallas, Texas 75243

INDEPENDENT CONTRACTOR

DUTIES:

Provide education-based financial coaching to families to help them become properly protected, debt-free, and financially independent via a comprehensive financial needs analysis implemented by providing feature-rich and cost-efficient products.

Assist businesses in providing or improving their investment offerings to their employees, including setting up 401(k) plans and satisfying employee education requirements under section 404(c) of the Employee Retirement Income Security Act of 1974 (ERISA).

PROFESSIONAL CERTIFICATIONS AND LICENSES:

  • Group One Life and Health Insurance License
  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 26 License
  • Long-Term Care Insurance License
  • For Profit Legal Services Appointment
  • 401(k) Appointment
  • Variable Annuities Appointment
  • Fixed Annuities Appointment

(These licenses required multiple FBI background checks to obtain, including fingerprinting.)

DATA SCIENCE DETAILS:

  • Frequently filtering data sets, charts, and tables to facilitate helping clients
  • Developed personal tracking tools to achieve target goals and milestones

INFORMATION SECURITY DETAILS:

Protection of sensitive personal information is absolutely paramount in the financial services industry to protect the client and the company. This is especially true with client health data, in order to guarantee HIPAA compliance.

As an independent contractor, I am tasked with protecting client information. This is the methodology I have adopted, which is more stringent than most:

  • All digital client information encountered in the field is stored in triple-encrypted mountable containers with a minimum password length of 48 characters
  • Unencrypted local data copies never leave my person, and are transferred into secure containers as soon as possible, then the transit copies are hard-deleted by using military-grade data scrubbing tools
  • Client data is stored locally only as long as necessary to facilitate the financial analysis and product sales processes, then securely transmitted to the Primerica home offices for secure long-term storage

Regularly undergo continuing education in professional ethics, data security, fraud prevention, and anti-terrorism measures.

June 2002 — May 2003

HBC Broadcasting, Inc. (KFWD TV 52)

3000 Story Road
Irving, Texas 75038

CREATIVE SERVICES ASSISTANT

DUTIES:

Scripted and oversaw production of in-house editing projects and on-air promotions

Produced promotional graphics for billboards and outdoor advertisements

Coordinated with external vendors to affect business goals on a tight schedule

Tagged existing promo videos with station branding and voice-overs

ACHIEVEMENTS:

Applied technical expertise to implement a disaster recovery protocol, including the optimization of computer equipment which increased productivity

Researched, qualified, and implemented a digital video archiving system which saved the company thousands of dollars per month in media costs and labor expenditures

January 2002 — August 2002

GUITAR CENTER

14080 Dallas Parkway
Dallas, Texas 75240

SALES ASSOCIATE

ACHIEVEMENTS:

Achieved certification within the first month – a rare occurrence – exhibiting advanced product knowledge and production concepts

Received a gift award from a vendor for showing proficiency in product knowledge

February 2001 — August 2001

DECISION CONSULTANTS, INC.

5000 Quorum, Suite 410
Dallas, Texas 75240

ONSITE CONSULTANT

DUTIES:

Provided comprehensive business consulting services for a variety of clients, including:

  • Graphic Design
  • Web Design and Development
  • Process Improvement
  • User Experience and Usability Improvement

ACHIEVEMENTS:

Evaluated hardware and software tools to ensure efficient, quality production of deliverable content

Suggested and implemented several process improvements which reduced costs and shortened deadlines of development projects

Promoted to team lead with emphasis on resource management and workflow control to meet tight deadlines

Researched and evaluated the usability of intranet and internet designs, and provided a client with recommendations that, among other things, allowed their website to win a usability award

Suggested enhancements and best practices to information architecture schema for an improved user experience

Created a Macromedia Flash-based rapid prototyping tool for the initial phase of project scoping which reduced employee labor requirements

Utilized advanced technical knowledge of graphic file formats to optimize and reduce file sizes to increase page loading and file download speeds

DATA SCIENCE DETAILS:

  • Created a custom data visualization tool using Macromedia (now Adobe) Flash
  • Performed UX/UI and usability analysis of company website in order to affect improvements
  • Performed extraction, translation, and loading of data from multiple sources to aggregate data from several development teams and ensure cross-group data consistency

TOOLS USED:

  • Adobe Photoshop v6.0
  • Macromedia (Now Adobe) Flash v5.0
  • Macromedia (Now Adobe) DreamWeaver v3.0

April 2000 — November 2000

MOBILESTAR NETWORK

1601 Glenville Drive, Suite 100
Richardson, Texas 75081

MULTIMEDIA ADEPT

DUTIES:

Provided comprehensive media production, quality assurance, optimization, maintenance, project management, vendor relations, disaster recovery, and status reporting services

Produced PowerPoint templates, poster-resolution graphics, retail packaging, email campaigns, and brochures for sales and marketing

Produced broadcast-quality videos for training, including sound effects and composing original music

Created product labels, 3D product visualizations, design briefs, and print proofs

ACHIEVEMENTS:

Applied technical expertise and digital media production experience to achieve company goals

Researched and recommended hardware and software purchases which efficiently expanded production capabilities

Saved the company thousands of dollars by re-using recyclable materials in a novel fashion

Utilized advanced technical knowledge of graphic file formats to optimize and reduce file sizes to increase page loading and file download speeds

Applied a disaster recovery plan which saved the company after the marketing director inadvertently erased all digital media assets from the entire company network

Saved the company’s reputation by intercepting, redesigning, and replacing marketing materials bound for a trade show which were full of typographical, grammatical, and printing errors – before the trade show and at less than a third of the cost of the original botched materials

DATA SCIENCE DETAILS:

  • Established standards for data formatting as applied to marketing collateral materials
  • Established data library archiving methodology to prevent data loss using a tiered backup and restoration system

INFORMATION SECURITY DETAILS:

  • Applied a disaster recovery plan which saved the company after the marketing director inadvertently erased all digital media assets on the entire company network
  • Established data library archiving methodology to prevent future data loss using a tiered backup and restoration system

TOOLS USED:

  • Adobe Acrobat v4.0
  • Adobe After Effects v4.1
  • Macromedia (Now Adobe) DreamWeaver v2.0, v3.0
  • Macromedia (Now Adobe) Flash v4.0, v5.0
  • Adobe Illustrator v8.01, v9.0
  • Adobe ImageReady v2.0, v3.0
  • Adobe Photoshop v5.5, v6.0
  • Adobe Premiere v5.1
  • Discreet (Now Autodesk) 3D Studio Max v3.1
  • Vecta3D Flash/Illustrator Output for 3DS Max
  • Syntrillium CoolEdit Pro (Now Adobe Audition) v1.2
  • Sonic Foundry ACID v2.0
  • Propellerheads Rebirth v2.0

November 1999 — April 2000

OXFORD & ASSOCIATES, INC.

1401 N. Central Expressway, Suite 340
Richardson, Texas 75080

OFFSITE CONSULTANT

DUTIES:

Performed installation, configuration, and administration of the following products:

  • Windows NT (Server & Workstation)
  • Windows 98
  • Microsoft Office
  • Internet Information Server (IIS)
  • Proxy Server
  • Microsoft Exchange Server
  • DNS Server
  • WINS Server
  • Microsoft SQL Server
  • DHCP Server

Configured file servers and hardware RAID storage servers for individual user storage, including setting up a multiple-domain information architecture model for administration of permissions on a hierarchical grouping basis

ADDED VALUE:

Established information security standards and best practices

Implemented user-specific logon scripts for provisioning and tracking of network resources

Established disaster recovery measures for mission-critical data, including production of concise, coherent documentation for employee training

Designed and implemented physical network layout, including server room setup and cable routing

Researched, qualified, and recommended equipment purchases

DATA SCIENCE DETAILS:

  • Installed and configured physical network infrastructure including RAID-based file servers
  • Implementation of disaster recovery measures for mission-critical data.

INFORMATION SECURITY DETAILS:

  • Multiple domain modeling and administration of permissions on a group basis
  • Established network security standards and procedures
  • Implementation of user-specific logon scripts for mapping drives and logging information
  • Implementation of disaster recovery measures for mission-critical data.

ADDITIONAL TOOLS:

  • Visual Studio 6
  • Adobe Photoshop 5.5
  • Macromedia (Now Adobe) Flash 4
  • Microsoft FrontPage 2000

January 1998 — May 1999

SOFTWARE SPECTRUM

2140 Merritt Drive
Garland, Texas 75041

PRODUCT SUPPORT SPECIALIST

DUTIES:

Involved in the launch of the enterprise side premiere support group for the installation and troubleshooting of Microsoft Back Office Server products, including:

  • Microsoft FrontPage
  • Microsoft Internet Information Server (IIS)
  • Microsoft Proxy Server
  • Microsoft DNS Server
  • Microsoft WINS Server

ADDED VALUE:

While at this job, earned certification as a Microsoft Certified Professional.

DATA SCIENCE DETAILS:

  • Created archive of frequently-used solutions to facilitate efficient technical support
  • Established data standards which reduced user confusion when using said archive
  • Assisted management in filtering call log data to determine service level adherence

INFORMATION SECURITY DETAILS:

  • Multiple domain modeling and administration of permissions on a group basis
  • Established network security standards and procedures
  • Implementation of user-specific logon scripts for mapping drives and logging information
  • Implementation of disaster recovery measures for mission-critical data.
  • Supported Microsoft Back Office Server, including Internet Information Server, Proxy Server, DNS Server, FTP Server, and WINS Server
  • Required complete familiarity with hierarchical authentication models and limitations of domain scope traversing
  • Complete familiarity of the TCP stack and OSI reference model
  • Expert knowledge of the functioning of TCP/IP networking, including IP and Subnet addresses (IPv4)
  • Expert knowledge of binary boolean operations and its application in network traffic routing
  • Comfortable with DOS-based command line networking tools and PowerShell commands

ADDITIONAL TOOLS:

  • Visual Studio 6
  • Adobe Photoshop 5.5
  • Macromedia (Now Adobe) Flash 4
  • Microsoft FrontPage 2000

June 1997 — April 2000

ART SQUAD

5550 LBJ Freeway, Suite 215
Dallas, Texas 75240

ONSITE GRAPHIC SPECIALIST

DUTIES:

This assignment involved many skills from the following areas:

  • Graphic Design
  • Layout
  • Rapid Visualization
  • Color Theory
  • Sketching
  • Inking
  • Prepress Artwork
  • Typesetting
  • Proofreading
  • Photographic Manipulation
  • Image Enhancement
  • Color Correction
  • Image Capture
  • Video Capture
  • Video Processing
  • Audio Processing
  • 3D Rendering
  • 3D Animation
  • 3D Model Creation
  • 3D Texture Mapping
  • Cinematography
  • Architectural Visualization
  • Image Compositing

ACHIEVEMENTS:

A 3 week assignment in July 1997 at the Dallas County Community Colleges Distance Learning Center was completed for the production of inter-show broadcast content

By the time the content was replaced in 2004, it had aired for tens of thousands of hours, having been seen by countless students, faculty, and local area residents

TOOLS USED:

  • Adobe Photoshop 5.0
  • Adobe Illustrator

September 1997 — December 1997

NEW BOSTON SYSTEMS

5301 Spring Valley Road
Suite 100
Dallas, Texas 75240

ONSITE GRAPHIC SPECIALIST

DUTIES:

  • Routinely performed network monitoring, load balancing, and troubleshooting
  • Performed production and rollout of employee workstations, including imaging and cloning drives
  • Used hardware and software knowledge of installed systems to affect fast and accurate troubleshooting of issues, both remotely and desk-side
  • Built, tested, and  upgraded system hardware components as needed, including component-level parts replacement
  • Performed mission-critical server backups onto DLT tape cartridges

 

INFORMATION SECURITY DETAILS:

  • Securely mapped network shared folders on client computers
  • Performed server-based account administration for network resource access
  • Set up hardware usage quotas to prevent employee abuse of resources
  • Helped to ensure disaster recovery measures were performed on a daily basis
  • Performed remote system administration of Microsoft Windows
  • Complete familiarity of the TCP stack and OSI reference model
  • Expert knowledge of the functioning of TCP/IP networking, including IP and Subnet addresses (IPv4)
  • Expert knowledge of binary boolean operations and its application in network traffic routing
  • Comfortable with DOS-based command line networking tools
  • Created and tested batch files to assist in deployment of critical security updates

April 1997 — August 1997

ARISE, INTERNATIONAL

3001 Lyndon B Johnson Freeway
Suite 235
Dallas, Texas 75234

IT SPECIALIST

DUTIES:

  • Performed Windows NT and Novell administration of employee accounts
  • Performed remote desktop installation and maintenance of company software
  • Administered network printing queues and associated printers
  • Assisted in the streamlining of the Windows NT competency training course

INFORMATION SECURITY DETAILS:

  • Performed server-based account administration for network resource access
  • Performed remote system administration of Microsoft Windows
  • Complete familiarity of the TCP stack and OSI reference model
  • Expert knowledge of the functioning of TCP/IP networking, including IP and Subnet addresses (IPv4)
  • Expert knowledge of binary boolean operations and its application in network traffic routing

June 1995 — April 1997

STREAM, INTERNATIONAL

4455 W. Lyndon B Johnson Freeway
Suite 700
Dallas, Texas 75224

TECHNICAL SUPPORT REPRESENTATIVE

DUTIES:

Performed hardware and software technical support for various clients, including:

  • CompuServe
  • HP DeskJet Printers
  • HP Engineering Plotters, including HP JetDirect Network Printing hardware

ADDED VALUE:

  • Supervised and assisted the development team in the production and maintenance of an internal Hewlett-Packard intranet support site, including deploying training materials
  • Assisted in establishing company standards and quality assurance measures
  • Administered business systems such as the ASPECT call queue and Windows NT servers
  • Assisted in client walk-through presentations and production of quarterly reports

ACHIEVEMENTS:

  • Chosen to staff the internal mentor line for top-tier support of fellow employees to help them perform advanced troubleshooting of complex issues
  • Frequently received recognition awards for quality of work
  • Received constant positive feedback from satisfied customers
  • Successfully resolved over 95% of all support issues on the first customer contact

INFORMATION SECURITY DETAILS:

  • Securely mapped network shared folders on client computers
  • Performed server-based account administration for network resource access
  • Set up hardware usage quotas to prevent employee abuse of resources
  • Helped to ensure disaster recovery measures were performed on a daily basis
  • Performed remote system administration of Microsoft Windows
  • Complete familiarity of the TCP stack and OSI reference model
  • Expert knowledge of the functioning of TCP/IP networking, including IP and Subnet addresses (IPv4)
  • Expert knowledge of binary boolean operations and its application in network traffic routing
  • Comfortable with DOS-based command line networking tools
  • Created and tested batch files to assist in deployment of critical security updates

 January 1995 — April 1995

XEROX BUSINESS SERVICES (XBS)

1301 Ridgeview
Lewisville, Texas 75057

KEY OPERATOR

DUTIES:

  • Duration of employment was onsite at Texas Instruments in Dallas, Texas
  • Practiced advanced color theory and quality assurance
  • Performed design and delivery consulting for Texas Instruments employees
  • Administered the Windows NT network for delivery and production of color documents
  • Assisted in establishing production schedules and developing status reports
  • Performed installation and optimization of color printing software to ensure consistency and quality

ADDED VALUE:

  • Frequently resolved all print quality and color consistency issues with a minimum expenditure of time and resources, which minimized operating costs by over 10%

INFORMATION SECURITY DETAILS:

  • Learned the details of sensitive document duplication including security of related materials
  • Became comfortable around military personnel who were carrying classified information for duplication
  • Adopted a vigilant mindset in regard to sensitive and classified information, and routinely reinforced information security policies to co-workers and clients

Software Knowledge

Legend:

Novice

.

.

.

.

Expert

Adobe

Acrobat

Audition

After Effects

Dreamweaver

Illustrator

InDesign

Media Encoder

Photoshop

Premiere Pro

SoundBooth

Microsoft

Access

Excel

IIS

Outlook

PowerPoint

Publisher

SQL Server

Windows (All Versions)

Word

Propellerheads

Rebirth

Reason

Recycle

Blackmagic Design

DaVinci Resolve

Fusion

Grass Valley

Edius Pro

ProCoder

CAD / Engineering

AutoCad

Autodesk Fusion 360

Blender

Dassault Solidworks

3D Studio Max

Scripting

HTML

CSS (Cascading Style Sheets)

PHP

ASP / .NET (C#)

JavaScript

JQuery

Python

Basic Skills

Technical Skills

  • PC Hardware Support
  • PC Software Support
  • Usage of Encryption Tools
  • Backup, Restoration, and Archiving
  • Information Architecture
  • Information Security
  • Full Understanding of TCP/IP

Business Skills

  • Understanding of Tax Issues
  • Budget Tracking and Reporting
  • Creation of Contracts
  • Creation of Estimates
  • Creation of Invoices
  • Client Presentations
  • Client Follow-Up

People Skills

  • Ability to Find Common Ground
  • Ability to Maintain a Positive Attitude
  • Have a Great Sense of Humor
  • Focused on Helping People Get Better
  • Skillful Negotiator
  • Great at Asking Questions and Listening

Data Science

  • Trend Analysis
  • Presentation
  • Infographics
  • Motion Graphics Video

Microsoft Office

  • Word Template Production
  • Complex Word Formatting
  • Excel Template Production
  • Chart & Graph Production
  • Complex Excel Programming

Web Development

  • Content Management Systems
  • Rapid Prototyping
  • Responsive Design
  • UI / UX
  • Analytics Tracking

Media Production Skills

Video Production

  • Recording
  • Cinematography
  • Color Grading
  • Editing
  • Visual Effects
  • Conversion
  • Stabilization
  • Advanced Knowledge of Video Codecs

Audio Production

  • Recording
  • Mixing
  • Music Composition
  • Mastering
  • Restoration
  • Voiceovers
  • Narration

Print Design

  • Color Theory
  • Pre-Press Preparation
  • Pantone
  • Color Space Conversion
  • Vector File Creation

3D Design

  • Modeling
  • Texturing
  • Lighting
  • Animation
  • Conversion

Graphic Design

  • Color Theory
  • Typography
  • Readability
  • White Space
  • Vector File Formats

Media Production Skills

  • 3D Design

Modeling, Texturing, Lighting, Animation, Conversion

  • Graphic Design

Color Theory, Typography, Readability, Whitespace, Vector File Formats

  • Data Science

Trend Analysis, Presentation via Infographics or Motion Graphics Video

  • Audio Production

Recording, Mixing, Music Composition, Mastering, Restoration, Voiceovers, Narration

  • Microsoft Office

Template Production, Chart Production, Complex Excel Programming

  • Print Design

Color Theory, Pre-Press Preparation, Pantone, Color Space Conversion

  • Video Production

Recording, Cinematography, Color Grading, Editing, Visual Effects, Conversion, Stabilization, Advanced Knowledge of Video Codecs

  • Website Design & Development

WordPress, HTML, CSS, .NET, JavaScript, JQuery, PHP, Microsoft SQL

Certifications & Licenses

Professional

  • Group One Life and Health Insurance License
  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 26 License
  • Long-Term Care Insurance License
  • For Profit Legal Services Appointment
  • 401(k) Appointment
  • Variable Annuities Appointment
  • Fixed Annuities Appointment

Technical

Microsoft Certified Professional

Unique Skills

Security (Information and Physical)

Vulnerability identification and testing of systems, personnel, and processes

Ability to create robust contingency plans for novel threat models

Familiarity with processes to circumvent or defeat existing security methods

Ability to secure physical locations with minimal residual footprint

Proficiency in multiple forms of armed combat, including firearms and melee weapons

Ability to obtain security clearance. (No criminal convictions, never traveled outside the U.S., father had a security clearance. Have already passed a multitude of FBI background checks – including fingerprinting – to obtain current professional financial licenses.)

Process

Vertical task integration for assured completion of critical tasks

Disparate information synthesis with a focus on simplicity and usability

Innovative reuse and re-purposing of existing ‘off-the-shelf’ technologies

Identify and eliminate bottlenecks to create efficient, streamlined workflows

Task Efficiency

Efficient, high-quality research results through online and offline sources

Self-paced, rapid, ‘just-in-time’ learning of skills, information, and methodologies

Quality and Professionalism

Impeccable spelling, grammar, speaking, and presentation skills

Ability to maintain a positive attitude, and help others do the same

Proficiency in client contact, planning, and follow-up

Samples of Capabilities

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