Jim Slack

• Conveyed project status weekly to Fortune 500 Client
• Attracted over 100 contractors for training in less than 3 weeks.
• Secured region-wide compliance to company regulation and state laws.
• Exchanged weekly assignments for over 75 contractors among 135 locations.
• Authorized and distributed payroll of up to $75,000 per week
• Amassed over 107,000 signatures in nine weeks.
• Celebrated second highest signature count in Oklahoma history.

• Championed patient education pieces clarifying and managing expectations.
• Consistently received 100% Google 5 Star Reviews.
• Fostered team building through cross-training and leadership development.
• Deftly juggled HR, consultation, inventory, insurance filing/reimbursement, cash flows and reporting.
• Attracted new patients through targeted marketing and incentives.

• Created and managed an independent annuity, health, and life insurance agency.
• Expanded client base through strategic partnerships and alliances.
• Customized private retirement alternatives for C-Suite Executives, business owners, and UHNW clients.
• Created educational workshops highlighting client choice and control.
• Consulted to UHNW clients involving dysfunctional communication and money behaviors
• Benefitted clients by eliminating downside market risk while providing upside-growth potential.
• Navigated clients through radical changes in health coverages and availability.

• Secured region-wide compliance to company regulations and state laws.
• Created and conducted circulation events throughout the Region.
• Authorized and distributed payroll of up to $100,000 per week
• Procured over 150,000 signatures in seven weeks.
• Celebrated highest and fastest signature count in Oklahoma history.

• Championed a holistic wealth management and investment advisory firm of five to seven people.
• Integrated behavioral assessments into client risk evaluations to quantify both client communication styles and expectations.
• Created asset allocation strategies including mutual funds, multi-manager accounts, non-traditional investments, equities, fixed income vehicles, life insurance products, and annuities.
• Elevated services through executive/life coaching, business consulting, fiduciary training, philanthropic/charitable trust consulting, and Family Office leadership training
• Earned the AIFA (Accredited Investment Fiduciary Auditor), CPBA (Certified Professional Behavioral Analyst), and CPVA (Certified Professional Values Analyst) designations during this period

• Created/championed a marketing program resulting in $50+ million of assets under nine months.
• Coordinated institutional consulting services to accounts up to $2 billion in size for entire state.
• Developed and implemented workshops for retail financial consultants on performance measurement, asset allocation/efficient frontier modeling, and consultative selling.
• Championed first fee based managed account programs in state.
• Commanded the highest percentage of fee based accounts in 35 states.
• Successfully sold and closed institutional brokerage services including consulting, performance measurement, manager search, and directed commissions/soft dollar programs.
• Guest speaker for seminars, civic clubs, charities and local organizations
• Earned both CFP (Certified Financial Planner) and CIMA (Certified Investment Management Analyst) designations during this period. First CIMA for firm in Oklahoma.

Bachelor of Science in Business Administration- Graduated December 1982

Major- Finance, Minors- Accounting Economics

Oklahoma State University - Stillwater, OK