Ben Barker

• Helped grow the company to 7,235+ active retirement accounts, $68M+ in client cash holdings, and $900M+ assets under administration.
• Built and managed B2B referral channels that generated approximately 800+ retirement accounts and $200M+ in associated retirement assets.
• Developed and managed B2B partnerships generating 100–200 new retirement accounts monthly.
• Helped generate 500+ direct precious metals IRA clients and $50M+ in metals assets under administration.
• Created and launched the company’s precious metals IRA program from the ground up.
• Managed a team of 10 employees including HR, insurance administration, operational oversight, and workflow management.
• Designed CRM workflows, pipelines, onboarding systems, automated email campaigns, and operational procedures using Zoho CRM, Salesforce, HubSpot, and related platforms.

• Consulted directly with clients regarding Self-Directed IRAs, IRA LLC structures, Solo 401(k)s, and alternative retirement investing.
• Facilitated establishment of thousands of IRA LLC entities and retirement investment structures for clients.
• Created marketing campaigns, educational webinars, and lead generation systems to enhance client engagement.
• Cultivated strategic relationships with financial professionals and referral partners nationwide to expand business network.

PRECIOUS METALS & STRATEGIC PARTNERSHIP LEADERSHIP

· Created and launched the company’s precious metals IRA program from the ground up.

· Built and managed referral partnerships that generated approximately 800+ retirement accounts and over $200M in associated retirement assets.

· Helped generate 500+ direct precious metals IRA clients and more than $50M in metals assets under administration.

· Developed strategic B2B partnerships with leading industry firms including APMEX, Kitco, JM Bullion, and GoldSilver.com.

· Negotiated and managed strategic storage relationships with Brinks for secure precious metals custody and administration.

· Oversaw metals purchasing/sales logistics, reconciliation, compliance coordination, custodial relationships, and joint marketing initiatives.

· Managed client relationships and consulting for precious metals retirement investing within Self-Directed IRAs and Solo 401(k)s.

• Sold trust and estate planning solutions to CPAs, CFPs, financial advisors, and attorneys, enhancing client service offerings.
• Educated professionals and clients on trusts and estate planning strategies, improving understanding and implementation of effective planning.
• Specialized in LLC and corporation formation, tax structure consulting, and operational compliance.
• Managed payroll, accounts payable/receivable, taxes, and reconciliations to ensure accurate financial operations and compliance.

• Led accounting operations for retail locations generating over $12M in annual revenue, ensuring accuracy and compliance in financial reporting.
• Developed financial management reporting systems, enhancing profitability analysis for informed decision-making.
• Managed monthly financial closing processes for timely reporting and analysis.
• Led budgeting and forecasting efforts to align financial goals with business strategy.
• Supervised accounts payable and receivable functions to ensure accuracy and compliance.