Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charles Leis

Eagle

Summary

Dynamic leader with a proven track record at Leis Asset Management, driving strategic investment growth and operational excellence. Expert in organizational leadership and employee relations, fostering high-performing teams. Successfully cultivated key stakeholder relationships, enhancing business development initiatives and ensuring compliance with financial regulations.

Overview

2027
2027
years of professional experience

Work History

President

Leis Asset Management
Dallas, Texas
2002 - Current
  • Developed and executed strategic investment plans to maximize asset growth.
  • Led cross-functional teams to optimize operational efficiencies and enhance service delivery.
  • Analyzed market trends to inform investment strategies and risk management approaches.
  • Cultivated strategic relationships with stakeholders to drive business development initiatives.
  • Oversaw financial reporting processes, ensuring compliance with regulatory standards.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.

Executive Vice President, Board of Directors

Dorvin D. Leis Co., Inc
Kahului, HI
2002 - Current
  • Directed strategic initiatives to enhance operational efficiency and drive business growth.
  • Collaborated with board members to establish long-term organizational goals and objectives.
  • Oversaw financial planning and risk management processes to ensure sustainable profitability.
  • Facilitated communication between executive leadership and board of directors to align priorities.
  • Managed crisis situations effectively, mitigating potential damage to the organization''s reputation or bottom line.
  • Built lasting relationships with key industry players through networking events, conferences, and collaborative initiatives.
  • Oversaw investor relations efforts by communicating transparently about company performance and future prospects.

Education

Bachelor of Science - Human Resources Management And Marketing

Boise State University
Boise, ID
05-1984

Skills

  • Leadership team building
  • Organizational leadership
  • Strategic planning
  • Operational excellence
  • Employee relations
  • Staff training
  • Sales and marketing
  • Negotiation
  • Company representation
  • Business planning
  • Strategic visioning

Timeline

President

Leis Asset Management
2002 - Current

Executive Vice President, Board of Directors

Dorvin D. Leis Co., Inc
2002 - Current

Bachelor of Science - Human Resources Management And Marketing

Boise State University