Harold Pearce

• Gathered development team and financed pre-production of TV miniseries.

Personally recruited and supported a team of 10-15 consultants as well as over 100 personal customers. Still generates a few thousand dollars a year.

• Established and implemented business procedures and process improvements.
• Recruited and managed team members from estate planning. insurance planning, accounting, and investment management.
• Presented generational wealth transfer strategies to families that strengthened existing family relationships.

As an independent contractor with Investment Management & Research (a division of Raymond James Financial), I provided supervision, training, and recruitment of 8-10 advisors and 5-6 staff. I was in the Chairman's Council (top 10% in production) during that time and one year in the President's Council (top 1%)

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

As a family therapist, I did evaluations for the court regarding neglect, and physical or sexual abuse.

Supervised 6-10 therapists and two support staff.

Coordinated with med

• Administered preliminary and comprehensive vocational assessments.
• Assisted individuals with addressing disabilities and developing career plans.
• Conducted group and individual counseling sessions

Assessed job structure and designed job procedures for persons with disabilities.

Gave hands-on support for clients on the job.

Consulted with production supervisor and facility leadership to ensure tasks were designed to maximize client success while maintaining production speed and quality standards.