IRA BELL-GUILFORD
New York,NY
Summary
Highly skilled Financial Advisor with over 10 years of experience in project programming, financial analysis, risk assessment and tax planning. Exceptional knowledge in wealth management, estate planning and investments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
08.2022 - Current
- Established as a top up and coming advisor within the firm
- Implemented first class business practices and delivered A1 service to clients, becoming a preferred advisor for those who work in and participate in sports
- Active member of the Black Affinity Summit, supporting the advancement of Black/African Americans in the financial services industry
- Founded Ball Street University, a nonprofit group that teaches financial literacy to high school and college student-athletes
- A trusted source in the sports community
- Serving over 100 families, part of a $558B portfolio.
Chief Executive Officer
91 Octane Training
08.2016 - Current
- Secured $60,000 in start-up funds and negotiated leases for studio space in 4 locations
- Hired and managed staff of 20 employees
- Created programming that has helped produce over 100 scholarship athletes
- Created alliances and negotiated long-term contracts with numerous sports clubs and organizations
- Collaborated on back to school charity events, park clean-ups and Big Brother programs
- Collaborated with Zone6ix Sports, New York Red Bulls, New York Rugby, Jersey City Soccer Assocciation, NJ Stallions, Brick City Lions and others planning, staffing and executing various camps and clinics
- Serving upwards of 2,000 student-athletes annually.
Vice President
New Jersey Knights Elite
05.2019 - 01.2022
- Raised $100,000 in start-up funds with NJ Knights Group
- Assisted in the creation of by-laws established for the non-profit organization: New Jersey Knights Elite
- Interviewed and hired staff of 50 volunteers
- Assisted in the creation and balancing of the yearly budget
- Created programming and administrative oversight for all sporting programs
- A time-efficient approach was used to create a 6 hour practice week that produced 2 nationally ranked teams and 0 major injuries amongst the 212 registered kids
- Created and chaired the High School Placement Committee, which educated families on the potential high schools their children would be able to attend
- Helped secure scholarship money for 30 student-athletes.
Strength And Conditioning Coach
New Jersey City University
06.2019 - 08.2020
- Created and oversaw comprehensive conditioning and nutrition programs for the competitive sports teams
- Provided mentoring on student-athlete lifestyle, time-management, and performing under pressure
- Helped lead student athletes through physiological and psychological development
- Worked within NCAA compliance guidelines in the execution of all trainings and practices, and gamedays
- Successfully improved conditioning metrics and suffered 0 soft tissue injuries during tenure.
Education
B.A. - Accounting And Finance
The Ohio State University
Columbus, OHEl Camino College
Torrance, CASkills
- Project Management
- Business Development
- Risk Assessment
- High Net Worth Individuals Marketing
- Financial Knowledge
- Making Insurance Decisions
- Tax Law Expertise
- Managing Wealth
- Stock Market Understanding
- Retirement Needs
Accomplishments
- Over 20,000 families served
- Board member on 3 youth organizations
- Former All American high school football player who earned over 40 full scholarship
- Mentor and coach to business owners, athletes and working professionals
Certification
NASM-PES (2008)
Life and Health Certificate (2002)
SIE, Series 63, Series 7 (pending-2003)
Timeline
Financial Advisor
Northwestern Mutual
08.2022 - Current
Strength And Conditioning Coach
New Jersey City University
06.2019 - 08.2020
Vice President
New Jersey Knights Elite
05.2019 - 01.2022
Chief Executive Officer
91 Octane Training
08.2016 - Current
B.A. - Accounting And Finance
The Ohio State University
El Camino College
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