Finance and Investments Professional
Joseph Weaver
Self-Employed
Ruston,LA
2
Languages
1
Certification
30
Years of experience
Dynamic finance professional with a robust background in financial analysis and investment management, dedicated to driving process improvements and implementing strategic financial planning. Proven track record in managing diverse portfolios, conducting thorough risk assessments, and adapting to evolving market dynamics to achieve optimal results. Committed to fostering collaboration within teams while maintaining a strong focus on client relationship management and asset allocation. Reliable and adaptable contributor, consistently delivering performance and growth in fast-paced environments.
Work History
Finance Manager
1 Year 6 Months- Financed capital equipment projects throughout the US.
- Remote
- Established strong relationships with stakeholders, ensuring transparency in financial operations.
- Reviewed documentation and identified financial discrepancies where applicable.
- Led negotiations for major contracts, achieving favorable terms and significant cost savings.
Derivatives Trader
27 Years 11 Months- Traded options on underlying equities, commodities, ETF’s, and Indexes. Mentored by Gunter Meissner PhD, former Head of Options at Deutsche Bank Tokyo, during graduate course in Finance at Hawaii Pacific University.
- Www.risk.net/author/gunter-meissner
- Analyzed market trends to develop effective trading strategies.
- Executed trades across various derivative instruments, optimizing risk and return.
- Implemented risk management protocols to safeguard capital and minimize losses.
- Monitored real-time market data to inform decision-making processes.
Sales Consultant
1 Year 4 Months- Conducted sales in Louisiana, Arkansas, Mississippi and Texas for recycling materials.
- Conducted market analysis to identify emerging trends and potential growth opportunities.
- Developed tailored sales strategies to address client needs and enhance engagement.
- Fostered relationships with key stakeholders to promote product offerings and increase customer loyalty.
- Analyzed sales data to inform strategic decisions, driving continuous improvement initiatives across the team.
Lobsterman
5 Months- Commercial lobster fishing (Family Business)
Vice President of Sales
3 Years 4 Months- Commercial/Capital Equipment Financing, with a focus on automation & robotics, manufacturing, medical, mining, packaging, processing, printing and construction.
- Fostered relationships with key stakeholders to enhance partnerships and collaboration efforts.
- Increased sales revenue by developing and implementing innovative sales strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Financial Advisor
4 Years 6 Months- Wealth Management and Financial Planning practice. Built 77 household book of business. Successfully managed investments with no clients losing capital, and no clients leaving practice in 4 ½ years.
Sales & Marketing Consultant
10 Months- Secured financing for 5MW wind turbines by selling subscriptions to corporations and residential customers for the construction of 3 turbines.
- Developed comprehensive marketing strategies to enhance brand visibility and drive customer engagement.
- Optimized sales funnels through targeted outreach initiatives, resulting in improved lead generation efficiency.
- Increased sales revenue by developing and implementing targeted marketing campaigns.
Sales Manager
3 Years 11 Months- Developed advertising & marketing campaigns and sold high-end, hand-made doors and screen doors.
Marketing & Advertising Account Executive
2 Years 1 Month- Developed marketing strategies and sold advertising to small businesses in Downtown Bellingham.
Associate Professor
4 Years 8 Months- Recruited by Edmond Ho, first Chief Executive of Macau following the handover of Macau to China from Portugal. Created and lectured 4-year curriculum as the first professor in Public Relations.
Marketing & Management Consultant
12 Years- Conducted market research to inform strategic decision-making and competitive positioning for clients.
- Developed comprehensive business strategies to enhance organizational performance and profitability.
- Analyzed client operations to identify inefficiencies and recommend strategic improvements.
- Evaluated client financials to guide resource allocation decisions and optimize budgetary constraints.
- Increased client revenue through effective sales strategy development and implementation.
- Advised clients on risk management strategies, mitigating potential threats to their businesses'' stability.
- Delivered tailored solutions for clients in various industries, addressing unique challenges and needs.
- Optimized resource allocation by identifying inefficiencies and implementing cost-saving measures.
- Managed complex projects from inception to completion, ensuring timely delivery within budget constraints.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
Education
Master of Business Administration - International Business
Bachelor of Arts - Political Science and Government
Skills
Analysis skills (10+ years)
Forecasting (10+ years)
Languages
Cantonese - Beginner
Spanish – Beginner
Certifications and Licenses Series 66 July 2013 to December 2019 Series 7 June 2013 to December 2019 Washington State Insurance Producer License June 2013 to December 2019
Artificial Intelligence
Budget forecasting
Financial management
Investment analysis
Deal structuring
Strategy development
Business development
Accomplishments
- Successfully integrated businesses into new markets.
- Built investment book of business with 77 housholds.
Certification
- Online AI Certification – University of Texas
- Series 7 – FINRA (June 2013 to December 2019)
- Series 66 – FINRA (August 2013 to December 2019)
- Insurance Producers license – Washington State
Languages
Cantonese - Beginner
Spanish – Beginner
Section name
- 14 years of International Business experience in Southeast Asia including real estate, finance, marketing, advertising, and hospitality industry management. 14 years in investment management and finance, 11 years in the hospitality and tourism industry, 7 years in Marketing, Advertising & Public Relations and 27 years of securities derivatives trading.
- Willing to relocate anywhere. Authorized to work in the US for any employer.
Timeline
Finance Manager
HIL Financial
02.2025 - CurrentRead More
Sales Consultant
Marck Industries
01.2023 - 05.2024Read More
Lobsterman
Weaver Enterprises
07.2022 - 12.2022Read More
Vice President of Sales
Partners Capital Group
02.2019 - 06.2022Read More
Financial Advisor
Waddell & Reed
06.2013 - 12.2017Read More
Sales & Marketing Consultant
Cascade Community Wind Co.
05.2012 - 03.2013Read More
Marketing & Advertising Account Executive
Fifth on Sixth Marketing
04.2010 - 05.2012Read More
Sales Manager
Creative Openings
09.2008 - 08.2012Read More
Associate Professor
Macao Polytechnic Institute
09.2003 - 05.2008Read More
Derivatives Trader
Self-Employed
09.1998 - CurrentRead More
Marketing & Management Consultant
Self-Employed
04.1996 - 04.2008Read More
University of Hawaii
Bachelor of Arts from Political Science and Government
Read More
Hawaii Pacific University
Master of Business Administration from International Business
Read More