Summary
Overview
Work History
Education
Skills
Timeline
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Marc Lesser

Marina del Rey,California

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

38
38
years of professional experience

Work History

Investor

TruCapitals
11.2022 - 08.2024
  • Investment utilized algorithmic software licensed with Goldman Sachs, BlackRock and Schwab on Wall Street, investing via High Frequency Trading (HFC) daily on the NYSE.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Network Marketer

Self-employed
10.2004 - 09.2022
  • Organized promotional events to drive brand awareness and boost sales volume.
  • Maintained up-to-date knowledge of industry best practices regarding networking protocols.
  • Collaborated with sales teams to align marketing strategies with sales objectives.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Identified customer needs by asking questions and advising on best solutions.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Collaborated with other departments within the organization in order to ensure successful product launches.

Financial Advisor

Affiliated with Matson Money
Calabasas, CA
09.2007 - 08.2020
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Provided advice on tax-advantaged investment opportunities.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
  • Managed relationships with outside vendors such as attorneys, accountants, when necessary.

Insurance Broker

Commercial Benefits
Woodland Hills, California
10.1991 - 08.2007
  • Collaborated with an amazing team and earned a placement
  • Assessed client risk profiles and recommended appropriate coverage plans.
  • Prepared detailed reports summarizing customer requirements and recommendations.
  • Built relationships with external parties, such as carriers, vendors, and regulators.
  • Analyzed financial data related to insurance products to ensure accuracy of information.
  • Utilized industry software tools such as rating engines and quoting systems.
  • Maintained up-to-date knowledge of industry trends and regulations.
  • Ensured compliance with all applicable laws and regulations.
  • Attended networking events to build new contacts in the industry.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

Certified Public Accountant

Singer Lewak Greenbaum & Goldstein
Westwood, CA
04.1989 - 09.1991
  • Conducted financial analysis of existing investments, operations, and sales trends.
  • Advised clients on tax planning strategies to minimize their tax liability.
  • Performed due diligence reviews on prospective merger and acquisition targets.
  • Participated in special projects such as budgeting, forecasting, cash flow projections.
  • Worked with executives and upper management to establish and balance company budgets.
  • Delivered superior level of customer service to small business clients.
  • Assisted clients in determining business strategy and achieving profitability goals.

Certified Public Accountant

Kenneth Leventhal & Co (acquired by Ernst & Young)
Century City, CA
09.1986 - 03.1989
  • Prepared consolidated financial statements in accordance with generally accepted accounting principles.
  • Prepared audit schedules for external review
  • Maintained effective relationships with clients through regular communication regarding progress updates.
  • Maintained accurate accounts for cash, fixed assets and other transactions.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Performed audits of operational and financial areas to check compliance.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Conducted financial analysis of existing investments, operations, and sales trends.

Education

Bachelor of Arts - Accounting And Finance

University of California At Santa Barbara
Goleta, CA
06-1986

Skills

  • Financial Designations Achieved:
  • Certified Public Accountant (CPA)
  • AICPA and California Society of CPAs Member
  • Series 7 and 63 Licenses
  • Life and Disability License
  • Variable Annuities License

Timeline

Investor

TruCapitals
11.2022 - 08.2024

Financial Advisor

Affiliated with Matson Money
09.2007 - 08.2020

Network Marketer

Self-employed
10.2004 - 09.2022

Insurance Broker

Commercial Benefits
10.1991 - 08.2007

Certified Public Accountant

Singer Lewak Greenbaum & Goldstein
04.1989 - 09.1991

Certified Public Accountant

Kenneth Leventhal & Co (acquired by Ernst & Young)
09.1986 - 03.1989

Bachelor of Arts - Accounting And Finance

University of California At Santa Barbara

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Marc Lesser