Michael Gates
Management
Great Falls,MT
Summary
Talented Senior Vice President with excellent employee development, customer service and analytics skills coupled with more than 40 years of management experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
52
52
years of professional experience
Work History
Senior Vice President Investment
D. A. Davidson & Co.
06.1991 - 09.2019
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Handled financial transactions worth over $125,000,000.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Established over 400 accounts in 34 states and 3 foreign countries through 3 generations of families and businesses
Investment Executive
Dain Bosorth
03.1986 - 06.1991
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Built a client base of over 150 accounts, managing over 35 million dollars
General Manager
4 B's Restaurants / Black Angus Supper Clubs
06.1967 - 02.1986
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Developed and maintained relationships with customers and suppliers through account development.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Assessed reports to evaluate performance, develop targeted improvements and implement changes.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Designed modern employee recognition program which boosted productivity and improved morale.
Education
Economics
Montana State University - Bozeman
Securities, Investments, Insurance
Security Investment School
MinneapolisHigh School Diploma -
Bozeman High School
Bozeman, MT06.1971
Skills
- Portfolio Management
- Board Oversight
- Leadership and People Development
- Integrity and Transparency
- Executive Leadership
- Effective Communicator and Public Speaker
- Strategic Planning
- Investor Relations
- Conducting Reviews
- Economic Analysis
- Fiduciary Management
- Revenue Growth
- Operational Efficiency
- Expectation Management
- Growth Portfolios
- Performance Benchmarking
Affiliations
State Board of Director MT Special Olympics
- Toastmasters
Board of Director Lewis & Clark Museum
Board of Director Meadow Lark Country Club
American Quarter Horse Assoc.
have raised and trained American Quarter Horsed for over 40 years
traveling to horse shows from Canada to Arizona, from Washington state to Pennsylvania
Additional Information
Have been a Disney fan for life, taking a Disney Park vacation or Disney Cruise twice a year for
over 40 years
Have studied Disney history and Trivia
Knew Disney stock inside and out, traveled to annual meetings and placing disney stock in all Client accounts
Timeline
Senior Vice President Investment
D. A. Davidson & Co.
06.1991 - 09.2019
Investment Executive
Dain Bosorth
03.1986 - 06.1991
Economics
Montana State University - Bozeman
Securities, Investments, Insurance
Security Investment School
High School Diploma -
Bozeman High School
General Manager
4 B's Restaurants / Black Angus Supper Clubs
06.1967 - 02.1986
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