Phillip Malone

• Director of Development for Ellas Hope.
• Hope is my daughter and Ella is my Granddaughter.
• Ellas Hope raises money for education of families with Autistic children.
• We have delivered a Kenny Rodgers Concert.
• Art Shows, Restaurant days, Boulevard Brewers days.

• I worked with wealthy individuals on private placement investments.
• I recruited large producing wealth managers for Merrill Lynch.
• I recruited large producing wealth managers for Wells Fargo.

• Company Overview: Flagstone was a Boutique NYSE firm based in St. Louis Mo.
• Flagstone featured a trading desk for large money managers to execute NASD and NYSE trades.
• Flagstone supplied pension funds with research and information on Real Estate Investments trusts.
• Sales Manager's position was to support and train 20 investment advisors.
• Flagstone was a Boutique NYSE firm based in St. Louis Mo.

• Opened, Staffed, Trained 30 advisors and assistants for new plaza office in Kansas City Mo.

• Managed the Western District for Stifel while managing the most profitable office in the Stifel system.
• Received Branch Manager of the Year recognition.

• Maximized company revenue by raising venture capital to acquire rare inventory and consignments.
• Identified potential business opportunities through research and analysis of industry trends.
• Analyzed market trends and identified potential opportunities for new products and services.
• Managed the day-to-day operations of a sales organization with multiple regional offices.
• Conducted regular meetings with sales staff to review goals and strategize new approaches.
• Built strong relationships across departments within the company as well as external partners.
• Enhanced product knowledge through continuous learning and professional development activities.

• Developed training programs for financial advisors to enhance service delivery.
• Facilitated workshops on compliance and regulatory standards for staff education.
• Collaborated with management to assess training needs across departments.

Trained over 800 new financial advisors to become successful producers for Paine Webber system.

Attended management classes at Wharton School of Business.