Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

RANDY LEATCH

Pearland,TX

Summary

Experienced Financial Advisor bringing expertise in retirement planing. Resourceful, hardworking and dedicated to satisfying customers.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

Mount Sinai Baptist Church
Houston, TX
01.2007 - Current
  • Created annual budgets and monitored performance against them to ensure objectives were achieved.
  • Conducted regular financial reviews of operations to identify areas for improvement in terms of cost savings or process improvements.
  • Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
  • Established policies related to internal controls over accounting systems as well as financial processes within the organization.
  • Identified cost saving measures through analysis of existing operational procedures.
  • Set up and directed $1,000,000 yearly budget with Senior Pastor

Retirement Specialist

RCL & Associates
Pearland, TX
01.2004 - Current
  • Developed financial plans and strategies for clients to help them reach their short-term and long-term goals retirement.
  • Analyzed clients' financial situations, identified risks, and recommended solutions.
  • Responded promptly to inquiries from existing customers regarding their investments or other matters.
  • Attended conferences, workshops, and seminars related to financial planning topics.
  • Helped customers develop a comprehensive plan for achieving their personal wealth objectives.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.

Education

High School Diploma -

James Madison High School
Dallas, TX
05-1984

Some College (No Degree) - Business Administration And Management

Jarvis Christian College
Hawkins, TX

Some College (No Degree) - Business Administration and Management

Sam Houston State University
Huntsville, TX

Skills

  • Planning for retirement
  • Investment Guidance
  • Advising on investments

Certification

  • Certified Planner for 403(b) and 457 ( Markets)
  • Preferred Contractor with Allianz Life Ins. Company

Timeline

Chief Financial Officer

Mount Sinai Baptist Church
01.2007 - Current

Retirement Specialist

RCL & Associates
01.2004 - Current

High School Diploma -

James Madison High School

Some College (No Degree) - Business Administration And Management

Jarvis Christian College

Some College (No Degree) - Business Administration and Management

Sam Houston State University
RANDY LEATCH