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, TX05-1984
Some College (No Degree) - Business Administration And Management
Jarvis Christian College
Hawkins, TXSome College (No Degree) - Business Administration and Management
Sam Houston State University
Huntsville, TXSkills
- 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