Rodney Porteous
Traverse City,MI
Summary
Financial counseling and management professional with experience in portfolio oversight, debt reduction guidance, and team leadership across financial services collections and operations. Applies analytical reasoning, client education, and process coordination to support stable financial outcomes. Improves collections performance while maintaining high-quality customer service.
Overview
41
41
years of professional experience
Work History
Driver
Red Cross
Kalamazoo, Michigan
06.2023 - 04.2026
- Inspected vehicles before trips and reported safety issues promptly.
- Loaded and unloaded medical equipment, documents, and donation materials.
- Transported Red Cross personnel and supplies to assigned service locations.
Personal Financial Counselor
Zeiders Enterprises.
New Orleans, LA
01.2021 - 12.2022
- Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens
- Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability
- Teaching Service members (and their families) money management techniques to encourage them to live within their means
- Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month
- Educating military families on the importance of maintaining excellent credit histories and ratings
- Establishing, monitoring, and protecting their credit
- Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc
- Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan
- Assisting with tax planning
- Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals
Restaurant Owner/Operator Manager
Porteous Corporation
01.2014 - 03.2020
- Knowledgeable and hard working with hands-on style and good grasp of marketing, personnel management, inventory coordination, and all other areas of restaurant management
- Excellent skills in maintaining records, planning operations and administrating financial operations
- Skilled in controlling food costs and labor hours
- Enthusiastic individual with superior skills in working in both team based and individual capacities
- Bring strong work ethic and excellent organizational skills to any setting
- Excited to bring new challenge with successful team
- Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency
- Scheduled employees for all shifts, taking into account customer traffic and employee strengths
- Maintained cleanliness and organization of both front and back of restaurant workspace, working closely with employees to systematize tasks
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service
- Effectively recruited and hired, and selected top talent to secure a high performing team of 25 members to provide sterling customer experience for our customers.
Certified Financial Planner
Charles Schwab
07.2000 - 08.2013
- Develop client relationships, cultivate and in-depth understanding of existing needs, and determine financial planning goals while working closely with clients to understand and attain their objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Monitored social media and online sources for industry trends
- Researched financial services rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers
- Managed $300 million in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
Collections Manager
Sterling And King, Inc.
Orlando, FL
01.1997 - 06.2000
- Resolved complex collection issues referred by front-line staff and served as subject matter expert on Fair Debt Collection Act, winning promotion to collections manager within 10 months of hire
- Set up and updated customer accounts and Customer relationship management software with interactions, payments and personal information
- Accessed credit records to evaluate customer credit histories
- Contacted customers to collect outstanding payments via one-time or negotiated installment methods
- Recruited, hired, trained, and mentored staff of 10 collection representatives
- Handled all performance management functions, including counseling and termination
- Generated 20% monthly increase in collection revenue by changing staff performance goals from monthly to biweekly focus.
Military Police Officer
US Army
07.1985 - 05.1991
- Secured restricted areas and enforced limited access for civilians and military members in order to provide force protection and property security
- Gathered preliminary investigation information as first responder to crimes on base
- Searched vehicles, buildings, and homes for evidence of stolen property
- Protected lives and property of multiple military installations
- Gathered evidence, processed crime scenes and questioned witnesses and suspects
- Mitigated risk, providing immediate emergency response security
- Patrolled base facilities and housing areas to deter crime, monitor activities and provide force protection.
- Enforced military laws and regulations.
Education
Bachelor of Arts - Business Administration, Finance Minored
Saginaw Valley State University
05-1994
Skills
- Analytical reasoning
- Exceptional organization
- Research and due diligence
- Account management
- Business development
- Customer relations
- Team building
- MS Office
- Good work ethic
- Supervision & leadership
Accomplishments
- As a Certified Financial Planner I am skilled in interviewing clients to help determine their personal goals, objective's, and budgeting finances
- Helping clients understand benefits and legal ramifications of Ira's, 401k's, and pensions, both contributions and withdrawals.
Timeline
Driver
Red Cross
06.2023 - 04.2026
Personal Financial Counselor
Zeiders Enterprises.
01.2021 - 12.2022
Restaurant Owner/Operator Manager
Porteous Corporation
01.2014 - 03.2020
Certified Financial Planner
Charles Schwab
07.2000 - 08.2013
Collections Manager
Sterling And King, Inc.
01.1997 - 06.2000
Military Police Officer
US Army
07.1985 - 05.1991
Bachelor of Arts - Business Administration, Finance Minored
Saginaw Valley State University