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Degreed chemical engineer with 35+ years experience in various technical, management, sales, and business development functions. Highly energetic, with a passion for achieving results by utilizing appropriate benchmarking and measurement techniques to establish realistic targets, and to track progress towards their successful completion. Innovative and analytical, with strong Microsoft Office (Excel, Word, Powerpoint) and computer modeling skills. Skilled at model and simulation development in Excel, including use of VBA modules where appropriate. Enjoys developing and delivering technical communications, including sales presentations, sales support, product training and education.
New Direction IRA, Inc. is a provider of self-directed IRAs, 401(k)s, and health savings accounts for holding alternative assets. The company's advanced onboarding and reporting platform, myDirection®Pro, allows investment sponsors and advisers to greatly streamline their clients' participation in alternative investments through their IRA accounts. My primary focus is building relationships with alternative asset providers and issuers in the northeast U.S., and demonstrating the robustness of myDirection PRO as a means to both simplify and shorten the investment process. NDIRA provides administrative services for over 16,500 self-directed retirement accounts. Their clients hold nearly $1.8 billion in alternative investments such as real estate, precious metals, and private placements. Key skills: self-directed retirement plan administration, alternative investing, public speaking, marketing, consultative selling, prohibited transactions / disqualified persons.