Managing Director Relationship Management in Seattle WA Resume David Camp

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Managing Director Relationship Management in Seattle WA Resume David Camp Powered By Docstoc
					                                         David L. Camp
                                Rancho Mirage, CA 92270 U.S.A.
                  Mobile: +1 760.409.4234 Email: DAVIDLCAMP@HOTMAIL.COM
                                 www.linkedin.com/in/davidlcamp
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                                              Objective
      To utilize my experience in financial relationship management, portfolio analysis, leadership
      skills and asset allocation experience to provide best in class investor relations and increased
      profitability.
                                              Summary
      Client relationship management and created a global team for financial analysis and client
      support for offices around the world (Europe, Asia, Australia)
      Asset allocation, financial modeling, analysis and verification on global portfolios in multiple
      asset classes including private equity, fixed income, real estate, and currencies
      Constructed all-inclusive global marketing plan for a global asset manager
      Administered key office operations including budget, office infrastructure, and contract
      negotiations
      Led and directed a cross-functional investment team for operations and portfolio custody

                                    Professional Experience
Sienna Partners LLC, Phoenix, AZ                                                       3/2011 – present
Managing Director Relationship Manager
(Recruited to this position by company owner with whom I had formerly worked)
      Financial modeling, asset allocation and analyzing pro-forma financial statements for private
      equity and alternative energy (solar, wind) projects
      Tax analysis of local and the national level to determine the most tax advantageous strategies
      including potential tax rebates or credits
      Research potential funding sources for global infrastructure projects

Beach Point Capital Mgmt/Post Advisory Group LLC, Los Angeles, CA                       3/2008 – 3/2011
Director Investor Relations (company reorganization with name change)
(Recruited to this company to take over open account management position)
      Led a team of investment professionals providing client service and RFP’s
      Performed global client account management including sophisticated financial analysis (hedge
      fund) and tax analysis for global institutional and retail clients
      Managed a team and oversee consultant database submissions and due diligence responses
      Compliance oversight of performance measurement and marketing collateral

Foundations Management LLC, Scottsdale, AZ                                              3/2006 – 3/2008
Executive VP Relationship Management (Relocated to back to West Coast)
      Led and directed a cross-functional investment team for operations and portfolio custody
      Researched, selected, supervised, and managed financial relations with sub-advisors
      Performed financial analysis for multiple asset classes including proprietary attribution
      analysis, accounting verification and tax analysis
      Ensure compliance of funds and created Registered Investment Advisory firm
T. Rowe Price Investment Services Inc., Baltimore, MD                               1/2005 – 2/2006
Vice President, Corporate Marketing Group (Global)
(Recruited to this position by colleagues with whom I had formerly worked)
       Constructed all-inclusive global marketing plan for key institutional investment division
       Directed global client symposium representing $71B in client assets, $300M in firm revenue
       Managed 152 investment professionals for symposium event
       Produced comprehensive email database measuring/refining key communication tracking
       statistics

El Paseo Wealth Management Inc./Wells Fargo Advisors, Indian Wells, CA        6/2002 – 11/2004
Managing Director Investor Relations (El Paseo) Wachovia to Linsco/Private Ledger in 2004
(Relocated to Southern California as prior company downsized)
       Performed client account management, client service, marketing, and asset allocation
       Researched, analyzed, and supervised investment managers and vital sub-advisory
       relationships
       Implemented formal multi-faceted marketing process that increased net assets by 20% in one
       year
       Formulated contact database management system for investor marketing/communication
       strategies

Harris Bretall Sullivan & Smith L.L.C., San Francisco, CA                          1/2000 – 1/2002
General Manager/ Director of Human Resources
(Recruited to this position which provided for significant growth opportunities)
       Created internal marketing team and integrated best practice client support processes
       Increased assets by 25% by developing marketing strategies for organization sub-advisory
       relationship
       Administered key office operations including budget, office infrastructure, and contract
       negotiations
       Human resource director experiencing a 75% growth rate in one year and successfully
       recruited and filled open positions
       Diagnosed and advised on firm’s team structure to minimized turn-over to under 10% from a
       prior rate of 25%

RCM Capital Management, San Francisco, CA                                         12/1997 – 1/2000
Global Manager, Business Development Resources Group
(Recruited to this position by Dresdner RCM who were clients at a former company)
       Created and managed global team for attribution analysis, business development support for
       all global offices
       Controlled multi-million dollar budget marketing budget and team of 20 investment
       professionals
       Performed global financial analysis (asset allocation) for multiple asset classes including
       proprietary attribution analysis and accounting verification
       $2B in new assets in two years by developing extensive global marketing strategy and support
       team
       Created and piloted cross-functional investment team for company operations and account
       inceptions
Portfolio Strategy Consulting, Inc., Seattle, WA                                       6/1994 - 2/1997
Managing Director
(Recruited to this position by company owner with whom I had formerly worked)
      Analyzed investment manager portfolio performance and developed meticulous attribution
      analysis and asset allocation strategies
      Developed marketing and communications strategy for institutional investment managers
      Defined end-user market and directed marketing services for investment managers and
      investors
      Secured “buy” recommendation in institutional consultant databases for cornerstone
      investment client

The Frugal Gourmet, Inc., Seattle, WA                                                6/1992 - 6/1994
Business Manager
(Recruited to this position by company owner, Jeff Smith, with whom I had formerly worked)
      Guided investment manager activities, monitored client portfolios, and facilitated key client
      interactions
      Managed multi-million dollar budget to include financial procedures/preparation of EOY fiscal
      reports
      25% increase in revenue through expanded vendor relationships

Russell Investments (formerly The Frank Russell Company), Tacoma, WA                   8/1986 - 6/1992
Supervisor
      Client Service and executed account management/sub-advisor relations for global institutional
      investors
      Supervised eight Security Account Examiners performing wide-ranging client portfolio
      accounting
      Analyzed over 50 international portfolios and evaluated diversification of global asset allocation
      including currency overlay strategies
      Provided sub-advisor and portfolio performance, attribution analysis, accounting and
      verification


                                            Education
                         M.B.A., Pacific Lutheran University, Tacoma, WA 1991
                         B.A., Eastern Washington University, Cheney, WA 1979
                         Real Estate Broker License, California (2006 - current)

                                      Securities Licenses
                         Series 7, General Securities License (2004 - 2006)
                         Series 24, Registered Principled License (2004 - 2006)
                         Series 63, Uniform State Law License (2004 - 2006)

                                             Interests
          Private Pilot (Instrument Rated), Classical Music (Baroque), International Travel

				
DOCUMENT INFO
Description: David Camp is experienced in financial relationship management, portfolio analysis, leadership skills and asset allocation experience to provide the best in class investor relations and increased profitability, client relationship management and creating a global team for financial analysis and client support for offices around the world,