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russ linnebur
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russ linnebur CFA

Investment Representative
 
self - Wealth Consultant

United States

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About russ linnebur

 Twenty-five years of investment management experience, combined with CFA and MBA credentials. Although business development, marketing and relationship building/management is where I excel, the caliber of my general management qualifications make me a valuable addition to the firm's leadership team. Proficiency in conceiving, developing and executing business plans and marketing strategies.
Consultative, relationship "sales" is my forte. Exceptional, and consistent, performance in generating, growing and retaining business. The retention rate among my clients has reached and remained at nearly 100%. Skill in coordinating various investment vehicles in a manner that optimizes my clients' current and future position. Extensive experience in portfolio construction and management. I have excellent timing, acute business sense and a comprehensive understanding of the market.

Humbly put: I enjoy an excellent professional reputation for competence and integrity. Keen analytical skills - clearly, a key element of my functionality and success Whether analyzing the overall economic environment or performing other specific analyses - a clients' financial situation; the structure/performance of a portfolio; a new investment product; a specific industry sector; or any other relevancy - I understand and am skilled in applying analytical theories, methodologies and models. Demeanor and communication skills conducive to media spokesperson/contact roles, and interaction with the most sophisticated, discerning clients. I have been the guest of both TV and radio broadcasts, and published and/or featured in several global periodicals.

On a personal note, you will find me to be high-powered and driven, yet personable and approachable. It is true, I am a number-one performer, but long ago, I embraced humility as a personal value. I am quick-thinking, focused and productive; have a good sense of humor; and continue to strive for balance of life. Working with other ambitious, competent professionals in a fast-paced environment is the "element" in which I thrive.
I am best suited for a role in front line business development, relationship building and customer retention, however, I believe the depth and breadth of my experience makes me an excellent candidate for a number of senior-level positions.

Finally, I enjoy teaching as a secondary and a part time activity. I recently completed in 2009, over 150 hours of study to obtain two ‘Teaching Certifications' to provide instruction on ‘Conversational English and Business English (presentations, negotiations, and meetings)' for teaching English as a foreign language to International students.

 

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