alvin walker

About

A financial services and relationship management professional with nearly 25 years of experience in the wealth management, trust services, institutional investment management, real estate investment, and not-for-profit industries. More than 15 years of successful executive leadership experience in the determination of organizational vision, mission, values and strategy. Nearly 10 years of Enterprise and Solutions Architecture experience in the context of organizational planning, project management, and technology deployment. Skilled and emotionally mature manager of people, process, and technology within a complex regulatory compliance and audit environment. Valuable blend of quantitative, analytical and problem-solving skills coupled with exceptional interpersonal, communication, and presentation skills. Proven ability to cultivate and maintain successful professional relationships with key corporate suite decision makers. School of Business Alumni Advisory Board Tau Kappa Epsilon Fraternity

Country

united states

City

chicago

Industry

financial services

Skill

leadership, estate planning, financial advisory, performance measurement, consulting, business process design, fixed income, estate tax planning, portfolio management, fixed income trading, crm, investments, business analysis, relationship management, planned giving, finance, strategic planning, asset allocation, product design, strategy, business process analysis, financial services, wealth management, investment advisory, mutual funds, liquidity management, investment strategies, client development, new business development, product strategy, strategic leadership, strategic analysis, product management, client retention, endowment and foundation management, business process improvement, business process excellence, business strategy, management, analysis, product development, product launch, etfs, performance analysis, client service, strategy development, client acquisition, gift tax, investment management, equity trading

Experience

consultant

lake jericho

2010-5 - Present · 16 yrs 5 mos

Provide expert consulting services to individuals and not-for-profit institutions in the wealth management space. I specialize in the areas of comprehensive financial and asset planning, economic research and analysis, comprehensive investment asset allocation, portfolio design and construction, manager search and selection. With Director-level experience, I also provide thought leadership services regarding policies, procedures, business rules, process optimization, mapping and management, tax, audit and regulatory compliance issues. www.lakejericho.com

real estate consultant

impressive improvements

1998-7 - 2001-11 · 3 yrs 5 mos

Evaluated commercial, light industrial and residential properties for investment potential and the profitability of acquisition, development, renovation, lease or resale. Negotiated legal and financing arrangements for self, other individuals, partnerships and corporations. Collaborated with architects, designers and sub-contractors to create and implement development plans. Successfully managed all phases of multiple projects, each within time and budget constraints.