Jeffrey Stouffer

Freelance Finance Freelancer & Financial Planner

1555
Location:Alexandria, Virginia, United States
Profile:https://www.freelanced.com/jeffreystouffer
1
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3.5
2 Skills
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Summary of Qualifications:
15 years experience; Financial Analysis (Quantitative & Qualitative); commercial credit, equity, fixed income, real estate, alternative assets, and hedging strategies using derivatives.
Investment Portfolio; review, design, implementation and monitoring.
Legal Document Review
Business Development; inside sales, public speaking, RFP responses, entrepreneur.
Software; MS Office, Word, Excel, Access, Outlook. ACT! HP 12-C, HP-19B

Mercantile Capital Group
Principal/Advisor, Feb 2007 to Present
1101 Dalebrook Drive
Alexandria, VA 22308
• Financial analysis, review and placement in connection with commercial mortgage, equipment lease, or loan originations. Case value range, $100,000 to $2,000,000.
• Design, implement, and monitor portfolios containing real estate, fixed income, physical, foreign currencies, and/or alternative assets. Allocations designed to client profile.
• Conducted lease versus purchase analysis of real estate and commercial equipment.
• Conducted group presentations to members of military units on basics of financial planning, budgeting, consumer credit, and identity theft.

Mercantile Capital Group
Principal/Advisor, Nov 1999 to Feb 2007
133 West Locust Street, #109
Mechanicsburg, PA 17055
• Full cycle government contract administration; federal, state, and municipal agencies.
• Financial analysis, review and placement in connection with commercial mortgage, equipment lease, or loan originations.
• Conducted lease versus purchase analysis of real estate and commercial equipment.

Self Employed, Feb 1997 to Jul 1999
3036 Diamond Head Road
Honolulu, HI 96815
• Marketing, origination, placement of commercial mortgages, equipment leases or loans.
• Design, implement, and monitor portfolios containing real estate, fixed income, allocations designed to client profile.

AcuCal, Inc.
District Manager, Dec 1995 to Mar 1998
736-E South Street
Honolulu, HI, 96814
• Business development, build project in new territory after newly awarded government contract.
• Supervised one technician.

Education
Regis University, Denver CO, MBA Accounting/Finance, Apr 2008
University of Phoenix, Phoenix AZ, BS Accounting, Mar 2005

Certifications
Chartered Alternative Investment Analyst, Oct 2008
Certified Financial Planner, May 2006

Licenses
FINRA Series 3 Commodities/Futures
FINRA Series 34 Retail Foreign Exchange
FINRA Series 7 General Securities
FINRA Series 63 Blue Sky Laws
FINRA Series 65 Registered Investment Advisor

Professional Affiliations/Organizations
Washington DC Society of Investment Analysts, Chartered Financial Analysts Association, 2008 to present
Chartered Alternative Investment Analysts Association, 2008 to present
Financial Planning Association, National Chapter, 2007 to present
U. S. Coast Guard Auxiliary, 1997 to present
Skills (2) Rating
Finance
Financial Planning