Leonard Velis

Summary

Expert telemarketer and business development professional. Multi-year experience in customer service and client services/development in securities, RIA-level money management services, educational and scholarship preparation services, communications and entertainment products including satellite and cable subscription services.

Have multi-year experience in hosting, co-hosting, and producing commercial spots writing and production. Currently co-host a daily (weekdays) financial talk show, Positively Wall Street, 7-8 AM on AM 1000 KCEO in Carlsbad, CA, with host and Five-Star rated wealth manager Bill Gunderson. My current telemarketing and client development duties spring from the growing audience of this radio program.

Work History

Work History
Feb 2009 - Present

Co-Host/Account Development

Gunderson Capital Management Inc

Telemarketing to clients and listeners of our daily talk show to schedule appointments, portfolio reviews and account development.  Also coordinate educational investment workshops.  Responsible for more than $10 million in accounts/ new money to the firm through these activities.

Also I have a daily role as co-host of "Positively Wall Street" a live stock market show on AM-1000 KCEO, 7-8 AM weekdays.  See http://www.pwstreet.com for more details including archived shows.  Listeners often become clients, subscribe to host Bill Gunderson's newsletter, order books, and subscribe to the iphone app of Gunderson Capital.  This requires expert telemarketing follow up.  I have 20 to 30 hours available to apply my skills to another challenging but rewarding position, as this one requires 20 hours per week of my time.

Apr 2006 - Feb 2009

Education consultant

Dream Scholars Foundation
Apr 2006 - Feb 2009

Education consultant

Dream Scholars Foundation
Telemarketing and telecommuting, marketing SAT and ACT exam prep materials to parents of college-bound youth, providing scholarship and grant guidance.  Usually in the top 3 out of 40 such consultants at Dream Scholars.  Top producer even while traveling in Asia for 1 year (telecommuting).  Proficient in use of predictive dialer and crm software systems.

Education

Education
Sep 1982 - Jun 1984

Masters in Public Administration

USC