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Robert E. W., III
nd Street, Key West, Florida
Ph: .. cellular: ..
Research Fellow, CENTAM Strategy
U.S. Naval War College //present Key West, Florida
Conduct political, military, economic, social, and strategic research into the condition and environment surrounding the Central American externally supported insurgencies of the late &;s and &;s with a particular emphasis on El Salvador and Honduras. Provide factual and documentary research for a graduate level seminar case study and ancillary materials to be used in strategic policy courses, conferences and literary documentation. Provide briefing and audiovisual materials pertinent to the research topic.
Investment Advisor/Private Client Financial Planner
Self Employed //present Key West, Florida
Plans, advises, and implements personal financial plans including risk management, wealth protection and maximization and preservation of intergenerational assets.
President and Chief Executive Officer
Keys Federal Credit Union // // Key West, Florida
Serve as President/CEO of a $M Federally chartered Credit Union serving all who live and/or work in Monroe County, Florida. Responsible for all aspects of the Credit Union and its management, including business development, legal, finance, marketing and human resources. Responsible for the execution of all policies and procedures as it adheres to the operation of the Credit Union, as set forth by the Credit Union Board of Directors. Reports directly to the board of Directors regarding the financial condition of the Credit Union, and is responsible for ensuring the accuracy of all financial reporting. As the sole employee of the Board of Directors, oversees the performance of the goals and objectives set forth by the board of Directors. Responsible for communication to and recommending to the Board of Directors any developmental changes that may affect the overall success of this Credit Union. Acts as primary liaison between the Credit Union and Governmental regulatory agencies concerning compliance and the overall performance of the Credit Union.
USSOUTHCOM Tactical Analysis Team/JIATF South Intelligence LNO/FOL Program Manager
Joint Interagency Task Force South // // Key West, Florida
Serve as USSOUTHCOM Tactical Analysis Team/JIATF South Intelligence LNO/FOL Program Manager managing the daily activities of the regional TAT Managers, LNOs and intelligence personnel approximately personnel in countries conducting allsource intelligence analysis, reporting, fusion, processing and exploitation to support Country Teams and assigned assets involved in CNT detection and monitoring and law enforcement agencies involved in interdiction/apprehension of smugglers. Plan, formulate, submit, defend and execute the TAT/LNO Program budget and manpower structure with FY combined funding authority of nearly $.M PC $.M; PC $.M. Coordinate with interagency Law Enforcement partners FBI, DEA, ICE, CBP, FDLE to assure DOD intelligence, financial and logistical support to Operation PANEX North and South, SOD Chantilly, OCDETF Puerto Rico and the El Paso Intelligence Center; draft, staff and execute interagency Memoranda of Agreement/Understanding to support the Program throughout the JIATF South JOA as required. Liasion with counterparts in national intelligence agencies and allied foreign governments; conduct business in Spanish as required. Responsible for the hiring, scheduling, training, evaluation, and discipline of all assigned personnel. Plan, initiate and direct national interagency coordination in support of JIATF South and USSOUTHCOM CNT activities in a joint and combined tactical environment. Direct and authorize administrative, logistical hand receipts and equipment and financial support to the TATs. Ensure compliance with DNI, DOD, USSOUTHCOM and other applicable regulations through a vigorous site inspection program. Conduct and implement manpower management review and analysis for all Program locations and billets. Oversee position description development for TAT/LNO billets; select new hires for TAT/LNO positions. Plan, conduct, and participate in meetings and conferences e. g. annual TAT/LNO Conference; EPIC Conference in formulating and coordinating national, joint and international combined counterdrug, counternarcoterrorism CNT and counterterrorism policy. Coordinate with senior DOD and interagency representatives to pass information and intelligence requirements. Coordinate liaison with all country teams to plan, program and coordinate force protection programs and requirements. As required in liaison with host country forces and agencies conduct business in Spanish language. Prepare, coordinate and present Program briefing to all new hires and OSD decision makers. Develop and implement optimal Program structure using analytical and statistical methods. Coordinate with JIATFS J on planning for named CNT operations; coordinate with J for TAD/TDY surge intelligence support to named CNT operations, CNIES common operational picture, and ROTHR track advisories. Coordinate Theater CS PC ; $.M in FY and other computer and communications support to the Program. Perform other duties as directed by the JIATF South J. Represent the SC J and the JIATF South J at meetings/conferences dealing with CNT intelligence issues, on committees and panels as required. Maintain TS/SCI clearance.
USSOUTHCOM Zone Support Officer Tactical Analysis Team
Joint Interagency Task Force East // // Key West, Florida
Serve as Source Zone Support Officer directly overseeing the Source Zone TAT Chiefs and the CONUSbased Intelligence LNOs. Responsible for the direct oversight, training, evaluation and discipline of assigned personnel. Identify gaps in the collection of intelligence and seek new techniques and technologies to fill them. Assist in planning, initiation and direction of national interagency coordination in support of JIATF East and USSOUTHCOM. Formulate, submit and execute the Source Zone budget. Assign priorities and tasks to Source Zone TAT Chiefs to ensure compliance with internal and external suspenses. Provide administrative and logistical support to the TAT/LNOs. Assist in establishing performance standards and operational goals. Ensure compliance with DCI, DOD, USSOUTHCOM and other applicable regulations. Conduct business in Spanish language as required. Plan, conduct, and participate in meetings and conferences formulating and coordinating international counterdrug policy.
Registered Rep/Municipal Securities Principal
Ashton Clayton Financial Group, LLC //Present Woodbridge, New Jersey
Serve as Registered Representative and Municipal Securities Principal for Broker/Dealer in New Jersey. Responsible for managing over $M in discretionary and managed accounts. Holder of NASD Series , , , and licenses. Prepare financial plans, spending plans and budgets including estate and tax plans for private client base.
First Financial Planners, Inc. // //
Serve as Registered Representative with Life and Health insurance license and NASD Series , , , and licenses. Responsible for managing over $M in discretionary and managed accounts. Develop financial plans and implement them. Develop estate and tax plans for affluent private clients and execute investments and placement to implement.
Vice President Operations
Pinstripes, N.V. // // Schilde, Belgium.
Serve as Operations Manager for a $M gross revenues USD company selling licensed sporting goods into the European Union. Order, receive, warehouse and distribute product in the Netherlands, Belgium, northern France, and Germany. Maintain accounts in guilders, pounds, francs, and deutschmarks. Conduct business in English and German. Manage the corporate capital and cash budgets and all journals. Supervise and manage cash accounts and transactional accounts in foreign currencies. Deliver product and manage inventory. Manage cash and line of credit; billing and payments.
Chief, Special Operations Division Airborne J SOD/Special Technical Operations J STO Division
USSOUTHCOM J Directorate // // Quarry Heights, Armed Forces Overseas Panama
Serve as Division Chief Army LTC/O/A responsible for all operational Focal Point and Special Access Programs of the USSOUTHCOM Unified Command headquarters. This is a Joint Staff Officer billet. Division composed of military and civilians ranging from GG to LTC/CDR O operating a TS/SCI level multimillion dollar STO communications facility. Plan and coordinate compartmented DOD support to other government agencies OGA including DEA. Plan, program, budget and execute special Program official cover budgets in support of USCINCSO initiatives the details of this financial and operational support are still classified. Coordinate across DOD and interagency offices to assure force protection and physical security of special operations and special activity deployments throughout the theater AOR. Conduct sensitive liaison and coordinations in Spanish language as required. Execute special planning and operational activities; coordinate and execute compartmented support to all theater DOD overt, clandestine and covert operations and exercises. Maintain TS/SCI clearance in multiple codewords and compartments.
Director, Special Operations Department Airborne
United States Army School of the Americas // // Fort Benning , Georgia
Serve as the Director of the Special Operations Department Airborne is an Army LTC/O/A directing military instructors conducting courses in the Spanish language for officers, cadets and noncommissioned officers from Western hemisphere nations. All instruction in Spanish; the school operates in Spanish. The Department is composed of Infantry, Ranger, Special Forces and Military Intelligence qualified instructors ranging from SGT E to LTC O. The Director manages the instructional budget OMA P funding and exercises operational control of all assigned military members. Maintain TS/SCI clearance.
US Army Special Forces Officer LTC Ret
M.B.A. Monmouth University , West Long Branch, New Jersey, Major: Management Minor: Finance
M.A. Georgetown University , Washington, D.C., Major: Economics Minor: Econometrics
B.A. Georgetown University Honors, Washington, D.C., Major: Economics Minor: Philosophy
Personnel Management for Executives I ,Counterterrorism Analyst Course ,Organizational Leadership for Executives ,Fiscal Law Course Maxwell AFB, USAF ,DPAS Hand Receipt/Property Course ,Manager and Supervisor Development Courses online ,Army Service School Instructor Course ,Joint Psychological Operations Officer Course ,Command and General Staff Course MEL ,Combined Arms and Services Staff School MEL
Chartered Life Underwriter CLU and Chartered Financial Consultant ChFC these certificates represent the completion of courses and successful examinations in financial planning, estate planning, investment and insurance management, taxation and tax planning, retirement planning, benefits planning, business owner planning and life insurance law.
NASD Series , , , , and . SEC/NASD Securities licenses Registered Representative RR, Registered Investment Advisor RIA and Municipal Securities Principal MSRB.
Cited by USSOUTHCOM IG for "best practices" as TAT/LNO Program Management team
Nominated for the South Florida Executive Board "Federal Employee of the Year" as the Program Management Team
Outstanding Graduate MBA School of Business Monmouth University
Defense Meritorious Service Medal ; Meritorious Service Medal ; Army Commendation Medal ; National Defense Service Medal ; Humanitarian Service Medal ; Armed Forces Expeditionary Medal for El Salvador ; Army Service Ribbon ; Overseas Service Ribbon ; Korea Service Ribbon ; Overseas Service Bar for Service in El Salvador; Combat Infantryman Badge; Expert Infantryman Badge; Master Parachutist Badge; Ranger Tab; Special Forces Tab; Shoulder Sleeve Insignia Former Wartime Service.
University Teaching Fellow Georgetown University
Outstanding Military Science Graduate Georgetown University
National Science Foundation Trainee Georgetown University
Economics Honors Medal Academic Excellence and the Frank Fadner Trophy Athletic Award Swimming Georgetown University
American Red Cross trained Disaster Volunteer
Other Information: Fluent in Spanish, working knowledge of special detection and monitoring, proficient in German, proficient with Excel, QM for Windows linear programming and linear regression, SAS & SPSS statistical analysis software, Pacioli financial accounting software. Member, Society of Financial Service Professionals.