Michael Kamp

Campaign Director

Location: Dallas/Fort Worth Area
Industry: Marketing and Advertising

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Michael Kamp's Overview

Current

Campaign Director at Blueprint Advertising

Past

Registered Investment Advisor at Dallas-based investment firm
Independent Advent Financial Services Consultant/Project Manager at Independent Financial Consultant
Senior Consultant at Advent Software

Team Manager, The Schwab Fund for Charitable Giving at The Charles Schwab Corporation
Investment Advisor, Downtown Dallas Branch at The Charles Schwab Corporation
Team Leader, Retirement & Trust Services at The Charles Schwab Corporation

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Education

University of Southern California
Jesuit College Prep

Recommendations

2 people have recommended Michael

Connections

446 connections

Websites

Company Website

Campaign Director

Blueprint Advertising

Privately Held; 1-10 employees; Marketing and Advertising industry

February 2011 – Present (1 year 4 months) Dallas, TX

Contact phone: 214.636.2523 or 214.449.0964

Blueprint Advertising is a full service advertising agency that believes the small business deserves big business results. Advertising is very simple; get your message in front of as many people as possible as many times as possible. In today’s world there are many vehicles in which to send your company’s message. We believe in using this philosophy in a cost effective manner to provide our clients with results!

http://www.linkedin.com/company/2181095

Registered Investment Advisor

Dallas-based investment firm

February 2008 – February 2011 (3 years 1 month)

A private money management firm specializing in developing and managing sophisticated investment strategies for high net-worth individuals, families, and institutional investors.

Specialties:
Retirement and Trust Products
Advent Product Suite - Axys, Moxy, Qube, Dataport/ACD/Interfaces

Independent Advent Financial Services Consultant/Project Manager

Independent Financial Consultant

April 2005 – February 2008 (2 years 11 months)

- Conduct detailed reviews of client’s business to identify operational inefficiencies and implement automated processes where appropriate.
- Perform performance audits for monthly, quarterly and yearly reporting for both internal and external clients.
- Modify existing software to more closely align with business requirements.
- Provide training for new employees and re-training on new streamlined processes within the Advent product offering.

Senior Consultant

Advent Software

Public Company; 1001-5000 employees; ADVS; Computer Software industry

October 2000 – April 2005 (4 years 7 months)

- Conducted client site implementations of Advent’s products, including software installation, configuration, testing, automation and hands-on end-user training.
- Provided pre-sales support to the sales team on large, multi-phase implementation projects.
- Researched, analyzed and discussed solutions for the integration of peripheral applications and data into the Advent product suite to maximize business operations.

Team Manager, The Schwab Fund for Charitable Giving

The Charles Schwab Corporation

Public Company; 10,001+ employees; SCHW; Financial Services industry

April 2000 – October 2000 (7 months)

- Supported sales and marketing efforts to retail and institutional clients resulting in initial capital funding in excess of $100 million.
- Designed and implemented procedures for department staffing, performance management and development initiatives.
- Established trading desk for “The Fund” and performed as the head trader for both retail and institutional clients.

Investment Advisor, Downtown Dallas Branch

The Charles Schwab Corporation

Public Company; 10,001+ employees; SCHW; Financial Services industry

October 1999 – April 2000 (7 months)

- Provided investment direction to clients involving risk assessment, financial analysis and retirement planning.
- Trained advisors in the Greater Dallas/Fort Worth area branches on retirement and trust issues including proposed federal legislation, ERISA regulations, and the fundamentals of corporate and individual retirement product offerings.
- Monitored branch operation procedures including daily audit and corporate compliance functions.
- Obtained series 7&63 licensing requirements (now expired).

Team Leader, Retirement & Trust Services

The Charles Schwab Corporation

Public Company; 10,001+ employees; SCHW; Financial Services industry

September 1997 – October 1999 (2 years 2 months)

- Managed three teams of 8-10 specialists focusing on complex functional areas of retirement and trust operations.
- Developed and executed training program for all Bay Area investment advisors.
- Provided testing and compliance support for an automated retirement distribution system that was ultimately rolled out to retail branches nationwide.
- Received recognition from the Chairman, Charles Schwab, for implementing a successful company-wide resolution process for internal and external client issues.