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Our Qualifications
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Ray brings to Hallmark over 35 years of hands-on experience in virtually all phases of small business operations, including 20 years public accounting experience primarily dealing with small businesses as the owner of two CPA firms. He spent two years in the computer software business where he landed the contract to develop the initial national inventory and report to Congress for the RTC (S&L bailout), and 6 years as negotiator, salesman, and partner of an investment securities firm. During his years with the investment securities firm, he spent three years structuring and negotiating capital infusions approximating $200 million in various investments such as real estate, nursing homes, and equipment leasing. He was instrumental in growing the 20 year-old family-owned business from four to fifteen employees. At Hallmark, Ray is currently involved in developing a computerized system to automate and securitize our internal operations, and will be responsible for due diligence of the investments we offer and the over-all financial affairs of the firm.
Jed graduated in 1998 from the University of Kansas with a Bachelors Degree in Communications and a minor in Economics. Prior to joining the Hallmark team, Jed worked for Renaissance Administration, Inc., of Indianapolis, Indiana, the world's largest trust administration firm. As a client services manager with Renaissance, Jed was responsible for the ongoing administration of over 400 trusts. With more than 6 years experience in trust administration, Jed brings personal and professional service to all of Hallmark Consulting Group's clients. Jed also holds a Series 7 securities license, Colorado Insurance license, and is purusing a Chartered Financial Analyst (CFA) designation. Jed is an avid golfer and skier and lives in Castle Rock with his wife, Sara.
Judy Nelson, our Director of Client Services, has been with us since July 2005. Before moving to Colorado, she was the Continuing Legal Education Training Administrator for one of Atlanta’s largest law firms for 16 1/2 years. Here at Hallmark, Judy is responsible for the processing of client account information and recordkeeping, making sure that each client’s file is accurately maintained and kept up-to-date. She also handles our busy phone lines, greets clients, and assists in the day-to-day office operations. Her southern charm, knowledge and expertise is an asset to Hallmark.
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