Charles R. Boyer
P.O.Box 2614, Palm Beach, FL 33480
Cell: (561) 313-7432
e-mail: Charlie@JazzBluesFlorida.com
Experience in service, retail, financial and nonprofit management with a solid and continuing academic base and a successful background in customer service, business start-up, development, and management.
EDUCATION
Master of Business Administration; Palm Beach Atlantic University, West Palm Beach, FL; December '95
Bachelor of Arts Degree in Business Finance and Accounting; University of Wisconsin-Eau Claire, Eau Claire, WI; May 1986
Associate of Applied Science Degree in Marketing; Waukesha County Technical Institute, Waukesha, WI; May 1980
PROFESSIONAL CERTIFICATIONS & LICENSES
Hospitality & Tourism Management Certificate from Florida Atlantic Executive Education, 2020
Accredited Investment Fiduciary® - 2006 to 2008
Certified Financial Planner™ - Comprehensive Exam Completion -1997 to 2009
Series 7 Securities License – 1997 to 2003
Series 9 General Securities Sales Supervisor/Options – 2001 to 2003
Series 10 General Securities Sales Supervisor/General –2001 to 2003
Series 24 General Securities Principal - 2001 to 2003
Series 63 Uniform Securities Agent State Law Examination – 2000 to 2003
Series 65 Registered Investment Advisor - NASD – 2000 to 2003
Life Insurance and Annuity Licenses – 1997 to 2009
Certificate of Specialization - Financial Planning, Nova Southeastern University – March 1997
Florida Trust School Certificate, Florida Banker’s Association; University of South Florida -1995
IRS Tax Preparation Certification 2002
PROFESSIONAL DEVELOPMENT
The Dale Carnegie Course; Focusing on Leadership, Communication, and People Skills, 2002
H&R Block Income Tax Course; August 2002
ASSOCIATION MEMBERSHIPS & CIVIC INVOLVEMENT
Ruby’s Pantry – Volunteer in food share distribution. 2022
FEED Kitchens/Badger Prairie Needs Network – Volunteer in Soup’s On! Project during COVID pandemic.
Rotary – Member and officer of Palm Beach Rotary Club, 2005 – 2008
Volunteer Tax Preparer – VITA (Volunteer Income Tax Assistance) 2006
Volunteer Florida Hurricane Recovery Fund Distribution Committee for Palm Beach County - 2004/2005; Chairman of committee overseeing distribution of $350,000 to non-profits in county.
Palm Beach Atlantic College Rinker MBA Association – 1995 to present; Founder of Association and Past President of Board of Directors. Life member.
Gulfstream Goodwill Industries, Inc. – January 2001 to May 2003; Board of Directors Member of Five County Non-Profit Serving +8,000 Individuals Annually with an operating budget in excess of $25 million, Member of Finance, Communications & Unearned Revenue Committees
Jazz Arts Music Society of Palm Beach (JAMS) –1999 to 2007; Treasurer and Founding Board of Directors Member of Local Non-profit Corporation; Responsible for underwriting development and planning, presentations, and marketing program
SIGMA BETA DELTA – March 2002 to Present; International Honor Society in Business, Management, and Administration
Old Northwood Historic District – Volunteer in neighborhood association activities.
PROFESSIONAL PRESENTATIONS
Goodwill Industries International National Conference “Summer Learning Event”; Panel participant on topic of sustainable funding development. – Pittsburgh, August 2004
CAREER EXPERIENCE
Financial Services
· Senior Analyst and producer with corporation-wide responsibilities in wealth transfer and financial planning case development and production. Salaried advisor to bond brokers in insurance, equities, managed accounts, and all aspects of financial planning. Prepared illustrations and assisted in presentations as needed. Provided training in computer
applications and illustration applications.
· Independent broker providing comprehensive planning services.
· Consultant to financial services businesses in case development.
· Management of case writing department for financial services company producing in excess of 800 presentations annually with investment portfolio recommendations in excess of $250,000,000 based on analysis of total assets close to $1 billion, as well as estate planning and trust establishment recommendations. Extensive contributions to database development and application integration company wide. Supervisor of staff up to ten people during data conversion project, with normal supervision of four.
· Established and managed a proprietary marketing and contact database for a partnership at Smith Barney.
· Established a Wisconsin based partnership investment group. Return on investment exceeded 17% annually, with capital growth exceeding 100% each year.
Business Management
· Turned interest in live music into Florida’s only online promotion platform dedicated to providing current information on a regional scale to aficionados of live jazz and blues performance. When printing, distributed excess of 200,000 copies per year; fully transitioned to online only promotion service in 2009.
· Established 501(c)(3) non-profit supporting Foundation for Gulfstream Goodwill Industries and all programs and processes for funding endowment while also managing Marketing and Communications department of the operating company.
· Established a Wisconsin based weekly publication consolidating information for specific clientele. Complete business development and design for new product. Sold business to become full-time Florida resident.
· Established an international fashion design company in St. Thomas. Set up business practices including accounting, licensing, budgets, and incorporation. Limited life corporation that terminated upon completion of contracts.
· Operations manager of St. Thomas branch of resort service business. Solely responsible for all accounts in Virgin Islands.
Retail Management and Sales
* Created and developed the first retail outlet for the largest manufacturer and wholesaler of quality fur and leather garments in America, based on concept of true duty-free merchandising from St. Thomas. Responsible for start-up operations, reporting procedures, licensing, store location and ongoing operations management.
Food & Beverage Management
* Managed to-order kitchen for three seasons for The Madison Mallards baseball organization.
* Raised in a quality family owned and operated restaurant that was in operation by family for over 70 years. Hands-on experience in all facets of business with the exception of chef. Payroll, tax reporting, and bank reconciliation responsibilities prior to age sixteen.
* Bar manager for three Palm Beach restaurants. Cash and credit transaction and reporting responsibilities, customer service, scheduling, and inventory responsibilities.
* Managed bar/restaurant in recreational area of central Wisconsin, overseeing all facets of operation with P/L responsibility.
* Dining Room Manager at State of Wisconsin Maximum Security Facility for Juvenile Males.
CAREER HISTORY
Current: Owner/Publisher of Jazz Blues Florida LLC, an online promotion platform for live jazz and blues in Florida at www.JazzBluesFlorida.com
2003-07: Gulfstream Goodwill Industries Foundation, Inc. Executive Director. The Foundation is
a separate 501(c)(3) organization created solely for the support of Gulfstream Goodwill. As
Executive Director of this subsidiary organization, I served as VP of Gulfstream Goodwill.
2003-04 Gulfstream Goodwill Industries, Inc. West Palm Beach Florida; Executive Director
Marketing and Foundation. I was hired to create Goodwill’s Foundation.
2002-03 Castillo-Lambourg & Associates, Boynton Beach Florida; Vice President Business
Development & Financial Advising
1999-02 JB Hanauer & Co. – Parsippany, New Jersey Hired as Senior Analyst and Producer in
Wealth Transfer & Financial Advisory division. Promoted to Asset Management & Wealth
Transfer Coordinator
1996-98 Barry Financial Group, Inc., Boca Raton, Florida; Manager - Case Writing Department
1995-96 Smith Barney, Inc., West Palm Beach, Florida; Computer Communications Operations
and Data Base Management
1990-94 St. Honore, Janeiro, and Renato's (Seasonal); Palm Beach, Florida
1990-92 PS Information Services, (Seasonal); Wisconsin Publisher of Wisconsin Auction Info;
Owner/ Manager
1986-89 MKM Inc., St. Thomas, Virgin Islands Manager/Owner
1985-89 PS Investment Group, Wisconsin Founder and Managing Partner
1988-89 Mink America, St. Thomas, Virgin Islands (New York based); Development and Retail
Manager
1987-88 Vector Vision, St. Thomas, Virgin Islands (Texas based); Operations Manager
1982-83 Saloon DuBay, Knowlton, Wisconsin General Manager
1986 to 2004 Business Consulting Services relating to financial and marketing aspects of start-up
businesses emphasizing computer application integration, including set-up of accounting systems.