Career Research and Resources for Companies in CA
Fidelity Investments Life Insurance Co.
Created Financial Plans for High Net Worth clients. Trained Financial Representatives on all Insurance and Annuity products. Presented Wealth Transfer, Wealth Preservation and Income strategies to clients. Worked with Branch Managers to achieve sales objectives. Assisted Branch personnel with seminar presentations.
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
Highland Capital Brokerage
Developed network of brokers to provide additional Insurance solutions for their practices. Worked with Institutional Accounts to promote proprietary Non-Qualified programs. Instituted sales process for 412(i) Plans within all distribution channels. Promoted Wealth Transfer techniques of Annuity Maximization, Muni Bond Maximization, and Pension Resuce to brokers to leverage their existing books of business.
Avg. Salary: $58,000 · Company Rank: 1.0 out of 5
Citicorp Insurance Agency, Inc.
Marketed Long Term Care Insurace through licensed bank staff. Presented Long Term Care seminars to bank clients. Presented seminars for Business Banking clients on sucession strategies and selective compensation progeams. Created Wealth preservation strategies with Financial Executives.
Avg. Salary: $58,000 · Company Rank: 2.0 out of 5
National Life of Vermont
Led new agents recruited in Calendar Year 1999 in total production. Began joint marketing programs with multiple agents on charitable giving and emploER benefit programs. Marketed 412(i) Defined Benefit Plans to Business Owners and their CPAs. Marketed Non-Qualified employER benefit plans to larger business through their CEOs, CFOs, and Presidents. Aided agency educational programs covering Estate Planning and e...
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
The Heritage Financial Network
Oversaw nearly 100% increase in development of new clients and sales volume for Delaware, Ohio office. Implemented new marketing programs. Developed policies for interviewing and selecting new hires. Oversaw new agent training programs.
Avg. Salary: $58,000 · Company Rank: 2.0 out of 5
CBMC, LLC
Responsible for all financial modeling, the oversight of all accounting, leading all equity & debt capital raises all quarterly and annual financial reporting to more than 100 equity investors. Directing, prioritizing and authorizing $300 million budget. Oversight and management of all accounting accruals, activities and financial statements. Direct and manage annual GAAP domestic and int'l audits.
Avg. Salary: $180,000 · Company Rank: 5.0 out of 5
SkinIt, Inc.
Raised initial seed capital to start company, as well as led subsequent rounds of funding. Created corporate financial strategy, market research and analysis, financial modeling and planning, financial monitoring and reporting, as well as the development, implementation, and maintenance of all financial, administrative and human resource policies and procedures. Oversaw the expansion of the company’s financial growth from ...
Avg. Salary: $180,000 · Company Rank: 2.0 out of 5
Netpace Inc
Technical Team Lead for building J2EE based enterprise application
Avg. Salary: $50,000 · Company Rank: 2.0 out of 5
Orange County Transportation Authority
? Compose, proof and edit staff reports and scopes of work for contract implementation. ? Requisition for new services and amendment to current and expiring contracts. ? Assist in compiling data and analysis for ACCESS/Paratransit ridership; ? Knowledge of principles and methods of business administration, organization. ? Departmental budget preparation and control. ? Developed numberous reports and databases...
Avg. Salary: $40,000 · Company Rank: Not Available
Orange County Transportation Authority
? Expediting purchase orders for various lead buyers and management with various vendors. Revision of purchase orders to meet delivery of specialized products and/or services. Meeting specified delivery dates to maintain the operation of vehicles. ? Maintained purchase requests/spreadsheets for base locations.
Avg. Salary: $40,000 · Company Rank: 4.0 out of 5
