Description
AND QUALIFICATIONS * 25+years in financial services leadership roles encompassing both wholesale and retail environments. * Led all aspects of sales, distribution and execution for 10,000 independent insurance agents and 40 regional master agents resulting in $48 MM in first year health premium. * Implemented National Strategic Key Accounts program that resulted in improved operating efficiencies and grew sales from $12B to $27B in 24 months. * Rolled out a joint revenue sharing and business development programs for five companies. * Streamlined the first to market product development, sales and marketing process in the Medicare Supplement and Medicare Advantage markets.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| E2 X Consulting | Senior Consultant | 1/2013 - 1/2018 |
| De La Salle Institute | Faculty And Head Coach | 1/2013 - 1/2018 |
| Alternative Investment Resources | Senior Vice President: National Sales And Key Accounts | 1/2010 - 1/2013 |
| Gwg Life Settlements | President And National Sales Manager, National Key Accounts | 1/2007 - 1/2010 |
| Royal Neighbors Of America | National Sales Manager | 1/2003 - 1/2005 |
| Allstate Financial Services | Senior Vice President Regional Financial Services Manager (Midwest Region)Senior Vice President Regional Financial Services Manager (Midwest Region) | 1/2000 - 1/2003 |
| Federated Investors | Senior Vice President | 1/1998 - 1/2000 |
| Bisys Funds | Vice President, National Key Accounts | 1/1995 - 1/1998 |
| Kemper Financial Services | Senior Vice President, National Key Accounts | 1/1992 - 1/1995 |
| Can/Am Hockey Group | Canadian And American Director | 1/1989 - 1/1992 |
| Kent State University | Division 1 Hockey Coach And Faculty | 1/1972 - 1/1988 |
Accomplishments
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