Occupation:Insurance Sales Manager |
Location:Downingtown, PA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Highly motivated Financial Sales Executive with over 30 years of experience in the financial services industry seeking Registered Investment Advisor role with major brokerage company. Well-developed listening and closing skills with demonstrated ability to initiate, build and maintain advisor relationships with a high level of trust. Analytical and detail-oriented self-starter with excellent technical and sales presentation skills. Entrepreneur with effective team-leading capabilities and an ability to communicate financial concepts in small groups and public forums to high net worth clientele.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Allstate Exclusive Agent Ria | 9/2014 - Present |
| The Bull Financial Group | President And Founder | 9/2010 - 9/2014 |
| Citizens Bank | Financial Consultant Officer | 10/2008 - 9/2010 |
| Allstate Financial Services, Llc | Allstate Financial Representative | 9/2006 - 10/2008 |
| The Bull Financial Group | President And Founder | 1/1997 - 1/2006 |
| The Wharton Business Group | President And Managing Partner | 5/1992 - 5/1997 |
| The Holmwood Corporation | Vice President | 5/1985 - 5/1992 |
| Fidelity Mutual Life Insurance Company | Senior Systems Analyst | 6/1982 - 6/1985 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| The Wharton School University of Pennsylvania | Economics, Finance, Actuarial Science, Insurance | 1982 | Bachelor Degree |
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