Description
Intense, detailed-oriented, and life impacting financial service professional exhibiting exceptional interpersonal, communication, and customer service skills. Creative, Resourceful, Committed.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| New York Life Insurance Company | (Confidential) | 6/2007 - 3/2008 |
| Eagle Wealth Management, Inc. | (Confidential) | 9/2005 - 2/2006 |
| INTERVEST INTERNATIONAL EQUITIES CORP | (Confidential) | 9/2005 - 11/2005 |
| H and R Block Tax Services | (Confidential) | 1/2004 - 4/2004 |
| H and R Block Tax Services | (Confidential) | 1/2003 - 4/2003 |
| Manpower (GES Merrill Lynch) | (Confidential) | 7/1999 - 10/1999 |
| United States Navy | (Confidential) | 6/1979 - 10/1998 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Florida 40-hour Insurance Course | Life Insurance, Health Insurance, and Variable Annuities | 2007 | Specialist Degree |
| Florida Community College at Jacksonville | Financial Planning | 2006 | Associate Degree |
| Florida Community College at Jacksonville | Financial Para-planner | 2005 | Trade School Degree |
| Lakewood Hign School | N/A | 1979 | High School/GED Degree |
Accomplishments
Highlights:
AGENT / NY LIFE INSURANCE COMPANY INTERN / EAGLE WEALTH MANAGEMENT, INC INTERN / INTERVEST INTERN'L EQUITIES TAX ASSOCIATE / H&R BLOCK TAX SERVICES CALL CENTER REP / GES MERRILL LYNCH SUPERVISOR۰COUNSELOR۰INSTRUCTOR۰RECRUITER / United States NavyCompanies I like:
Merrill Lynch, Edward Jones, Lincoln Financial Group, Principal Financial Group, Retirement Strategies, Inc
Job Skills
Keywords
Responsibilities
1. Lead all activities to update and verify client information and file reconstruction and completeness.
2. Lead all activites to update client portfolio for the creation, development, and implementation of client financial plans.
ning activties
