Occupation:Financial Manager, Branch or Department |
Location:Stratford, CT |
Education Level:Master |
Will Relocate:YES |
Description
An accomplished professional with 25 years of experience in developing and cultivating strong relationships, sales and business development, while focusing on enhancing client experiences every day. Possesses integrity as well as a strong work ethic. A keen ability to easily grasp concepts, processes, and new ideas. Solid listening and communication skills, as well as time management and multi-tasking skills, while being flexible in a fast-paced environment. Has the ability to analyze data to identify trends and develop appropriate action plans.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Mutual Of Omaha Advisors | Recruiting/Agency Managerof A Financial Advisor | 6/2017 - 7/2018 |
Mortgage Lenders Network Usa Inc. (Mln) | Business Development Manager | 1/2013 - 1/2017 |
Barnum Financial Group | Client Experience & Business Manager | 8/2005 - 6/2017 |
Westchester County. | Of Mortgage Broker Relationships | 1/2004 - 1/2005 |
Prudential Annuities | Relationship Sales Manager Account Broker/Dealers That Both Reduced Cost And Increased Profitability Relationship Operations Manager Exchange Representative/Regional Acquisitions Specialist | 3/1993 - 4/2004 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
The American College | ChFC | 2009 | Master Degree |
The Jack Welch College of Business at Sacred Heart University | 1997 | Master Degree | |
Central Connecticut State University | Finance | 1994 | Bachelor Degree |