I have worked in the financial services industry for over twenty years.I am a licensed advisor as well as a sales manager.My efforts yielded success in new business development and my sales always exceeded company goals.
I would like to give something back to mankind!
Objective
At this time in my life I am looking for a career in a field that I feel has boundless opportunities. I would like a career opportunity where at the end of the day I can say I have helped make a difference in the world and my fellow man.
Experience
National Life of Vermont 1984-1991
Comprehensive estate and retirement planning work. My business was centered on meeting with owners of closely held corporations as well as target-marketed professionals. Worked on multi-million dollar investment and insurance plans. Achieved President’s Club status every year while with National Life of Vermont. Nominated as rookie representative of Philadelphia.
John Hancock 1991-1994
Started my own agency from scratch for the John Hancock. Acting sales manager for six financial representatives as well as a full time tax attorney on staff. Specialized in estate and retirement seminars held at a local country club. Made President’s Club status and Million Dollar Round Table every year.
Banc of America Investments 1994-2009
Senior Vice President of Investments. Financial advisor for high end clientele and closely held corporations. Specialized in estate and retirement planning for businesses. Made President’s club status and was the number one producer in Pennsylvania every year. Always qualified in the top 25 out of 2,700 financial advisors in Banc of America program.
Huntington Valley Bank 2009-present
Senior Vice President of Investments. Run the investment program. Work with the board of directors and business contacts that they are involved with. Market 401K plans to the bank’s business customers. Made President’s Club first year.
Education
University of Pennsylvania Wharton School of Business 1981-1985
Degree in Finance. Made Deans list every year.
Skills
Very strong interpersonal relationship skills. Extremely positive and optimistic. Excellent sales skills as well as persuasive. Empathetic to others. Have always excelled in all business opportunities. I enthusiastically persuade and motivate others by considering their point of view and adjusting my delivery. Skilled in building relationships and teamwork. Easily able to sell ideas with assurance and intensity. I have a very competitive drive to get things done. I am a self-starter who can easily delegate responsibility to others. I am brazenly persistent. I concentrate on team accomplishments and communication; I achieve my goals through them and with them. Numerous licenses within the investment industry.
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