A professional communicator, an intermediary, a creator of solutions with an awesome ability to unite people. A quick study works well independently with a true sense of order, responsibility and respect for authority. Takes pride in achievements, self-motivated yet thrives on “recognition” almost as much as monetarily. Enthusiastic, passionate, creative and dedicated whereby; promoting confidence and loyalty.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	3/2006 - Present
(Confidential)	(Confidential)	3/2006 - Present
Platinum Financial Solutions, Inc.	(Confidential)	11/1999 - 4/2005
Retirement Resource Group	(Confidential)	1/1995 - 11/1999
MetLife Resources/United Resources	(Confidential)	3/1986 - 12/1994

SCHOOL	MAJOR	YEAR	DEGREE
McCluer North	general studies	1981	High School/GED Degree

Highlights:

As the founder/owner/operator and OSJ of a small independent agency, specializing in qualified employer-sponsored retirement programs. I designed and implemented a “non-deposit investment program” for several large Credit Unions and their members in Phoenix and Tucson. I was responsible for acquiring and cultivation an alliance between a major State Healthcare Care Association, which exclusively offered our retirement and investment services. Additionally, I developed the relationship with the Regional NEA Member Benefits Coordinator, which led to our “premier” approval status in the state to offer the endorsed NEA Valuebuilder product. I have been consistently recognized as a “top” sales manager and regional vice president. I have always qualified for any performance or leaders recognition program, whether I was a producer or manager. I take great pride in my “achievements” and I “stand out” in most anything I do.

Companies I like:

John Hancock, Principal, Citigroup, Fidelity, Paychex, American Century, Capital One, Edward Jones, AIG, Hartford and Nationwide

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

Some of my responsibilities included; Recruiting, hiring and training multiple sales teams. Creating and quarterly monitoring business plans and performance reviews. Developing marketing, advertising and customized employer plan materials. Web-site design and related link site development with association/alliances and credit unions. Case development, case acquisition, plan design and implementation of employer-sponsored retirement plan enrollments. Sales practices and supervision of all compliance related issues.