yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
results-driven leader with expertise in financial planning and insurance sales eager to contribute talents in a professional environment with a diverse platform of services to aid clients in achieving goals.
ø over 14 years of experience in financial planning, insurance sales, estate planning and investments
ø b.a., finance.
ø results-oriented with emphasis on obtaining full utilization of resources to achieve organizational goals and objectives.
ø strong leadership abilities in directing operations in a challenging environment.
series 7, 63 and 65 licenses
life, health & variable annuity license
upcoming cfp certification
charles schwab, inc./charles schwab bank, inc. 2002 - present
vice president & financial consultant, private client division
dual employee with high levels of responsibility and authority.
manage client base of over $450mm ($125mm fee-based) primarily individuals worth over $500,000.
currently hold position in top 50 financial consultants in company.
consistently in top quartile out of more than 1,200 brokers.
two-time qualifier for charles schwab chairman s club for top 75 brokers.
recognized and awarded key contributor status three years running.
american express financial advisors 1996 c 2002
produced financial plans concentrating on life vul and disability insurance, as well as long-term care.
achieved #1 in sales for two consecutive years and most often in top quartile for insurance sales.
recognized by aefa for outstanding financial plans.
michigan state university, east lansing, mi
bachelor of arts, finance 1995
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