ø results-driven financial sales/planning professional to contribute wealth management and retirement planning expertise toward optimizing bottom-line performance.
ø dynamic analytical, financial administration, client relations, and problem solving skills.
ø possess series 7 & 63 finra license; health & life license; licensed in 48 states.
principal financial group 2002-present
sales counselor iii (2005-present)
drive business development by providing financial counseling and assessing retirement needs for high wealth clientele based on their individual financial goals.
produce strategic development plans and financial platforms to meet short and long-term goals.
recipient of excellence in sales award for 2006, 2007, and 2008.
consistently exceeded company sales goals by 125% for 2006, 2007, 2008, 2009, and 2010.
principal financial group
retirement specialist ii (2002-2004)
cultivated business relationships from inquiries on active and inactive pension plan members and sponsors.
contributed dynamic analytical and communication skills to educate customers and owners on optimal purchase and trading of securities in accordance with securities exchange commission as well as federal and state regulatory guidelines.
recipient of a coveted gold level encore award for superior service.
lawson products inc. 2001-2002
spearheaded business development of an assigned sales territory consisting of 6 counties in the state of iowa.
applied strong negotiation skills to establish new accounts, building a book of business with an estimated value of $200,000 within 7 months.
united states army 1981-2001
chief warrant officer/senior engineer advisor/officer in charge
upper iowa university, bachelor of science in public administration
series 7 & 66 finra financial licenses; health & life license
elected official-city of johnston, iowa, city councilman, 2006-2010
assigned as liaison for the board of adjustments, the senior citizens committee, as well as drinking water regional council representing the citizens of johnston, iowa.
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