Jerry Germano

**** ******* ****

Westlake Village, CA. 91361

310-***-****

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PROFESSIONAL EXPERIENCE

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Helfmann Insurances Services

Property Casualty, Life, Health 11-2010 to Present

Currently developing clients by setting appointments through consistent mailings, e-mails and phone calls.

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WAMU 10-06 to 10-10

Mortgage/Insurance Consultant in the Malibu and Bentwood areas. Averaging $2,000,000/mo in sales.

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Owned and Operated Inkjet Cartridge Bus. 10-04 to 10-06

Sold remanufactured inkjet cartridges and toner to small business owners.

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Wells Fargo Private Client Services 1-01 to 10-04

Senior Vice President, Private Client Manager responsible to Woodland Hills

Regional Commercial Banking Office.

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Advised high net-worth clients with individual investment and loan requirements including Insurance,

Annuities, Stock and Bond portfolios, Estate Planning, trust and wealth transfer issues and commercial and

personal lending.

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Bank of America 4-85 to 1-01

Senior Vice President, BancAmerica Investment Services.

Responsibilities included advising and selling of Investment Services to RCBO clients integrating

investment and lending needs of the corporate client, including Insurance, Annuities, Commercial Paper,

Repurchase Agreements, Bankers’ Acceptances, Treasuries, Agencies and Tax Free Municipal Bonds.

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Professional Accomplishments

• 1996 – Exceeded production requirements, promoted to Senior V.P.

• 1996-2001- Production in top 5% Nationwide.

• 1994-1997- Top 10% Nationwide.

• 1992-2000- Won sales contest each and every year.

• 1997- Special recognition for closing a $100,000,000.00 corporate account.

Education/Licenses

Cal State University Northridge, Biology

Licensed Medical Technologist- State of California

California Life Insurance and Health, Long Term Care, Fire and Casualty

Lic #0A35579

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