Richard A. Nidetz

**** * ******* - acgr8c@r.postjobfree.com – 754-***-****

PROFESSIONAL EXPERIENCE

Govgistics, Boca Raton, FL 1/2011 – 4/2014

Senior Defense Analyst

● Performed as an inside sales rep selling subscription memberships to government defense

contractors for a web-based bid monitoring and market research system.

● Held Top Sales Rep for 3 consecutive months; 8 months overall

● Promoted to mentor/manager after first year

Infiniti of Coconut Creek, Coconut Creek, FL 11/21/10-6/21/11

Sales and Leasing Consultant

● Responsible for the sale and leasing of high end Infiniti brand automobiles.

● Consistently escalated monthly sales goals set by management.

● Worked alongside the internet department establishing relationships with customers and setting up

appointments.

United Capital Financial Advisor's, Fort Lauderdale, FL 5/10-10/10

Senior Vice President of United Capital Risk Management

Successfully built an insurance infrastructure for UCFA, which became United Capital Risk

Management.

● Selected a Brokerage General Agent to process business .

● Developed platforms from which to deliver illustrations an advanced case design.

● Synchronized reporting which the BGA to UCRM on Pipeline Business, Pending Business and Paid

Business through Sales Force.

● Drew information from Sales Force and create Opportunity Screening reports for each advisor from

which they can find Advice Opportunities.

● Created and populated our internal Web Site which contained marketing pieces in information pieces

for UCRM.

● Developed relationships with over 30 Managing Directors and help them with the more advanced case

design and presentation.

Capitas Financial, LLC, Fort Lauderdale, FL 2005 –2010

Vice President Estate Planning Consultant

● Spearheaded start-up operations of Smith Company division. Worked closely with Financial Advisor's

in implementing effective estate plans for high-net-worth and influential clients.

● Selected to manage Morgan Stanley, AG Edwards and UBS accounts three of the largest accounts in

the U.S.

● Generated approximately $1 million in premiums within a year’s time.

● Developed strategic one-on-one relationships with various brokers.

Prudential Securities, Fort Lauderdale, FL 1997 – 2005

(Acquired by Wallachia in 2003)

Estate Planning Consultant

● Worked directly with commercial bankers and responsible for half of Southern Florida territory.

● Established relationships with 500 financial advisor's.

● Presented multiple seminars.

● Built position from the ground up to over $2.5 million per year in target premiums.

● Ranked among the top 5 of 30 consultants from 1997 – 2002, and #2 for 2003, 2004 and 2005.

Prior Related Experience

Merrill Lynch, Chicago, IL

Business & Estate Planning Consultant

● Was responsible for Chicago district. Worked with 800 financial advisor.

● Turned around under-performing operations to enhance productivity and profit performance.

● Consistently recognized on Bull’s Eye report for top producers.

Oppenheimer, Chicago, IL

Estate Planning Consultant

● Managed start-up position with Oppenheimer Planning Group for Chicago and St. Louis office.

● Ranked among top 2 of 10 Estate Planning Consultants.

Connecticut Mutual/Hunken Associates, Chicago, IL

Sales Manager/Associate General Agent

● Trained 100 new agents; assisted in obtaining and managing new sales accounts.

EDUCATION

Bachelor of Arts: Business Administration/MS Economics

De Paul University, Chicago, IL

TECHNICAL SKILLS

• Microsoft Word

• Power Point

• Outlook

• Go To Meetings

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