Troy Bellamy

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

Sarasota, FL 34237

Home: 941-***-****

Cell: 941-***-****

acn1hl@r.postjobfree.com

Objective

My objective is to obtain a position as a Registered Investment Professional where I can

maximize my experience and skills in Financial Services to assist customers in obtaining their

financial goals.

Key Strengths include: Financial Analysis - Cash Management - Investment Analysis -

Strategic Planning - Accounting & Year End Close Experience - Asset Management and

Recording - Leadership – High Net Worth Portfolio Management

Experience

APAC Solutions

October 2013 to Present – Retention Department Supervisor – Sarasota, FL

Supervised team of 30 agents tasked with answering questions, resolving issues, explaining

benefits and process of staying on current medical/health plan or accepting new Affordable Care

Act Plans.

John Hancock Financial Network

August 2011 to Present - Financial Advisor - Sarasota, FL.

Sold Life, Health, Disability and Long Term Care Insurance to my book of business. Performed

seminars and information sessions on protecting assets, 401k, 529 Planning, Wealth Transfer and

Estate Planning using Life Insurance.

Protocol Global Solutions Inc.

August 2007 - August 2011 - Senior Staff Accountant - Sarasota, FL.

Responsible for all corporate cash transactions and reporting including recording daily

adjustments to cash operations, Prepaid Expense amortizations, AP accruals, preparing bank

reconciliations and Fixed Asset reporting for domestic and Canadian subsidiaries. Prepared Excel

spreadsheets and placed journal entries into the Lawson Accounting software. Coordinated

accounting of all inter and intra-company transactions.

Global Financial Advisory Inc.

April 2006 - July 2007 - Junior Financial Planner - Sarasota, FL.

Responsibilities included analyzing and review client's current investments, researching risk,

standard deviation and cost of investments. Effectively provided recommendations for re-

allocation of assets using Equity Index Annuities, Life Insurance, SPIAs, ETFs, and REIT

investments designed to lower fees, cost and risk exposure thus improving overall portfolio

return.

Franklin Templeton Investments Inc.

August 2005 - April 2006 - Internal Wholesaler Sales - St. Petersburg, FL.

Responsibilities included presenting sales ideas and literature to sales reps from Banks and

Brokerage houses to use in their product offering and providing quality customer service and

investment solutions for various types of investment cases.

Charles Schwab & Co. Inc.

August 1993 - October 2003 – Senior Investment Representative - Sarasota, FL

Managed client relationships and advised high net worth clients by analyzing risk tolerance and

investment performance. Raised over $100MM in new AUM from new client relationships and

existing client base. Developed and implemented Retirement Plan Sales strategy for the branch.

Implemented strategy to grow sales in 401k, 403b, SIMPLE, and SEP plans. Supervised daily

sales activity of staff as Licensed Sales Supervisor. Proctored Estate Planning and Trust Seminars

for High Net Worth Clients. Performed Internet trading training seminars teaching online trading

to clients and training colleagues on how to teach online trading.

Education

Florida A&M University – Tallahassee, FL

School of Business and Industry

Bachelor of Science – Accounting January 2001

Skills

* Microsoft Office Suite (Word, Excel, Powerpoint)

* Excellent Public Speaking and Communications Skills.

* Able to work in a team enterprise and achieve individual goals.

* Proficient in Lawson Accounting Software

* Excellent analytical skills and salesmanship.

Certifications

* NASD Series 7 August 1992, 2012

* NASD Series 8 October 1997

* Florida Life, Health and Variable Annuity (2-15) April 2007

Volunteer/Community Service

* Board Member, J.H. Floyd Sunshine Manor Nursing Home. 1996 - 2003.

* Board Member, United Way Planned Giving Advisory Council. 1997 - 2003.

* Advisory Council Member, McBean Unit - Boys & Girls Club of Sarasota. 1997 - 2000.

* Literacy Council of Sarasota - Board Member 2012

References

Furnished Upon Request

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