RICHARD CHINNERY *** N **th. Lexington, MO *****

816-***-**** acox9g@r.postjobfree.com

HIGHLIGHT OF QUALIFICATIONS:

SALES:

• Worked in team of 16 people, building the district to the third largest in the United States,

including directing, coordinating activities to implement policies and procedures.

• Was involved in fund raising for profit and nonprofit organizations.

• Involved in negotiating fringe benefits packages for city, county, and state employees in

Missouri and Kansas, and federally funded agencies.

• Conducted seminars and workshops on financial planning topics such as; retirement

planning, estate planning, and the evaluation of severance packages. Instructed personal

finance classes’ at colleges.

• Involved in developing and training marketing strategies in Business to Business Market.

• Participated in trade show activities, interfaced directly with customers, and discovered

customer issues and requirements.

CONSULTANT:

• Retirement-Financial Planning Consultant for national companies.

• Developed and sold Municipal bond programs for hospitals and nursing homes.

• Understands the importance of bringing education and trust to any client relationship.

• Communicate effectively and establish rapport with a variety of individuals of varied

backgrounds and age levels.

• Able to suggest strategies that clients can use to achieve their financial goals and

objectives, including specific recommendations in such areas as cash management,

insurance coverage, and investment planning.

• Involved in developing specialized programs for Kansas Hotel and Motel Association.

• Consulted with businesses to determine possible resolutions to financial problems.

• Consulted with clients to ascertain and define need and problem areas and determined

solutions to require and obtain goals.

• Ability to examine, evaluate and make observations and suggestions involving personal

and business finance.

WORK EXPERIENCE:

Consultant/Sales Custom Planners Lexington, MO

Consultant/Sales Prime Planners Kansas City, MO

Consultant American Campaign Service, Inc. Kansas City, MO

EDUCATION:

B.A. Business Administration – Westminster College

PROFESSIONAL ORGANIZATIONS:

• Consultant – Smith Loren Group

• Member – Chamber of Commerce

• Boards of Directors – Planning & Zoning, Historic Preservation, Live In Lexington

• Tourism Commission

• Featured speaker - regional and national conventions and radio programs.

• Veteran - Airforce

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