Ned Bogie 925-***-****
Antioch, CA 94531 acuwy6@r.postjobfree.com
Offering 25 years of Solid Expertise in the Following:
QUALIFICATIONS & SKILLS:
Top Sales Producer with an Accomplished Track Record of Increasing a Company’s Revenues
FINRA Licenses: Series: 7, 24 & 63
(CLU) Chartered Life Underwriter
(CCA) Certified College Advisor
Estate Planning
Experience in Giving Financial Planning & Investment Seminars
Hire, Manage, Train & Motivate Registered Representatives
Maintain Extraordinary Trust from Established Clients
Effective Problem Solving & Conflict Resolution Skills
Managed Clients Financial Portfolios (Stocks, Bonds Mutual Funds & Alternative Investments)
Experience in the Sales of Insurance & the Training of (160) Life Insurance Professionals in Advance Underwriting Techniques
POSITIONS & ACHIEVEMENTS:
BRANCH MANAGER for LINSCO/ PRIVATE LEDGER (L/PL) FINANCIAL SERVICE, INC., Oakland, CA, 1982 to 2009
Increased the values of high net worth portfolios consistently.
Established effective client relationships that achieved a strong client base.
Recognized by the management to be a productive and results type person.
INSURANCE AGENT for PROVIDENT MUTUAL LIFE INSURANCE COMPANY, Philadelphia, PA, 1975 to 1982
Million Dollar Round Table
SALES REPRESENTIVE for TECHNICON INDUSTRIAL SYSTEMS, Tarrytown, NY
1970 to 1975
Received numerous top sales producer awards for increasing sales revenues.
Position required the sales and management of all accounts in (14) western states with results of exceeding all sales goals.
EDUCATION
Bachelors Degree, Purdue University, West Lafayette, IN
AWARDS & MEMBERSHIPS
Society of Financial Services Professionals, Present
Elected Regional Director, Purdue Alumni Association 1990 to 1993
Board of Director, East Bay Estate Planning Council