Thomas F. Reynolds

** ***** **** • Rockville, MD 20852 • (H)301-***-**** (C)301-***-**** • adxpvq@r.postjobfree.com

career summary

Seasoned sales, management and consultative professional. Successful in insurance marketing/sales, and financial advisory services. Exceptional communicator who leverages personal strengths to successfully identify and pursue opportunities, nurture relationships, and achieve goals on deadline. Have also produced award-winning television documentaries, investigative reports and network news broadcasts. USMC Veteran.

notable attributes

Skilled leader and collaborative teammate

Trustworthy, respectful and caring

At ease handling complex analyses and reviews

Experienced in personal, private and multiple business transaction environments

Very protective of confidential information

Well informed, inquisitive, and engaged

Consultative and comfortable, client-centric approach to achieving success

professional experience

Insurance and Financial Planning Consultant (Thomas F. Reynolds Agency)

Rockville, MD

Provide fee only specialized consultative services in insurance and financial planning for many clients in the greater Washington, DC area. Licensed in Maryland, DC and Virginia (Property, Casualty, Life, Health)

Plan in-depth reviews of needs and goals (property, casualty, life, health, retirement and long-term care.)

Recommend customized financial planning goals to meet specific objectives for individuals and businesses.

Consultatively engage clients in how to focus on, assess and manage short and long-term strategies.

Success developed through professionally exceeding client expectations of the process and outcome.

Financial Advisor

Ameriprise Financial • Rockville, MD

Engaged in marketing, consultative sales, and financial advisory role at a diversified financial services company.

Through marketing and consultative relationship building, provided individuals, families and businesses with financial advisory services and appropriate sales solutions for a broad range of needs and goals.

Held periodic reviews of client status, including: insurance; education goals; short/long-term investments; portfolio management; survivor needs; estate planning and business growth, succession, and sale strategies.

Insurance Agency Principal and Registered Investment Advisor Representative

Allstate Insurance Company • Rockville, MD

Independent contractor owner of a very successful and award winning multi-line insurance and investment practice in an extremely competitive market. Licensed in DC, Maryland and Virginia.

Built starter agency to over 2,500 policyholder families with annual revenue $2.5M+ at time of agency sale.

Utilized in-depth, consultative approach to determine personal, family and business insurance and financial planning needs. Delivered customized and appropriate solutions. Provided outstanding client service.

Maintained effective client communication contacts/reviews. Ensured satisfaction, retention, and referrals.

Also wrote coverage for, serviced, and retained a large and diverse group of commercial business clients.

Broadcast Journalism

TV Network News Divisions (ABC, CBS, NBC, NET) Field Producer for documentary, investigative, hard news

and special projects. Responsible for domestic and overseas field production covering a broad range of subject matter projects over a number of years. Shared in many awards (Peabody and Emmys.)

computer software skills and professional certification

Proficient in Microsoft Office applications and many virtual office procedures.

Have held Financial Industry Regulatory Authority (FINRA) designations (exam qualified..) Series 7, 6, 63, and 65 licenses. No adverse actions.

military and community service

United States Marine Corps

Communications/Electronics (TS/Crypto) Officer while on active duty and Public Affairs Officer while on reserve duty. Served with both ground and air units domestically and overseas.

Three years active duty and two years reserve duty.

Honorably discharged with the rank of Captain.

Volunteer, Sibley Memorial Hospital, Washington, DC

Was active volunteer at hospital, now within Johns Hopkins Medicine network.

Served three years as member of the hospital Medical Ethics Council.

Served four years as member of the Patient and Family Advisory Council.

Board member of Widowed Persons Outreach program at Sibley (Eight years.)

Moderator of monthly “Laugh Café” (Stress reduction) program for Sibley Senior Association (Eight years.)

education

Bachelor of Science degree • Economics

Fordham University • Bronx, New York

Continuing Education:

Medical Bioethics courses: Audited a year-long series of classes at the graduate level ( 2015-2016) held at

The Pellegrino Center for Clinical Bioethics and Georgetown Medical School at Georgetown University,

Washington, DC. (Classes under the tutelage of Dr. James Giordano, Ph.D, Chief, Neurology Studies Program)

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