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Resumes 61 - 70 of 135 |
Overland Park, KS
... Sale of P&C Insurance Agency to Regional Insurance Brokerage – 2014–Present – • Exit of Family-owned Property & Casualty Insurance Broker to a growing out-of-state middle-market insurance brokerage, in a strategic buy to expand its footprint (2014). ...
- 2017 Apr 20
Olathe, KS
... Broker 09/2010 to Present Senior Benefits Assistance KC – Olathe, KS EnrolledSeniors and Low Income Individuals into Medicare/Medicaid products to fit theirfinancial needs Led Phone campaigns, called onthe phone and set appointments and conducted in ...
- 2017 Mar 12
Kansas City, MO
... - Kansas City, MO - Jan 2011 to Jan 2013 Evaluate, verify, and process service requests from shareholders, third-party entities, institutions, broker/dealer operations, or client Fund/Stock groups Research, resolve, and/or respond to such queries in ...
- 2017 Jan 09
Kansas City, MO
... in fast paced high pressure environment Worked with all levels of internal management and staff Kaufmann Financial Investment Broker – Kansas City, KS 04/2013 – 04/2014 Executive Assistant Greeted guests, answered multi line phones, managed incoming ...
- 2016 Nov 03
Belton, MO
... • Conduct compliance work for public companies, broker/dealers, investment advisers, proprietary trading firms: drafting and updating Written Supervisory Procedures, Form ADV, Code of Ethics, AML Policies and all required compliance documents to be ...
- 2016 Oct 24
Kansas City, MO
... Strong sales skills, nationwide broker and agency relationships, and the ability to quickly build new alliances resulted in seven new $1MM production sources. Maintained 100% corporate audit scores (2008) with 98.6% Quality Assurance average all ...
- 2016 Sep 20
Kansas City, MO
... Vice President in expanding the Great Lakes Territory by 45% with the development of new customer relationships with top broker dealers Conducted internal sales training to new and current members of the marketing team Achieved the status of top ...
- 2016 Sep 17
Blue Springs, MO
... Columbia Property Management Company, Columbia, MO Broker Officer/Director of Property Management: 1990 – 1997 Broker Officer for property Management Company. Oversee all operations and management of company and properties, industrial, commercial, ...
- 2016 Sep 07
Lee's Summit, MO
... In CSS, we are working on a project called Member site, it helps the local agents to register for the business locations, upload the new property details and assist customers in respective area to schedule an appointment with local retail broker. ...
- 2016 Aug 05
Overland Park, KS, 66204
... Also, consulted with upper management bi-weekly to streamline and improve all processes and procedures, from pre-approvals through closing, and addressing any compliance or broker issues. LOAN OFFICER, American Equity Mortgage, Fairview Heights, ...
- 2016 Jul 23