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Sales Insurance Agent

Beaverton, Oregon, United States
December 17, 2012

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Michael Standard

**** ** ********* ***.

Vancouver, WA 98664



. Bachelor of Science - Biology & Communications - Marylhurst College, OR.

Summary of Qualifications

. Over Ten years experience in consultative technology business development


. Fifteen years of strategic planning, marketing and decision making

. Tested leader with experience coaching teams and mentoring staff

. In-depth experience creating client-defined software to meet their

business objectives with new features and processes

. Negotiate contracts for $Million licensing agreements

. Strong C-Level client relationship management skills

. Leader and business innovator across the software industry

. BI sales leader

Professional Expertise

Core Competencies Microsoft Word, Excel, PowerPoint, Publisher,

Outlook, Project, CRM Tools, Ad-Hoc Query Tools, and

Relational Database Applications

Certifications Formerly Oregon & Washington Series 7, 6, 65 & 63

Securities & Life/Health Insurance Licensed. Washington

Licensed and bonded winery owner.

Professional Experience

EAI Information Systems, Beaverton, OR

2001 - Present

SVP National Business Development & Director of Client Relations

. SVP National Business Development leading the end-to-end sales cycle to

regional broker dealers and investment advisory firms. Providing

commission accounting, compliance trade surveillance, CRM, BI and

referral systems applications to firms such as NCF Corp, Regions

financial, Aegis, Dreyfus BNY Mellon, National Holdings Inc., Regions

Morgan Keegan, Spire Advisory Inc., Investment Professionals Inc. and

Union Bank of California.

o Consulted with customers to design and implement systems to improve

software applications, operational processes, and productivity

o Lead a team of 10-20 developers, analysts, trainers and consultants

to meet project deadlines

o Facilitated remote web demos and on-site demonstrations to groups of 5-

50 per session

o Designed strategic new application features to solve complex business

problems and capture new market niches

o Negotiated contracts to close for $Million software licensing


o Develop and maintain Key C-Level relationship across the financial

services industry

o Acted as a liaison to over 70 vendors facilitating the use of data

interfaces to exchange sales activity and CRM information

o Exceed sales goals through consultative long term sales process

o Implemented new marketing strategies increasing brand exposure and

increasing successful closing ratios

o Developed and maintained channel partner relationships

o Composed RFP's, value propositions, and business case studies and

cost proposals for prospective clients

. Director of Client Relationship Management advocating the relationship

between the client's executive leadership team, the business development

unit and the technology group

o Direct the business team during the RFP and contract negotiation

process with prospective clients

o Lead process to resolve post-implementation and on-going operational


o Create value adding strategies to maintain client relationship

Wells Fargo Securities, Vancouver, WA

1998 - 2001

Financial Consultant & Executive Client Relationship manager in Advisory


o Organized and lead sales and marketing teams to surpass sales goals

o Increased sales and client relationships from 90 to over 400 clients

in region

o Managed client advisory portfolios

o Averaged top 15% Nationally for production revenue

Bank of America Investment Services, Portland, OR

1994 - 1998

Stock Broker and Investment Advisor

o Administered City and County investment portfolios

o Managed over $100 million in investment assets

o Created and lead sales strategies in a expanding sales territory

o Top producer consistently in the top 15% nationally

o Successfully communicated non-tangible technical investment

information to unsophisticated clientele

New York Life Insurance Portland, OR


Insurance Agent

o Generated new business from cold calls and client referrals

o Successfully sold individual life and health to both individuals and


o Top new agent producer consistently in the top 5% regionally

Sisters of Providence Medical Centers, Portland, OR

1991- 1994

Pathology Assistant

o Pathology Assistant to ten pathologists

o Assisted in cancer research

o Laboratory courier servicing physicians and staff offices in region

o Developed and maintained large network of physicians offices

o Performed and assisted with autopsies

o New patient on-boarding technician

Interests and hobbies

o Volunteer cook at Share House in Vancouver WA and other nonprofit


o Past board member of Edmunds Nursing facility, nonprofit

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