Insurance License Life

TIMOTHY R. ALTEPETER

**** ***** ****** *****

St. Louis, MO 63123

Cell 314-***-****

Home 314-***-****

OBJECTIVE

To cultivate and grow professional relationships based on ethical and

integrated day-to-day business dealings while utilizing professional

knowledge, experience and people skills.

PROFESSIONAL EXPERIENCE

2009-present VALIC

Financial Advisor - responsible for servicing current retirement

clients and developing new clients from group clients and from the

general public for VALIC financial products.

2007- 2009 Guardian Life Insurance/RS Mutual Funds

Regional Sales Director/External Wholesaler - responsible for

wholesaling mutual funds through the wire house channel in Midwest USA

(territory of Missouri, Kansas, Nebraska, Iowa, and southern

Illinois). Duties include conducting advisor and client seminars,

meeting and planning with branch managers and individual advisors.

2007 - 2007 U.S. Bancorp Investments, St. Louis, MO

Financial Consultant - responsible for acquiring, servicing and

selling financial products and services to bank customers.

2006 - 2007 The Altepeter Advisory Group, St. Louis, MO

Vice President - responsible for acquiring, selling and servicing

financial planning for individuals almost exclusively in the senior market.

2000 - 2006 Western-Southern Life Insurance Co., Cincinnati, OH

Regional Vice Present/External Wholesaler - responsible for sales of

fixed and variable annuity products through bank channels. (Territory

included Missouri, Illinois, Kansas, Nebraska, Iowa and Colorado.)

Responsible for training of newly licensed agents, conducting seminars

for client banks, meeting and planning with bank program directors,

motivating licensed agents. As RVP during this time, this territory

had set successive records for production from $34 million to a peak

of $88 million.

1998 - 2000 Montgomery First National Bank, Sikeston, MO

Investment Representative - responsible for acquiring and selling of

financial products to customers at a total of five (5) area branches

in the St. Louis metropolitan area.

1995 - 1998 Roosevelt Bank, St. Louis, MO

Investment Representative (same duties as Montgomery Bank above).

Gold Circle member.

TRAINING & LICENSES

Series 6, 7 and 63 Licenses

Life & Health Insurance License - Missouri

Property/Casualty, Fire & Allied Lines Insurance Licenses - Missouri

LUTC, Parts 1, 2, 3, and Disability

Xerox Professional Selling Skills

Variable Products Insurance License - Missouri

HOBBIES & AWARDS CYC Basketball Referee

Youth Baseball Coach

Youth Basketball Coach

CYC District Basketball Chairman

CYC Basketball Service Award (2000)

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