Manager Sales

Robert Edwards

**** ****** ****** ***** ***** Ky 41017

859-***-****/859-***-**** *.*********@*********.***

objective

Increase sales adding to the bottom line for the

company develop loyal clientele with diligent

follow up.

Experience

June 2008 - Present

Independent Financial Planner

Perform in depth insurance analysis and portfolio

management to various clients. Meet all continuing

education needs required by the Government.

July 2006 - June 6 2008 Schaeffers Investment

Research

Top-Tier Senior Consultant

Perform detailed option consulting and selling of

subscriptions to customers worldwide using various

equity option strategies involving credit spreads,

debit spreads and collars involving the purchasing

and sales of calls and puts with Bernie Schaeffer's

strategies

2005- August-Dec 2005 CitiStreet/Travelers

Account Executive

Opened accounts for 403B clients/TSA's and full

service planning for the Educational sector.

Investment selection and portfolio engineering,

also involved holding seminars, and working with

payroll to coordinate payroll deductions in various

districts

2002 - 2005 Aig/SunAmerica Securities

OSJ Manager /Estate Planner

Ft. Mitchell, KY

Opened and ran an office in Northern Kentucky

Auditing/Compliance/Investment Selection for

clients

Full service investment and estate planning

1999 - 2002 FLEETBOSTON FINANCIAL

CINCINNATI, OH

Senior Investment Consultant/Registered Principal

Increased size of Book from $40 million to $165

million

Number one Rep for two straight years

1998 - 1999 PNC Brokerage

Cincinnati, OH

Senior Investment Consultant/Registered Principal

Increased size of Book from $10 million to $30

million

Trained three platform people

Number one in region for six months

1997-1998 GTKY Credit Union/Cuna

Brokerage Lexington, KY

Cuso Manager

Ran Book and all HR functions including 401K administration

Expanded sales to include 10K month in production

Managed and hired for 400K P&C Business

1994-1996 Harte-hanks Logistics

Regional Dispatch manager with 10 million plus budget

Moved freight nationwide coordinating 6 strategically located

warehouses consolidating freight

1990-1994 -see education- 1993 passed FAA Air Traffic Controllers

Exam

1987-1990- Southeast Atlantic Corporation

Managed, sold and serviced over 286 accounts for large store sales

of Canada Dry products-Perrier and various others. 4 drivers

coordinated delivery.

Education

1990-1994 Florida Atlantic University

Boca Raton, FL

B.A., Business Administration and International

Business

Series 31,63,65, 7 and 24 Licenses

Life, Health and VA Licenses in KY, OH, IN and FL

Florida Real Estate License (Current on all CE)

Interests

Racquetball, Weight- training, Church

Phone 859-***-****

Contact this candidate