Sales High School

Mr. David Lawrence Rychlick, B.A.

**** **** **** ***** * Brighton, MI 48114 * 248-***-**** *

*****.********@*****.***

Objective: Employment as an experienced financial advisor

with an established financial institution offering many facets of personal

and professional growth

Employment

History: September 2008 - present Allstate

Financial, multiple locations, MI

Financial Advisor

. Assisting in achieving sales goals for company and agents

. Selling investment products consisting of, but not limited to, mutual

funds, stocks, fixed, variable and index annuities, life and

disability insurance

. Training/educating agents on products and referring customers

September 2008 - present

Investment Solutions, Brighton, MI

Owner, Independent Financial Advisor

. Achieving portfolio/ investment growth for high net-worth clients

. Managing over 100 existing clients with assets of around 30 million

. Top rated producer for solo business with Allianz Life Insurance with

nearly 2 million in premium for 2008 and 2009

. YTD 2010 2 Million in annuity premium production for Allianz Life

Insurance through solo business Investment Solutions

. Qualified for end of year "Top Producer" Summit trip for

2010...currently at 2 Million in production (September)

2001 - 2008

DLR Investments, Livonia/Allen Park, Michigan

Owner, Independent Financial Advisor

. Achieving portfolio/investment growth for high net-worth

clients

. Financial consultant for over 100 clients with total assets

over 34 million

. Marketing/Advertising...Seminar Development

. Managed business and employees on daily basis

. Won numerous "Top Producer" trips from companies while

independent

1995-2001

First of America Bank/National City, South Michigan Region

Financial Consultant

. "Rookie of the Year" Sales Award winner...top producer of

new agents

. Top producer in South Michigan region / Top 5 in country for

each year

. Worked with bank branches in downriver area as independent

advisor

. Educated, trained and motivated bank staff on identifying

and referring prospects

. Selling investment products, consisting of, but not limited

to, mutual funds, fixed, variable and index annuities,

stocks and fixed income products

1993 - 1995

Integra Bank, Southern Pittsburg, Pennsylvania

Financial Consultant

. Worked with bank branches in southern part of Pittsburgh

Pennsylvania as financial/investment consultant

. Educated, trained and motivated bank staff on identifying

and referring bank customers for my services

. Meeting prospects and selling investment related products

such as mutual funds, variable and fixed annuities

. Consistently meeting and exceeding expected sales goals for

bank branches

. "Top Producer" in region in 1993, 1994 and 1995

. "Top 5" in company every year worked

Education: Hartland High School, Hartland, Michigan

Graduated General Studies

Michigan State University, Lansing,

Michigan

Graduated Bachelor's of Arts

Major: Finance Minor: Economics

Skills:

. Highly driven

. Established success track record in production

. Excellent teacher/motivator

. Currently holds series 6, 7 and 63, Life, Health and

Variable

Personal Facts: Chamber of Commerce Member, Hartland High School

Basketball Coach, CSA, Knights of Columbus Member

References: Available upon request

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