Customer Service Sales

Kerry Wayne Newbert, CFP

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

** ******* *****, *********, ** 08540

. Tel: 732-***-**** . Cell 732-***-****

SENIOR MANAGEMENT PROFILE

KEY QUALIFICATIONS:

Agent trainer (High Point Insurance)

Enhanced a state wide training program for new agents within the Prudential

retail channel engaged in marketing and selling of High Point Insurance

products.

. Direct PL responsibility for two divisions (MCST Preferred

Transportation)

Direct responsibility for 2 divisional profit and loss statements and

indirect responsibility for 5 Pl's. Instituted weekly review meetings on

all divisional profit and loss statements, tracked progress and held

department managers accountable.

. Subject matter expert - qualified plans (Wachovia Bank)

Successfully managed a book of pension business assets in the ever changing

IRS/DOL regulatory environment.

Small business owner (Nautical Group)

Startup registered investment advisory firm focused on a fee for service

business model.

EXPERIENCE AND ACCOMPLISHMENTS:

High Point Insurance 2008 to present

Marketing team trainer

The focus of this current position is to bring deeper product knowledge and

a better understanding of marketing options within the retail channel as

administered by our Prudential Agents appointed to sell High Point

Products.

2009 goals were exceeded for sales by 18.5%

MCST Preferred Transportation 2005 to 2008

Vice President of Operations

I was a member of the senior management team hired and focused on the turn

around of this organization.

My primary roll was organizational (general processes and procedures),

development of customer service team, create a company image rolled out

during the largest trade show in US.

Assisted the CFO on the corporate and seven divisional budgets with the

goal of correcting mismanagement and improving corporate cash flow.

Business was successfully sold in 2008.

Wachovia (formerly First Union National Bank), Morristown, NJ - 1997 to

2005

Relationship Manager

Manage multiple client relationships for full service Trust Department with

a revenue base of $1,600,000, generated by trust and custodial service,

investment management, retirement plans and non-qualified plans. Clients

include Taft Hartley and small to medium businesses in the tri-state area.

The Nautical Group, Inc, RIA Red Bank, NJ - 1995 to 1997

Principal Owner

Established a full service asset management firm, specializing in

investment analysis, comprehensive insurance and financial planning

allocation models to small business and high net worth individuals. Managed

day-to-day operations, including sales, marketing and business development.

EDUCATION:

. BS - Accounting (graduated with honors), UpSala College

PROFESSIONAL DESIGNATIONS:

. Certified Financial Planner (CFP)

. NJ Property and Causality license

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