**B Dale Road Phone 603-***-****
Hooksett, NH ***06 E-mail *******@*******.***
John J. Skillings
Objective To utilize my experience and skills in the financial field where accuracy
and proficiency are extremely important. I am very detail oriented
individual with the ability to work extremely well under pressure with
any task assigned as well as managing others to perform to the best of
their ability. .
Work Experience October 19, 2007-Current Fidelity Investments
CSS Retirements DC
§ Currently on the Master team for 401K’s (DC) as well as tax exempt.
§ To perform detailed accounting practices to ensure accurate cost
basis and complete net asset values of portfolios.
§ Systems trained on: BWS, CCW, FPRS, XTRAC, CA1, FDOT,
Loans, Withdrawals, MRD’s, and SWP’s.
§ Obtained Series 6 and 63
§ Educate customers on asset allocation and investment options
§ Provide detailed information on tax deferral investment vehicles
§ Work closely with customers to ensure their retirement plans and
questions are answered in an accurate and timely manner
§ 5 Weeks of training on qualified and non-qualified retirement plans,
Fidelity’s software platforms.
§ To assist with tax issues that arise from the selling of assets.
October 23, 2006-April 11, 2007 Fidelity Investments
FPI Retail Service
§ 5 Weeks of training on how to become effective and efficient on
multiple Fidelity software platforms.
§ Systems trained on; FBSI, XTRAC, Siebel, FDOT, Online Statement
Viewer and various others.
§ Utilized ability to multi task, and gave me the opportunity to display
a definite attention to detail and accuracy.
§ Received several perk points from manager for great calls, and
have received site recognitions.
§ Studied for Series 7
February 22, 2006-September 30, 2006 Infantine Insurance Inc.
Commercial Lines Broker/Agent/Risk Manager
§ Produced a book of commercial accounts consisting of several
types of businesses, including construction, engineering,
manufacturing, high tech and various other risks.
§ Risk management
§ Marketing Insurance Products
§ Zywave/Mywave Training
§ Assist in Workers Compensation Loss Control with clientele
§ Gathering financial information for Surety Bonds.
July 2004-Jan 2006 Fred C. Church Insurance
Commercial Lines Broker/Agent/Risk Manager
§ Produced a large book of commercial accounts consisting of various
types of businesses, including manufacturing, freight forwarders,
property owners, restaurants, consultants, high tech, not for profit
organizations, large construction
§ Risk Management
§ Worker’s Compensation Loss Control
§ COPE Training
§ Marketing Insurance Products
§ Zywave/Mywave Training
§ Wedge Sales Training
§ Utilized Silverplume Sage, Selectory, D&B, A.M. Best, and various
carrier rating systems.
April 2003–July 2004 Kane Insurance Agency
Small Commercial/Personal Lines Agent/Producer/Assistant Manager
§ Produced a book of personal and small business insurance
§ Serviced clients with changes to their policies, claims, rewrites
§ Assistant Manager of the office
§ Visited various mortgage companies, real estate agencies, small
businesses
§ Marketing Insurance Products
§ Cross sell existing clients with Benefits coverage with an associate
Agent
November 1992-April 2003 Lucent Technologies
Installation/In-charge
§ In-charge major projects for Verizon Wireless, Lucent, AT&T, Acatel,
MIT, Pentagon, Choiceone, Fairpoint, and other carriers.
§ Oversaw and assisted over 60 employees at different times.
§ Quality control.
§ Installation of hardware/software of 5ESS, CDMA, Light Guide,
Voice IP, Power diversity, Dacs1-5, Sonet, Microwave and Cellular
huts, plus other equipment to run major corporations.
Business & § Portsmouth Chamber of Commerce
Professional § American Cancer Society-Chairman of Corporate Sponsorship for
Affiliations the Seacoast Area.
§ St. Nicholas Greek Orthodox Church-Board Member
§ BNI Manchester Chapter
Accreditations & § Obtained Accident, Life, and Health Insurance license in 2007
Licenses § Obtained Series 6 and 63 in 2008
§ Hartford School of Insurance. Obtained CLCS (Commercial Lines
Coverage Specialist) accreditation, as well as completed
Commercial Lines Senior Development Program
§ Received Property and Casualty Producer’s License in the State of
NH in April 2003
§ Schooled and trained in various aspects of technology during tenure
at Lucent Technologies. Received many accreditations for
schooling.
§ Bullet Proof School- Training on how to deal with employees and
their concerns, as well as assisting them to achieve higher goals for
themselves.
§ Obtained hundreds of hours of OSHA training including, (Lockout
Tag out, and Safety Procedures). Received several accreditations
through Lucent for this training.
§ Trained in Safety courses ranging from asbestos/mold to CPR/First
Aid
§ Received schooling in Risk Management and Loss Control.
Education 1984 - 1987 Central High School, Manchester NH
High School Diploma
1990 - 1991 University of NH, Nashua NH
Criminology and Sociology
2007 New York Life Insurance, Manchester NH
Training in Annuities, Sales, and Life Insurance