Edward (Ward), C. Carson, CFP , CLU, ChFC

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

Simpsonville, South Carolina 29681

Telephone: 864-***-****

E-Mail: abmo9m@r.postjobfree.com

www.cambridgegroupsc.com

Results-Driven, Financial Management/Financial Sales Professional

with extensive professional experience and strong skills in the following

areas:

? Recruiting, Developing and Supervising Financial Service Professionals

? Business Development

? Marketing Strategy Development & Implementation ? Wealth Management

Services

? Investment Management ? Financial Planning ? Delegating Duties ?

Business Management

Profile:

. Background encompasses extensive professional financial management/sales

experience utilizing a strong work ethic, proven leadership abilities,

and excellent communication/interpersonal skills to assist clients in

meeting their financial goals.

. Strengths: Strong management skills (able to motivate personnel to reach

desired objectives); skilled at multi-tasking; dynamic personality -

brings enthusiasm to daily tasks; self-motivated; achievement-oriented;

works well independently or in a team environment; highly responsible;

dependable.

. Financial planning systems and computer experience: NaviPlan; Financial

Profiles; eMoney Advisor; LEAP; Circle of Wealth; Microsoft Word;

Internet.

Areas of Expertise:

? Financial/Insurance Group Management/ ? Personnel

Supervision/Motivation

Administration ? Wealth

Management

? Estate Transfers ?

Business Transitions

? Executive Compensation ? Charitable

Giving

? Non-Qualified Deferred Compensation ? Designing

Permanent Life Insurance Contracts for

? Developing New Clients Wealth

Accumulation

? Maintaining Existing Client Base ? Client Need

Assessments

? Sales Presentations ? Client

Problem Solving

Selected Accomplishments:

. Managing Partner (Cambridge Financial & Insurance Group): Created a

successful financial and insurance group with up to 20 associates.

. Agent (New York Life Insurance Company) / Registered Representative

(NYLIFE Securities, Inc./

Investment Adviser Representative (Eagle Strategies Corp.): Personally

negotiated and implemented a strategic alliance with a community bank

for the purpose of distributing New York Life products to their "high

net worth" clients.

Education:

Bachelor of Arts in Political Science (August 1993)

Clemson University, Clemson, South Carolina

(Continued on next page)

Professional Experience:

? Cambridge Financial & Insurance Group

2008 to Present

Greenville, South Carolina

Managing Partner

Registered Representative (Lincoln Financial Services Corporation)

Investment Adviser Representative (Lincoln Financial Services

Corporation)

. Manage all aspects of financial service operations.

. Recruit, develop and supervise financial service professionals.

. Currently supervise 20 associates.

. Create and implement business development/marketing strategies to

attract and acquire new clients.

. Personally deliver wealth management services, including insurance

products, investment management and financial planning to the mass

affluent and small business marketplace.

. Utilize strong skills in collaborative client planning scenarios with

fellow financial advisors and allied professionals such as estate

attorneys, bankers and accountants.

. Act in the role of "quarterback" and delegate tasks to junior team

members in client relationships.

. Utilize knowledge of financial planning and insurance selling systems

such as NaviPlan, Financial Profiles, eMoney Advisor, LEAP, and Circle

of Wealth.

. Skilled in utilizing knowledge of estate transfers, business

transitions, executive compensation, charitable giving, non-qualified

deferred compensation, etc.

. Expert in the use and design of various permanent life insurance

contracts for wealth accumulation.

? Represented Companies Listed Below

1999 to 2008

Greenville, South Carolina

Agent (New York Life Insurance Company)

Registered Representative (NYLIFE Securities, Inc.)

Investment Adviser Representative (Eagle Strategies Corporation)

. Responsible for the prospecting and development of a start-up client

base through the marketing of proprietary life insurance, annuities,

long term care insurance, disability insurance, mutual funds and other

investments.

. Serviced a client base of approximately 1500 policyholders.

. Regularly assisted general office staff with recruiting and training new

agents.

. Maintained a perfect compliance and regulatory record.

. Completed advanced training in the areas of Long Term Care, Retirement

Income and Estate Planning.

? EXC-CEL Greenhouse Mfg.

1993 to 1999

Greenwood, South Carolina

Sales Manager

. Responsible for the sales and marketing of commercial greenhouse

structures to a national client base.

. Hired, managed and trained employees in manufacturing and customer

service.

. Oversaw the quality control of the manufacturing process.

Industry Designations:

. Chartered Life Underwriter (CLU), The American College, Bryn Mawr,

Pennsylvania

. Chartered Financial Consultant (ChFC), The American College, Bryn Mawr,

Pennsylvania

. Certified Financial Planner (CFP)

. FINRA Series 6, 63 registration

. Life, Health and Securities - Licensed in South Carolina, North

Carolina, Virginia and Georgia

References:

Available upon request

Contact this candidate