BARBARA J. KUBESH phone: 206-***-****
Career Summary
Have vast and diversified experience in marketing and Financial Services
Industry. Range of focus from marketing Life Insurance, Asset Allocation
and Portfolio Analysis, to Retirement plan options including Long Term Care
and disability. Possess excellent communication skills, client
satisfaction and prompt service a priority. Attention to detail and a
quick study. Looking for teamwork and new challenges where I can apply
knowledge of the industry and excel.
PROFESSIONAL EXPERIENCE
Registered Investment Advisor
Kubesh Investment & Financial Services 1996-present
Independent Financial Services Broker representing the individual needs of
clients. Specialize in marketing, customized asset allocation, stock and
mutual fund selection and life insurance analysis. Also use annuities,
life, disability and long term care insurance as tools in estate planning.
Work with companies and their advisors to develop proper financial
protection including Key Man, Buy-Sell arrangements and funding, 401K and
other retirement plan analysis.
Received Top Advisor Award for 2005, Labyrinth Financial Services,
Vancouver, Washington, ING Financial Partners, Inc. Broker/dealer.
Financial Services Department Manager
Regal Financial Bank; Seattle, Washington contractor
2002-5
Created investment and insurance department for Regal Financial bank, a
commercial bank located in downtown Seattle. Set up guidelines for
investment policies, established marketing platform for promoting advisory
services by working closely with bank employees to generate a lead and
referral system. Obtained all licensing requirements for the bank,
selected range of products and services for presentation to board of
directors.
Investment Officer
First Interstate Bank of Washington; Seattle, Washington 1992-1996
Financial consulting and service for customers of several Seattle branches
of First Interstate Bank, now known as Wells Fargo Bank. Developed ongoing
marketing strategies, set up and maintained proper documentation and
records. Provided ongoing training for branch personnel including
investment knowledge/awareness and referral training. Selected as trainer
for newly hired employees. Conducted/organized/designed numerous seminars
including Women's Junior League of Seattle, Seattle Parks and Recreation,
Rainier Community Action Project, and Grosvenor House. Top producer
award/summer campaign 1995. $225,000.00 revenue production/ 1995.
Marketing Director
Murphy Favre; Seattle, Washington 1991-1992
Investment services consultant for bank customers. Marketed mutual funds,
annuities, and bank products. Became proficient with all aspects of
banking including account maintenance and problem solving. Maintained well
above average investment production while conducting bank services for
clients. Chosen to participate in Mentor program 1991-92.
Regional Marketing Director
James Mitchell & Company; Bellevue Washington 1990-1991
Responsible for production and training for seven branches of Security
Pacific Bank. Ranked in top ten percentile nationwide. Qualified to join
top producers at annual convention. Top closing ratio in the state.
Finished fifth in nationwide sales contest involving over three hundred
employees. Featured employee in company journal, January 1991.
Marketing Agent and Sales Manager
Independent contractor; Seattle Washington 1980-1990
Independent Life Insurance Agent. Markets included business continuation,
financial and estate planning and long-term investment analysis. Primary
companies represented include Principal Financial Group, Monarch Life and
Disability, and Prudential. Mentored/managed new agents recruited at
Prudential.
EDUCATION
University of Wyoming, Laramie, Wyoming; Bachelor of Science Degree
Fine Art and Psychology Major.
University of Montana, Missoula, Montana; Graduate Work
Education and Business Major.
Life Underwriter Training Council Fellow, LUTC/NALU
NASD Series 6 and 63,.
Living Trust Education Series,
NASD Series 7
Registered Investment Advisor
Long Term Care Education
HONORS /AWARDS/AFFILIATIONS
President, Magnolia Guild, Fred Hutchison Cancer Research Center 2009-10
Top Advisor, Labyrinth Financial Services
Banner Group, VanKampen Mutual Funds
Summer Campaign Winner, First Interstate Bank
Fidelity Advisor Council member
Circle of Excellence, Dreyfus Corporation,
Leadership Conference; James Mitchell & Company
Million Dollar Round Table
Associate of the Month, 6 consecutive months, Principal Financial Group