Manager Project

Dan Bethel

**** *. ******** ******

Mesa, AZ ****6

480-***-**** Home

480-***-**** Cell

Email: ********@*****.***

Objective:

A position in the field of insurance and or financial services where my strengths, skills, and education in

business can be used for the benefit of your company, your clients, and myself.

Education: 1997 - Fellow Life Management Institute - FLMI

2002 - Bachelor of Science in Business Management - BSBM

2004 - Master of Business Administration - MBA

I have the following licenses in all 50 states: Life, Accident/Health, Casualty, and Property

Securities Registrations: Series 7 and 66

Professional Experience:

May 2008 to Present

Financial Advisor USAA Financial Services Phoenix, AZ

My duties include: identifying opportunities to expand client relationships; manage and retain key clients;

understand the client's investment goals and objectives and develop a diversified investment plan and strategy to

meet goals using developed models and recommended products; advise clients on asset allocation and portfolio

construction for strategic and tactical decisions; market and implement investment solutions in accordance with

client's asset allocation.

June 2003 to September 2007 Spring of Life Christian Church Mesa, AZ

Business Administrator

As Business Administrator I was part of the senior management team. My duties included the responsibility for

the overall direction for the financial and accounting activities, including treasury, accounting, project manager

for a $6.2 million building project, manage a $1.9 million annual budget, manage a $1.2 million capital

campaign, tax and audit activities, financial and statistical reports for Board use, work with staff and church

leaders to develop goals and methods to meet future needs for growth and improvements. My duties also

included management of human resources, facilities, information technology, strategic planning, and

supervising the operations and facility teams.

February 2001 to June 2003 Citistreet Tempe, AZ

Regional Manager

As Regional Manager I recruited people who were suited for a career in the sales of financial services products,

and developed and implemented comprehensive training programs that gave Advisors the tools they needed to

succeed. I provided interactive leadership that assisted Advisors in becoming the most productive they could

possibly be. I made sure our Financial Advisors were able to: identify opportunities to expand client

relationships; prospect, manage and retain key clients; understand the client's investment goals and objectives

and develop a diversified investment plan and strategy to meet goals using developed models and recommended

products; advise clients on asset allocation and portfolio construction for strategic and tactical decisions; market

and implement investment solutions in accordance with client's asset allocation; communicate current market

strategies and portfolio structure with assigned clients. My region included the state of Arizona. I built the

Region from 6 to 18 Financial Advisors.

February 1994 to February 2001 Horace Mann San Bernardino, CA and Las Vegas, NV

December 1982 to December 1989 Orange County, CA

Agency Manager

As Agency Manager I recruited people who were suited for a career in the sales of insurance and financial

services products, and developed and implemented comprehensive training programs that gave Agents the tools

they needed to succeed. I provided interactive leadership that assisted Agents in becoming the most productive

they could possibly be. I made sure our Agents were able to: identify opportunities to expand client

relationships; prospect, manage and retain key clients; understand the client's insurance and investment goals

and objectives and develop a diversified insurance and investment plan and strategy to meet goals using

developed models and recommended products; advise clients on insurance risk management, and asset

allocation and portfolio construction for strategic and tactical decisions; market and implement insurance and

investment solutions in accordance with client's needs. I built three Agencies, the first covered Orange County,

the second covered San Bernardino and Riverside counties in Southern California, and third covered the state of

Nevada. In Orange County I built an agency from scratch to 16 agents, in San Bernardino and Riverside I built

an agency from scratch to 22 agents, and in Nevada I built an agency from scratch to 16 agents.

December 1989 to February 1994 California Department of InsuranceLos Angeles, CA

Policy Officer ($38,000 p/y)

As a Policy Officer I worked with the state legislature in writing and adopting insurance regulations. I also

acted as a field advisor for the Insurance Commissioner.

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