Public Speaker,Sales Financial Management Insurance Account Management
Resume:
Edward T. Carpenter
Tucson, AZ 85741
abnxxm@r.postjobfree.com
Arizona State Licenses
Life, Health, Property, Casualty, Variable Products
FINRA Securities Regs.
Series 6, 7, 24, 31, 63, 65
AHIP CERTIFICATION FOR MEDICARE MAPD AND PDP PROGRAMS
* 33 YEARS OF SALES
23 YEARS OF FINANCIAL SERVICES
15 YEARS OF MANAGEMENT/
LEADERSHIP
16 YEARS OF ENTREPRENEURIAL
12 YEARS OF RECRUITING EXPERIENCE
SALES TRAINING
Tom Hopkins and Zig Ziglar
CORE SKILL SET
Relationship Building
Specialty: Seniors
Business Development
Portfolio Analysis
Management
Training
Recruitment
Motivational
Positive enthusiasm, time management, goals and Business Plan. Personal
development
FINANCIAL ADVISOR COMPETENCIES
PERSONAL PRODUCTION: CHANNELS
Fixed Annuities: $10 million B/D, Bank, P&C
Variable Annuities: $15 million Independent
Equities and Debt Instruments: $10 million
All insurance premium: $1 million
Wills and Living Trust construction: 200
LEADERSHIP ROLES: CHANNELS
Managing Principal, Traveling VP, B/D, Bank, CPA,
External Wholesaler, OSJ, P&C, Independent
Seminars and Training,
Recruiting and Case Design
10+ YEAR POSITION HISTORY
SELF - ARIZONA HEALTH AND LIFE Tucson, AZ 85741 10.05-Present
Owner - Investment and Insurance Producer
ALLSTATE FINANCIAL SERVICES - (Sub-Producer) Tucson, AZ 85704 PFR
10.09- 03.10 Managing Principal: Steve Colombo
LEADING EDGE FINANCIAL SERVICES Sugar Land, TX 77478
03.09- 07.09 Brokerage Rep. Manager: Eddie Sussman
NATIONAL FUTURE BENEFITS, INC. Tucson, AZ 85704 Planning Consultant
05.08- 02.09 Manager: Calvin Goetz
FORWARD STRATEGIES INSURANCE BROKERAGE, LLC. Tucson, AZ
NOTE: 2 DATES: 08.04-07.06 and 05.07-05.08 Manager: Mike Janky
FIRST COMMAND FINANCIAL SERVICES Tucson, AZ 85715
02.07-05.07 Retirement Advisor Manager: David Sheehan
THE LEGEND GROUP (WADDELL AND REED) Tucson, AZ 85711
07.06-01.07 Retirement Advisor Manager: Jim Leos
AIG SUNAMERICA Phoenix, AZ 85012 Compliance
Manager
05.04-07.04 Manager: Robert Half Int'l (Employment Agency)
FARMERS INSURANCE Gilbert, AZ Reserve District Manager
10.03-04.04 Manager: Rich Winters
WASHINGTON MUTUAL BANK (WM FINANCIAL) Irvine, CA 800-***-****
04.03-10.03 (Bank) Financial Consultant Manager: David Webb
ASH BROKERAGE Fort Wayne, IN 46809 260-***-**** VP/Account Manager
01.03-03.03 Manager: Tim Ash
ALLSTATE FINANCIAL Indianapolis, IN EFS
09.02-01.03 Manager: Dan Mattingly
NATIONAL CITY BANK (NATCITY INV.) Cleveland, OH Platform Inv. Specialist
05.01-11.02 Manager: Tom Petrus
GE FINANCIAL (TERRA SECURITIES) Schaumburg, IL
09.00-04.01 Regional Planning Specialist Manager: Howard
Kite
ING (PRIMEVEST)(INDEPENDENT BANK SO. MI) St. Cloud, MN
02.98-09.00 VP/Account Manager Manager: E.J. Clark
PRUDENTIAL SECURITIES, DEAN WITTER, PRIMERICA FINANCIAL SERVICES - BACK TO
1990
MULTI-MILLION DOLLAR WHOLESALE SEAFOOD CO. THROUGH '80s
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