Sales Associate

Brian Prendergast

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

Address:

City: Aurora

State: CO

Zip: 80015

Country: USA

Phone: 720-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

INNOVATOR AND MARKET LEADER IN FINANCIAL PRODUCT APPLICATION AND DESIGN

Educational Background:

High School Dipolma from Central Michigan University, Mt Pleasant MI 1/2001 to 1/1972 (Industrial Production)

High School Dipolma from USAF Academy, Mt Pleasant MI 1/2001 to 12/2012

Job History / Details:

Executive Profile

INNOVATOR AND MARKET LEADER IN FINANCIAL PRODUCT APPLICATION AND DESIGN

Skill Highlights

HIGH INITIATIVE APPLIED TO SETTING AND MEETING BUSINESS MODEL GOALS

RECOGNITION AND APPLICATION OF TANGENTIAL ORGANIZATION TALENT

Core Accomplishments

Over $150,00,000 of individual life insurance sold between 1976-2008

Single individual UL sale of $17,000,000 for estate planning purposes - 2003

Group Health Insurance sales leader - 1997

Established first hedge fund for the small investor - Chicago Mercantile

Exchange - 2003

Named one of the top 10 new money managers in the country by

Norm Zadeh - WSJ - 1991.

Introduced first group variable annuity for the qualified pension market place containing unique investment category of medical receivables - securitized through MBIA. (issued by AON Insurance Co.) - 1992

Introduced first technical based market timing model for variable annuities - 1991

Professional Experience

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LINCOLN NATIONAL LIFE INS CO. DENVER, CO

SALES ASSOCIATE

TRAINEE - 1976

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STATE MUTUAL LIFE ASSURANCE CO. DENVER, CO

SALES ASSOCIATE

NO. 1 RATED JUNIOR SALES ASSOCIATE IN THE COUNTRY- 1977

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ROCKY MTN INSURANCE SERVICES DENVER, CO

V.P. MARKETING

NO. 1 SALES ASSOCIATE - 1978

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CONSOLIDATED INVESTMENT SERVICES, INC. LITTLETON, CO

PARTNER; INVESTOR

ONE-THIRD PARTNER IN LOCAL BROKER/DEALER

Marketed tax shelters, mutual funds, limited partnerships

1979-1982

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PRENDERGAST & ASSOC. GREENWOOD VILLAGE, CO

OWNER

Estate Planning for small business owners and employees.

1982-1989

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MANAGED ASSET PROGRAMS GREENWOOD VILLAGE, CO

OWNER

RIA - Market timing for individual variable annuity clients of several broker/dealers.

1989-1992

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PRISM FINANCIAL CORPORATION GREENWOOD VILLAGE, CO

PRESIDENT

Designed and sold first hedge fund for the small investor.

Attained CPO and CTA designations

Leased seat on the Chicago Mercantile Exchange- daily trading volume of $20M to $40M per day.

1993-1995

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DESIGN BENEFITS, INC. DENVER, CO

SALES ASSOCIATE

NO. 1 SALES LEADER IN MORTGAGE LIFE INSURANCE SALES

1995- 1998

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FALCON FINANCIAL CORPORATION TORTOLA, B.V.I.

PRESIDENT

Established re-insurance corporation with off-shore platform to provide health insurance coverage for hospital personnel working in hospitals planned to be constructed in the middle east countries of Yemen,

Bahrain, Saudi Arabia.

1998-2003

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HOME MORTGAGE SOLUTIONS GREENWOOD VILLAGE, CO

LOAN ORIGINATOR

NO. 1 LOAN ORIGINATOR OF RESIDENTIAL MORTGAGES IN OFFICE

2003-2008

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WEALTHBUILDRS, LLC CASTLE ROCK, CO

MANAGER

Investment Banking and venture capital

2008-2010

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The Princess Golf Co. Aurora, Co

V.P. Marketing

Worked for non-profit company marketing books and arranging charitable golf tournaments to benefit Susan G. Komen breast cancer society.

2010-2011

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BOBBI SPEAKS, LLC LITTLETON, CO

S.V.P Marketing

Marketing of professional speaker engagements; real estate training; senior transition assistance and housing consultation.

2011-2012

Education

1972 Central Michigan University Mt. Pleasant, Mi.

Master of Arts Industrial Production

1970 USAF Academy Colo. Springs, CO.

Bachelor of Science Engineering Management

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