Customer Service Account Executive

DAVID A. JENSON

Certified Financial Planner

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

Ponce Inlet, Florida 32127

407-***-**** * ********@*********.***

Education

B.A. Old Dominion University - Norfolk, Virginia 1973-1978

Professional Experience

Bond Account Executive

Great Nation Investments - Amarillo, Texas 2006-

Present

CPCF, Inc - Fresno, California 2004-2005

Great Nation Investments - Amarillo, Texas 1998-

2004

AB Culbertson - Fort Worth, Texas 1992-

1998

Customer Service, Sales & Telephone Enrollments

Univers Workplace Solutions- Maitland, Florida 2007-

Present

Live Ops - Home-Based 2011-2012

Stock Broker

Merrill Lynch - Longwood, Florida 1987-

1992

Insurance Agent

Jefferson-Pilot - Portsmouth, Virginia 1985-1987

Additional Training

Certified Enrollment Specialist - Univers 2008

Home Based Phone Specialist - Live-Ops 2011

Certified Financial Planner Board of Standards- Orlando, Florida

1996-Present

College for Financial Planning - Denver, Colorado 1993-

1995

Dale Carnagie Training School - Virginia Beach, Virginia

1987

Licenses

Series 7

Series 63

Health Insurance

Life Insurance

Variable and Fixed Annuities

Certified Financial Planner

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