Sales Manager

Roddy Read

***** ******* ****** ****: 804-***-****

Glen Allen Va. 23059 Cell: 513-***-****

**********@*******.***

Experience

Managing Director Guardian Insurance Co. 2011-Present

Responsible for recruiting, training, and joint work, in a scratch

agency. Achieved Presidents Citation Award at Gold Level. Consistently

ranked in top 10% of all Guardian sales managers in recruitment, retention,

and production.

Insurance Specialist Wells Fargo Richmond Va. 2007-

2011

Worked with high net worth clients to provide advanced solutions to

complex estate planning problems. Was ranked in top 5 nationally, every

year, with revenue in excess of 1 million dollars per year. Extensive work

with the Wells Fargo Trust, and brokerage community.

High Net Worth Insurance Specialist Fifth Third Bancorp

2004-2007

Worked with high net worth, and ultra high net worth clientele,

in conjunction with the Private Client Group's, trust officers, portfolio

managers, private bankers, private client advisors, and wealth management

associates, to develop, propose, and implement, advanced, sophisticated,

and innovative wealth solutions, resulting in estate maximization of

individual and charitable bequests.

Brought in new, previously unknown, innovative planning solutions to

accomplish this.

Responsible for implementing and changing bank processes to facilitate

these strategies.

Bancorp leader in sales 2005 with over$1,070,000 in commissions generated.

This was 3 times as great as the number 2 HNW insurance specialist Bancorp

wide.

Bancorp leader in sales 2006 with over $800,000 of commissions generated

through 3 quarters. This again was again over 2 times the number 2

specialist in the Bancorp

In my 2 years, Bancorp insurance revenue grew over 80% in 2005, and 65% in

2006.

Was responsible for educating and implementing these strategies to the 57

insurance producers Bancorp wide.

Held insurance classes for 48 trust officers, private bankers, and

portfolio managers, for them to get insurance licensed. 100% passing rate.

Managing Partner, Financial Legacy Group (Cincinnati, OH) 1996 -2004

. Created financial planning group startup to one with over 40 advisors

and annual sales in excess of 24 million dollars

. Responsible for marketing, recruiting, training, budgeting, managing

of expenses and staffing for this General Agency of National Life

. Increased average profit 37% per annum

. Recognized as a national leader in financial services industry in

growth, innovative marketing concepts, and training

. Expanded operation into 6 different locations in Ohio and Kentucky

. Branch Office Supervisor, Equity Services Inc. (> $200 million under

mgmt.)

. Top Individual Producer $250,000+ yearly commissions for the past 6

years

Branch Office Manager, MetLife Financial Services (Cincinnati, OH) 1991 -

1996

. Ranked 17th out of 900 National Offices in growth, volume, advisor

recruitment and retention

. Responsible for all branch office functions and supervision

Senior Manager, Mutual Benefit Life (Cincinnati, OH) 1986 -

1991

. Had one of the highest rated divisions within Mutual Benefit's

flagship agency

. Generated commission volume over $1,000,000 annually

General Agent, Fidelity Union Life (Cincinnati, OH) 1981 -

1986

. Started office from scratch and in 2 years was ranked in the Top 10%

of all groups nationally

Education

Bachelor of Science in Finance & Accounting, Northern Illinois University

1979

C.L.U. -- Chartered Life Underwriter

Ch.F.C. -- Chartered Financial Consultant

C.F.P. -- Certified Financial Planner

NASD Licenses: Series 6, 7, 24, 63 Life and Health

Licensed

Additional Information

Host "Your Net Worth Advisor" radio show 1997 -

1999

Who's Who in American Business 2001

Chairman Challenge Council Winner

2005 - 2006

Consultant, The American College (Bryn Mawr, PA): Business Succession

Planning Recognized financial services industry expert in Estate Planning

and Retirement Planning

Married seventeen years . . . four children . . . Interests: Soccer,

Coaching, Mentoring

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