718-***-**** ext ***

917-***-**** texts

718-***-**** home after 7pm

Lonny Keller

***-** **

Whitestone, New York 11357

917-***-**** (cell )

abw7so@r.postjobfree.com

th

Drive

Second Floor

718-***-****

Objective

To secure a senior marketing position with a progressive firm that offers promotional

visibility and management opportunities

Work Experience

Director of Business Development – National Network of Accountants

6/2009 thru Present

. Called on CPA firms and C-Level officers and directors. Held educational

seminars for them on HRA’s, HSA’s, captive insurance companies, qualified pension

plans, and cafeteria plans, often resulting in them upgrading their own programs, and

then referring us to their clientele.

Director of Business Development

1/2007 – 5/2009 Sequoia Financial Partners ( Now merged with York Intl. )

Cold Called on CFO’s, CEO’s and H.R. Directors

Replaced 401-K’s and Standard major medical plans with sophisticated

Defined Benefit and/or Profit Sharing Plans for retirement purposes and

utilized HSA’s and HRA’s to eliminate 12% to 25% of all major medical

insurance premiums.

Director of Business Development

1/2005 – 1/2007 Brinks Incorporated, Brooklyn, New York

Developed new territory for Brinks ( New Jersey and Staten Island ), preserving

existing national accounts, while increasing density and gross profit margins

through acquisition of new business. Greatest accomplishments include close

working relationships with branch personnel, adding on three nationally known

restaurant chains as clients, and developing a cross-referral network with 3

prestigious major commercial banks. Multiple RFP submittals – enterprise level.

Exclusive Financial Specialist

Allstate Financial Services, Great Neck, New York

Cross sold existing client base of 5 Allstate agencies, introducing traditional P&C

customers to level term products, universal life, disability and long term insurance,

as well as Allstate Bank and a myriad of mutual funds and annuities.

Cardiovascular Sales Representative

Novartis, East Hanover, New Jersey

Detail Diovan and Lotrel to Physicians and Pharmacists in the Cross Bay territory in

Queens (Howard Beach, Far Rockaway, Woodhaven, Middle Village, Glendale,

Ridgewood, Rego Park, etc.). Compare products to competition with reprints,

medical journal articles, sales aids, medical letters.

CFP / Registered Representative

Certified Financial Planner/Self-Employed, Affiliated with Presidential Life/Nyack, New

York

Sold financial intangibles (life and health insurance, stocks, bonds, mutual funds,

reits, limited partnerships) as well as complex estate planning, 401K's, deferred

compensation, and other benefit programs to large firms and individuals.

Assistant to Vice President of Finance

Ply Gem Industries, New York, New York

Performed internal audits at five regional locations. Responsible for all consolidated

financial statements, board of directors meetings, stockholders information.

Supervised a/c receivable and a/c payable depts. as well as general accounting.

Negotiated lines of credit with major financial institutions.

Education

University of Denver, Denver, Colorado

Professional

Certified Financial PlannerFinal professional step after securing NASD Series 6,7,

and 63 as well as Life and Health Insurance licen

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