Assistant Insurance
Resume:
Stanley J. Wahler
Jacksonville, FL 32224
**********@*****.***
Career Summary:
For the last 10 years I have been involved in the financial services
industry working with clients to help them plan for the future and making
the complicated understandable. I enjoy working with people, and having a
positive impact on their lives.
Prior experience included founding and growing a retail chain of music
stores, teaching business administration as an assistant adjunct professor,
and leveraging this experience into successful business consulting
business.
Professional Experience:
Financial Advisor 2010- 2012
Financial Services Representative 2005-2010
Prudential & Pruco Securities, Waddell & Reed Financial Advisors, MetLife &
MetLife Securities
. Prospected for new clients
. Networked to develop centers of influence
. Analyzed individual situations and recommended the best course of
action
o Advised on different investment products including Annuities,
Managed Money and Mutual Funds
. Determined suitability
. Assessed risk tolerance
. Analyzed and recommended asset allocation
. Advised on insurance needs and managed the application the process
o Assessed needs and made recommendations
o Interfaced with team across organization to place the case
Insurance Sales Rep 2002-2005
Bankers Life & Casualty
. Helped people with life insurance and long term care
Assistant Adjunct Professor of Business 2000
University of Maryland, University College
. Taught business administration classes.
Business Consultant 1995-2002
Stan Wahler & Associates
. Helped numerous small companies improved their bottom line
. Assessed operations, marketing and finances
. Provided support and guidance to owners and gave a fresh perspective
CEO and Founder
1973-1995
Kemp Mill Music
. Founded and ran retail music business generating over $34MM in
revenue, located in malls, strip centers, and downtown retail space.
Initially selling 33rpm records and 8 track tapes we evolved to tapes
and CDs
. Over 300 employees across Maryland, Virginia, Delaware, and the
District of Columbia
. Experienced the trials and tribulations of growing the business such
as developing a corporate culture, creating policies and procedures
that made it a great place to shop or work without exposing the
company to unnecessary liability
. Music is a hit driven business and I was responsible for managing and
meeting demand, managing stale inventory, paying suppliers and meeting
payroll. These lessons learned served me well as a consultant to small
business
. The rapidly shifting music distribution channels resulted in
diminished returns leading to the decision to exit the business in
1995 through a sale
Education:
University of Pittsburgh - Bachelor of Science
University of Pittsburgh - Masters of Business Administration
Registration and Licenses:
. Series 6 Investment Company/Variable Contracts Rep
. Series 66 Uniform Combined State Law Exam
. Series 7 General Securities Representative
. Life, Accident, and Health License (FL)
. Variable Annuities License (FL)
. Variable Life License (FL)
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