effective Financial Planner
Resume:
EVAN MICHAEL SOLDINGER
San Diego, CA 92101
**********@***.***
EXPER IENCE:
Financial Advisor
M e r r ill Lynch
San Diego, CA
**** – 2013
• Win clients for Mer rill Lynch via retirement planning, investments, and benefit & financial
p lanning.
• Train Advisors in uses of life insurance, executive benefits and all forms of retirement
p lans.
• Market and sell integrated, advanced concepts in life insurance and wealth management
p rograms.
P rincipal Consultant Pelham
A dvisory Group
New York, NY//San Diego, CA 1991–
1999//2009– 2011
• Design, sell and integrate retirement, life insurance, and benefit programs through retail
outlets.
• Design and sell DB, 401(k), and DC pensions, supplemental, executive and other benefit
p lans.
• Retirement/benefit planning services to wholesale clients created $465,000 fi rst year
commissions.
Area Vice President Arthur J.
G allagher & Company
Aliso Viejo, CA
2007 - 2009
• Provide retirement, life insurance and estate planning products & services to small & mid-
sized fi rms.
• Develop new executive benefit, qualified retirement and group programs in Western region.
• Design and sell COLI, Section 162, SERP, HSA, LTC and other selective benefit plans.
Vice President Ahern
I nsurance Brokerage
San Diego, CA
2005 – 2007
• Build a tu rnkey benefits/financial services department for professional liability insurance
b roker.
• Design and sell pensions, executive benefits and health plans for law fi rms with up to 250
l ives.
• Wri te and publish newsletters/articles to generate new market interest for agency.
• Open 60 new accounts with more than $430,000 income potential.
EVAN M IC HAEL SOLD I NGER
Di rector Hagedorn
& Company
New York, NY
1999 - 2005
• Design, sell and administer retirement, life insurance, estate, and health insurance
p rograms.
• Coordinate, integrate and manage all retirement and executive benefit sales with group
department.
• Cross sell supplemental benefits with group benefit and commercial insurance
departments.
• Responsible for production and maintenance of more than $580,000 annual commission
i ncome.
I nsurance Sales Manager
M e r r ill Lynch
N ew York, NY
1987 - 1991
• Coordinated retirement & insurance sales efforts for 100 Financial Consultants in premier
M L office.
• Drove gross pension, annuity and life commissions to more than $1.5 million in 1990.
• Regional production leader leader four of 16 quarters; national leader for three quarters.
Vice President Alexander
& A lexander
N ew York, NY
1983 – 1987
• Manage executive planning services department for international fi rm with Fortune 500
clientele.
• Provide executive benefits and estate planning services for executives of client fi rms.
• Responsible for sales of all SERPs, split dollar, deferred compensation, and retirement
p lans.
External Wholesaler New England Life/ Lambert M.
H uppeler Company
N ew York, NY
1975 – 1983
Economist Central
I ntelligence Agency
Langley, VA
1973 – 1975
EDUCAT ION and PROFESSIONAL CREDENT IALS:
University of Toledo BA
Fairleigh Dickinson University MBA
Securities licenses: FINRA series 7, series 63, series 65
Life and Health licensed in multiple states
Lieutenant, Air In telligence Service, United States Navy
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