Derek Sloan Foster

**** *** ****** ** **** Puyallup, WA 98374 ac3iu5@r.postjobfree.com 253-***-**** Professional Executive most recently an Investment Advisor Representative & Fully Licensed Insurance Agent with fifteen years of experience creating comprehensive investment, insurance, tax and legal planning strategies. Previous Executive Senior Leadership & Management positions with nine years of experience leading sales and service teams in a variety of start-up, rapidly growing and established companies. These included public, private and not for profit companies in the retail, financial services and banking industries. Consistently exceeded sales and revenue targets while providing exceptional client service experiences. Developed and Implemented employee training programs, client services training and client educational experiences across many disciplines. Proficient across a variety of software platforms and technologies. Driven, motivated and self-directed having managed over $50m investment assets, 500 clients, 300 employees, multiple locations and stores. I am currently available for permanent position that will utilize my unique combination of leadership, entrepreneurial, creative, management and communications skills. EXECUTIVE LEADERSHIP & MANAGEMENT SKILLS

Strong decision-making leadership and communication skills, with the ability to gain buy in and build consensus Lead by example while having high expectations of myself and team members Philosophy is to set the vision, agree on goals, provide incentives and demand accountability PLANNING, COMMUNICATION & TRAINING SKILLS

Utilizes a consultative educational approach to implement a comprehensive planning strategy Identifies and adapts situationally to the goals and priorities of the client to create understanding Proven collaborative, teambuilding, coaching and mentoring through developing talent A creative result driven leader who identifies and implements strategies to increase revenue and profit PROFESSIONAL EXPERIENCE

Investment Advisor Representative, Registered Representative, Insurance Agent 2002-2017 Managed a $50m book of business for 500+ clients while regularly having $400k plus revenue Recruited & Developed multiple Licensed associates into Financial Advisor and Private Banking roles Utilized a self-developed client centric consultative and educational sales approach to comprehensive planning

CUSO Financial Services at Sound Credit Union: Finished top 50 advisors in the firm 2013

US Bank Investments and Insurances at US Bank: Finished top 20% advisors in the firm 2011

Key Investment Services at KeyBank: Rookie of the year with $500k individual sales revenue 2009

Financial Network Inc. at Qualstar Credit Union: Reorganized and expanded program to all branches 2006

MetLife Securities, Inc. and MetLife Life Insurance Company: Firm of the year & Planner of the year 2002 Executive Management, Store Manager, Finance Team 1991-2002 West Coast Staffing Manager, Site Operations Manager, Human Resources/Finance Teams Developed, Built & Implemented payroll budgets for 3 Divisions/300+ employees creating efficiencies saving $1m Store Management, Assistant Store Management and multiple department management roles Created and Implemented a training and sales strategy to increase annuals sales and profit 150% 1997

Capital One Financial, West Coast Staffing Manager, Operations Manager: Developed Site Staffing Models 1998

Fred Meyer Jewelers, Store Manager, Assistant Store Manager: #1 Store in company, #1 Show in company 1995

Sears Roebuck and Company, Department Manager, Training Facilitator: 100% Customer Service Shops 1994 EDUCATION & LICENSES

Indiana University, Bloomington, IN

Bachelor of Science Degree, School of Public and Environmental Affairs

Associate of Arts Degree, School of Business

Concentrations in Economics and Psychology

College for Financial Planning, Centennial, CO

Certified Financial Planner I, Financial Planning Process & Insurance

Certified Financial Planner II, Investment Planning

Certified Financial Planner III, Income Tax Planning Active License

Series 7 – General Securities Representative Examination

Series 66 – Uniform Combined State Law Examination

Washington State Insurance Health, Life, Property & Casualty Licenses