Life Insurance Financial
Resume:
Dr. Sherman E. Horton, Ph.D.
Ashland, Missouri **010 573-***-****
Profile
15+ years’ success leading strategic financial operations of high-growth organizations
Dynamic and details-oriented professional with a distinguished career profile and comprehensive experience in all aspects of financial operations management within compelling corporate settings. A robust professional with in-depth corporate finance knowledge, solid understanding of capital markets, wholesale banking, and insurance products, and ability to enforce industry best practices to solve business problems, allocate resources, and achieve financial goals. Keen expertise in transforming and optimizing resources to increase productivity, manage change, and achieve quantifiable results while minimizing costs. Adept at managing fundraising efforts, relationship building and donor management, and goal definition and achievement to drive organizational success and growth. Expert presenter, negotiator, and businessperson; able to forge solid relationships with partners and build consensus across multiple organizational levels.
Highlights of Expertise
Financial Operations Management
Strategic Planning & Implementation
Budget Administration & Forecasting
Public Speaking & Relationship Building
New Business Development Initiatives
Financial Restructuring & Process Automation
Financial Analysis & Reporting
Risk Assessment & Mitigation
Team Building & Leadership
Asset / Portfolio Management
Corporate Finance Knowledge
Staff Recruitment & Development
Career Experience
Central Baptist Theological Seminary, Shawnee, Kansas
Provided innovative solutions on financial planning, student loans and payback, and retirement planning with special attention to Social Security alternatives.
PROFESSOR & FINANCIAL ADVISOR (2014 to 2017)
Counseled board on fundraising strategies and proposed life insurance scenarios with school as beneficiary as avenue to fundraising through utilizing extensive finance and insurance expertise.
Acted as a facilitator for the financial seminar of Women in Ministry program and educated the participants on budgeting and financial management.
Early Experience
The Financial Doctor, Ashland, Missouri
Successfully established the consulting business for delivering best-in-class financial solutions and built a diverse client base.
PRINCIPAL CONSULTANT
Offered insurance and estate planning advisory services. Developed and delivered tax strategies, retirement plans, prenuptial financial agreements, and college savings plans. Served as a subject matter expert for IRAs, Keogh plans, and TSAs while utilizing competitive knowledge of insurance industry to integrate insurance and financial planning process. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Developed high net worth clients and business relationships through cross-selling, referrals, seminars, and corporate events.
Helped clients assess their financial situation to determine the route needed to meet their financial goals and study the different aspects of a client’s financial situation to determine a suitable financial solution.
Improved client satisfaction and generated repeat business through providing retirement planning, investment advice, estate planning, and tax strategies and support for highly successful practices.
Assisted clients in obtaining insurance reimbursements initially denied by companies and applied life insurance knowledge to optimize insurance coverages as part of divorce settlements.
Additional Experience
Regional Manager Metropolitan Life Insurance Company, Columbia, Missouri
Regional Manager New York Life Insurance Company, Saint Joseph, Missouri
Education & Credentials
Ph.D., Finance
University of Missouri, Columbia, Missouri
Bachelor of Arts, Communications
Southwest Baptist University, Bolivar, Missouri
Professional Development
Chartered Financial Consultant – The American College, Bryn Mawr, Pennsylvania
Chartered Life Underwriter – The American College, Bryn Mawr, Pennsylvania
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