Financial Planner

George W "Chip" Meyer III

*** **** **( Box **** ( Hidden Valley, PA 15502 ((814)

***-****(************@*****.***

New York Life Insurance Co., Pittsburgh-Johnstown, PA

Business Owner/Registered Representative - August 2000-September 2003,

December 2004-December 2009, April 2014 to Present

Offer insurance and financial planning, products and services by primarily

employing New York Life's suite of products. Develop, market, promote,

nurture, and grow my business with focus markets in but limited to small-

medium sized businesses and private individuals. Design, present and

implement financial solutions to help client's with estate planning,

business succession, short and long term financial goals.

Development Manager - January 2010 to April 2014

Direct and create training programs for over 100 new and established

agents/registered representatives in product knowledge, marketing plans and

skills, regulatory rules, licensing and tax laws, sales techniques and

customer service methods, plus implement a strong code of ethical behavior.

Partner - September 2003 to December of 2004

Built a sales unit of 7 individuals by recruiting, training, developing

individuals whom are looking for a career in the financial services

industry. Ultimate goal after three years of development allows these

individuals to open there own practice.

Donner Insurance Agency, Berlin, PA

Associate Agent - May 1996 to August 2000

Develop, enhance, maintain, and nurture a body of existing and new

customers utilizing Nationwide Insurance products. Complete and maintain

state licensing requirements in order to procure Property and Casualty

license's in both Pennsylvania and Maryland. Invigorate new sales to

existing agency clientele with primary focus of life insurance and

financial products. Cultivate and retain body of target market clientele by

specializing and focusing on sales pertaining to commercial farming, life,

and personal lines of insurance.

Communiqu Systems, Hidden Valley, PA

Owner/President - 1992 to October 1996

Conceive, and build an organization whose primary function is the ownership

of a public fax machine distributorship. Operate as a sole proprietorship

by following the laws of the Commonwealth of Pennsylvania. Cultivate a

viable business by negotiating sales contracts, creating workable budgets,

involving marketing strategies, with ultimate quality service to and for

the customer.

page 2 George W

"Chip" Meyer III

Songer Corporation, Washington, PA

Field Electrical Engineer/Supervisor - April 1990 to September 1991

Led a team of 15 engineers and 10 electricians in the design and

installation of a $10 million steel melting operation. The project included

the retrieval, marriage and upgrade, both technologically and physically,

of multiple steel melting equipment from numerous facilities around the US.

Then supervised the installation of this redesigned melting

process/facility into its new location. Negotiated resolution of design

flaws and construction issues by opening communications between feuding

parties--manufacturer, engineering group, sub contractor, and customer.

Cavert Wire Co., Uniontown, PA

Plant Engineer - 1989 to 1990

Designed, directed, and implemented a $14 million processing project

designed to consolidate three manufacturing facilities into a single plant.

Designed and incorporated a new production process into the plant layout

that ultimately resulted in the company's ability to manufacture two new

products--annealed and galvanized wire. Directed labor force and contract

personnel.

Glenshaw Glass Co. Inc., Glenshaw, PA

Industrial/Project/Process/Design Engineer - 1983 to 1988

A privately owned and operated glass container manufacturing business.

Involved in a 1.5 year management trainee program training me in every

department of the business with eventual management succession plan in

place. Negotiated union contract issues between management, union of over

500 members, and salaried employees. Enhanced every aspect of the business

from labor force, capital improvements, manufacturing efficiencies and

modernization to the computer age.

Hidden Valley Ski School Inc., Hidden Valley, PA

Ski Instructor/Supervisor/Customer Relations - 1976 to 2009

Supervise and train 120 instructors annually for a school that each year

teaches more than 40 thousand men, women, and children to ski. Taught

skiing skills to members of the general public.

Hidden Valley Ski Patrol Inc., Hidden Valley, PA,

Training Staff Member & Ski Patroller - 2000 to present

Treasurer and Board member of this 501c3 nonprofit first aid organization -

2008 to present

Seasonal volunteer as a ski patroller, plus train and develop other

volunteers devoted to providing outdoor emergency care and basic first aid

to the skiing public.

EDUCATION:

BS Electrical Engineering Technology 1982, University of Pittsburgh,

Johnstown, PA

Licensed Agent/Registered Representative holding Property and Casualty,

Life and Health, series 7 & 63 securities licenses in multiple states

across the US.

LUTCF designation (Life Underwriter Training Council Fellow), The American

College, Bryn Mawr, PA

Studying for CLU designation (Chartered Life Underwriter), The American

College, Bryn Mawr, PA

References on Request

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