DAVID T. DEXTER

** ***** **** ***, *********, NH 03894 603-***-**** (Cell)

Email: acg6ld@r.postjobfree.com

Experienced Insurance and Retirement Planner

A highly motivated, customer-oriented professional, demonstrating strong capability in

several areas of effectiveness; accounting, financial / banking, retirement planning, life/annuity

agent and computer literacy continually maximizing company volume and profits in highly

competitive financial markets.

Registered Tax Preparer with the IRS

o Prepared custom financial strategies for clients including: fixed and indexed

annuities, long term care and universal indexed life insurance. Special

emphasis on tax related strategies.

o Learned effective marketing and prospecting strategies to market more affluent

clients.

o Presented seminars on retirement planning, social security and long term care

options.

o Licensed New Hampshire and Massachusetts Life and Annuity Insurance

producer

o Long Term Care Specialist: Partnership certified for Long Term Care in NH

o Enthusiastic, motivated; sincerely enjoys developing and maintaining good

customer relations.

o Excels in communication and presentation skills with a special strength in

assessing customer

needs and gaining their confidence and trust.

o Problem solver/team player with proven management/leadership qualities;

setting appropriate

example; showing fairness and good judgment in decision-making

o Computer knowledge / experience includes: Microsoft Word, Excel, Outlook,

QuickBooks Pro, MYOB & Peachtree, Quick Books Pro Advisor Member

PROFESSIONAL DEVELOPMENT

Administrative, Financial:

o Reorganized financial structures and setup accounting records for 2 nonprofit

organizations.

o Developed financial plans, budgets, and administered all accounting function.

o Originated and closed commercial loans throughout the USA. Acquired a comprehensive

knowledge of the commercial mortgage industry.

EMPLOYMENT HISTORY:

o DAK Financial Group, Meredith, NH. 2008 – 2011

Life, LTC and Annuity Specialist / Full Charge Bookkeeper

o Insurance Options Inc., Meredith, NH 2001-2008

Property and Casualty Agent / Full Charge Bookkeeper

o American Commercial Financial, New Hampton, NH, 2004-present:

Business and Capital Consultant / Bookkeeping services

Associates in Accounting, New Hampshire Community College, Laconia, NH,

EDUCATION:

Graduated 2005, GPA 3.97 – President’s List Spring 2002

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