Life Insurance, Accounting, Banking, Commercial Loan Officer
Resume:
DAVID T. DEXTER
** ***** **** ***, *********, NH 03894 603-***-**** (Cell)
Email: *******************@*****.***
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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