Customer Service Life Insurance

PATRICK PARK

**-****-* ***** **.

Kapolei, HI ***07

*** *** **** (728 7275)

*****@**********.***

Experience:

**** ******* ***** ******* ********, INC. Honolulu, HI

Market Analyst/Coordinator

● Researched local markets in Hawaii for consultation and implementation of renewable

● energy projects to power company’s cutting edge HILED’s for indoor farming.

● Coordinated meetings with officials in city, county, state, and federal government.

● Maintained relationships with key individuals in education (KSBE, UH) and agriculture.

2012 2013 PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA, INC. Honolulu, HI

Financial Professional Associate

● Provided recommendations of life insurance and variable annuities to help ensure financial

security for clients

● Continued to grow professionally, seeking in depth knowledge about financial services

products, as well as current economic and market trends

● Developed new clients on a referral basis.

2010 2011 GUARDIAN LIFE INSURANCE CO. OF AMERICA Honolulu, HI

Financial Representative

● Provided recommendations to help ensure financial security for clients.

● Continued to grow professionally, seeking in depth knowledge about financial services

products, as well as current economic and market trends.

● Developed new clients on a referral basis.

2008 2009 SUN LIFE FINANCIAL DISTRIBUTORS, INC. Honolulu, HI

Regional Vice President

● Provided consultative sales of fixed and variable annuity products.

● Created and maintained relationships with financial advisors.

● Increased market share by over 25% in the major Wirehouse firms.

2004 2008 MORGAN STANLEY & Co., Inc. Honolulu, HI

Financial Advisor

● Successfully completed the Professional Foundations Program and the licensing process.

● (Series 7, 66, 31, Insurance)

● Built client base of high net worth households.

● Provided clients with a high level of individualized customer service, and full service brokerage

strategies consistent with their individual financial goals and needs.

Education: SAN FRANCISCO STATE UNIVERSITY San Francisco, CA

Bachelor of Science, Business Administration, May 1999

Emphasis in Marketing

SANTA BARBARA CITY COLLEGE Santa Barbara, CA

Associate of Arts, Economics, June 1997

● Violin, Lounge DJ.

Interests:

● Golf, design, and travel.

● Series 7, 65

Licenses

● Life and Health, Hawaii

● Real Estate, Hawaii

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