RICHARD CHINNERY *** N **th. Lexington, MO *****
816-***-**** **************@*****.***
HIGHLIGHT OF QUALIFICATIONS:
SALES:
• Worked in team of 16 people, building the district to the third largest in the United States,
including directing, coordinating activities to implement policies and procedures.
• Was involved in fund raising for profit and nonprofit organizations.
• Involved in negotiating fringe benefits packages for city, county, and state employees in
Missouri and Kansas, and federally funded agencies.
• Conducted seminars and workshops on financial planning topics such as; retirement
planning, estate planning, and the evaluation of severance packages. Instructed personal
finance classes’ at colleges.
• Involved in developing and training marketing strategies in Business to Business Market.
• Participated in trade show activities, interfaced directly with customers, and discovered
customer issues and requirements.
CONSULTANT:
• Retirement-Financial Planning Consultant for national companies.
• Developed and sold Municipal bond programs for hospitals and nursing homes.
• Understands the importance of bringing education and trust to any client relationship.
• Communicate effectively and establish rapport with a variety of individuals of varied
backgrounds and age levels.
• Able to suggest strategies that clients can use to achieve their financial goals and
objectives, including specific recommendations in such areas as cash management,
insurance coverage, and investment planning.
• Involved in developing specialized programs for Kansas Hotel and Motel Association.
• Consulted with businesses to determine possible resolutions to financial problems.
• Consulted with clients to ascertain and define need and problem areas and determined
solutions to require and obtain goals.
• Ability to examine, evaluate and make observations and suggestions involving personal
and business finance.
WORK EXPERIENCE:
Consultant/Sales Custom Planners Lexington, MO
Consultant/Sales Prime Planners Kansas City, MO
Consultant American Campaign Service, Inc. Kansas City, MO
EDUCATION:
B.A. Business Administration – Westminster College
PROFESSIONAL ORGANIZATIONS:
• Consultant – Smith Loren Group
• Member – Chamber of Commerce
• Boards of Directors – Planning & Zoning, Historic Preservation, Live In Lexington
• Tourism Commission
• Featured speaker - regional and national conventions and radio programs.
• Veteran - Airforce