CAM E R O N S I K E S

* * * * *** FO R D AVE, STU D IO C ITY, CA 9 1 6 0 4

acvv31@r.postjobfree.com 760-***-****

SERIES 7 / S ERIES 6 6 / C A I NSURANCE L ICEN SE # O G33672

PROFILE

Energetic nance professional with a versatile skill set and proven capacity to excel in numerous nancial and

investment roles. Autodidact, with relentless work ethic and commitment to exceeding expectations,

demonstrating initiative and leadership. Outstanding comprehension of nancial markets, investments &

investment strategies, tax strategies, education planning, estate planning, retirement planning, wealth

management, risk management, corporate & executive planning, family ofce.

EXPERIENCE

CLIENT SERVICES M ANAGER, A MERICAN F INANCIAL N ETWORK A DVISORS C ALABASAS,

C A / January 2 015 May 2 016

Proactive management of corporate client accounts in the following areas: 401k, Profit Sharing, Pensions,

Risk Management, Captives

Investment research and analysis: Conducted performance reviews of client investment portfolios. Designed

suggested fund lineups for corporate client retirement plans along with individual client investment portfolios and

retirement accounts.

Assist corporate clients with successful execution of 401k plan design.

Teamed with Sr. Investment Strategist to review companies 401k plan: Analyzed fund performance and plan

fees of our company 401k plan. Successfully presented our research along with suggestions changes to CEO & VP

Corporate Services. Worked with 401k Provider to implement suggested revisions to the companies 401k plan.

FINANCIAL A DVISOR, T RILOGY F INANCIAL S ERVICES D EL M AR, C A

April 2014 December 2 014

Received sponsorship while attaining Series 7 & Series 66 Licenses

ACCOUNT MANAGER, TELEPACIFIC C OMMUNICATIONS S AN D IEGO, C A

January 2012 October 2 013

Enterprise Voice, Data, Cloud services.

Managed 350+ corporate accounts located in CA and NV.

Increased client retention and revenue per client selling voice, data, cloud services

Increased revenue via new client acquisition.

Consistently achieved 500% monthly revenue quota

SALES A SSOCIATE, I MERITI I NC. S OLANA B EACH, C A / February 2 010 - December 2 011

Managed book of independent insurance agents and financial advisors from across the country.

Designed life insurance policies to fund college tuition & retirement by overfunding Index Universal Life

Policies then taking tax free income from the policy.

College Funding, Retirement Planning, Estate Planning, Buy-Sell Agreements, Key Man, Life Settlements,

Premium Financing.

INSURANCE S ALES S AN D IEGO, C A / January 2 008 - J anuary 2 010

Sold Life Insurance and Long Term Care for Bankers Life & Casualty Co. and Mass Mutual.

S KILLS

Proficient in Microsoft Office, Excel (PivotTables, Conditional Formatting, & VLOOKUP), Word, Outlook,

PowerPoint, Salesforce, Envestnet and Morningstar. Experience using both Schwab and Pershing / NetX trading

platforms.

CERTIFICATIONS

S eries 7 & S eries 6 6

CA Insurance License # OG33672

EDUCATION

AUGUSTANA C OLLEGE R OCK I SLAND, I L P OLITICAL SCIENCE

Member of the Augustana College football and rugby teams.

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