Kevin E. Whiting

**** ***** ***. **, #***, Washington, DC 20012

202-***-**** / 215-***-**** ● acx2g2@r.postjobfree.com

FINANCIAL & OPERATIONS MANAGEMENT; BUSINESS DEVELOPMENT

Dynamic, highly motivated, results-oriented financial services professional qualified by 20+ years of extensive and progressive experience in multiple facets of the industry – financial planning, guidance, and representation; management and operations; sales and marketing; relationship management, technology systems and information reporting. Outstanding performance record of improved revenue contributions, successful organizational skills, productivity and efficiency enhancement, and superior communication, interpersonal, and time management skills. Comprehensive knowledge of and expertise with complex business processes and solutions. An accomplished leader, decision-maker, and productivity enhancer. Highly conversant liaison and negotiator committed to proactive service and exceptional outcomes. Energized by new challenges. Strong technology adopter and superior PC skills. Irreproachable work ethic, honesty, and integrity.

CORE STRENGTHS

§ Investment Management

§ Client Relations/Retention

§ Capturing Key Accounts

§ Securities Management

§ Client/Customer Education

§ High Impact Presentations

§ Asset Management

§ Joint Venture Analysis

§ Project Management

§ Return on Investment

§ Team Building and Leadership

§ Risk and Needs Assessment

§ Return on Equity

§ Recruiting/Training/Evaluation

§ Market Consumer Research

§ Budget Planning/Implementation

§ Personnel Development/Motivation

§ Cost Analysis/Containment

§ Rapid Conflict Resolution

§ Productivity Improvement

§ Effective Partnerships

PROFESSIONAL EXPERIENCE

PROMINENT FINANCIAL SOLUTIONS, LLC 5/2007 – Present

Washington, DC – Principal/Financial Representative

Give consultations related to retirement planning utilizing Individual Insurances and Fixed Indexed Annuities.

Establish Small Business Pension Plans.

Clientele generation stems from strong relationship management with small businesses to private retirement needs assessment.

L. WARNER COMPANIES, INC (Contract)

Timonium, MD – Benefits Consultant 11/2014

Contracted to provide Core and Supplemental Benefit on-site consultation to MedStar health associates in Clinton, MD.

Communicated all aspects of Legal Services, Universal/Term Life, Short/Long Term Disability and Accident Insurance through UNUM and Transamerica.

HEALTH CARE SERVICES CORPORATION (Contract) 8/2013 – 12/2013, 9/2014 – 10/2014

Blue Bell, PA – Benefits Consultant

Advised Medicare Eligible individuals via call center environment on Advantage, Supplement & Prescription Drug Plans offered by Blue Cross Blue Shield.

Provided recommendations based on specific concerns for residents of IL, TX, OK & NM.

HODGES MACE, INC (Contract) 10/2011 – 12/2011

Atlanta, Georgia – Benefits Consultant

Contracted to provide Core and Supplemental Benefit on-site consultation to employees of Palms Casino in Las Vegas, NV and Roundy’s Supermarket Chicago, IL area stores.

Communicated all aspects of Long Term Care, Universal/Term Life and Short/Long Term Disability Insurance through Unum and Trustmark.

WILLIS / INNOTECH BENEFIT SOLUTIONS (Contract) 9/2009 – 11/2009, 7/2010 – 11/2010

Chicago, Illinois – Benefits Consultant

Contracted to provide Core and Supplemental Benefit on-site consultation to the Office and Police Administration of Prince George’s County, MD, Timberland Pennsylvania Retail Stores, University of Pittsburgh Medical Center and McLeod Regional Medical Center of Florence, SC.

Discussed details of Universal/Term Life and Long/Short Term Disability Insurance offered through Allstate, UNUM, Boston Mutual, ING and CAIC.

NATION’S ENROLLMENT SYSTEMS, LLC (Contract) 6/2007 - 12/2007

Glenside, Pennsylvania – Benefits Consultant

Contracted to enroll employees from several PA area organizations into supplemental benefits through payroll deductions.

Offered Insurance solutions consisting of Universal and Term Life, Disability, Accident, Cancer made available through Allstate, AIG and Unum-Provident.

Performed Presentations to large and small groups to highlight product features and benefits.

METLIFE 12/2006 – 5/2007

Newark, Delaware – Financial Representative

Consulted new and existing customers in regards to Mutual Funds, Life Insurance and Annuities.

Primary focused on Businesses to integrate Life Insurance within Qualified Plans.

ING FINANCIAL ADVISERS, LLC 3/2005 – 12/2006

Conshohocken, Pennsylvania – Financial Representative

Consulted PA Higher Ed and K-12 faculty and staff on various issues regarding 401(A) & 403(B) Alternative Retirement and State Pension Plans, such as fund allocation choices and rules/regulations.

Clientele included Cheyney University and West Chester University.

Introduced Charitable Giving through Life Insurance to Cheyney University Institutional Advancement Department.

HARRIS & WHITING FINANCIAL SERVICES 11/2003 – 2/2005

Bala Cynwyd, Pennsylvania – Financial Advisor

Provided financial solutions consisting of Annuities, Life Insurance and Reverse Mortgages for Retirement and Cash Flow Planning.

Focused on “Rule of 100” and incorporated Indexed Annuity strategies for warranted cases.

Educated Senior Citizens on new Social Security Legislation and the use of Tax Deferral Strategies.

ING FINANCIAL SERVICES 7/2002 – 11/2003

West Chester, Pennsylvania – Sales Associate

Provided other ING Brokers nationwide with intricacies of Variable/Fixed Annuity products and enhancements and made recommendations based on client need.

Prepared hypothetical illustrations for External Wholesalers and ING Brokers.

EDUCATION/SEMINARS & TRAINING

Coursework: Business Administration, Marketing, Finance

Morehouse College; Atlanta, Georgia

Temple University; Philadelphia, Pennsylvania

Kaplan University; Davenport, Iowa

Financial Concerns For Retirement

American Financial Marketing; Philadelphia, Pennsylvania

Advanced Concepts For Equity Index Annuity Sales

Bob Williams/F&G; Plymouth Meeting, Pennsylvania

Reverse Mortgages – Policies and Procedures

NGFS/1st Mariner Bank; Baltimore, Maryland

Liberty Tax Service and Preparation Philadelphia, PA

Van Kampen Consultative Selling Skills Training

ING Financial Advisers Producers School; Glastonbury, Connecticut

Pennsylvania Long Term Care Certification

WebCE; Upper Darby, PA

PROFESSIONAL LICENSES

Life, Health, Fixed Annuities – DC, MD, VA, PA, FL, NC, DE, NV, TX, IL, NM & OK

Series 6 & 63 – Recently Dormant

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