Christopher K. O’Malley
*** ***** ******, ********, ******** 60126
630-***-****, ***********.*********@*****.***
Throughout my career, maintaining integrity and exceeding expectations has been the way to cultivate and retain clients. My knowledge in risk management and analysis enables me to recognize and anticipate issues giving customers a valid sense of security. Goals were regularly surpassed with a driving focus on maximizing productivity and increasing profits. Designing business plans, starting companies and successfully managing all stages of their growth makes me a versatile asset in any industry. Many years helping clients make six figures per month. Education
B.S. in Finance, Marquette University, Milwaukee, WI May 1987 Relevant Skills:
Proficient in Microsoft Word/Office, Excel. Power point, Moviemaker Strong Communication skills and extremely organized, Charismatic public speaker Strong Quantitative skills & high degree of Leading/Lagging economic financial forecasting Ability to work in fast paced, high-pressure environment C level communicator, presenter, Closer
Strong initiative and problem-solving skills
Dependable, capable, experienced, great at multitasking Great team member, leader, and strong prioritizing skills Work History
2013-Present: Platinum Endowment – President/Owner, Life Insurance Broker, Retirement Tax Shelters, Premium Financing, IUL, Annuities, Mergers & Acquisitions, Allstate Worksite Benefits 1995-Present: Licensed Insurance Agent – Licensed in Fourteen States 2012: Mutual Of Omaha - Career Agent Senior Market Specialist Medicare Supplements, Wealth Transfer, Estate Planning
2010-2012: State Farm Insurance, Broker - Life, Health, Annuities, LTC Insurance 2010: Advanced Financial Group – Sold Fixed Index Annuities over the phone Nationwide 2006-2010: Independent Member CME Broker/Trader – Equity Options started position and grew to over
$1.5 million in annual revenue
2002-2006: CKO Brokerage, Member CME President/Owner – Started my own group trading Back Month Eurodollar Spreads, Eurodollar Options grossing over $1 million per year 1998-2002: Margery Teller, Member CME V.P Broker/Trader Trading Back Month Eurodollar Spreads took revenues from $750,000 to over $10 million
1992-1998: JJ Group, Member CME Broker/Trader Staffed, managed, traded Back Month Eurodollar Spreads Headed business expansion into back end of yield curve to double revenue 1987-1992: Pebble Beach Options, Member CME - Broker Staffed, managed, traded Japanese Yen Options Start up grew to over $250,000 in revenue