Email: acz4nr@r.postjobfree.com

Qualifications Profile

Seasoned, analytical, and results-driven professional with extensive experience and success in building and managing financial

wholesaling, encompassing annuities, mutual funds, and wealth management. Armed with exceptional interpersonal, leadership, and

presentation skills, with proven track record of strategizing initiatives to increase overall production and exceed business goals.

Adept at establishing and maintaining professional relationships with top-performing advisors, as well as new advisors in all

distribution channels; facilitating business-building activities, resulting in an increased assets under management. Demonstrated

expertise in thriving within fast-paced changing environments. Technically proficient with Salesforce, Concur, and Microsoft

PowerPoint.

Core Competencies

Public Speaking Business Development Territory Management

Retirement Planning Budgeting Multi-channel Distribution

Professional Experience

Confidential, Woodland Hills, CA

Confidential 2011–Present

Carry out distribution of variable annuities, fixed annuities, index annuities, and mutual funds to various banks and wirehouses in

Long Island and the five boroughs of New York City

Strategically impart business-building initiatives with financial advisors to assist them in achieving their business goals and

raising new assets

Coordinate closely with senior management of all firms to provide expert perspective, technical information, and sales initiatives

to advisors and their clients

Career Highlights:

Achieved total combined excess sales of $350M in 2014, 2015, and 2016

Succeeded in building a startup territory to $125M in variable annuity sales by 2nd year

Garnered 20/20 club membership from 2012–2016 and received recognition for being part of the top 20% of sales force

John Hancock/Wood Logan Financial Services, Boston, MA

Regional Vice President External Wholesaler 1999–2011

Tactically led all aspects of distribution of fixed and variable annuities; as well as 529 plans related to banks, wirehouses, and

independent financial planners within the areas of Long Island and the five boroughs of New York City

Managed major accounts which included Chase, Citibank, HSBC, LPL, Morgan Stanley Smith Barney, Raymond James, and Wells Fargo

Served as regional spokesperson to financial advisors in promoting strategies and activities, resulting in new asset accumulation

Demonstrated expert sales and territory management throughout all covered firm by rendering the highest caliber of business

development, sales support, and professionalism

Career Highlights:

Achieved President Club’s status as member from 2006 to 2008

Consistently ranked in the top 10% of the organization’s sales force

Obtained “Wholesaler of the Year” award in 2002 for surpassing $500M in annual sales

Increased sales in startup territory to more than $100M between 2004 to 2006

Earlier Career

Prudential Securities/Smith Barney Long Island/HSBC, Brooklyn, NY

Financial Advisor

Education

Bachelor of Business Administration, Major in Banking and Finance

Hofstra University, Long Island, NY

Licenses

Series 7: General Securities Representative

Series 24: General Securities Principal

Series 63: Uniform Securities Agent State Law

Life and Health Insurance

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