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Financial Services Insurance Sales

Location:
River Edge, NJ
Salary:
65,000
Posted:
January 31, 2024

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Resume:

Timothy Forster

*** ********** ****, ***** ****, NJ 07661

917-***-****; ad29hz@r.postjobfree.com

My primary career has been in the corporate and special events field, which I am returning. I am a meeting and event professional with many years of experience. I strive to exceed client expectations to produce high quality events with a focus on supporting key business objectives. I possess strong budget management, negotiation, writing and presentation skills with an emphasis on achieving an event’s business goals, I handle multiple events at the same time and planned every major Credit Suisse conference over my 15-year career there.

Work Experience

Event Freelancer

2022-Current

Event Planner, Event Execution

MassMutual Tri-State

Financial Services Representative

2018-2022

Life, Health and Disability insurance sales

Sahagian Insurance Agency

Co-Principal

2016-2018

Life, Health & Disability insurance sales

Certified Financial Services

Financial Services Representative

2014-2016

Life, Health & Disability insurance sales

Independent Event Planner

2012-2014

Charity golf tournament production

CREDIT SUISSE, New York

Vice President & Team Leader, Corporate Events

1997-2012

Lead planned approximately 30 events annually with an estimated annual budget of $2MM. Worked in close collaboration to build strong personal relationships with senior internal clients in all business units of Credit Suisse to produce high quality and successful events for internal and external clients. 95% of events were for outside institutional clients of Credit Suisse.

Managed a team of 2 event planners to deliver high quality and successful events. Mentored and coached staff in their career development.

Managed meetings and events to support business objectives including conferences, road shows, outings (ski, golf, tennis), cocktail receptions, closing dinners and sporting events (US Open).

Coordinated all aspects of event from initial concept through execution, including site selection. Developed and managed event budget, attendee management and logistics such as food and beverage, entertainment décor, audio visual services, gifts and speakers.

Negotiated hotel and vendor contracts. Particularly effective in negotiating cost savings from hotels.

Strong organizational, writing and time management skills; able to manage multiple priorities, meet deadlines and manage multiple events at the same time.

Additional Accomplishments

Conceived and developed the Credit Suisse Corporate Events Hotel Forum that gave event planners the opportunity to hear from and meet National Sales Managers of all major hotel chains. Persuaded sales managers to present to event planners in front of their competitors, first time many of them had ever done that. Very helpful in creating strong relationships with sales managers.

●Ran a volunteer event for several years for our department, delivering food for City Harvest at Bronx Mobile Market

CHASE MANHATTAN BANK, New York

Project Manager

1994-1997

●Planned and executed training meetings and inter-staff meetings following merger with Chemical Bank.

●Coordinated all aspects of meeting from conception through execution.

MARCH OF DIMES BIRTH DEFECTS FOUNDATION, White Plains, NY

Special Events Manager

1985-1993

●Primary role was management of fundraising golf programs

●Major program was fund raising golf tournaments with every NFL football team through NFL Players Association. Raised about $1.5 million annually while working entirely with local MOD staff and volunteer executive boards.

●Personally developed, after securing Nestle as sponsor, The Nestle March of Dimes Women’s Golf Challenge.

Women golfers from around the USA played tournaments at their own clubs after donating $35 per person to March of Dimes. (Every player received a Nestle gift bag.) Winners advanced to Regional and then National Finals in Palm Springs, California

●Event raised annually about $300,000 for the March of Dimes.

Education

B.A., Harvard University



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