Business Development Financial Services

EN Ed Nelsen

858-***-**** – ********@*****.*** – Tucson, AZ

UNIQUE QUALIFICATIONS

Seasoned Executive: Over 25 years of experience in Financial Services, consistently delivering high performance and results-driven leadership.

Mastery in Mortgage Operations: Possesses comprehensive understanding and expertise in mortgage operations across all tiers, coupled with in-depth knowledge of the insurance industry, facilitating informed decision-making and strategic planning.

Expertise in Quality Management and Regulatory Affairs: Demonstrates proficiency in ensuring operational excellence through stringent quality management practices and compliance with regulatory requirements, mitigating risks and optimizing processes.

Business Development Acumen: Proven track record in driving business growth and expansion through innovative strategies and partnerships, leveraging insights into market trends and customer needs.

Counseling and Chaplaincy Background: Brings a unique blend of counseling and chaplaincy skills to leadership roles, fostering a supportive and inclusive workplace culture, and promoting employee well-being and morale. PROFESSIONAL EXPERIENCE

Regal Financial and Insurance Services San Diego, CA. Owner 1995-2015 As owner at Regal Financial and Insurance Services, I spearhead the strategic direction and operations of a leading provider specializing in company benefit programs and long-term care solutions. With over a decade of progressive leadership experience in the financial services and insurance industry, I excel in maintaining and expanding our client base while driving business growth and ensuring operational excellence. Leveraging a blend of business development acumen, operational expertise, and a passion for client satisfaction, I lead a high-performing team in delivering solutions and fostering long-term relationships with clients. My track record includes driving financial performance, growing a positive organizational culture, and achieving measurable results in a competitive market landscape. Financial Heritage San Diego, CA.

President 2002-2009 As Managing Partner at Financial Heritage, I oversee the day-to-day operations of a leading firm specializing in the reverse mortgage industry, leveraging experience from the mortgage industry dating back to 1989. With decades of experience in financial services management, I excel in driving business development efforts, fostering a culture of compliance, and leading high-performing teams to deliver exceptional results. My track record includes implementing operational policies and procedures, developing strategic partnerships, and achieving significant business growth while maintaining a focus on customer satisfaction and regulatory compliance.

EN Ed Nelsen

858-***-**** – ********@*****.*** – Tucson, AZ

Various Mortgage Experience CA. 1989-1995

Education: Chaplin Diploma CA. 2010

References upon request.