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Insurance sales. Financial Professional

Location:
Lompoc, CA, 93436
Posted:
December 12, 2022

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Resume:

RICHARD V. SCREDON, CPM

**** ********** **, * #*** Jacksonville, FL 32256 904-***-**** adt0h7@r.postjobfree.com

**/****-**/**** *********

Remote Medicare Sales

**/**** – 12/2020 MassMutual

Financial Advisor

· Series 6 and FL 215 licensed

· Product exposure: Life Insurance, Health Insurance, Annuities, Mutual Funds, Disability Insurance, LTC, and small business retirement accounts.

05/2016 – 12/2017 National Financial Group

Financial Advisor

· Series 6 and FL 215 licensed

· Product exposure: Life Insurance, Health Insurance, Annuities, Mutual Funds, Disability Insurance, LTC, and small business retirement accounts.

10/2015 – 04/2016 AIG Financial Network

Financial Advisor

· Series 6 and FL 215 licensed

· Product exposure: Life Insurance, Health Insurance, Annuities, Mutual Funds, Disability Insurance, LTC, and small business retirement accounts.

1/2011 – 4/2015 Prudential Financial

Financial Professional

· Series 6 and FL 215 licensed

· Product exposure: Life Insurance, Health Insurance, Annuities, Mutual Funds, Disability Insurance, LTC, and small business retirement accounts.

8/99 - 11/10 Fidelity National Financial, Inc., Jacksonville, FL

AVP, Money Market Trader (6/02 - 11/10)

Managed a cash portfolio exceeding $800,000,000.

Successfully developed the online banking relationship and procedures for trade settlement and cash management reporting.

Closely monitored money market trends to identify investment opportunities.

Liaison between the Investment and Treasury Departments coordinating cash management.

Researched and resolved account problems and trade settlements as warranted.

Participated in development of online trading platforms and fixed income software.

Utilized computer analysis to assist in the gathering and interpretation of market research.

Administrative Assistant (8/99 - 5/02)

· Automated previously hand entered data through integration of Bloomberg API and Excel macros. Time savings of over 50%.

· Established and maintained investment research library of companies currently invested in or a future investment candidate.

· Created and maintained portfolio updating procedures.

· Assisted the Portfolio Manager in all aspects of trading fixed income products.

10/88 – 08/99 International Transducer Corporation, Santa Barbara, CA

Senior Buyer/Supervisor

· Responsible for the acquisition of machined parts and assemblies, capital equipment, services, electronic hardware and raw materials.

· Quoted pricing and delivery to support government contracts.

· Interpreted blueprints and constructed bills of materials.

· Researched and developed new sources of supply.

· Monitored the cost, quality, delivery and selection of subcontractors.

· Member of the ISO 9001 implementation team.

EDUCATION: University of California Los Angeles UCLA Extension

Professional Designation in Purchasing and Material Management

MILITARY RECORD: U.S. Army National Guard

Rank: E-5 Sgt. M.O.S. 13B

Master Fitness Trainer

Squad Leader

Honorable Discharge March 4, 1993

References Furnished On Request



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