Michael Danze

Vice-President - Financial Advisor - QA3 Financial Advisors

Omaha, NE 68106

adu935@r.postjobfree.com

+1-402-***-****

Over 30 years of experience developing financial plans, selling financial service products, and overseeing wealth management. Demonstrates strong ability to establish new accounts and lasting relationships with clients. Developed hundreds of new accounts, while managing $50 million of assets. Generated annual gross commissions of $300,000-$400,000. Maintained high client retention. Work Experience

Security Guard

The Salvation Army - Omaha, NE

October 2020 to Present

Serve and protect residents and visitors. Take charge of evacuations during fires and tornadoes. Fire Watch at UNMC

Sodexo

March 2019 to Present

Visit various construction sites, check for any problem, scan and enter into log book. Vice-President - Financial Advisor

QA3 Financial Advisors

2004 to Present

Moved from large national firm to smaller local firm to provide clients with more personal attention.

• Able to provide more product diversification for mature clients and those entering retirement. Non medical home caregiver

Caring For People, Children's Square, Touching Hearts January 2012 to March 2019

Provide personal home care for elderly and disabled clients--such as light cleaning,run errands, fix meals etc.

Nutrition Assistant

Ralston Public Schools Omaha Public Schools

January 2012 to March 2019

Prepare and service lunches for students.

Vice-President - Financial Advisor

Smith Barney

1978 to 2004

Top 10 Mutual Funds Salesman

• President's Club, yearly for many mutual funds companies

• Mutual fund coordinator, liaison between investment companies and sales force Financial Advisor

A. G. Edwards - Omaha, NE

1976 to 1978

sell financial services and insurance products

Insurance Agent

MFA Insurance Co

1974 to 1976

Assistant Purchasing Agent

Mutual Protective Insurance Co

October 1970 to June 1974

1970-1974

Policy Service and Purchasing

Education

B.A. in Liberal Arts

University of Nebraska at Omaha - Omaha, NE

1970

Creighton Prep High School - Omaha, NE

1966

Skills

• Customer Service

• Financial Planning (10+ years)

• Senior Care

• Purchasing (1 year)

• Financial Analysis

• Financial Management (10+ years)

• Caregiving (4 years)

• Financial Report Writing

• Financial Modeling

• Home Care (2 years)

• Insurance Sales (10+ years)

• Forecasting

Certifications and Licenses

driver's license

May 1966 to May 2021

Nebraska operator license

CPR Certification

January 2021 to May 2021

Standard

First Aid Certification

January 2021 to May 2022

Standard

Assessments

Filing & organization — Familiar

September 2021

Arranging and managing information or materials using a set of rules Full results: Familiar

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

I am old school: dependable, reliable, prompt, honest, ethical, hard working, mature, experience, open minded, team player, no drama, willing to learn, asset to employer.

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