Construction Manager Insurance Agent
Resume:
Bradley (Brad) F. Lakner
Springfield, IL 62704
Professional Profile
Financial Advisor/Insurance Agent with over 23 years experience in the Securities Industry includes: stocks, bonds, annuities, IRAs, mutual funds, fee based, and life & long term care insurances. Dependable and trustworthy. Detail-oriented, precise and committed to excellence. Enjoy working with people.
Construction Manager in commercial construction industry. Over 16 years experience overall.
Work Experience and Accomplishments
Financial Advisor/Insurance Agent
LAKNER Wealth Management, Edward Jones Springfield, IL 2010 - present
Began new career from nothing by prospecting door to door, and by telephone.
Retirement planning, estate planning, college planning, and analyzing insurance needs.
Project Manager
Lakner Enterprises, Cincinnati, OH / Columbus, IN / Springfield, IL 1985 - 1999
Met with owners to negotiate upcoming projects ($100,000 to multi-millions)
Estimated complete commercial projects including all 16 construction divisions.
Set up subcontracts and vendor purchase orders.
Created and managed construction schedule, including leading regular jobsite progress meetings.
Managed and coordinated all phases of construction.
Approved accounts payable and all invoices associated with projects.
Created and follow-up to owner billings.
Coordinated final inspections and certificate of occupancy.
Turned keys over to the owner.
Worked on, and follow-up with subcontractors on as-built drawings, and operating manuals.
Education
Bachelors of Science in Construction Management & Engineering, Purdue University, West Lafayette, IN 1988
Founder and participant of the Purdue University Construction Cooperative Education Program. 1987 & 1988
Series 7 Securities License, Series 63 State License, Series 66 Registered Investment Advisor License, Life, Health, Fixed & Variable Annuity Insurance Licenses, and Long Term Care License
Other Activities
Church board member, benevolence committee & captain, hospital chaplain, Care Team visitation, debt free coach(over 32yrs), big brother, missions tutor, avid exerciser, enjoy home projects, and spending time with family regularly, Landlord.
References
May furnish upon request
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