RICHARD A. REED *** South ***th Avenue, #***, Omaha, NE 68154 Cell phone:

(614) 357-5814email:adzqhx@r.postjobfree.com

EDUCATION AND LICENSES

Miami University, Oxford, OH – Bachelor of Science Business Administration degree, major – Accounting

University of Dayton, Dayton, OH – Master of Business Administration degree, major – Finance

Life, Health and P&C Insurance license in Ohio

PROFESSIONAL EXPERIENCE

SELF EMPLOYED Personal Investments, Charity Volunteer 2008 - Present

TD AMERITRADE, Omaha, NE 2007 - 2008

Client Development – Outbound Specialist

Responsible for outbound sales to specific client segment and uncovering assets at other firms to close the opportunity and transfer those assets to TD Ameritrade. Opportunities identified in 2008 and in process of transfer - $5 million.

KELLY SERVICES, Durham, NC 1/2007-6/2007

Branch Manager

Contact local companies in Durham, meeting with decision makers to explore temporary employee needs and how Kelly Services can provide the best trained temporary workers to meet those variable needs under best cost standards.

FIDELITY INVESTMENTS, Durham, NC 10/2006-1/2007

Customer Service Associate

Inbound call center responding to 401k participants taking MRD, loans, rollover accounts and exchanges within their retirement accounts.

SELF EMPLOYED Insurance Agent in North Carolina 01/2002 – 08/2010

Contacting prospects for Fixed Annuity sales for American Equity Investment Life Insurance Company. Retirement Account education and enrollment of plan participants.

Bank of America – Charlotte, NC 01/2005 – 06/2005

Assistant Vice President, Risk Management

Principal responsible for approving internet trades, new account applications, trade blotter, mutual fund breakpoint report, and written response to customer complaints and resolve restricted account issues.

TIAA-CREF – Charlotte, NC 04/2004 – 01/2005

Individual Consultant, Inbound

Inbound call center talking with clients discussing asset allocation, retirement planning, account loans, withdrawals, and minimum required distribution from 403b accounts. Clients from non-profit fields in education, research, healthcare, and government. Placed annuity purchases and exchanges.

CHARLES SCHWAB & COMPANY

Investment Specialist – Plano, TX 9/1995-6/1999 and, Charlotte, NC 6/1999-1/2000 Responsible for building customer relationships, sales of stocks, bonds, options and mutual funds using asset allocation, estate planning and wealth management. Led branch in personal production gathering assets of $5M - $7M quarterly; best client $13M with annual $180,000 GDC. Consistently rated top 10% of region for customer satisfaction. Subject matter expert on Trust and Retirement plans, leading branch in trust and estate referrals to Schwab approved estate attorneys.

Supervisor, Branch Client Services – Charlotte, NC 1/2000-12/2001 and, Omaha, NE 4/2003-4/2004

Supervision of Client Service Specialist in greeting clients, providing cashiering and opening accounts. Responsible for branch audit, compliance, handling customer complaints, approval of client applications, client problem resolution, assisting clients with trades, making recommendations based upon client questionnaire and providing excellent customer service. Implemented monthly internal compliance audit program improving results by 10%. Training branch investment specialists on new Schwab programs.

Senior Registered Representative – Fishers, IN 1/2006-3/2006

In an inbound call center assisting customers with 1099 tax information and historic cost basis for tax return completion. Providing market information to customers, quotes and placing stock, bond, option or mutual fund trades.

Contact this candidate