Financial Planning Social Media

Mary L. Leeds

970-***-**** • ********@*****.***

***** * ***** ***, **********, CO 80112

QUALIFICATIONS SUMMARY:

Committed to excellence, self-motivation, strong work ethic, and high integrity with the ability to learn, analyze, and apply information and skills to succeed in leadership and sales roles.

Extensive experience in mortgage lending and financial planning, with knowledge of accounting and finance.

Over a decade of experience in nutrition, vitamin planning, and certified personal training

Advanced communication skills (written, spoken, and interpersonal) to include presentations and briefings with experience in corporate communications, social media, networking, proposals, and closing.

Experienced in staff recruiting, hiring, training, evaluation, and monitoring, as well as team building and leadership

Skilled in sales, customer relationship management, organizational development and proficient in Microsoft Office

Volunteer personal time to nonprofit organizations and local charities: Soldiers Angels, Boys and Girls Clubs, Big Brothers Big Sisters, Food Bank of the Rockies, and local churches.

WORK EXPERIENCE:

Allied Universal Compliance & Investigations August 2024-Current

SIU Level 3 Investigator

High-level security investigator for international insurance fraud investigations working with multiple carriers and investigative agencies to uncover evidence for fraud cases.

Antonucci Insurance Agency LLC, Greenwood Village, CO May 2024-March 25

Insurance Agent Contractor as Leeds Insurance Group, LLC

Developed a large revenue book of business in less than 30 days acquiring over 100k in revenue for the agency as an Independent Contactor

Managed carriers and contracts on multiple sales and CRM service systems to create simplified submission formats to use AI marketing and timely interview systems with compatibility for client access points via cell phones

Licensed to sell health, life, & long-term care; developed new partnerships & networks with financial planning agencies in multiple states and achieved higher levels of certifications for workers' compensation and commercial policies

Recruiting additional agents who are experienced and capable of achieving positive sales and revenue growth for the agency as independent contractors.

Mountain West Insurance & Financial Services, Glenwood Springs & DTC, CO Dec. 2023-May 2024

Commercial Producer: High-Level Markets

Developed book of business in commercial insurance for large revenue clients: specialized in municipalities, non-profits, franchises, agriculture, natural resources, and risk management.

Developed client files for over 400 individual accounts to create new high-revenue book of business on insurance resources risk management.

Licensed to sell health, life and long-term care in multiple states and property and casualty in Colorado.

American National Insurance, Denver, CO Oct. 2022-Dec. 2023

Insurance Agent Contractor as Leeds Insurance Group, LLC

Developed a large revenue book of business in Commercial Agricultural Insurance as an Independent Contactor

Managed 2 to 4 employees, and created individual marketing plans for commercial and agricultural LOB.

Licensed to sell health, life, & long-term care; developed new partnerships & networks with financial planning

agencies.

Country Financial Insurance, Denver, CO Feb. 2018- Sept.2022

Insurance Agent

Developed Book of business in Commercial Insurance, Personal Property/Casualty, Life/Health and LTC Insurance.

Developed client files for over 400 individuals on insurance resources and risk management.

Licensed to sell health and life and long-term care in multiple states and property and casualty in Colorado.

Northwestern Mutual; Englewood, CO June 2017 – Feb. 2018

Financial Representative

Excel at guiding my clients to achieve financial independence and security by providing holistic financial planning services

Advised and educated over 100 individuals on wealth accumulation, preservation, and distribution, and risk management

Licensed to sell health and life and long-term care in multiple states

Body Joy LLC formerly New Level Training); Highlands Ranch, CO Oct. 2012- Aug. 2017 Certified Master Fitness Trainer

Train and manage over 360 client profiles with the highest integrity and privacy

Created nutrition plans following the Par Q and health analysis

Develop exercise programs to meet individual's ability and achieve desired results safely and efficiently

General Nutrition Centers (GNC); Buckley, WA Oct. 2016 – Feb.2017

General Manager

Trained and developed 4-6 sales teams within Colorado to achieve the highest % of goal revenue

Performed quantitative facilities and operations analysis for over 8 stores every month

Conducted market research and authored reports to divisional and regional managers and the corporate office

Superior Water and Air; Highlands Ranch, CO Aug. 2016 – Dec. 2016

Marketing Sales Representative, Part Time

Directed over 200 customer sales in both products and services

Established new business markets in Littleton, Lakewood, Highlands Ranch, Castle Rock,

Metabolic Research Centers; Grand Junction, CO Oct. 2013 – Feb. 2016

Operations Manager & Center Sales Director

Recruited, hired, and trained over 100 individuals for sales and nutritional education and counseling

Developed sales and marketing strategy for the region through networking and social media; increased sales by over 200% annually.

Implemented sales plans for quarterly growth goals, while upholding all legal aspects of the business: payroll, safety standards, city, state, and federal guidelines to reduce insurance costs and claims

Max Muscle Sports Nutrition; Grand Junction, CO Dec. 2010 – Sept. 2013

Owner and Manager

Developed new franchise to 500+ customers with average sales growth of 20-35% a month resulting in $350k in annual revenue

Performed sales forecast analysis and managed multiple brands to direct or redirect initiatives for companywide initiatives; creating a format for increasing sales per store by over 100% annually

Earned A+ regional franchise audits and served and established locations in the Western Colorado and Utah region

Swift Communications; Greeley, CO Oct. 2009 - May 2012

Sales and Marketing Account Manager for Western Region

Experienced and upheld, weekly, client growth of 28% in sales, 105% in new accounts, and 93% in retention

Formed area sales accounts for advertising in the Fence Post and authored marketing plan ads in both digital and print

Managed a sales territory of over 350 miles, statewide.

Champion Bank; Parker, CO July 2008 – Dec. 2012

Loan Originator

Licensed nationwide to provide commercial and residential mortgages to clients

Carried a book of business of $4.5 million

Networked extensively with individuals and small businesses and generated regular marketing and sales reports to leadership.

StarTek; Greeley, CO June 2008 – Apr. 2009

Sales Manager

Orchestrated development strategies that increased sales by 120% and profitability by over 40% in only 5 months

Supervised 25-30 team members and hired and trained over 40 team members

Managed and authored budgets for multiple brand network interfaces for various vendor comparisons and reformed sales forecasts and analyses according to national objectives.

Ft Collins Mortgage: Ft Collins, Co Oct 2006-July 2008

Loan Originator

Lakefront Lending; Windsor, CO Sept. 2003 - Oct. 2006

Co-owner and Lead Loan Originator

Created a book of business of $10 million

Managed 10 loan officers and 2 loan processors

Wells Fargo Mortgage, Greeley Co Oct 2002-Sept 2003

Loan Originator

Keybank: Ft Collins, Co Oct 1999- Sept 2002

Sales Manager/Loan Officer

EDUCATION:

Bachelor of Science, Colorado Mesa State College (Colorado Mesa University); Mesa, CO May 1990

Major: Business Administration and Management

Associates of Art; Colorado Mesa State College (Colorado Mesa University); Mesa, CO May 1988

Major: Business

NAIFA Accreditation for Licensed Investigator March 2025

CERTIFICATIONS, LICENSES, AND PROFESSIONAL AFFILIATIONS:

NAIFA Accreditation for Licensed Investigator March 2025

Mastered Business Insurance Advantage Certifications with SIAA October. 2024

SIAA Business Insurance Advantage Courses

SIAA Business and Commercial Insurance Advanced Training Certification

Health, Life, and Long-Term Care Insurance May 2017 – Present

Licensed Colorado life and Health and Long-term Care producer in Colorado, California, Wyoming, Texas,& New Mexico

Property and Casualty Insurance Nov. 2017-Present

Licensed in Colorado and multiple other states as Life, LTC, Property, and Casualty for Personal and all Business & Commercial lines

Specialist In Agriculture, Water Rights and Farm & Ranch Insurance, Commercial Lines of Business and all Personal Life Insurance

National Association of Professional Women Jan. 2006- 2023

CMLA- Colorado Mortgage Lenders Association Jan 2018- 2023

South Denver Area Chamber of Commerce July 2018-2022

BNI chapter of Cherry Creek – Strategic Partners Nov 2017-Oct 2022

NAIFA April 2017-Oct 2024

References provided & client testimonials, upon request.

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