Whitestone, New York 11357
917-***-**** (cell )
To secure a senior marketing position with a progressive firm that offers promotional visibility and management opportunities
Director of Business Development – National Network of Accountants
6/2009 thru Present
. Called on CPA firms and C-Level officers and directors. Held educational seminars for them on HRA’s, HSA’s, captive insurance companies, qualified pension plans, and cafeteria plans, often resulting in them upgrading their own programs, and then referring us to their clientele. Designed brochures, marketing pieces, supervised graphic designers and art work. Mentored and coached 10 financial reps for case presentation. Assisted on input for new website design and content.
Director of Business Development
1/2007 – 5/2009 Sequoia Financial Partners ( Now merged with York Intl. )
• Cold Called on CFO’s, CEO’s and H.R. Directors
• Replaced 401-K’s and Standard major medical plans with sophisticated Defined Benefit and/or Profit Sharing Plans for retirement purposes and utilized HSA’s and HRA’s to eliminate 12% to 25% of all major medical insurance premiums.
• Designed and wrote boiler plate content presentation for company brochures, employee benefit cost saving strategy pamphlets, comparison pieces on 401K’s versus fully funded pension plans, prepped 7 senior advisors on pending case presentations.
Director of Business Development
1/2005 – 1/2007 Brinks Incorporated, Brooklyn, New York
Developed new territory for Brinks ( New Jersey and Staten Island ), preserving existing national accounts, while increasing density and gross profit margins through acquisition of new business. Greatest accomplishments include close working relationships with branch personnel, adding on three nationally known restaurant chains as clients, and developing a cross-referral network with 3 prestigious major commercial banks.
Exclusive Financial Specialist
Allstate Financial Services, Great Neck, New York
Cross sold existing client base of 5 Allstate agencies, introducing traditional P&C customers to level term products, universal life, disability and long term insurance, as well as Allstate Bank and a myriad of mutual funds and annuities.
Cardiovascular Sales Representative
Novartis, East Hanover, New Jersey
Detail Diovan and Lotrel to Physicians and Pharmacists in the Cross Bay territory in Queens (Howard Beach, Far Rockaway, Woodhaven, Middle Village, Glendale, Ridgewood, Rego Park, etc.). Compare products to competition with reprints, medical journal articles, sales aids, medical letters.
CFP / Registered Representative
Certified Financial Planner/Self-Employed, Affiliated with Presidential Life/Nyack, New York
Sold financial intangibles (life and health insurance, stocks, bonds, mutual funds, reits, limited partnerships) as well as complex estate planning, 401K's, deferred compensation, and other benefit programs to large firms and individuals.
Assistant to Vice President of Finance
Ply Gem Industries, New York, New York
Performed internal audits at five regional locations. Responsible for all consolidated financial statements, board of directors meetings, stockholders information. Supervised a/c receivable and a/c payable depts. as well as general accounting. Negotiated lines of credit with major financial institutions.
University of Denver, Denver, Colorado
Certified Financial PlannerFinal professional step after securing NASD Series 6,7, and 63 as well as Life and Health Insurance licenses
St. Johns University, Jamaica, New York
Masters of Business AdministrationMajor-ControllershipMinor-Accounting
Queens College, Flushing, New York
B.A. in AccountingMinors-Political Science, Mathematics