Life Insurance License

Profile: A young professional with a unique combination of experience in finance and administration can provide to a company the ability to expand business development and client relationship management; with the education and experience to beneficially contribute to any standard of professionalism.

Core Competencies:

• Extensive knowledge of the methods, principles and practice of general ledger accounting, investment asset classes, and insurance products.

• In-depth knowledge of quantitative methods and alternative investment vehicles

• Strong analytical skills and the ability to construct pro forma forecasting illustrations with various Microsoft applications.

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Work Experience:

Richard Olson Financial Group: (Obtained Series 7 License) ‘09 – ‘12

• Designed product specific cases for prospective clients including: cover page, current asset and expenses spreadsheets, financial analysis and recommendations of estate planning with product illustrations and final post-estate planning spreadsheet.

Development of spreadsheet illustrations increased revenue by 60%; exceeding benchmarks for 8 consecutive quarters - with a best 2Q revenue of $58 thousand in Gross Dealer Concession.

• Managed company Profit and Losses spreadsheets as well as accounts receivable/accounts payable.

Through the implementation of Generally Accepted Accounting Principles (GAAP), over $6,000 in spending inefficiencies were identified and eliminated.

• Created revenue analysis presentations and pro froma forecast based on income statements consisting of revenue, operating expenses, and net income

Illustrations provided the senior advisor and staff insight on the financial performance and stability of the company, as well as identifying revenue producing sectors and areas requiring further attention.

• Portfolio & Investment analysis

Measured variance, standard deviations, and beta coefficients of investment products using historical trends and data to prepare a top-down analysis of both current client held positions as well as potential investment portfolio proposals

S.A.V.E Financial & Associates: (Obtained Life-Only Insurance License) ‘07 – ‘09

• Reviewed and solicited life insurance/annuity contracts with new and existing clients.

Maintaining frequent policy reviews with clients identified over $550 thousand in client funds that were not receiving interest rates comparable with current insurance products fixed or indexed rates.

• Actively participated in seminar marketing and presentations on IRA funding and the tax liabilities associated with them (Qualified, Non-Qualified and ROTH's) as well as tax-free retirement planning through life insurance.

Links Asset Management Group: ‘05 – ‘07

• Maintained client records in various data bases (EZ Data, DocMall, and ACT! by sage)

• Established communication with clients as liaison with the senior producer.

• Updated reports on portfolio performance as well as changes in investment objectives.

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Education:

Chartered Financial Analyst Institution

CFA Level I Exam – 2012 to Present

University Of Phoenix, Murrieta CA

Major: B.S. Business with concentration in Finance

Mount San Jacinto Community College

Double Major: AA Audio Engineering & AS Behavioral Science

Finance Related Licensing:

A.D. Banker: Life Insurance - Annuity and Variable Annuities

Kaplan Financial School for Professionals: Series 7 General Securities Representative

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