Kelli K. Leitschuh

** ***** ***

Ormond Beach, Florida 32174

386-***-****

mknft0@r.postjobfree.com

Objective: To obtain a responsible position that will utilize my full potential.

Qualifications:

Strong background in Sales, Management, and Training make me a qualified

candidate for any sales profession.

Education:

Bowling Green State University: 1976-1980

Major – Gerontology Minor – Nutrition

Florida Real Estate Associate License

Ohio Real Estate Associate License

FINRA Series 7 General Securities License

FINRA Series 66 and Series 63 State “Blue Sky” License

Ohio Life, Health and Variable Annuity License

Florida Life, Health and Variable Annuity License

Employment:

11/2009 to 12/2010: Morgan Stanley Smith Barney, Ormond Beach, FL –

Financial Advisor - Hired onto an existing team to market Custom Portfolio

Management services for a discretionary portfolio manager. Responsibilities

Included seminar management, cold calling, and client presentation meetings.

07/2008 to 11/2009: Wachovia Bank/Wells Fargo, Daytona Beach Shores, FL –

Financial Specialist. Responsible for developing total financial solutions for every

client interaction. This would include store level products such as checking,

savings, CD’s, Money Market and transitioning up to investments, retirement

planning, and Estate planning. Consistently attained production levels in top 3 out of

16 Financial Specialists in my region.

09/2006 to 09/2007: MetLife Financial Services, Ormond Beach, Florida – Registered

Investment Representative. Responsible for developing a client base targeting

Financial planning candidates.

12/2005: Century 21 Sundance Realty, Ormond Beach, Florida – Licensed

Real Estate Professional.

05/2005-09/2005: Henkle Schueler Realtors, Lebanon, Ohio – Licensed Real Estate

Professional.

01/2005-05/2005: Northwestern Mutual Life Insurance Company, Kettering, Ohio –

Associate Financial Representative. As a member of a 3 Planner team, I completed

special projects on a part time basis.

2000-2004: St. Vincent’s Homeless Shelter, Dayton, Ohio – Responsible for sorting/

displaying clothing donations to the shelter. This is a non-profit organization. All

operations are through donations.

2003-2004: Hope United Methodist Church, Bellbrook, Ohio – Pre-school Teacher

Part time caregiver for 6-18 month age children.

1999-2000: Rio Ranchito - Albuquerque, NM – Assistant Dressage Trainer

Responsible for selection and training of German bred Hanoverian Dressage

Horses. Secondarily, sales and marketing of horses by means of extensive

Showing, marketing and developing a network among the horse community

at large.

1999: Aegon Financial, Minneapolis, MN – Vice President, International

Marketing Group. Responsible for successful integration of investment products in

3 major banking institutions; Keybank, NatCity Investments, and Fifth Third

Securities. Primary product line of Fixed and Variable Annuities, as well as, a

variety of insurance based investments. Training of individual Investment Executives

on product and sales was a large part of my responsibility. Managed approximately

1500 Investment Sales Representatives. In addition, required to approach new

Institutions with the intent of integrating our products into their system.

1994-1999: Independent Financial Marketing Group, Purchase, NY – Managing Sales

Director. Primary responsibility was to ensure the success of 300+ Investment

Banking Sales Representatives for NatCity Investments in Ohio, Indiana, Kentucky

and Pennsylvania. When I took over the account average monthly production was

$4,000,000 in Annuity sales. One year later average monthly production was up to

$13,000,000. As Managing Sales Director I was required to hire and motivate

successful sales people, develop goals, forecasting, track sales and implement our

system. Extensive training and marketing required to ensure immediate success.

Prior to running NatCity’s program, I was the Managing Sales Director for Keybank’s

Investment program. Keybank was comprised of 80+ Investment Representatives.

Key enjoyed rapid growth as a result of our program.

03/1998: Participated in Pride and Glory, Liberty Financial’s (parent company to

Independent Financial) incentive trip for top producers.

Personal Affiliatons & Activities:

Halifax Chamber of Commerce

Silver Sands Bridle Club

References available upon request.

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