Certified Financial Planner

JARROD NELSON BARTON, CFP, ChFC

*** *. **** ***.

Baltimore, MD 21230

Phone: 410-***-**** ******.******@*****.***

SUMMARY

Dynamic sales professional with 12 years experience and high quota attainment in the fast-paced financial services industry. Experience in the areas of sales growth, account management, relationship building, strategic planning, marketing, operations, finance, training, retention, and general management. Excellent written and oral communication skills, including public speaking. Hold licenses for Series 7, 65, Life and Health for the state of Maryland. Actively pursuing Master of Science degree in Financial Planning at American College.

PROFESSIONAL EXPERIENCE

GAMMON FINANCIAL, Baltimore, Maryland 2008 – 2009

Independent financial planning organization focusing primarily on retirement planning

Financial Planner

Expertise included investment, insurance, distribution, estate, and legacy planning. Previously was mentored by a consistently top producing Certified Financial Planner.

• Office produced over $2 million in GDC for calendar year 2008.

• Exceeded 2007 gross revenue totals by $400k during 2008 calendar year.

• Directly organized and supported prospect conversion and client retention through analysis, auditing, research.

• Researched high net worth portfolios to reveal weaknesses and developed solutions to accomplish stated goals.

• Introduced Morningstar WorkStation as a tool to research prospective and current clients.

• Developed easy to understand visuals so client can comprehend and interpret information easier.

• Developed and maintained a culture of strong communication between team members

AMERICAN LIFE CAPITAL, Baltimore, Maryland 2006 – 2008

Independent financial planning organization

Financial Planner

Using strong networking skills, focused on client referrals as well as building long term relationships with attorneys and CPAs.

• Planned and conducted retirement seminars for seniors, including serving as public speaker.

• Planning included, but was not restricted to, portfolio management, selling fixed and immediate annuities, and insurance planning with a niche in life insurance premium financing and life insurance settlements.

AMERICAN GOVERNMENT MORTGAGE, Baltimore, Maryland 2001 – 2007

Mortgage brokerage company partnership

Owner and Operator

Managed all aspects of hiring, training, and maintaining personnel, as well as developing marketing plans and executing a strong team effort in sales.

JARROD NELSON BARTON PAGE TWO

AMERICAN GOVERNMENT MORTGAGE (Continued)

• Established and maintained a referral-based business by cultivating previous clients and developing long term relationships using a referral network.

• Primary target markets included almost all areas of mortgage loans including residential and commercial both purchase and refinance.

NEWPORT SHORES MORTGAGE, Baltimore, Maryland 1999 – 2001

Independent mortgage branch

Branch Manager

Managed all aspects of day to day office operations.

• Responsible for the branch’s mortgage production, from the initial marketing plan, to marketing production, through the closing of the loan.

• Primary target markets included government streamlines, debt consolidations, and rate and term refinances from subprime to government loans.

ARMADA RESIDENTIAL MORTGAGE, Baltimore, Maryland 1997 – 1999

Account Executive

Obtained new accounts while growing and maintaining existing client relationships. Created a very strong customer base and routinely exceeded required sales goals.

• Recognized as a top performing account executive in the company in fiscal years 1998 – 1999.

MILITARY EXPERIENCE

UNITED STATES ARMY 1990 – 1992

Specialist

Received several accommodations for outstanding service as well as excellent evaluations from superiors. Achieved rank of E 4 in less than one year. Traveled abroad including Europe, south west Asia, and throughout United States.

EDUCATION

M.S.F.S., Financial Planning, American College, Bryn Mawr Pennsylvania (in progress; anticipated graduation: 2010)

B.S., Finance, Minor: Philosophy, Salisbury State University, Salisbury, MD, 1996

A.A.C.S.B. accredited business school

GPA: 3.5/4.0

SOFTWARE EXPERTISE

Proficient in several financial related programs including:

• Morningstar Work Station • NaviPlan

• Profiles • Net Exchange Pro

• SalesForce.com • Gorilla (Bill Good Marketing)

Contact this candidate