Sales Manager
Resume:
Terence Boyaggi
Investment Counselor
Bradenton, FL
************@*****.*** - 941-***-****
Work Experience
Investment Counselor
BB&T Investment Services, Inc - Bradenton, FL
Sold investment and insurance products at multiple branch locations.
Recognized as a Five Star Wealth Manager by Sarasota Magazine 2009 & 2011.
Recognized as a Top Producer by Western National Life Insurance Company.
Investment Consultant
SunTrust Investments - Tampa, FL
2005 to 2008
Sold investment and insurance products at multiple branch locations.
Investment Representative
Third Federal Savings & Loan - Cleveland, OH
2001 to 2005
Sold investment and insurance products at multiple branch locations.
Conducted investment workshops for bank customers.
Was the top producer in the Investment Department in 2004.
Certified Financial Planner
Westwood Financial Agency, Inc - Westlake, OH
1987 to 2001
Marketed and sold insurance products and registered securities.
Presented public seminars on investment, retirement and tax planning strategies.
Taught financial management courses in adult education programs.
Trained newly recruited insurance agents.
Certified Financial Planner
Terence B. Boyaggi & Associates - Westlake, OH
1983 to 1987
Marketed and sold insurance products and registered securities.
Presented public seminars and taught adult education courses.
2
Was a General Securities Principal and ran my own financial planning office.
Account Executive
Ohio Bell Telephone Company - Cleveland, OH
1982 to 1983
Marketed and sold communication systems and services to business accounts.
Sales Manager
Halleen Chevrolet - North Olmsted, OH
1980 to 1982
Managed new car sales department at successful Chevrolet dealership.
Hired and trained all new hire sales associates.
Approved all final sales contracts.
Supervisor
Ford Motor Company - Brookpark, OH
1976 to 1980
Supervised 18 mechanics in the industrial truck garage.
Was responsible for the inspection and repair of all material handling equipment in the plant.
Was enrolled in the management development program and completed my MBA studies as a
requirement of that program.
Education
Certified Financial Planner
College for Financial Planning - Denver, CO
1984 to 1986
Master of Business Administration
Baldwin-Wallace College - Berea, OH
1978 to 1980
Bachelor of Arts
Cleveland State University - Cleveland, OH
1971 to 1977
Additional Information
I currently hold the following securities licenses: Series 7, 26 and 66
I currently hold the following Florida insurance licenses: Life, Health and Variable Annuity
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