Peter Sozio

**,*** **** ****** **

Santa Clarita, CA. 91350

661. 998. 5365 818-***-**** cell

Business Experience: Substantial experience in sales, marketing, and management. Established and converted offices in several states. Worked with Financial Reps, Operations and Compliance personnel to achieve office goals and objectives.

Major Accomplishment:

• Helped increase Assistant Living Communities census and resident’s retention.

• Opened new market, which increased sale exposure in San Fernando Region.

• Established Sales network with over 18 sales representatives.

• Produced sales and marketing material.

• Developed largest sales contract in company history.

• Revived and developed old customers with increase in sales of over $500,000.00

• Increased membership in association of over 300% first year.

Work Experience:

• Professional Member- AAWV American Association Wartime Veterans. Educate and advise veterans, surviving spouses and families about veteran benefits.

• Sales Manager – Foresters (IOF). Manage sales force to cover all insurance and investment products for San Fernando Valley Region. Coordinated fraternal events and branch activity with main focus on increasing sales.

• Registered Investment Advisor (RIA) Mass Mutual Financial Group. Have responsibility for managing and coordinating clients’ financial accounts.

• Unit Sales Manager – Bankers Life and Casualty Co. Recruit, train, and manage agents with sales emphasis in long-term care, annuities and life insurance.

• Executive Director - (IECCA) Increase and maintain membership in national trade association.

• Sales Manager – Contractors Labor Pool (CLP) Develop sales territory with 8 offices in Southern California.

• Sales Manager- SteeLite Systems. Establish and develop national sales presence from a local manufacturing company.

• Financial Consultant- Merrill Lynch. Acquire, maintain and service individual and corporate investment accounts. Develop new business and make presentations to individuals, attorneys, estate and financial planners.

• Operations Manager, Conversion Specialist – Merrill Lynch Inc. Worked in cash margins, new accounts and cashiering during conversion of three Whiteweld offices to Merrill Lynch procedures.

Education:B.A. Business Administration, Florida International University (FIU) Miami Florida 1977 Personal: Married 4 children and 4 grandchildren

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