Manager Customer Service

Jeffrey E. Lehman

***** ****** **. ** **** F 763-***-****

Blaine, MN 55449 ******.*********@*****.***

OBJECTIVE

As an experienced Financial Planner in tax management, I am looking to leverage my financial background with my accounting background to contribute to the growth of a quality organization.

SUMMARY OF PROFESSIONAL QUALIFICATIONS

• Audit and Assurance work of financial statements for individuals and small business

• Income tax preparation, Budgeting and forecasting for business unit

• Worked on company consolidation activities

• Proficient with Quick Books and Excel

• Recruiting, hiring, and training experience, Outstanding customer service award

• Experienced compliance and suitability planner, Team Leader and mentor

WORK EXPERIENCE

Wells Fargo Bank Minneapolis, MN 2011-Present

• The Private Bank Consultant

Prudential Financial Minneapolis, MN

Agent Emeritus Financial Planner 2006-2011

• Managing 12 million of assets in Mutual Funds, 15 million in Annuities.

• Providing life insurance, long term care insurance and estate planning.

• Analytical forecasting utilizing the Monte Carlo Theory.

Agency Training Manager 2002-2006

• Responsible for new hires and veteran sales people. 75-100 in total.

• Company Leader second year.

Regional Marketing Manager for Minnesota and Iowa 2000-2002

• Increased production by 45%.

• Traveled both states to conduct training and sales promotions.

Sales Manager 1995-2000

• Sales staff of 8-12 people, consistently ranked in the top 10% of company leaders.

• Hired and trained new associates as financial planners.

EDUCATION

Minnesota School of Business Blaine, MN

Bachelor of Science: Accounting

University of Wisconsin La Crosse La Crosse, WI

Bachelor of Science: Economics

PROFESSIONAL DEVELOPMENT

License in Life & Health, Property and Casualty, Variable Products

Series 7, 63 and 22

MDRT, ChFC, LUTCF, CLTC, Member of Minnesota Society of CPAs

Contact this candidate