Senior Vice President, Divisional Sales Manager

EXECUTIVE MANAGEMENT PROFESSIONAL

Highly experienced Life Insurance Professional, expert in building distribution

PROFILE OVERVIEW

- Seasoned, insightful, growth oriented professional with exceptional business and program development, sales management, strategic planning and operations experience.

- Resourceful and passionate leader with expert ability in the creation, launch and implementation of start-up, high- net worth solutions designed to complement full financial planning efforts for high net worth clients.

- Recognized for tenacity and dedication in sustaining superior level of service and profitability. Articulate negotiator with polished communication and interpersonal skills.

- Continuously thrives at directing new business channel growth across high net worth business disciplines including Trust, Investments, Estate Planning, Private Bank, Commercial Banking and external wholesale divisions across the U.S. Western Region.

- Skillful internal team building resulting in the hiring, training and retention, of top notch talent. Successfully and creatively lead team business development and relationship building efforts at the executive level, resulting in superior loyalty, trust and discipline between team members, clients and regional and corporate executive management.

- Proven track record building key business alliances and revitalizing sales performance of multiple high-end insurance products within major financial sector leaders including Bank of America, Wells Fargo, MetLife, AIG Life and Prudential.

CAREER HIGHLIGHTS

- Built and successfully launched newly-formed Life Insurance division while developing and driving expanded distribution channels, successfully partnering with full financial planning efforts of high net worth clients within the Global Wealth Management Division of Bank of America.

- Contributed to significant revenue increase in U.S. Western Region of Bank of America. Built and lead top performing sales team to record sales and profitability in three out of four years

- Key leadership role during the successful integration of insurance services during major financial institution acquisition.

- Successfully contributed towards the building, development and implementation of Wells Fargo’s first in-house Life Insurance Distribution Program for the U.S. Western Region and successfully integrated premier solutions to enhance full financial planning for high net worth individuals.

- Consistently and significantly increased annual sales revenue at Wells Fargo in all five years of tenure.

- Built and successfully launched start-up Estate Planning Brokerage Department in the U.S, Western Region; hired more than 1400 brokers, developed channel distribution structure and built relationships with internal and external senior management for AIG Life.

- Earned the Outstanding Achiever Award each year for exceeding wholesaling target clients while at AIG.

- Consistently produced outstanding sales performance resulting in becoming a Million Dollar Round Table and top Ring member (NWNL).

- Excelled and recognized at top salesperson in the Western Region (NWNL) for 3 consecutive years

PROFESSIONAL EXPERIENCE

Bank of America, San Francisco, CA

Senior Vice President / Divisional Sales Director 2004-2009

- Hired to develop sales strategy, systemize processes and procedures and to create and expand distribution channels for successful sales of high-end insurance and annuity solutions designed to partner with full financial planning efforts of high net worth clients at Bank of America.

- Successfully hired, trained and managed 10-member sales team, resulting in the insurance and annuity program sales expansion to multiple distribution channels across the U.S. Western Region. Responsible for creating a new revenue stream that quadrupled over four years for Bank of America.

- Instrumental in opening and widening distribution channels for insurance and annuity program sales to include Trust, Estate Planning, Private Banking, Commercial Banking and Wealth Management Divisions within Bank of America.

- Accomplished sales and negotiation skills with internal, external and wholesale senior executive clients, as well as national sales executives from major insurance institutions across the nation.

- Expert management of Profit and Loss accountability for U.S. Western Region.

- Managed day-to-day operations, training, performance reviews, and mentoring for sales team.

WELLS FARGO, San Francisco, CA

Vice President Regional Life / Sales Manager 1999-2004

- Built and managed the Bank’s first Life Insurance channel leveraging both Private Banking and Community Banking divisions of the bank in California and focusing on affluent clients.

- Mentored and trained financial consultants throughout the region on Life Insurance features and benefits.

- Hired, trained, and supervised a direct team of four responsible for constructing proposals after obtaining leads from front-line staff throughout the Bank.

- Developed business in niche markets such as foreign nationals and 419 and 412 plans.

VIATICUS-COVENTRY FINANCIAL, Mill Valley, CA

Regional Vice President 1998–1999

- Played key role on four-person start-up team launching the innovative concept of “Lifetime Settlements” to enable individuals and businesses to sell their insurance policies for a percentage of the net face value.

- Built sales distribution channels by marketing the service to insurance agents, producer groups, national accounts, stockbrokers, CPAs, attorneys, and financial planners.

METLIFE BROKERAGE, San Francisco, CA

Regional Sales Director 1996–1998

- Developed and managed MetLife’s Variable business in advanced markets in Hawaii, Northern California, Oregon, and Washington.

- Recruited national and local broker-dealers including securities firms such as PaineWebber, Roundhill Securities, Select Advisors, and Smith Barney.

- Initiated and executed aggressive market expansion plans.

- Designed and delivered broker training seminars on Business Succession Planning, Estate Planning, and Variable Life.

PRIOR EXPERIENCE

Regional Sales Director AIG LIFE, Seattle, WA (1993-1996)

Brokerage Manager, Western Region PRUDENTIAL SELECT, Seattle, WA (1990-1993)

Regional Brokerage Manager LINCOLN NATIONAL LIFE, Seattle, WA (1987-1990)

Insurance Sales Agent NORTHWESTERN NATIONAL LIFE (NWNL), Kirkland, WA (1980-1987)

EDUCATION

PROGRAM IN BUSINESS STUDIES (Cornell University, Ithaca, NY)

LICENSES

Industry Licenses: Series 7, 66, and 24

(2 Classes from CLU)

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