Cuna Mutual Group
Business Development Consultant
Cuna Mutual Group
Se Regional Sales Associate
Tangram Solutions Llc Oct 2017 - Jul 2018
National Sales Manager
Transamerica Apr 2014 - Sep 2017
Regional Vice President
Massmutual Financial Group Jan 2012 - Mar 2013
Financial Representative
Education:
Keene State College 1983 - 1987
Bachelors, Bachelor of Science, Business Management
Keene State College
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Retirement Planning Mutual Funds Life Insurance Finance Sales Insurance Disability Insurance Financial Services 401K Long Term Care Retirement Series 63 Small Business Term Life Insurance Sales Operations Business Development Customer Relationship Management Sales Management Leadership Customer Service Variable Annuities Long Term Care Insurance Series 6 Relationship Management Wholesaler
Jan 2012 to 2000 Financial RepresentativeNORTHWESTERN MUTUAL FINANCIAL NETWORK Winter Park, FL 2009 to 2011 Financial RepresentativeFINANCIAL MARKETING GROUP Orlando, FL 2008 to 2009 Regional Vice President, Wholesaler - Variable and Fixed Annuities - Florida TerritoryING Orlando, FL 2006 to 2008 Regional Vice President, Wholesaler - Variable Annuities, CentralAMERICAN SKANDIA
2002 to Jan 2006 Regional Vice President, WholesalerAMERICAN SKANDIA Orlando, FL 2000 to 2006AMERICAN SKANDIA
2000 to 2002 Regional Vice PresidentDELAWARE INVESTMENTS Philadelphia, PA 1997 to 2000 Regional Vice PresidentMASSACHUSETTS FINANCIAL SERVICES, INC
1993 to 1997 Regional Vice PresidentMASSACHUSETTS FINANCIAL SERVICES, INC Boston, MA 1987 to 1997MASSACHUSETTS FINANCIAL SERVICES, INC Boston, MA 1992 to 1993 Mutual Fund Internal Sales ExecutiveMASSACHUSETTS FINANCIAL SERVICES, INC Boston, MA 1989 to 1992 Client Management Section ManagerMASSACHUSETTS FINANCIAL SERVICES, INC Boston, MA 1987 to 1989 Client Management Representative
Education:
University of New Hampshire at Keene State College Keene, NH 1987 Bachelor of Science in Business Management
Jan 2012 to Present Financial RepresentativeNorthwestern Mutual Financial Network Winter Park, FL May 2009 to Dec 2011 Financial RepresentativeFinancial Marketing Group Norwalk, CT Sep 2008 to May 2009 Regional Vice President, WholesalerING Annuities Central & Northern Florida Aug 2006 to Jul 2008 Regional Vice President, WholesalerGuardian Investor Services LLC New York, NY Mar 2006 to Aug 2006 Regional Sales Director, WholesalerA Prudential Financial Company Central & Northern Florida 2002 to Jan 2006 Regional Vice President, Wholesaler - Variable AnnuitiesAmerican Skandia - A Prudential Financial Company Philadelphia, PA 2000 to 2002 Regional Vice President 401(k)Delaware Investments Philadelphia, PA Jun 1997 to Aug 2000 Regional Vice President, 401(k)Massachusetts Financial Services, Inc New England, ND 1993 to 1997 Regional Vice President, 401(k)Massachusetts Financial Services, Inc
1992 to 1993 Internal Sales ExecutiveMassachusetts Financial Services, Inc
1989 to 1992 Client Management Section ManagerMassachusetts Financial Services, Inc
Sep 2013 to 2000 National Brokerage ManagerNational Insurance Brokerage Orlando, FL Apr 2013 to Sep 2013 Brokerage ManagerNew England Financial / MetLife Orlando, FL Jan 2012 to Mar 2013 Registered RepresentativeNorthwestern Mutual Orlando, FL May 2009 to Dec 2011 Financial RepresentativeING Orlando, FL Aug 2006 to Jul 2008 Regional Vice PresidentAmerican Skandia / Prudential Financial Orlando, FL Aug 2000 to Jan 2006 Regional Vice PresidentDelaware Investments Orlando, FL Jun 1997 to Aug 2000 Regional Vice PresidentMFS Investment Management Boston, MA Oct 1987 to May 1997 Regional Vice President
Education:
Keene State College Keene, NH 1984 to 1987 BS in Business Management
Skills:
Business Getter, Territory Management, Sales, Contract Negotiation, Professional Presenter