Vice President, Account Development - Life, Annuity & LTC at Genworth Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Genworth Financial - Greater Boston Area since 2012
Vice President, Account Development - Life, Annuity & LTC
Sun Life Financial 2009 - 2012
Vice President, Relationship Manager, Financial Institution Channel
Sun Life Financial 2008 - 2009
Relationship Manager, Wirehouse/Regional Channel
Sun Life Financial 2006 - 2008
National Account Manager, Bank Channel
Sun Life Financial 2004 - 2006
Sales Desk Manager, Wirehouse/Regional Channel
Education:
Suffolk University 2001 - 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 1990 - 1994
Bachelor of Arts (B.A.), Political Science and Government major/Justice Studies minor
Wilbraham & Monson Academy 1986 - 1990
High School
Skills:
strong presentation skills product knowledge client relationship management skills Mutual Funds Customer Relations Investments Sales Management Customer Service Business Development Series 63 Series 7 Account Management Strategic Planning New Business Development Negotiation Retirement Planning Public Speaking Team Building Project Management Coaching Wealth Management Competitive Analysis Teamwork Series 6 Business Strategy Business Planning Sales CRM Strategic Financial Planning PowerPoint Microsoft Excel Microsoft Word Team Leadership Microsoft Office Outlook Process Improvement Budget Series 26 401k Fixed Annuities Long-term Care Variable Annuities Long Term Care Insurance Insurance Relationship Management Securities Financial Services Retirement Life Insurance Salesforce.com
Certifications:
FINRA Series 7, 6, 63, 26 and Life, Accident and Health License
Field Director, Strategic Partnerships, Financial Institutions Channel
Pacific Life
Field Director, Strategic Partnerships, Financial Institutions Channel
Security Benefit 2015 - 2016
National Accounts Manager, Financial Institutions
Genworth Financial Aug 2012 - May 2015
Vice President, Account Development
Sun Life Financial 2009 - 2012
Vice President, Relationship Manager, Financial Institution Channel
Sun Life Financial 2008 - 2009
Relationship Manager, Wirehouse and Regional Channel
Education:
Suffolk University 2001 - 2004
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
University of New Hampshire 1990 - 1994
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government
Wilbraham & Monson Academy 1986 - 1990
Skills:
Mutual Funds Financial Services Crm Retirement Planning Fixed Annuities Business Development Relationship Management Sales Series 7 Series 63 Life Insurance Sales Management Retirement Series 6 Customer Service Strategic Planning Team Building Project Management Business Planning Process Improvement 401K Negotiation Public Speaking New Business Development Strategic Financial Planning Strong Presentation Skills Client Relationship Management Skills Customer Relations Coaching Teamwork Powerpoint Microsoft Word Team Leadership Microsoft Office Outlook Series 26 Long Term Care Variable Annuities
Interests:
Corey C Cooking Griffin Nhl Alumni Pro Am Participant Collecting Antiques Exercise Electronics Home Improvement Reading Crafts Gourmet Cooking Sports Youth Hockey Coach Automobiles Team Hoyt Member The Arts Collecting Home Decoration
Certifications:
Finra Series 7, 6, 63, 26 and Life, Accident and Health License
2012 to 2000 Vice President, Account Development - AnnuitiesSun Life Financial
2009 to 2012 VP, Relationship Manager, Financial Institution ChannelSun Life Financial
2008 to 2009 Relationship Manager, Wirehouse/Regional ChannelSun Life Financial
2006 to 2008 National Account Manager, Bank ChannelSun Life Financial
2004 to 2006 Sales Desk Manager, Wirehouse/Regional ChannelSun Life Financial
2002 to 2004 Senior Internal WholesalerSuffolk University
2001 to 2004 StudentFidelity Investments Life Insurance Company
2000 to 2001 Retirement Planning SpecialistFidelity Investments Life insurance Company
1999 to 2000 Senior Sales Desk Specialist Insurance & Annuity Sales DeskFidelity Investments Life Insurance Company
1997 to 1999 Senior Case Manager/Team LeaderAerotek
1997 to 1997 Technical RecruiterNew England Financial
1995 to 1997 Customer Service Representative
Education:
Suffolk University Jan 2000 to Jan 2004 Master's in Business AdministrationUniversity of New Hampshire Jan 1990 to Jan 1994 BA in Political Science major/Justice Studies minorWilbraham & Monson Academy Jan 1986 to Jan 1990 High School