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EDUCATION:

Bachelor of Science - Communications


Miami University
Oxford, OH
Associate of Arts - Psychology
Los Angeles Valley College
Van Nuys, CA
PROFESSIONAL EXPERIENCE:
4/05 - Present
Academic Financial/Shylo Insurance Services
Fountain Valley, CA
Employee Benefit Consultant
Recruitment and training of producers. Responsible for training, production, cro
ss selling, and mentoring. Conducted group enrollment meetings. Liaison between
client base, field force and home office. Achieved 30% growth of revenue for thr
ee consecutive years. Management of large cases including Los Angeles County age
ncies, PEOs, national accounts, start up cases. Adept at section 125 concepts an
d applications.
12/04 - 4/05
Entrust Administration, Inc.
Oakland, CA
Business Development Manager
Wholesale and retail sales of Self Directed IRAs, 401(k)s, Coverdell Educational
Savings Accounts, HSAs, and Missing Participant Programs. In four months, tripl
ed regional sales and doubled speaking engagements. Development and presentation
of sales seminars for CPAs, Investment Advisors, Investment Groups, and Brokera
ge Houses. Company spokesperson for trade shows, broadcast media, and workshops.
Restructured department resulting in 80% increase in volume of incoming calls, l
eading to larger volume of new national accounts. Hiring and training of sales
and support staff.
9/02 - 12/04
Benefit Architects
Los Angeles, CA
Consultant
Various consulting assignments supporting the sales of employee benefit products
and services. Assignments included hiring and training of staff, client present
ations, and product development. Results included increase of over 40% more bene
fits business written.
4/00 - 8/02
Transamerica Retirement Services
Los Angeles, CA
Regional Sales Manager
Acted as troubleshooter for the southern United States, assisting in broker deve
lopment, sales presentations, and staff training. Planned and implemented the de
sign and model of the Internal Sales Desk and the RFP process. Consulted with ag
ents, broker/dealers, and TPAs regarding plan design, sales, and presentation ma
tters, increasing sales of the company by over 30%. Managed relationships with m
ajor broker/dealers, brokerage houses, banks, and TPA firms. Oversaw the product
ion of RFPs for 401(k) in the small to medium plan markets. Hired and trained em
ployees for both internal and external assignments. Directed 15 external Sales R
epresentatives, 8 Internal Consultants, 4 Proposal Specialists, and 6 Administra
tive Assistants in the management of 3 regional territories. Represented company
at trade shows, industry conventions, and broker associations.
10/98 - 12/99
Sentry Insurance Company
Los Angeles, CA
Western Regional Sales Manager
In a start-up operation, sold 401(k), Profit Sharing, Money Purchase and Mutual
Fund products in the small plan market (under 500 participants). Development of
relationships with brokers, broker/dealers and insurance agents to enhance compa
ny sales. Led division in sales throughout its duration.
Conducted enrollment meetings and participant education seminars. Trained broker
s, agents and company personnel.
seminar and trade show planning and development.
10/91 - 10/98
Benefit Architects
Pasadena, CA
National Sales Manager
Responsible for selling 401(k), 403(b), 457 and 415 plans, increasing sales by 4
2%. Hired and trained national sales force, internal wholesale desk and support
personnel.
Supervised 27 staff in sales effort. Identified and directed departmental sales
opportunities and marketing strategies. Initiated and maintained sales relations
hips with various retail sales channels. Planned and ran sales seminars, reward
conferences, trade show exhibits and conferences.
4/85 - 9/90
Crown Life Insurance Tarzana, CA
Regional Pension Manager
Wholesale distribution of annuities, GICs, and mutual funds to both qualified an
d non-qualified markets, with leading office three straight years. Led region in
company-leading sales of $1.8 billion in sales in one year. Managed a territory
covering from the Midwest to the West, and parts of the Pacific Rim, including
Singapore, Macao, Hong Kong, Tokyo, and Manila.
Led sales in region for four straight years. Developed specialized investment co
ntracts to be able to participate in the bond enhancement market. Headed departm
ent of five employees. Planned sales conferences, seminars and trade show events
for the company.
Licenses:
Life, Health and Disability licensed in California, Nevada, Arizona, Texas, Colo
rado, Illinois, Ohio, and Georgia.

Other Professional Experience:


1984 - 1985
The Los Angeles Agency, Crown Life
Los Angeles, CA
District Sales Manager
1981 - 1984
Imperial Bank
Imperial Trust Corporation
Los Angeles, CA
Area Manager
1975 - 1980
New York Life Insurance Company
Los Angeles, CA
Field Underwriter

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