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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
Cell PHONE NUMBER AVAILABLE Fax: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLECAREER OBJECTIVE: Management ConsultantSUMMARY: Financial executive with broad experience in all aspects of financial management. Realestate broker experience for 33 years in property investments and property management.Marketing and Sales:Licensed Insurance Agent, Qualfon USA (10/10/22 to 12/15/2023)Location: Orlando, Florida*Responsible for enrollment of customers in Blue Cross Blue Shield (Arkansas)*Responsible for enrollment of customers from client companies (E-Health) in various health insurance plans from October to December, 2022 (52 states plus Washington DC)*Responsible for customer service support for AIG/NUFIC policy holders from February 2023 to present*Active health and life insurance license in the state of FloridaBenefit Advisor, Willis Towers Watson, Via Benefits (09/08/15 to 09/23/22)Location: Orlando, Florida and South Jordan, Utah*Responsible for enrollment of customers from client companies in various health insurance plans*Active health and life insurance licenses in the state of FloridaAssociate Broker/Realtor/ Virginia (1990 to present)* Active Brokers license in the Commonwealth of VA with 26 years sales experience* Lifetime Member and Top Producer, Northern Virginia Association of Realtors Multi Million Dollar Sales Club* Member of a team who sold and exceeded sales quota expectations when the team auctioned $31 Million of real estate (savings and loan bank portfolio) in one night during the S&L crisis* Negotiated contracts in residential and commercial real estate and closed personal sales of over $25 million from 2005 to presentAgency Manager, Virtual Financial Group (04/01/2016 to 03/30/21 )*Life insurance license in the state of UtahAccount Executive, ADT Security Inc (07/2005 to 01/2008)* Security & Alarm systems marketing for residential and commercial accounts in Virginia, Maryland and Washington, DC. Negotiated and closed 664 contracts in 48 months.Financial Management:Loan Operations Processor/First Virginia Bank* Processed loan payoffs and issued Certificates of Satisfaction for the 96 bank branches in Virginiaand assisted in home equity loan applications* Member of team who exceeded sales quota production by 300% with a monthly group sales volume of US $15 Million and an average daily team production of 50 home equity loan approvals and daily loan payoffs of US $100 Thousand to US $ 200 ThousandConsultant to the CEO/Ed Peete Company* Worked as Comptroller for a new homes builder and improved building volume 296% in eight (8)months with units selling at an average sales price of US $350 K to US $500K* Prepared financial projections; handled staff budget and salary requirements; dealt with banks and lendersin obtaining financing for multi-million dollar projects (Bromptons at Ballston/$18 Million and ChurchillCourt/$5 Million)Resume/Candidate's Name Page Two* Reviewed sales contracts for individual homes and pre-approved them prior to construction of units; anddealt with suppliers in contract negotiations and payments for services renderedPersonal Financial Analyst/ Citigroup, Inc.* Represented Primerica Financial Services life insurance in the states of Virginia and Maryland* Trained in Life and Health Insurance; Securities, Series 6 and Series 63Corporate Planning:Planning Assistant/ International Telecommunications Satellite Organization (INTELSAT),Washington, DC, USA* Developed databases for the satellites in the Pacific & Atlantic Regions and improved satellite planningby effecting the smooth transition of data from the IBM mainframe to Local Area Networks (LANs)International Management Positions:President and CEO, OakCrest Enterprises LLC, Fairfax VA, USA*Business owner and enterpreneur, real estate property management, investments and estate administration in the Phillipines, UK and USACorporate Planning Manager, Eastern Telecommunications Philippines Inc., Manila,,Phillipines*Managed operating departments for the Office of the General Manager and Cable & Wireless (UK).Consultant, Development Academy of the Philippines (DAP), Manila, Philippines* Prepared policy papers for the Office of the President and Project Team evaluated the UN Law of the Seas (UNCLOS) for the Philippine governmentConsultant, Ministry of Natural Resources, Quezon City, Philippines*Represented Philippine government in ASEAN conferencesSeasonal Positions:Sales & Leasing Consultant, Rosenthal InfinitiLocation: Vienna, VA* Certified Consultant in 90 days and improved sales closing ratio of team by 41%Area Coordinator and Managing Consultant/Excel-TeleglobeLocation: Lorton, VA* Responsible for opening new accountsConsultant /Verizon CommunicationsLocation: Falls Church, VA* Exceeded sales quota expectations by 441% with sales production of 530,125 Achievers PointsProfessional Telesales/ MCI WorldComLocation: Arlington, VA* Exceeded sales quota expectation by 250% with Call Center production of 5 million lines in four monthsEDUCATION AND TRAININGBoston University, Boston, MA Humphrey FellowDegree Equivalent: Masters Field of Study: International Business and Advanced EconomicsResume/Candidate's Name Page ThreeUniversity of Asia and the Pacific, Philippines, Master of Arts in Business EconomicsUniversity of the Philippines. Bachelor of Science ZoologyHarvard University, JFK School of Government, Cambridge, MAAccepted as Mason Fellow; studies deferred until later date Field of Study: GovernmentTECHNICAL SKILLS* Highly skilled in the use of personal computers and the following softwares: Windows 8, Lotus 123,Quickbooks, Quattro Pro, D-base III, insurance software (Call Atlanta), software for residential telephone systems (BOSS, SOACS, SN4), Metropolitan Regional Information System (MRIS) for real estate analysis, SSC and Right Now for health insurance* Developed satellite database systems using D-Base III and spreadsheets using Excel* Worked with a variety of operating systems including IBM, Windows NT, Windows 98 and DOS* Able to converse, read or write in the following languages: English, Filipino, German and Spanish* Able to travel internationally as a US CitizenREFERENCES* Available upon requestPUBLICATIONS AND TECHNICAL PAPERSA Strategy for the Development of Rural Telecommunications in the Philippines, University of Asia and the Pacific, 1988Mother and Sons, ISBN 10: 0759631840 and ISBN 13: 978-0759631847A Tale of Survival, ISBN 10: 1469138557 and 13: 978-1469138558 |
