| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEEDUCATION2010 - MASTER OF BUSINESS ADMINISTRATION, UNIVERSITY OF PHOENIX2009 - FINANCIAL PLANNER CERTIFICATE, BOSTON COLLEGE INSTITUTE OF FINANCE2006 - BACHELOR OF ARTS IN GEOGRAPHY, UNIVERSITY OF NC at CHARLOTTE1994 - TECHNICAL HIGH SCHOOL DIPLOMA, SOCIAL SCIENCE RESEARCH MAJORLICENSESReal Estate- NORTH CAROLINA REAL ESTATE BROKER - LICENSE # 322259Affiliated; Engel & Volkers Real Estate Firm Charlotte, North Carolina - CurrentInvestments- FINRA CENTRAL REGISTRATION DEPOSITORY - CRD # 5275978Series 7 General Securities Representative - 2011Series 6 Investment Company/Variable Contract Products Registered Representative = 2007Series 63 Uniform Securities Agent - 2007SIE - Securities Industry Essentials Examination - 2018Insurance- NATIONAL INSURANCE PRODUCER NUMBER - NPN # 6548862Life Insurance Sales Agent - 2003 to CurrentStates: NC, AR, NY, VA, LA, TX, PA, OHHealth Accident & Sickness Disability Insurance Agent - 2003 to Current States: NC, NY, MI, WI, OH, CA, CT, NM, KY, NV, VA, LA, TX, PA, SC, AR, FLMedicare Supplements & Long Term Care Sales Agent - 2019 to Current151 + Carrier Appointments including Centene/ Wellcare, ANTHEM, HUMANA, AETNA, United Health Care, Kaiser Permananete (CE63573)States: PA, NC, SC, TX, LA, AR, OH, FL, ME, GA, IA, WA,TN, NJ, NHNorth Carolina Property & Casualty Insurance Agent - 2003 - 2008.Banking- NATIONWIDE MORTGAGE LICENSING SYSTEM Registry - NMLS # 1876096CERTIFICATIONS2002 - 46Q MOS- PUBLIC RELATIONS JOURNALIST, US ARMY SCHOOL OF JOURNALISM1999 - GRANT WRITING CERTIFICATE, JOHNSTON YMCA of Greater Charlotte1996 - 88N MOS- LOGISTICS MANAGEMENT COORDINATOR, US ARMY SCHOOL OF LOGISTICSCandidate's Name
9327 Willowglen Trail, Charlotte, NC 28215 PHONE NUMBER AVAILABLE EMAIL AVAILABLEEXPERIENCEState of North Carolina Parent Teacher Advisory Board, At Large Director - Charlotte-Appointed 2024 - 2026NCPTA is North Carolina's oldest and largest volunteer organization advocating for the education, health, safety, and success of all children and youth while building strong families and communities.Charlotte Water Board, Finance Industry Expert- Appointed 2021 - 2027The Charlotte Water Board advises the City Council on pertinent issues, policy-making, and project development and implementationCity of Charlotte Zoning & Housing Appeals Board, Housing Industry Representative- Appointed 2021 - 2027The Housing Appeals Board hears appeals from decisions or orders of the Code Enforcement Official, as provided in the Charlotte City Code of Ordinances Chapter 11 (Housing) and Chapter 5, Article II (Non-Residential Buildings and Structures).ALLY BANK - Charlotte, North CarolinaINVEST WEALTH SERVICES, WEALTH ADVISOR - May 2021 to February 2024PRODUCT & OPERATIONAL CONSULTANT FOR LAUNCH OF WEALTH SERVICESPeer Nominated Wealth Department WHOs HOT Award - MARCH 2022Peer Nominated Wealth Department WHOs HOT Award - APRIL 2022Contribute towards the technical, professional, operational, and service development of the Wealth Advisor / Wealth Concierge Support Team roles for New Product LaunchNOVEMBER 2021 ALLY SPOT AWARDContributed to development of Flow for Business Critical ProcessesSelf Employed Licensed Independent Sales Agent & Consultant - 2018 to CurrentOwner & Proprietress of SoHo South Boutique Homes & Rentals - 2012 to CurrentGoHEALTH - Charlotte North CarolinaLicensed Temporary Senior Benefits Consultant & Medicare Sales Agent - October 2020 to March 2021WELLS FARGO - Concord, North CarolinaAFTON RIDGE BANK, Licensed Personal Banker II - June 2019 - October 2019(NMLS) registration to Adhere to S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.Consultant assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, investments, and retirement.VANGUARD - Charlotte, North CarolinaBUSINESS DEVELOPMENT GROUP, PART TIME Retail Inheritance Specialist- 2012 to September 20182013 BDG RIS Top Performer - Advice and Sales LeadsSales Subject Matter Expert & Resource for DepartmentDepartment New Hire CoachDepartment Lead for All Cans On Deck & United Way Corporate InitiativesInheritance Specialist Team ResourceFLAGSHIP, High Net Worth Client Relationship Manager - 2007 to 2012Three years of Distinguished Performance RatingsUtilization of Client Relationship Management skills to develop trust based relationships.Management of a $2 Billion High Net Worth Book of Business Portfolio.Coordinates complex interactions & drafts assistance of expert groups as needed in management of client needs.Identifies need for guidance and consultative dialogue with clients.Manages service recovery and client escalations through understanding of client base and proactive contact.Acknowledged as Sales and Advice Leads Subject Matter Expert providing department wide coaching.ALLSTATE INSURANCE - Charlotte, North CarolinaIndependent Insurance Agent, Office Manager, Senior Claim Administrator, Senior Coach- 2000 to 2004Assessed client needs and consult on appropriate coverages, Execution of sales, service, billing, and claims.Served as Team mentor, Coach, and Site Trainer.Managed third party services and served as liaison for car rental, towing, and repairs.UNITED STATES ARMY - HONORABLE DISCHARGEPublic Relations Sergeant, Journalist for 108th Training Division - 2000 to 2005Managed Community Relations.Revitalized through training and development overhaul of the 108th Divisional Training Family Readiness Programs.Executed planning, layout, and delivery of south east division publication of quarterly Griffon Newspaper.Transportation Management Coordinator for 108th Transportation Unit - 1996 to 2000Monitored logistics, procurement, and supply chain data on a global scale.Negotiated cost effective pricing, contracts, and product acquisition of durable and expendable goods.Communicated effectively with contractors and stakeholders to manage accuracy, deadlines, and budget.Managed relationships professionally with prompt communication of returns, rejections, and changes.Adhered to all military, domestic, and international Rules & Regulations with integrity.Prospected new firms and managed existing relationships to obtain quotes and make cost comparisons.Managed projects, resources, and staff for military operations.Candidate's Name
9327 Willowglen Trail, Charlotte, NC 28215 PHONE NUMBER AVAILABLE EMAIL AVAILABLEABOUT ME:Innovative & Committed Relationship Expert with proven ability to build productive relationships, resolve complex issues and win client loyalty. Demonstrates outstanding active listening skills capable of diffusing difficult situations with tact and ease. Acknowledged for unwavering commitment to providing exceptional customer service. Track record of client education, growth, retention & providing appropriate recommendations. Excels at gathering client information, analyzing data and producing sound solutions for continuous process improvements in diverse and challenging environments with sense of urgency with attention to detail. |
