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| | Click here or scroll down to respond to this candidateCandidate's Name , CLU, ChFC, CSA, LUTCF, CAMStreet Address Lake Bend DriveJupiter, FL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEXPERIENCE5/23- 11/23 Campbell Property Management- Onsite HOA Management of Riviera Beach, 455 units, split between Townhomes and Single-family homes, amenities: Clubhouse, weight-room, childrens room, extremely large pool, Tot lot recreational area, picnic area, sand volleyball court and two tennis courts. 12/21- 4/23 Coastal Property Management- Portfolio Manager of eight properties: Three Ocean property condominiums. Major projects: HOA replacement of roofs, porticos, and soffits (158 units); Concrete restoration of the entire condo including the garage; Restoration of Ocean townhomes after major water and wind infiltration, stucco removal and rebar replacement. Vantaca, Avid Strongroom, Word, Microsoft and Google Suite trained. 11/14 Present MCREYNOLDS & ASSOCIATES, Inc. JUPITER, FL General Brokerage Agency and personal production. Premium 500k in 2023 and 600k in 2022 www.mjmcreynolds.com11/04 11/14 CRUMP LIFE INSURANCE SERVICES-BB&T / THE POTOMAC GROUP (formerly BISYS), Jupiter, FL Regional DirectorTerritory: USA with a Florida focus Helped agents place over $7 million of target life premium in 2013, not including excess premiums. Responsible for recruiting, training, and product design for general agents, personal producing general agents and independent producers. With a team approach, drive underwriting offers, relationships, and bring creative sales ideas to the table for high producing agents. Presidents Club-Circle of Excellence, 2012, 2010-2005 2013 - Recruited 10 new agents to the organization: Production $1 million of recruited target premium. 2012 - Recruited 15 new agents to the organization: Production $2.5 million of recruited target premium. LICENSES / PROFESSIONALCAM or LCAM License #51457 - Teacher Betsy Barbieux, November 2018 Notary Public, Florida Expires 04/06/2025FINRA Series 6, 7, 24, 63, 65- RetiredLicensed Agent, Life, Health in IL, WI, & FLCharter Life Underwriter (CLU), The American College, Bryn Mawr, Pennsylvania Charter Financial Consultant (ChFC), The American College, Bryn Mawr, Pennsylvania Certified Senior Advisor (CSA)Life Underwriting Training Council Fellow (LUTCF)Member, Society of Financial Service Professionals formerly The American Society of CLU & ChFC Member, National Association of Insurance and Financial Advisors, Orlando, FL Member, The Financial Planning AssociationPast Grand Knight of Columbus #13139, 140-member charitable organization Current Treasurer, Knights of Columbus #13139Treasurer, Assembly #3299, 75-member charitable organization EDUCATION University of Wisconsin, Milwaukee, WI / BBA Accounting and Finance |