Candidate Information Name Available: Register for Free Title Co-Founder & Chief Aggregation Officer Target Location US-FL-Coral Springs Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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SUMMARY Skilled Co-Founder with a proven track record in startup development, strategic planning,and securing funding for growth. Expert in leading teams, fostering partnerships, and drivingbusiness success in fast-paced environments. Deep understanding of the alternativeinvestment space with a focus on customer satisfaction and revenue growth.SKILLS Strategic Partnerships Team LeadershipOperations Management Financial AnalysisNew Business Development Customer RelationsEXPERIENCE CO-FOUNDER & CHIEF AGGREGATION OFFICER 03/2011 to CurrentCapstone Alternative Strategies - Atlanta, GeorgiaLed the development of sales and marketing channels, enhancing private securitiesissuancein the alternative investment space.Oversaw comprehensive policy analytics, ensuring top-notch quality from start tofinish.Monitored entire third-party associations, spanning policy procurement to payoffs.INDEPENDENT HEALTH & LIFE INSURANCE AGENT 06/2003 to 03/2011AMR Services, Inc. - Indianapolis, INFounder of Independent Health and Life Insurance Agency.Built and managed client relationships to ensure high levels of customer satisfaction.Guided clients through life and health insurance selection, ensuring optimalcoverage and satisfaction.INTERNAL MUTUAL FUND WHOLESALER 11/2000 to 06/2003Conseco Capital Management - Carmel, INWholesaler of mutual funds to Broker/Dealers, Banks, and Independent Financial Advisors.Devised sales optimization plans to enhance revenue generation in designatedregion.Conducted ongoing research to remain up-to-date with industry trends.INTERNAL ANNUITIES WHOLSALER 01/2000 to 11/2000The Hartford - Philadelphia, PAWholesaler of annuities to Broker/Dealers, Banks, and Independent Financial Advisors.Formulated strategic plans to enhance sales performance within the territory.Established and sustained strong working relationships with financial advisors, officemanagers, and compliance departments.EDUCATION AND The Kelley School of Business - Indiana University - Indianapolis, INBachelor of ScienceTRAININGMarketing & Finance, 05/1999ACHIEVEMENTS Top Sales Agent in the country for six years for American Republic Insurance CompanyOversaw launch of new issuers leading to annual gross revenues in excess of $10,000,000.