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Background
January 2001 to Present
Marketing Financial Services to existing customers and meeting new customers through referrals and Internet inquiries. Price sensitivity is a very important factor to all customers.
Focuses on Individual, Couple, and Family needs for Life Insurance, Disability Coverage, Long Term Care, Retirement Plans and Residential Mortgages.
May 2000 - January 8, 2001
Quick & Reilly, Fleet Securities Incorporated Senior Broker (General Securities Representative) lead role as Broker and Customer Service Representative at Client Resource Center. Answering client calls, accepting trades, delivering research, account information, supporting WWW questions, identifying Cross-selling opportunities for Investment Representatives and Branch Managers. Also provide account margin, option, suitability, education and encouragement to less experienced Brokers and Customer Service Representatives.
March 1992 - May 2000
Financial Planner and Insurance Broker (Self Employed) serving individuals, families and small businesses with retirement, mortgage, and insurance products taking a needs based, educational, or consultative approach to supporting those needs. Developed clients through Project 100, Public Seminars, Collective Bargaining Unit Relationships, and referrals.
1975 - March 1992
Employed in Finance, Corporate Human Resources, and Computer Systems Fields.
Education:
A 1975 Boston University graduate who earned a Bachelor of Science degree in Humanistic and Behavioral Studies. Continuing graduate business Education at the University of Texas, Harvard University and M.I.T. Numerous management training programs including: Honeywell Management Training, Ford Motor Company, and Xerox Selling Skills.
Licenses include:
Securities -
- Investment Advisor Series 65
- Blue Sky Laws Series 63
- General Securities Rep. Series 7
Insurance -
- Individual Insurance Broker All Lines
Banking -
- Mortgage Broker M.B. 1229 (not current)
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