Work:
MD Planning Group, LLC Jan 2010 to 2000
Branch Manager, Senior Account Executive, Financial Advisor
Fiduciary Solutions Insurance Agency, LLC Nov 2007 to 2000
Agency Co-Manager, Insurance Agent
Fiduciary Solutions, LLC - Atlanta, GA Jul 2010 to Nov 2013
Chief Compliance Officer, Producing Investment Advisor
MD Planning Group, LLC - Atlanta, GA Nov 2006 to Jan 2010
Operations, Analysis, & Internal Sales
MAG Mutual Financial Services, Inc - Atlanta, GA Jun 2003 to Jun 2005
Insurance Agent, Operations Assistant
Education:
The American College - Bryn Maw, PA 2015
CFP/ ChFC (in progress) Designation
Troy University - Troy, AL Mar 2007
Bachelor of Science
Skills:
Over 11 years of experience involving B2B and business to consumer sales Manage, develop, and recruit an 21 advisor sales team across multiple regions Branch manager & compliance oversight for aggregate $750 million assets under management Detailed analysis of financial data to identify emerging trends, opportunities, and exposures Successfully plan, organize, and implement all mechanical and operational processes required to build two sales organizations from scratch Focus on the effective balance of people, process, and technology to achieve desired results Identify and analyze business problems and develop strategic solutions Specialized ability to manage key client and affiliate relationships for efficiency & profitability Create urgency, drive accelerators, and align focus in others through role modeling Manage multiple streams of work in parallel with prioritized aggressive timelines Effectively conduct a high volume of work both independently and in a team environment Emphasis on adherence to industry regulations, internal policies, and procedures Communicate analytical data, recommendations, and proposals through oral and written means to all levels of management to include C-level executives Achieve mutually beneficial agreements through skilled negotiation, interpersonal skills, and understanding of the customers business and mindset Understanding of financial statements and basic accounting principals Confident, articulate, and professional public speaking Exercise high degree of confidentiality, including experience with non-disclosure agreements Commitment to immediately acquire any additional certifications, education, and specific training as desired and identified by company or appropriate management