More Additional Info
• Southern Building Codes Congress "Building Inspector" Certification Notable Achivements Writer for Harvard's Nieman Foundation for Journalism on top 2011 news story.
• Experience with nationally known trial consultant.
• Author-- book published by Random House, New York with jacket endorsements by current CEO's of Saxobank, Gain Capital, and GCI, {major international financial institutions}.
• Op-Ed Writer--Financial Times newspaper, London.
• Orlando area radio series commentary on contemporary culture. Audio CD's available.
• Determine customers' financial services needs and prepare proposals to sell services that address these needs. Determine customers' financial services needs and prepare proposals to sell services that address these needs.
• Contact prospective customers to present information and explain available services.
• Sell services or equipment, such as trusts, investments, or check processing services.
• Prepare forms or agreements to complete sales.
• Develop prospects from current commercial customers, referral leads, or telephone.
• Review business trends to advise customers regarding expected fluctuations.
• Make presentations on financial services to groups to attract new clients.
• Social Media comfortable.
• Notations Veteran USAF
• Professional Summary
• A skilled professional with a confirmed track record for exceeding job description goals including producer sales, office support assignments. Excellent client relationship skills.
• Professional Skills {over 5 years experience}
• Familiarity with Learning Management Systems Electronic Document Management System {Document Control}. MS Office Suite incl. Excel,
• Word, Power Point and MS Access. Adobe Acrobat including Digital Publishing Suite. Excellent verbal and written communication skills. Customer relations, executive support.
• Certifications
• Finra Series 3 Commodity Broker License Fl 2-15 Health, Life, Annuity Insurance License
• Community contributions: Rotary Int'l, Kiwanis, U. of Tampa Breakfast Seminar Series speaker,
• CPA Accountants professional CPE seminar.
• Extensive business networking presence with 2500 Facebook friends, 1600 Twitter followers, plus LinkedIn, Albourne Village, Fins, Finroad, Xing, Plaxo, and other business oriented networking websites.
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