Financial Consultant (1998 - 2001)
Developed client base through network and seminar marketing. Ensured client retention
by providing strategic investment recommendations based on evaluation of analyst
reports covering fixed income and equity investing. Employed numerous investment
instruments in complex option hedging strategies and trading scenarios, including fixed-
income and equity securities.
Key Accomplishments:
Consistently exceeded established account development and revenue
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generation goals.
CNA INSURANCE COMPANIES, Hibbing, Minnesota
1995 -1998
Registered Representative
Collaborated with legal and accounting counsel to develop marketing strategies for
estate and business succession planning insurance. Created proposals exhibiting
extensive detail in internal revenue code and estate tax law. Developed solid estate and
tax code knowledge base.
Key Accomplishment:
Executed strategic sales techniques resulting in a solid account base and
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consistent performance above quotas.
EDUCATION AND CREDENTIALS
Master of Business Administration, Finance (2005)
Minnesota State University, Mankato, Minnesota
Bachelor of Science in Business Administration (1995)
Southwest State University, Marshall, Minnesota
Professional Licenses:
NASD Series 7, 6, 63 and 65
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Professional Training:
Dale Carnegie Sales Training
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Account Management Systems
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Leadership & Team Building
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