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Key Contributor & Effective Leader with experience in leading operational and business development functions within fast-paced environments in retail banking industries. Experienced in driving internal changes by applying expertise in strategy development, supervising staff members, and overseeing both corporate and individual tax planning. Equipped with a significant ability to leverage skills in project management and to introduce new tools for cost/time savings while simultaneously fostering positive rapport with clients.
Personal Tax Planning
Retail Banking Industry
Tax Practice & Procedure
Will, Estates, and Trusts
Significant experience in executive level roles within retail banking environments with expert level knowledge of sales strategy development and financial service solutions
Recognized as the Top New Associate of the Year (Mass Mutual Financial Group) in addition to achieving a Million Dollar Round Table production level
Achieved over $65,000 in large case sales while simultaneously increasing sales by approximately 10% on an annual basis
Direct daily strategic operations within a fast-paced environment with a concentration on increasing productivity, efficiency, and organizational revenue
Supervise a team of Advanced Planning Consultants which requires assisting with the management of key client accounts in addition to providing individualized coaching/training
Devise and implement comprehensive sales strategies which align with organizational strategy in addition to maintaining a knowledge of estate planning, business succession, and tax planning
Achieved over $65,000 in large case sales in addition to consistently increasing annual sales by 10%
Guided sales and business development operations which included identifying client financial goals and making appropriate product specific recommendations
Utilized superior communication abilities in order to complete several public speaking engagements in addition to completing approximately 200 high net work client meetings
Owner/President of a successfully insurance and financial services planning agency which concentrated on providing insurance and financial products to clients based on long-term goals
Oversaw daily operations which included managing financial operations, fostering positive rapport within the community, and ensuring organizational compliance with federal and industry regulations
Played an instrumental role in managing key client accounts, identifying financial goals/needs, and making financial product/investment recommendations
Successfully increased sales from $0 to over $10 million in addition to overseeing the recruitment and hiring of 20 Financial Service Professionals over a span of 2 years
Recognized as Top New Associate of the Year 3 years in a row and achieved Million Dollar Round Table production levels
Financial Service Professional, Mutual of Omaha, 2000-2001
Agent, New York Life, 1998-2000
Master of Business Administration, Michigan State University, East Lansing, MI (May 2012)
L.L.M., Taxation, Thomas M. Cooley Law School, Lansing, MI (January 2010)
Juris Doctor, Thomas M. Cooley Law School, Lansing, MI (May 2009)
Mater of Science, Financial Services, The American College, Bryn Marw, PA (November 2005)
Bachelor of Science, Liberal Arts, Excelsior College, Albany, NY (February 2005)
Chartered Financial Consultant (ChFC), The American College
Chartered Life Underwriter (CLU), The American College
Retirement Income Certified Professional (RICP), The American College
Chartered Retirement Plan Specialist (CRPS), The College of Financial Planning
Chartered Retirement Planning Counselor (CRPC), The College of Financial Planning
Chartered Mutual Fund and Counselor (CMFC), The College of Financial Planning
Member, Michigan State Bar
Current Life Insurance and Series 7, 6, & 63 Licenses
Hiring Agent Name
I am currently seeking a challenging career opportunity as (NAME/TITLE of JOB) and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, my professional qualifications include a strong background in executive management roles which includes experience in supervising cross-functional financial teams, devising sales strategies, and providing financial guidance to key clients. In addition, I have strong experience in corporate and individual tax planning, estate planning, and wealth management.
To complement my professional experience, I also possess stellar interpersonal and communication skills with an impressive educational background which includes a LLM degree in Taxation.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Yyyyyy x. yyyyyy
I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.
As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVIEW) vital to your immediate and long-term objectives.
Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.
Yyyyyy x. yyyyyy
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