Natural business and networking development leader bringing 20 years of experience as a successful financial services professional. Strategic problem solver and visionary for future financial planning that includes all true assets that meet current and future needs.
Overview
19
19
years of professional experience
Work History
Vice President,
Harbor Life Brokerage, Partnerships
06.2020 - Current
Worked and negotiated with over 105 hedge funds, PE firms, family offices, and private investors to facilitate sellers and buyers of the secondary market for life insurance.
Created, built, and led the life insurance agent and financial advisor channel which led to an increase of 109% year over year
Co-managed the case management and underwriting team to determine the value of the file
Branded a grass root technology platform that changed the life settlement industry by blind bidding on an online auction
Created testimonials and case studies where the auction generated more than 1000% of the existing cash value in an offer to family and beneficiaries
Analyzed 5,000 policies per month and generated reports to identify the best agents and insured for their life settlement opportunities to the BGA
Quarterly report to CEO and board members which reinforce the current capital investment and justification of expansion
Generated 68% of the company's revenue on a 12 month rolling average, from the prior 36 months.
Director,
Magna Life Settlements
10.2018 - 05.2020
Improved direct channel to agent/advisor for policy sourcing
Manage and develop business processes and policies
Created, developed, and implemented the first agency webinar series
Built and strengthened client relationships to form long-lasting, profitable bonds.
Rebuilt the direct channel to advisors and life insurance agents
Generated forty-two million life settlement death benefits in quarter two of 2020
Recruited and mentored the top two Directors of Policy Acquisitions in 2019 and 2020
Facilitated the largest direct deal in the company's history, twenty five million
President and Founder,
Barnes Insurance Solutions
08.2017 - 10.2018
Licensed independent life settlement broker
Collaborated with developed life settlement brokers to educate and open new opportunities
Built a strong referral network to generate new business opportunities with previous restricted accounts and competitors via the private equity and hedge fund space
Director,
GWG Holdings
10.2013 - 07.2017
Established The Appointed Agent Program as an alternative to the traditional industry model of an intermediary or broker for policy acquisition.
Trained, recruited, and led new team members in order to take a one-person team to specific, efficient territories
Led weekly staff meetings with agents to guide, develop skills, motivate, and provide learning opportunities to drive maximum performance
Represented the company at national conferences and speaking engagements
Led monthly financial accountability meeting with CEO and CFO confirming the investment of division
Created, reviewed and report monthly expenses
Developed and presented new ideas and conceptualized new approaches and solutions.
Financial Representative
Northwestern Mutual Life Insurance
Minneapolis, MN
05.2004 - 10.2013
Financial Representative June 2004-November 2013
Averaged 91 policy placements per year consisting of life, disability, and long-term care insurance
Obtained Million Dollar Round Table status four out of nine years
Field Director Sept 2009-November 2011
Converted 12 of previous interns to full-time status to achieve the Million Dollar Round table production as fast as possible
I recruited 6 more “job changers” into the program. 7 of the individuals are still presenting representing Northwestern Mutual
College Unit DirectorMarch 2006-August 2009
Recruited 67 interns to becomes licensed to sell life insurance and were paid the same commission rate as a full-time financial representative.
Finished 67th, 22nd, and 2nd respectively in the CUD national competition with a range of 250-275 competitors. The scoring is based on a combination of my teams and my production
Sales Director/Account Executive (Hr Tech- Insurance Life Settlements) at Harbor Life BrokerageSales Director/Account Executive (Hr Tech- Insurance Life Settlements) at Harbor Life Brokerage