Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships and delivering impactful advisory services.
Overview
29
29
years of professional experience
Work History
Advisor
KDM Wealth Consultants/ Futurity First Insurance Group
08.2024 - Current
Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Unit Field Trainer/Agent
Bankers Conseco Life
02.2019 - 08.2024
-Recruited a team of agents for Financial Risk Management
-Held extensive training sessions to help new agents start their careers
-Daily field training running appointments with new agents
-Held case consultations to help manage risks for our clients
-Held weekly marketing meetings to obtain new business
Advisor/Mentor
Mutual of Omaha
01.2000 - 02.2019
-Assisting clientele with financial solutions for their businesses and families.
-Helping existing company clientele to obtain better coverage for life changing moments.
-Participating in the development and training of new agents in the company.
-Completion of mentorship program.
-Eight-time Honor Club Recipient
Reservations/Front Desk
Hyatt Regency Buffalo
01.1997 - 01.2000
-Assisting guests with making reservations.
-Checking in guests
-Providing weekly reports to management
Education
Associates Degree - Hotel/Restaurant Management
Bryant and Stratton Business Institute
09.1997
Diploma - undefined
West Seneca East Senior
06.1994
Skills
Listening
Punctuality and Persistency
Understanding importance of product knowledge
Leadership
Loyalty
Timeline
Advisor
KDM Wealth Consultants/ Futurity First Insurance Group
Financial Advisor at Futurity First Insurance Group/Lifetime Retirement PartnersFinancial Advisor at Futurity First Insurance Group/Lifetime Retirement Partners