Dale Fornges
Huntersville,NC
Summary
Accomplished professional with experience in finances, annuities, lending, mortgages, banking, and operational management. A driven leader and forward-thinking professional with a solutions mindset and a penchant for working collaboratively with others. Ever-mindful of ways to maximize efficiencies. Detail-oriented and results-driven.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Server / Front-of-House Operations
Mama Mia’s Too Restaurant
Huntersville, NC
01.2024 - Current
- Deliver exceptional guest service by building strong customer relationships and creating a welcoming, attentive dining experience.
- Collaborate closely with the owner on front-of-house operations, including server, bartending, inventory management, POS systems, and customer service.
- Train and mentor new waitstaff on service expectations, POS procedures, menu knowledge, and front-of-house standards.
Publisher / Owner
Huntersville Living Magazine
Huntersville, NC
01.2016 - 01.2019
- Network and build relationships, offering local marketing solutions for regional businesses and organizations.
- Coordinate all aspects of the magazine production: layout, design, editorial, and advertising.
- Negotiate print terms and distribution plans for the publication.
- Source local and regional talent for design and editorial.
President / Owner
Fornes Financial Group
Huntersville, NC
01.2011 - 01.2016
- Offered retirement strategies and planning solutions as well as long-term financial products, including life insurance, Medicare, annuities, etc.
- Advised clients on Safe Money Strategies and tax efficiencies for financial security.
- Actively networked within the community and participated in community events.
Annuity Sales Consultant
Financial Independence Group, Inc.
Cornelius, NC
01.2005 - 01.2011
- Served as the liaison between financial advisors and insurance companies providing webinars and marketing support, growing the business from the ground up to $25M in annual sales production.
- Award-winning top performer who consistently exceeded goals.
- Trained and recruited advisors across the country, connecting them resources to offer annuities.
- Provided educational content through radio, seminars, client appreciation events, websites, SEO, CRM systems, etc.
Licensed Financial Specialist
Wachovia Bank
Charlotte, NC
01.2005 - 01.2011
- Worked with individuals and families throughout the loan process – starting with origination and through closing.
- Assisted prospective and current borrowers with credit advice; helped facilitate solutions to credit-related issues.
- Served customers through investment questions as well as made recommendations for bank products.
- Consistently performed in the Top 2 for sales and deposit production volume, with an average monthly deposit of $1 – 1.2M per month and achieved an average of $1.7M in monthly mortgage lending.
Education
Bachelor of Science - Business Management
State University of New York
Plattsburgh, NYProfessional Skills
Project Management • Sales • Relationships • Networking • Connections • Production • Planning • Financial Communications • Strategies • Partnerships • Training • Marketing • Recruiting • Mortgages • Lending • Investments
Certification
- NASD Series 6, NASD Series 63, NASD Series 65
- North Carolina Insurance License in Life, Health, and Annuity
Timeline
Server / Front-of-House Operations
Mama Mia’s Too Restaurant
01.2024 - Current
Publisher / Owner
Huntersville Living Magazine
01.2016 - 01.2019
President / Owner
Fornes Financial Group
01.2011 - 01.2016
Annuity Sales Consultant
Financial Independence Group, Inc.
01.2005 - 01.2011
Licensed Financial Specialist
Wachovia Bank
01.2005 - 01.2011
Bachelor of Science - Business Management
State University of New York