David Calleo
Ramsey
Summary
Experienced with financial analysis, investment strategies, and market trends. Utilizes strong negotiation skills and deep market insights to facilitate successful transactions. Track record of maintaining client satisfaction through effective communication and strategic planning.
Overview
39
39
years of professional experience
Work History
Owner
Security Mutual General Agency
10.1989 - Current
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Broker
Mass Mutual
05.2016 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
Regional Vice President of Sales
Village Green Property Casualty Agency
01.1986 - Current
- Maximized market penetration through an aggressive approach to targeting untapped markets and industries in the region.
Broker
Penn Mutual Life Insurance
05.2013 - Current
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
Education
Bachelor of Science - Hotel Restaurant Business, Finance
James Madison University
Harrisonburg, VA01.1986
Skills
- Motivational speaking
- Sales presentations
- Sales coaching
- Communication skills
- Writing skills
- Public speaking
- Cold calling
- Customer relations
Websites
Awards
- Past President of National Associates of Life Underwriters, 01/01/95, 01/01/97
- Past Million Dollar Round Table, 01/01/93, 01/01/98
- Columbian Mutual Life (now CFG) Top Council Member, 01/01/90, 01/01/95
- Provident Life Top Council Member, 01/01/94, 01/01/96
- Security Mutual General Agency Top Council Member, 01/01/92, 01/01/03
Insurance Professional
David M. Calleo, 250 Pehle Avenue, Suite 405, Saddle Brook, NJ, 07663, (973) 237-4392, (844) 673-2243, dcalleo@financialguide.com, Lee, Nolan & Koroghlian, LLC, Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA, 01111-0001, Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.
Timeline
Broker
Mass Mutual
05.2016 - Current
Broker
Penn Mutual Life Insurance
05.2013 - Current
Owner
Security Mutual General Agency
10.1989 - Current
Regional Vice President of Sales
Village Green Property Casualty Agency
01.1986 - Current
Bachelor of Science - Hotel Restaurant Business, Finance
James Madison University
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