GARY FLEMING
Erie,PA
Summary
After a 30 years sales career in a boutique Financial Services firm, launched a successful pizza brand and store, Virgil’s Plate, in Erie, PA. and now ready for a new challenge with opportunity for growth. Ambitious, dedicated, and hard-working with the ability to adapt to different environments. Eager for a Sales opportunity with an established company and unlimited earnings potential.
Overview
38
38
years of professional experience
Work History
Co-owner
Virgil’s Plate
04.2012 - Current
- Orders/manages inventory and maintains all equipment and systems
- Conceptualized and makes every menu item
- Oversees business finances
- Creates content for and manages all social media
- Handles all aspects of shop tech, POS, VoIP, etc.
- Established and maintained CRM systems across multiple offices,
- Created and maintained customer-centric culture to drive customer satisfaction and expand customer base
Vice President
Fleming Financial Services
01.1985 - 12.2012
- Co-built boutique financial planning firm managing over $250 million in assets
- Operationalized prospecting and sales
- In charge of all in-house and satellite office IT, hardware and trainings, with experience managing and introducing Users to new technology
- Licensed for all investment and insurance products, as well as in advanced credentials of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant).
Education
Chartered Life Underwriter) -
The American College
Chartered Financial Consultant -
The American College
Bachelor of Science - Economics/Finance
Penn State University, State College, State College
State College, PASkills
- Relationship building
- Business Development
- Client account management
- Flexible and Adaptable
Timeline
Co-owner
Virgil’s Plate
04.2012 - Current
Vice President
Fleming Financial Services
01.1985 - 12.2012
Chartered Life Underwriter) -
The American College
Chartered Financial Consultant -
The American College
Bachelor of Science - Economics/Finance
Penn State University, State College, State College
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