Open To Work
Luis Gonzalez Czerniak
Fort Mill,SC
Overview
20
20
years of professional experience
Work History
Recruiting Director
Cetera Financial Group
Charlotte, NC
01.2017 - 01.2018
- Business development director for the east coast.
- Responsible for face to face interactions with multimillion dollar producing firm owners on the eastern seaboard leading to a healthy pipeline of business relationships and potential clients.
- Lead recruiter for the independent broker dealer.
Regional Director
LPL Financial
Charlotte, NC
01.2013 - 01.2017
- Skillfully recruited and attracted multi-million dollar financial firms in the Florida region to join the independent platform.
- Lead Southeast recruiting team for 2014, 2015, and 2016 by surpassing recruiting goals.
- President’s Club Winner 2015 and 2016 for effective recruiting leadership.
Exclusive Financial Specialist
Allstate Financial Services
Charlotte, NC
01.2011 - 01.2013
- Demonstrated excellence in delivering financial planning solutions in the Charlotte market.
- Effectively guided agency employees and clients though seminars, one on one education and webinars.
- Financial sales leader in region 44.
Senior Business Consultant
Administaff
Charlotte, NC
01.2007 - 01.2009
Insurance Agent
Liberty Mutual
Valley Stream, NY
01.2005 - 01.2007
Sales Representative/ Sales Manager
Pacesetter Corporation of America
Grand Rapids, MI
01.2001 - 01.2005
Sales Director
Current- Mutual of Omaha Advisors
Charlotte, NC
12.2018 - 12.2020
- District leader in recruiting and financial advisor training within the Mutual of Omaha career advisor channel.
- Stretegically developed relationships with centers of influence and business contacts to grow my pool of warm referrals and potential recruits.
- 2019 Sales Leaders Roundtable Rookie Award for exceeding recruiting and production goals.
- Improved profitability, developing pipeline utilizing multiple sales channels and penetration strategies.
Financial Advisor
Edward Jones Investments
Charlotte, NC
- Full service investment and retirement planner.
- Individually responsible for developing a sub $1 million office into a $12 million office.
- Member of the national minority development committee.
- Earned the Pioneer award as well as every monthly production bonus.
Education
Juris Doctor -
Charlotte School of Law
2017
honors -
Bachelors - Business Administration/ Global Marketing and Finance
Duquesne University
2001
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteHybridOn-SiteSalary Range
$135000/yr - $200000/yrAccomplishments
- Chartered Retirement Planning Counselor (CRPC) College For Financial Planning.
- Series 7, Series 66 FINRA.
- Life, Accident and Health, and Long-term Care Insurance NCDOI.
- Salesforce Certification LANGUAGES.
- Spanish, English, and French.
Timeline
Sales Director
Current- Mutual of Omaha Advisors
12.2018 - 12.2020
Recruiting Director
Cetera Financial Group
01.2017 - 01.2018
Regional Director
LPL Financial
01.2013 - 01.2017
Exclusive Financial Specialist
Allstate Financial Services
01.2011 - 01.2013
Senior Business Consultant
Administaff
01.2007 - 01.2009
Insurance Agent
Liberty Mutual
01.2005 - 01.2007
Sales Representative/ Sales Manager
Pacesetter Corporation of America
01.2001 - 01.2005
Financial Advisor
Edward Jones Investments
Juris Doctor -
Charlotte School of Law
honors -
Bachelors - Business Administration/ Global Marketing and Finance
Duquesne University