Samuel DeKinder

• Provided outstanding service to all investors, promoting effective, and lasting relationships.
• Coordinated with team to make investment decisions and ensure compliance with client guidelines and risk tolerance.
• Developed and implemented strategies to gain additional assets and revenues.

• Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
• Constantly monitored sales production to assigned quotas and evaluated /approved expense reports.
• Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions.
• Coordinated with team leaders in recruiting, hiring and training of team members. (Public Fund, Corporate, Taft-Hartley)
• Lead team to Identify and qualify customer needs

and negotiated and closed profitable accounts with high success rate.

Retired as a global Partner.

• Surpassed expectations by achieving unprecedented growth in 14 years of operation by effectively hosting conferences and institutes featuring high-level speakers (President Gerald Ford, Pat Buchanan, Donald Regan, etc.)
• Provided direction and leadership for 60+ consultant representatives and support staff.
• Represented organization at industry conferences and events.
• Was primary closer of large client accounts.(Southern California Edison, Levi Strauss, Miami Police and Fire, City of Omaha)

• Successfully managed 8 person team of registered investment representatives to consistently achieve sales quotas.
• Communicated and collaborated with stakeholders to achieve division objectives.
• Exercised independent judgment in onboarding, training and motivating division staff to maximize performance.
• Conducted regular training sessions to ensure compliance with all Federal and State regulatory laws.
• Achieved numerous Gold Cameo awards. (President's award)