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Financial Solutions Advisor

Accomplished, articulate and savvy Financial Solutions professional with 13 years experience driving profitable growth within the banking industry’s challenging and competitive market. A decisive, solutions-focused, and results-oriented leader—expert in revenue management, business operations, and needs assessments, successfully oversaw multimillion-dollar financial objectives. Progressive leadership experiences have created a passion for surpassing corporate objectives via combination of world class financial solutions and superlative operational initiatives. Seek a forward-thinking company that can utilize extensive expertise and strong negotiations and communications skills.


 Financial Sales/Marketing
 Up-Sell/Cross-Sell Strategies
 Investment Advisement
 New Plan Enrollments
 Insurance Solutions
 Financial Planning
 Customer Acquisition/Retention
 Marketing Development

Financial Professional – AXA Advisors, LLC, Columbia, MD 2010 – Present
 Provide market protection and investment options, financial products and services targeting clients and utilizing needs-based selling strategies.
 Collaborate with senior financial professionals that assist in marketing to existing clients; review existing plans, and uncover cross-sell opportunities that ultimately provide solutions that create cohesive relationships and retention levels.
 Perform market development strategies using multiple methods that include seminars, referrals, mass mailings, networking events, and network relationships that garner increased business.
 Review aged life insurance plans for existing “orphan” and unassigned customers, and strategically develop long-term solutions that meet the priority and needs of those customers, resulting in up-sell and cross-sell opportunities.
Investment Advisor Representative – MetLife Resources, Bel Air, MD 2005 to 2010
 Provided sales and service representation to multiple non-profit governmental and public school systems relating to optional 457(B) and 403(B) plans as an approved vendor.
 Attracted new plan enrollees and reviewed existing and prospective clients’ current financial plans, and served as a standing resource to participants.
 Provided detailed education to clients through a series of seminar workshops presented at employee workplaces on a variety of topic that raised awareness and invoked action related to employee benefits and optional retirement plan initiatives, and used fact-finding tools to complete needs analyses.
 Input data using financial planning software that illustrated current scenarios versus proposed that resulted in recommendation and implementation of products and investment solutions that ensured future goals were realized.
 Managed personal marketing campaigns using various mailings, Website outreach initiatives and e-relationships to bolster public awareness of the business’s community presence and services provided.
 Fostered long-term client relationships through multiple processes and annual review commitments.
 Solicited and sold group insurance and investment plans to local businesses, serving as broker that ensured client and employees needs were met using portfolio of available products. Completed annual review that compared offered product competitiveness and cost effectiveness for all parties.
Personal Financial Representative – Allstate Financial Services, LLC, Parkville, MD 2001 to 2004
 Collaborated with multiple Allstate Property and Casualty Agents to solicit and generate financial services cross-sell business from new and existing customer base for both personal and business requirements.
 Managed, coached, and mentored 7 staff members on processes, approach talk and referral processes that created sales opportunities within the agencies.
 Devised and implemented marketing campaigns to promote sales of products including life, disability, and long-term care insurance, and annuities and investment products—accomplished by targeting various customer demographics.
 Contacted prospects and identified needs through personal interviews and provided recommendations and product solutions to facilitate those needs, and educated individuals about options regarding protection and investment planning.

Personal Banker – Bank of America, Inc., Bel Air, MD 1998 to 2001
 Provided banking services and sales to new and existing customers, and solicited cross-sales from existing customer base including deposit, loan and investment products.
 Served as Registered Representative for 6 branches that strictly responded to leads generated by other bankers.
 Implemented training program that enhanced “Series 6” product knowledge and sales skills for all non- Registered Sales Associates.
 Consistently exceeded expected sales and service goals each month and earned 5 Customer Experience Leadership Awards and Team Spring Focus award.
Client Service Representative – Legg Mason Wood Walker, Inc., Hunt Valley, MD 1995 to 1998
 Provided sales assistance for multiple Registered Representatives with customer inquiries, trades, and paperwork processing as needed.
 Implemented marketing strategies by coordinating multiple mailing campaigns and seminars to solicit new business.
 Input and produced Asset Allocation Models and Financial Plans for clients following initial interview and data gathering by the Registered Representatives.

M.S., Human Resources Development – Towson University, Towson, MD – 2000
B.S., Economics – Towson University, Towson, MD – 1995
Minor: Business Administration

Series 7 and 63 Licensed – 1997
Series 65 Licensed – 2007
Property and Casualty Licensed – 2005
Life and Health Insurance Licensed – 1999

Professional Training:
Life Underwriter Training Council Fellow (LUTCF) designee by the American College – 2005
Notable coursework includes: Foundations of Estate Planning, Exploring Personal Markets, Business Insurance and Essentials of Employee Benefits.
Candidate for Chartered Financial Consultant (ChFC) designation by the American College.
Successfully completed 5 out of 8 required courses with a target completion date of 6/2012.
Coursework includes: Financial Decisions for Retirement, Income Taxation, and Financial Planning: Process & Environment, Fundamentals of Insurance Planning, and Investments.

Board Member & Continuing Education Coordinator – Harford/Cecil Chapter of National Association of Insurance and Financial Advisors (NAIFA) since 2002.
Member – Towson University Alumni Association
Member – Professional Networking Committee that organizes networking outreach events.
Member -Allstate “National Advisory Board” (NAB) 2003 – 2004

Selected to represent the Capital Region serving on the Financial Services Committee to identify issues, concerns and areas of improvement for producers nationwide. The committee confers with appropriate departments and gathers information to make suitable recommendations and devise action plans.

Committee Co-Chairperson – “Broker Dealer Communications” Committee whose goal it was to improve information access, on-line paperwork availability, communications channels and overall web site design to improve the agent experience and simplify processes. Championed the recommendations as result of nationwide survey that resulted in consensus for need for specific improvements.

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