Experience

First American Insurance Underwriters

• United States
• Financial Services
• 1 - 100 Employee

• Brokerage Manager

  • Nov 2009 - Present

  Providing insurance products to financial professionals. Products include Life, Long Term Care, Disability and Annuities. Providing quality products and superior service to producers and their clients nationwide. Combining innovative and proven strategies to fulfill all my producers' brokerage needs. Constantly seeking new opportunities to anticipate and exceed my producers' expectations. Providing insurance products to financial professionals. Products include Life, Long Term Care, Disability and Annuities. Providing quality products and superior service to producers and their clients nationwide. Combining innovative and proven strategies to fulfill all my producers' brokerage needs. Constantly seeking new opportunities to anticipate and exceed my producers' expectations.



E-Z Data, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Business Development

  • May 2006 - Oct 2009

  Sales and promotion of CRM software for the financial services industry. Worked with insurance carriers and broker-dealers to achieve endorsement of E-Z Data's product line. Sold to end-users and developed relationships with corporate entities to endorse a vertical online CRM (customer relationship management) for financial advisors. • Sold into the agencies of the John Hancock Financial Network • Promoted endorsements with Broker-Dealers for their Investment Advisors • Coordinated and attended Broker-Dealer conferences/trade shows Achievements: • Brought E-Z Data’s SmartOffice to the endorsement level with John Hancock Financial Network by garnering a substantial market-share in the agency network. This has helped lead to a stronger relationship with John Hancock Life, which is ramping up to build stronger integrations with E-Z Data’s SmartOffice CRM for their advisors in the field • Developed new and existing relationships with broker-dealers to better market SmartOffice to their advisors • Developed relationships and a solid client base which generates recurring monthly revenue



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Registered Rep

  • Sep 2001 - May 2006

  Insurance and Investment products Sold primarily insurance and some investment vehicles to individuals and small business owners • Became a trusted advisor for my clients • Provided retirement planning, college planning, business succession plans, estate planning • Worked with a very diverse clientele, from young couples starting out to retirees on fixed incomes. Insurance and Investment products Sold primarily insurance and some investment vehicles to individuals and small business owners • Became a trusted advisor for my clients • Provided retirement planning, college planning, business succession plans, estate planning • Worked with a very diverse clientele, from young couples starting out to retirees on fixed incomes.



Employee Resource Management

• Owner

  • Jun 1999 - Sep 2001

  Professional Employer Organization Provided outsourced benefits to small business owners • Health insurance • 401k plan • Payroll processing Professional Employer Organization Provided outsourced benefits to small business owners • Health insurance • 401k plan • Payroll processing



Taxware International

• VP Business Development

  • Jul 1985 - Oct 1998

  Was a key player in the growth of this start-up company for tax compliance services. When I began my career with Taxware, we were 4 employees servicing 40 users and grew to 130 employees servicing 4000 users and 110 partners generating in excess of $20 million in revenue at the time. My role focused on identifying and capitalizing on market opportunities that built revenue and captured key accounts. I became the driving force to bring our product to the next level of success by having it rewritten from the COBOL language to ‘C’ thus enhancing its portability across multiple technology platforms. • Managed a staff of 6 in the development of partnerships with other applications vendors; oversaw pre/post technical sales and marketing support • Integrated marketing strategies with partners; directed public relations within client publications • Established initial contact with key accounts; assigned accounts to appropriate alliance representative after parameters and goals had been set • Trained new hires in presentation skills and product benefits • Coordinated and attended tax and technical conferences Achievements: • Saw the need for a Business Development team and created it • Led the initiative for a system rewrite that resulted in unprecedented growth; 90% of then current business was based on re-architecting the system • Identified and cultivated 4 key relationships (SAP, Oracle, PeopleSoft, Baan) whose users at that point grossed over $8.5 million in revenue for Taxware annually Sales / Marketing Representative 1987 - 1992 • Developed strategies, generated leads, made presentations and created partnerships in the promotion of long-term leases to cross functional range of decision-makers (CFO’s, Tax Directors, IT Directors) • Ensured successful system integration, performance validation and customer acceptance • Promoted tax services at trade shows Customer Support / Software Development 1985 - 1986