Bio
Experience
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Agency Owner
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Aug 2013 - Present
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Founder | Sales Account Executive Insurance
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Jan 2012 - Aug 2013
Attending networking events Researching Industry LeadersTracking Industry TrendsParticipating in Industry Discussions
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Co-owner | Sales
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Jun 2010 - Jul 2013
By being self-motivated and having good communication skills built a successful business, establishing clients through social media and effective marketing strategies. Manage associates and oversee projects. Monitor work progress and ensure that jobs are completed according to contract specifications. Uphold high level of client satisfaction by being organized and finishing jobs on time.Maintained high business to bid ratio by making a personal connection with clients and negotiating fairly.Performed marketing and maintained websites, as well as Facebook and LinkedIn accounts, ensuring high search engine optimization value and high traffic to the sites, which has resulted in significant increase in business for both companies.
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MBA CSU Stanislaus
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Turlock, Ca
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Student
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Sep 2010 - Dec 2012
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Turlock, Ca
Completed Masters In Business Administration with emphasis on Company management and financial analysis.Program was focused on case studies and presentations, analyzing financial data, reviewing history of actual companies and making recommendations. Worked extensively with financial statements; analyzing cash flows, income statements and balance sheet ratios.
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Sales Account Executive
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Jul 2010 - Sep 2012
Brought on by largest national used car dealer to solicit for new business and close sales. Completed eight-week sales training program that encompassed client relations, product knowledge, communication and persuasion techniques. Greeted and assisted walk-in clients, handling all early phases of sales process; responded to calls; and assisted in Internet sales.Consistently ranked in top 10% of sales consultants, often achieving #1 ranking for monthly sales by employing excellent sales skills and diligent follow-up with clients.
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Owner and Operator | Sales
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Jun 1991 - Sep 2010
Founded home construction company specializing in custom-built homes; built approximately three to four homes per year. Responsibilities included managing all phases of construction process including soliciting realtors, drafting plans, applying for permits, building homes, managing budget for homeowners and working with lenders. Directed efforts of five employees and handled payroll.Built strong reputation in competitive, second-home market, building homes averaging $500,000; generated approximately $1.75 million in annual sales.Successfully managed client relationships even when problems arose, ensuring the best possible client service, proactive issue resolution and diplomatic business relations.
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Mortgage Loan Specialist
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Apr 2003 - Aug 2008
Joined small mortgage company to solicit for new business through membership with Rotary Club and interface with realtors and clients. Met with new homebuyers and those interested in refinancing, offering options and completing loan applications. Attended closings, collaborated with over 20 wholesale lenders and sought continuing education opportunities to enhance knowledge of the business.Earned confidence of clients and community through networking skills and by holding informative seminars related to home buying, finance and FHA loans; generated referral and repeat business.Contributed to twice monthly radio show discussing finance.
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Insurance Agent
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1982 - 1991
I created an agency from scratch and became one of the leading sales professionals in my area. I was self motivated and my communication skills helped bring business to my agency. My abilities helped me to achieve goals and in turn help people with their financial and insurance needs.
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Education
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2010 - 2012California State University
Master of Business Administration, Finance and Financial Management Services -
1970 - 1975University of Florida
Bachelor of Science, Business Administration
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