Paul Jeffery

Dedicated Unilever Sales Rep at Advantage Sales & Marketng
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Contact Information
us****@****om
(386) 825-5501
Location
Norwalk, Connecticut, United States, US

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Daniel Cantor

Paul is an in depth financial services professional with the best interest of his clients foremost, I know he excels in Tax Planning , Life Insurance, Long Term Care, Disability Insurance . He is a fine Financial Advisor

Daniel Cantor

Paul is excellent at his work. He is 100% for his clients. Digs into the details of his business and is extremely proficient and affable .You can have complete confidence in Paul.

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Experience

    • United States
    • 1 - 100 Employee
    • Dedicated Unilever Sales Rep
      • May 2019 - Present

      Work with food retailers to make sure Unilever brands marketing & sales programs are executed properly in store. Work includes ensuring correct product pricing, in store distribution, retailer promotional compliance, incremental merchandising, nurturing store personnel as an extension of the Unilever team. Work with food retailers to make sure Unilever brands marketing & sales programs are executed properly in store. Work includes ensuring correct product pricing, in store distribution, retailer promotional compliance, incremental merchandising, nurturing store personnel as an extension of the Unilever team.

    • Financial Services Representative (part time since 2018)
      • Nov 2010 - Present

      Help people and small business to protect what is important to them with life insurance, disability protection, long term care, annuities, deferred compensation, and other ways to save & spend wisely, etc ... Worked with New York Life and MassMutual through Sept. 2012 ... with Pinnacle Taxx and their insurance broker, CPS Elite Advisors Insurance Services from Sept 2012 to May 2015, ... and with Crowe & Associates since summer 2015. We have the ability to work with most quality insurance companies... so we help you pick the one that is right for you. I am appointed with highly rated companies like MassMutual, United of Omaha, Banner-William Penn, United Healthcare, Anthem/ Empire and Aetna ... Also help Seniors with their Medicare health options. Show less

    • President and Board Member
      • Aug 2014 - Present

      Lead Board of Directors for Fillow Ridge Condo Association. Develop, approve and manage annual budget for condo association with the help of five other board members. Lead Board of Directors for Fillow Ridge Condo Association. Develop, approve and manage annual budget for condo association with the help of five other board members.

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Chamber Ambassador
      • Feb 2012 - Present

      Help to promote the chamber to both current and prospective members. Help to promote the chamber to both current and prospective members.

  • Ski Bears
    • Norwalk, CT
    • Treasurer and Board Member from May 2015 to present
      • 1999 - Present

      Elected Treasurer & Board Member for May 2015 to April 2016. Current member of Norwalk based ski & activity club. Participate in ski planning. 'Former board member earlier also. Occasionally run week long ski trips. Elected Treasurer & Board Member for May 2015 to April 2016. Current member of Norwalk based ski & activity club. Participate in ski planning. 'Former board member earlier also. Occasionally run week long ski trips.

  • Acosta Sales & Markerting
    • Fairfield County, CT
    • In Store Merchandiser
      • Feb 2018 - May 2019

      Dedicated Shop Rite in store merchandising. Helped to reset category shelves to planogram specs. Cut in new products into shelf. Placed promotional signs in store. Dedicated Shop Rite in store merchandising. Helped to reset category shelves to planogram specs. Cut in new products into shelf. Placed promotional signs in store.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Associate
      • May 2015 - Nov 2016

      Help people with all their banking needs including cash flow, savings options, checking account options, life insurance, mortgages, retirement planning, etc... Help people with all their banking needs including cash flow, savings options, checking account options, life insurance, mortgages, retirement planning, etc...

  • USN Mortgage
    • Represent company in CT. Main office in NY.
    • Mortgage Loan Originator
      • Jan 2014 - May 2015

      We help people to qualify for residential mortgage loans in CT. . Because we work for mortgage broker, we can talk to more lenders and offer clients the right loan custom designed for them. My mentor, Sean, has been in the residential mortgage business for 17 years. We can help people to improve their credit scores and to put their best foot forward financially so they can qualify for the right mortgage for them. We help people to qualify for residential mortgage loans in CT. . Because we work for mortgage broker, we can talk to more lenders and offer clients the right loan custom designed for them. My mentor, Sean, has been in the residential mortgage business for 17 years. We can help people to improve their credit scores and to put their best foot forward financially so they can qualify for the right mortgage for them.

    • Accounting
    • 1 - 100 Employee
    • Insurance, Retirement & Tax Planning Representative
      • Oct 2012 - May 2015

      Help people and small business to protect what is important to them with life insurance, disability protection, long term care, annuities and deferred compensation plans, tax planning - including how to save & spend more wisely to get you where you want to go in the future. I am an IRS Registered Tax Return Preparer. Ask about the savings that first time tax clients receive. I also help Seniors with Medicare healthcare planning. Help people and small business to protect what is important to them with life insurance, disability protection, long term care, annuities and deferred compensation plans, tax planning - including how to save & spend more wisely to get you where you want to go in the future. I am an IRS Registered Tax Return Preparer. Ask about the savings that first time tax clients receive. I also help Seniors with Medicare healthcare planning.

    • Marketing & Financial Strategist
      • 2007 - 2013

      We help companies discover and deliver their full brand essence & relevance to their target consumers - to unlock their brand's long term growth and profit potential. Full time through late 2010. Now an occasional project from time to time. We help companies discover and deliver their full brand essence & relevance to their target consumers - to unlock their brand's long term growth and profit potential. Full time through late 2010. Now an occasional project from time to time.

    • Advisor to Chuck Scott on Exec Board
      • 2001 - 2009

      Event marketing company that transitioned to online social media. Member of executive advisory board. Event marketing company that transitioned to online social media. Member of executive advisory board.

    • Club Member
      • 2003 - 2008

      Stamford, CT based ski and sport club. Stamford, CT based ski and sport club.

    • Advertising Services
    • 1 - 100 Employee
    • Director of Consumer Lab
      • 2006 - 2006

      Work with account team and creatives to direct development of programs for clients that resonate with their consumer target audience. The Lab focused on understanding consumer insights.

    • Director Account Strategy & Planning
      • 1998 - 2006

      Lead and mentor analysis of program performance and recommend revised strategy & tactics to help clients reach their goals. Job also involved consumer research, trade marketing advice and annual plan guidance. Role changed early Jan 2006 to Consumer Lab.

    • Director of Marketing
      • Mar 1994 - Mar 1998

      Led marketing of several frozen food brands. Supervised staff. Was top marketing person in years 2 through 4. Led marketing of several frozen food brands. Supervised staff. Was top marketing person in years 2 through 4.

    • Category Marketing Manager
      • 1992 - 1994

      Marketing for domestic cigars ... plus used TQM to develop new, more collaborative new product development process Marketing for domestic cigars ... plus used TQM to develop new, more collaborative new product development process

    • Eggo Marketing Manager & Sr. Mktg Mgr on Pies
      • 1984 - 1991

      Full marketing and Profit & Loss responsibility for both brands. Grew Eggo @ +20% annual rate for three years. Then led four consecutive years of growth on Mrs. Smith's pies while competing with entry of Sara Lee pies. Full marketing and Profit & Loss responsibility for both brands. Grew Eggo @ +20% annual rate for three years. Then led four consecutive years of growth on Mrs. Smith's pies while competing with entry of Sara Lee pies.

    • Assistant Brand Manager on Almost Home (83-84)
      • 1980 - 1984

      Learned the product management process while working on the launch of Almost Home cookies. Brand competed with entry of Grandma's (Frito Lay) and Duncan Hines (P&G) ... and later with Keebler's Soft Batch. Learned the product management process while working on the launch of Almost Home cookies. Brand competed with entry of Grandma's (Frito Lay) and Duncan Hines (P&G) ... and later with Keebler's Soft Batch.

Education

  • New York University - Leonard N. Stern School of Business
    MBA, Management Strategy & Corporate Finance
    1978 - 1980
  • University at Albany, SUNY
    BS, Business Administration - Marketing & Acctg
    1974 - 1978
  • Archbishop Molloy HS
  • OLV

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