Bio
Experience
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Rocket Mortgage
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Sarasota, Florida
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Mortgage Loan Originator
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Oct 2019 - Present
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Sarasota, Florida
My partnership with this great company allows my team and I to assist new and existing clients achieve their dream of homeownership and/or reduce the cost of financial responsibilities. Debt reduction is a key component to greater freedom of one's future. Our goal is to be a conduit to this opportunity .The partnership with our insurance / risk management agency allows the best of all worlds for the client.
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Owner
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Jan 2009 - Present
As an independent contractor with State Farm, our office focuses on asset protection and financial services primarily with small businesses and families. We provide an array of products such as life, health, college funding, auto, home, and retirement programs. Each of these items are strategically placed on a needs based system to assure our clients of the best recommendations and superior service. We are a bi-lingual office with both spanish and creole speaking team members.
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Agency Field Executive
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Feb 2004 - Jan 2009
As an AFE I was reponsible for the recuitment, training and development of agents in the southwest Florida community. My duties included growth of the company's marketshare, strategic development of community programs, leadership development of management candidates, as well as the direction of our marketing and advertising campaigns. I was accountable for increasing revenue that produced in excess of $200 million per year.
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Agency Field Consultant
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Aug 2001 - Feb 2004
I was responsible for the training, development, and sales production of over thirty independent agents and 250 agent employees throughout the greater Palm Coast / Daytona Beach market areas. My responsibilities included creating marketing campaigns, political involvement activities, stategic management and business acumen.
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Agent
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Jan 1990 - Aug 2001
I was an independent insurance agent located in Jacksonville, Fl for over ten years. We started the business from scratch to producing in excess of $3 million in revenue. Our primary products were auto, life, health, and homeowner's insurance.
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Xerox
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Jacksonville, Florida Area
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Major Account Sales Manager
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Oct 1978 - May 1988
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Jacksonville, Florida Area
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Education
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The American College
Charter Life Underwriter (CLU), Financial Planning and Services -
The American College
Life Underwriting Training Council Fellow (LUTCF), Banking and Financial Support Services -
2023 -The American College of Financial Services
ChFC, Investments and Securities -
Savannah State University
Bachelor of Science, Business Administration / Economics -
CAN Dance
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CAN Dancing with the Stars
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CAN Dancing with the Stars
Suggested Services
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References
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