Experience

GoldLine Insurance and Financial Services, Inc.

• Chief Executive Officer

  • Jun 2016 - Present

  Los Angeles County, California, United States • Educate clients and partners on the building blocks of generating wealth • Recruit service oriented financial professionals that identify with our company’s culture of putting others first • Mentor financial professionals as they build their financial services business • Secure strategic partnerships allowing our company to be on the cutting edge of wealth strategy • Driving our company’s mission and culture



National Life Group

• United States
• Financial Services
• 700 & Above Employee

• Master General Agent

  • Aug 2014 - May 2016

  Los Angeles, California, United States • Trained agents on new industry developments, financial vehicles, sales concepts, and presentations • Recruited licensed financial professionals that believed in our company’s products and services • Personally worked with clients on a one to one basis collaboratively designing custom financial plans • Key speaker for financial seminars with a focus on educating prospective clients • Consistent Quarter over Quarter Sales Goal outperformance, driving revenue growth



AIG

• Egypt
• Oil and Gas
• 1 - 100 Employee

• Financial Services Representative

  • Jun 2013 - Jul 2014

  Los Angeles, California • Identified sales opportunities through a needs based approach, and worked to provide clients with a financial plan designed around their goals • Comprehensive risk management planning for small businesses and employees • Managed book of business and nurtured client relationships increasing closed business through referrals and pleased clients