Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• Financial Professional

  • ‏فبراير 2018 - - الحالي



National Life Group

• Financial Representative

  • ‏يونيو 2016 - ‏يناير 2018

  Areas of Knowledge• Retirement Plans, Education Funding Strategies• Insurance Strategies for Small Business• Asset Protection and Long Term Income Protection using:o Advanced Insurance Policies (Full range of insurance coverage options)o Long Term Care Protection (Representing major carriers)o Annuities (Complete range of annuity options for income plans) Areas of Knowledge• Retirement Plans, Education Funding Strategies• Insurance Strategies for Small Business• Asset Protection and Long Term Income Protection using:o Advanced Insurance Policies (Full range of insurance coverage options)o Long Term Care Protection (Representing major carriers)o Annuities (Complete range of annuity options for income plans)



Independent Insurance Agent

• Insurance
• 200 - 300 Employee

• Insurance Professional

  • ‏سبتمبر 2011 - ‏مايو 2016

  Listening to my clients and discussing their financial needs, wishes and wants. With this, developing insurance strategies that help them achieve financial protection. Listening to my clients and discussing their financial needs, wishes and wants. With this, developing insurance strategies that help them achieve financial protection.



Dynamic Marketing Solutions Inc

• Canada
• Telecommunications
• 1 - 100 Employee

• Managing Partner

  • ‏يناير 2000 - ‏أغسطس 2011

  Client prospecting and conversion, strategic marketing, digital and database marketing, product development and management, sales management and market research Client prospecting and conversion, strategic marketing, digital and database marketing, product development and management, sales management and market research



Bosley Medical Institute

• Vice President of Marketing

  • ‏يناير 1997 - ‏ديسمبر 2000

  Strategic and tactical management of a $21 million annual marketing management. Transformed infomercial creative as well as telemarketing out-bound and in-bound procedures. Implemented first internet marketing program. Developed and implemented database mining programs to achieve an $80 per lead performance measure. Strategic and tactical management of a $21 million annual marketing management. Transformed infomercial creative as well as telemarketing out-bound and in-bound procedures. Implemented first internet marketing program. Developed and implemented database mining programs to achieve an $80 per lead performance measure.



Great Expectations

• Vice President of Marketing

  • ‏يناير 1991 - ‏نوفمبر 1997

  Skilled use of direct marketing, DRTV and database marketing disciplines to achieve a 30% lower cost per acquisition and increase consumer awareness by 10% as measured by Nielsen Research. Skilled use of direct marketing, DRTV and database marketing disciplines to achieve a 30% lower cost per acquisition and increase consumer awareness by 10% as measured by Nielsen Research.



J Walter Thompson Advertising (Los Angeles)

• Director, JWT Direct

  • ‏نوفمبر 1989 - ‏فبراير 1991

  Primary West Coast Office that included management responsibilities for the Los Angeles Regional Office. Managed and lead 16 professional direct marketing professionals with annual billings of over $42 million. Primary West Coast Office that included management responsibilities for the Los Angeles Regional Office. Managed and lead 16 professional direct marketing professionals with annual billings of over $42 million.



Consultant - Marketing Services

• Consultant

  • ‏نوفمبر 1985 - ‏نوفمبر 1989

  Consultant with Ogilvy and Mather/Direct (San Francisco), Pacific Bell, Pacific Bell Director, Shateau Michelle Wines, DHL, Draft Direct (Chicago), OCL (Santa Rosa, CA), HP (Microwave and Printer Divisions) and other regional and national marketers. Consultant with Ogilvy and Mather/Direct (San Francisco), Pacific Bell, Pacific Bell Director, Shateau Michelle Wines, DHL, Draft Direct (Chicago), OCL (Santa Rosa, CA), HP (Microwave and Printer Divisions) and other regional and national marketers.



George Patterson Advertising (Australia)

• Account Supervisor

  • ‏فبراير 1979 - ‏سبتمبر 1985

  Account Supervisor on Mars Confectionery, Uncle Ben's Pet Food Division, Vogue Australia, General Motors and other accounts. Account Supervisor on Mars Confectionery, Uncle Ben's Pet Food Division, Vogue Australia, General Motors and other accounts.



Needham Worldwide Advertising

• Advertising Research Project Manager

  • ‏فبراير 1975 - ‏أكتوبر 1979

  Marketing and advertising research project manager for international, national and regional marketing companies. (Shell Oil, Ford Motor, Philip Morris Tobacco Company, Cadbury Chocolates, McDonald's Food Systems, Brylcreem Brands and other Brands)

• Advertising Research Project Manager

  • ‏فبراير 1975 - ‏أكتوبر 1979

  Marketing and advertising research project manager for international, national and regional marketing companies. (Shell Oil, Ford Motor, Philip Morris Tobacco Company, Cadbury Chocolates, McDonald's Food Systems, Brylcreem Brands and other Brands)



Australian Gallup Poll

• Project Manager

  • ‏أكتوبر 1973 - ‏أكتوبر 1975

  Trained as a marketing and advertising research professional on these accounts: Australian Opinion Poll, Needham Worldwide Advertising, Australian National University and a range of international and national marketing companies. Trained as a marketing and advertising research professional on these accounts: Australian Opinion Poll, Needham Worldwide Advertising, Australian National University and a range of international and national marketing companies.