Experience

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  Fisher Investments

  • Tampa, Florida, United States

  • Investment Consultant

    • Oct 2020 - Present
    • Tampa, Florida, United States

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  INTERNATIONAL BANK OF COMMERCE (LPL FINANCIAL) & MASS MUTUAL LIFE INSURANCE (MML INVESTOR SERVICES)

  • Oklahoma City, Oklahoma Area

  • Financial Advisor

    • Jul 2016 - Aug 2017
    • Oklahoma City, Oklahoma Area

    Managed client investment portfolios for two financial institutions consecutively. Sold stocks, bonds, annuities (fixed and variable), and mutual funds, as well as life (term and whole life) and long-term care / disability insurance. Outstanding presenter, persuader, and negotiator. Key Achievements• Boosted revenue and market reach for International Bank of Commerce by driving client growth and loyalty at 14 branch locations, working onsite to promote investment solutions based on individual client priorities and resources. Doubled location coverage (seven to 14 branches) based on excellent performance.• Leveraged confidence and entrepreneurial spirit to build and manage client base with Mass Mutual Life Insurance. Worked as independent contractor, solely on commission.• Cultivated impressive “back channel” referral network for International Bank of Commerce by building productive, trustful relationships with bank staff and other stakeholders.• Recruited by International Bank of Commerce based on product knowledge, excellent client relationship building skills, and ability to meet sales targets. Possess track record for honesty and ethical behavior.NOTE: Excelled in earlier position as Financial Advisor with EDWARD JONES INVESTMENTS. Sponsored by company to complete Series 7, 66 licensure.

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  ETHICON INC. (division of Johnson & Johnson)

  • Senior Medical Sales Representative

    • Aug 1991 - Jan 1998

    Marketed / sold Ethicon suture and surgical pharmacology products within large territory, managing 26 hospital and surgical center accounts. Built strong relationships with surgeons, operating room staff, and materials managers. Certified to teach intra-corporeal and extra-corporeal knot tying and other endo-suturing techniques.Key Achievements• Defeated five competitive suture evaluations; increases sales by $70,000 over quota in 1997. Earned “Objective Buster Sales” award and “Johnson and Johnson Stock” award, both on two occasions, as well as 250,000 and $150,000 sales club awards and “Market Share Recovery” award.• Gained product, procedural, and sales knowledge by completing targeted internal training programs.

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  Russell Stover Candies

  • Sales Representative

    • Aug 1990 - Oct 1991

    Sold company’s entire candy line in eight-county territory with focus on independent and chain national accounts. Prospected and secured new clients, while upselling established clientele on new and remedial display fixtures. Key Achievement• Ranked #1 Sales Representative in Florida District and #6 nationally; also achieved 99% closing ratio and exceeded new fixture sales by 500%. Grew client base by 11 new accounts within one quarter.

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  Merck Sharp and Dohme

  • Pharmaceutical Sales Representative

    • Sep 1989 - Aug 1990

    Managed, marketed, and sold Mevacor®, Dolobin®, Vaseretic®, and Timpoptic® to physicians and pharmacists. Key Achievement• Spearheaded impressive sales increase in Mevacor®, exceeding national, regional, and district averages.