Experience

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  Lampert Financial

  • Palm Beach County, Florida, United States

  • Principal & Financial Problem Solver

    • Jul 2009 - Present
    • Palm Beach County, Florida, United States

    You know how Business Owners have to invest all of their time and energy into building their businesses and have little time left over to properly analyze and handle their finances?What I do is help Business Owners, Executives & Professionals to make better financial decisions and implement solutions that will ensure their lifestyle long after their prime earning years are over…so they can have enough money for everything they’ve ever dreamed of in their retirement years for themselves and their families.My goal is to successfully help people make intelligent, informed decisions about their money, so they have the freedom to make the life choices that truly reflect their dreams, aspirations and core values.A Financial Problem Solver since 2001, Marc shares a passion and commitment to his clients' long-term objectives and aspirations, offering a thorough and dynamic approach to his clients in asset accumulation, protection, preservation and wealth distribution. Marc has developed a process of: Active Listening, Straight Talk. Clear Thinking and Right Action to truly empower his clients and bring their financial goals in alignment with their deepest held core values by implementing solutions they feel comfortable and in harmony with. He strives to educate his clients on how to prepare for retirement, the sale of their businesses, how to minimize the impact of market volatility on their assets and successfully deal with the rewards and challenges of increased longevity.

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  Best Agency USA, Inc

  • Boca Raton, Florida, United States

  • Sales Director & Business Strategist

    • Aug 2022 - Sep 2023
    • Boca Raton, Florida, United States

    Best Agency USA, Inc is one of the country’s premier insurance marketing organizations dedicated to providing cutting-edge insurance solutions and increasing the success of our partners, advisors, agency managers and producers.Best Agency is now part of the new Insurance Designers of America & LIBRA IMO partnership, forming the #1 Largest IMO in the country!Best Agency specializes in life insurance, annuities, long-term care, and disability income. We have been all-inclusive source for premium products and services since 1994. Best Agency’s partners, advisors’, agency managers and producers profit from our unmatched industry prowess, the strength of our influence with the nation’s top insurance carriers and cutting-edge proprietary tools and technology.Leverage the power of partnering with an industry-leading IMO with expertise, tools, and technology to help you grow your business.

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  ThinkingCap Partners

  • Greater San Diego Area

  • Principal and Chief Consultant

    • Mar 2000 - Nov 2022
    • Greater San Diego Area

    Created to deliver strategic and tactical online e-business solutions to the High-Tech industry, focused on online exchanges, marketplaces, and distribution channels for semiconductors and electronic components. Recent client focus is on Business Development, Sales Process Flow and Deal-Making in the Insuretech/Fintech space: DropIn Inc., Los Angeles. CA, provides an on-demand, live streaming HD video platform which enables more precise underwriting risk assessments, speeds claim resolution for First Notice of Loss (FNOL), enhances damage estimate accuracy and reduces indemnity, loss adjustment expenses (LAE) and fraud.Past Clients: Evantage Financial, Realstir, NECX, VerticalNet, Need2Buy.com, Tech-On-Line.com, MEMEC, Insight Electronics, Wylie Electronics, ON Semiconductor, etc. - Performed Pre-startup Due Diligence for VCs: Schroder Venture Partners/UK & Durlacher Ltd/UK.- Mergers & Acquisitions deal-brokering: VerticalNet, TechOnLine, Aprisa.com, Need2Buy and eMedius.- Sales and Marketing Analysis and Plan Implementation: Kore, Alpaca Gold™, Home Connections, Studio14, Quinoa Naturals USA, Dean West Construction, Design-Rite, etc.

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  Spartan Risk Advisors

  • Boise, Idaho, United States

  • Managing Director

    • Jan 2019 - May 2022
    • Boise, Idaho, United States

    Spartan Risk Advisors is a specialized financial services firm dedicated to helping Businesses & Individuals protect their income: The one asset that makes all other assets possible!- What if you were unable to work for six months? - Would your business or practice survive if you took money out of it to pay for expenses associated with an illness or injury? - If you can’t work and revenues start to slip, how are you going to make payroll? Pay rent? Pay your creditors? -Would it help if you had money to hire a temporary replacement while you recovered? ...And if you were unable to recover, how would you keep your business healthy so you could sell it for fair market value?Spartan Resources Advisors employs an arsenal of insurance tools to accomplish our stated mission: PROTECTING YOUR INCOME. We can also provide specialized coverage plans for Physicians, Surgeons, Dentists, Entertainers, Accountants, Attorneys, and Athletes. Let us know how we can be of service to you and your business!Individual Disability Income Insurance Short-Term Disability (STD)
Long-Term Disability (LTD)Loan Protection DisabilityAny OccupationOwn OccupationHigh-Limit Executive & Professional  Business Disability Income Insurance Key Person  Buy-Sell  Section 162 Bonus & Double BonusBusiness Overhead Expense (BOE)Guaranteed Standard Issue (GSI)Group & Multi-Life Plans

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  Farmers Insurance

  • Carlsbad, California, United States

  • Talent Acquisition Manager

    • Nov 2019 - Jul 2020
    • Carlsbad, California, United States

    Working in Farmers Insurance District Office 11 to find and hire Agency Owners and Agents. My goal is to help individuals get away from a 9-5 job and place them in a successful business opportunity. Are you a talented individual with an entrepreneurial spirit? I want to work with you: [email protected] DISCOVER A SMARTER START-UP OPPORTUNITY! I understand that starting your own business can be intimidating. Farmers® has the tools and resources to help you start, build and grow your business, including award-winning training at the University of Farmers®, financial support options and a nationally recognized brand.

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  Novum Group, Inc. (formerly Armstrong Financial Group)

  • Carlsbad, CA

  • Executive Recruiter Helping Banks and Bankers Create Greater Value for Their Companies and Careers

    • Mar 2015 - Jul 2016
    • Carlsbad, CA

    I help Clients and Candidates find the best fit for their Companies and their Careers, creating long term value for themselves and their families. I act as a trusted advisor, managing the overall recruiting and placement process: from inquiry, interview, debrief, selection, negotiation, resignation, transition and beyond. My goal is to make the recruiting process a smooth and successful journey.Formerly, I specialized in the Wealth Management sector, recruiting experienced Financial Advisors, Advisory Teams, Wealth Managers, Private Bankers and Producing & Non-Producing Managers interested in transitioning to either the Banking, Wirehouse/Brokerage, RIA or Independent Business Channel.Novum Group, Inc. is a successful boutique executive search firm with a national following and is one of the oldest, single-site recruiting firms in the country that places mid to high-level professionals in Finance. Our specialties are Wealth Management, Banking, Capital Markets, Public Finance Banking, Institutional Sales, and Municipal Finance / Real Estate Law.The Banking Group was started over 25 years ago, focusing on the following areas: C-Level, Commercial Banking, Commercial Real Estate, Compliance, SBA, Business Banking, Treasury Management, Trust, Producing Managers, Wealth Managers, Credit Analysis and Financial Advisory recruiting.Specialties: Executive Placement, Headhunter, Recruiter, Commercial Banking Recruiting Practice,Wealth Management, Career Strategist, Career Opportunities

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  1 Click Financial Technology

  • Carlsbad, Ca

  • Vice President Financial Services

    • Mar 2014 - Nov 2014
    • Carlsbad, Ca

    Start-up technology and financial services distribution company marketing National Brokerage’s 1Click Coverage System as a White Label co-branded online financial technology for insurance platform to banks, credit unions, realty companies, mortgage brokerages, P&C agencies. - Recruited and trained +175 New Agents, integrating them into National Brokerage’s OES back office, NB GO and NB 360 platforms.- Creation and management of revenue generating Advanced Planning Business Unit involved in advanced business and estate planning, case design, presentation and case submission.- Agency two-tiered affiliate compensation model creation, process and training.- Chief Business Development Officer/negotiator for Bank/Credit Union vertical markets.- Planning, implementation and speaking for Top Gun Advanced Financial Planning Conference for +120 attendees, October 2015.

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  John Hancock Financial Services

  • San Diego, Orange, Riverside, San Bernardino and Imperial Counties

  • Regional Wholesaler - Wirehouse/Broker-Dealer Channel

    • Feb 2013 - Mar 2014
    • San Diego, Orange, Riverside, San Bernardino and Imperial Counties

    - Client Firms: +1000 Financial Advisors at Edward Jones, Ameriprise Financial Services, Merrill Lynch and UBS Financial Services- LTC and Life insurance planning solutions- Financial Advisor product and continuing education CE training- Case analysis, design, preparation and point-of-sale assistance- Financial Advisor and Client:Face to face, telephone and web-based seminars- Individual and Multi-life product training- Insurance quotes and sales illustrationsMarc has held the Certified Long-Term Care designation (CLTC®) since 2004 and is a member of the American Association for Long Term Care.

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  National Life Group

  • San Diego, CA

  • Vice President, Strategic Financial Alliance, Inc.

    • Aug 2007 - Jul 2009
    • San Diego, CA

    Rainmaker for high-end financial services firm, Strategic Financial Alliance, Inc, representing National Life Group, focused on wealth accumulation, protection and distribution strategies using Life, Disability and Long-Term Care Insurance products as well as all types of Annuities for business and high-net worth clients. Earned President’s Club production award for 2008.

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  New England Financial

  • California, Arizona, Nevada and New Mexico

  • Long-Term Care Insurance Wholesaler and and Long-Term Care Sales Product Manager

    • Aug 2004 - Jul 2007
    • California, Arizona, Nevada and New Mexico

    Working for Met Life subsidiary, New England Financial, coached, mentored and trained +150 agents in the Southwestern General Agencies territory for Met Life Individual and Group/MultiLife Long-Term Care Insurance. Also, performed joint work with agents and was a member of the New England SW General Agencies Strategic Planning Group.

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  Mutual of Omaha

  • San Diego, CA

  • District Sales Manager and Registered Principal

    • Jul 2003 - Aug 2004
    • San Diego, CA

    Built and trained new agency sales unit of producing Honor Club and MDRT agents. Products: Life Insurance, Long-Term Care Insurance, Medicare Supplements and Critical Illness Insurance. Earned NASD/FINRA Series 26 for supervisory work.

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  New York Life Insurance Company

  • San Diego, CA

  • Agent and Registered Rep

    • Sep 2001 - Jul 2003
    • San Diego, CA

    Entered the financial services industry and received basic financial advisor education. - Earned the following awards: Sales Leader 2001, Rookie of the Year 2002, Annuity Champion, Long-Term Care Champion and Executive Council Sales Awards. . - Successfully sold Life Insurance, Annuities, Mutual Funds and Long-Term Care Insurance.- Became Registered Rep with NASD/FINRA licenses: Series 6 and 63.

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  Memec

  • San Diego, CA and London/Thame, UK

  • Director of Global E-Business

    • Jan 1999 - Oct 2000
    • San Diego, CA and London/Thame, UK

    Promoted to Global Director at $4 Billion distribution conglomerate, consisting of multiple semiconductor distribution business units worldwide. Responsible for strategic global E-Business and E-Commerce vision and initiatives, energizing collaboration among senior management, IT project teams, clients and partners. Managed global E-Business program managers, web development group, lead management and customer care group. - Drove strategic global consulting engagement with professional services partner, AppNet Systems.- Identified strategic opportunities and negotiated strategic partnering agreements with technical providers: Aprisa.com, HelloBrain.com and TechOnLine.com.- Developed equity relationship for VEBA/Germany with Aprisa.com, providing route to venture capital for growth.

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  Insight Electronics

  • San Diego, CA

  • Division Manager

    • Sep 1996 - Jan 1999
    • San Diego, CA

    Responsible for the creation of new Insight Electronics P & L division, called the Customer Development Center, (CDC) for a $1.5B semiconductor distributor. The CDC lead management program was adopted as the de facto Memec global standard, creating new centers of excellence in Europe and Asia-Pacific. - Achieved Top 5% level of all Division Managers, winning the 1998 “President’s Club” Award for divisional sales excellence - Grew telesales center revenue from $900K/year in 1996 to revenue level of +$76MM/year selling into the global non-franchised broker and spot market. - Created new lead management program and support organization, yielding current level of +$150MM in design project pipeline with +$50M in shipments directly attributable to successful execution using integrated database marketing and customer relationship management tools and techniques. - Drove enhancement of data mining capabilities including lead-management tools, sampling program, cross-referencing tools, 1 to 1 marketing, and other data management efforts. .

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  Tinwald Networking Technologies

  • San Diego, CA and Mississauga, Canada

  • Vice President, Sales & Marketing

    • Oct 1994 - Aug 1996
    • San Diego, CA and Mississauga, Canada

    Started networking component manufacturing company along with Canadian Venture Capitalist money and technologists, initially producing Token Ring and Ethernet modules. Focus changed to Ethernet, Token Ring LAN testing software. - Prepared business plans including underlying market research, competitive analysis, feasibility studies and financial projections. Fostered extensive use of integrated database marketing techniques coupled with customer relationship management tools.- Drove sales from start-up position at $150K in 1994 to $9.6MM in 1996.- Designed and implemented marketing plans for new product introductions and increased market penetration in Token Ring and Ethernet network analyzers.- Successful market penetration and sales of Token Ring diagnostic products to Cisco, 3Com, Compaq, Northern Telecom, UB Networks, Cabletron and Bay Networks, enabling the start-up to successfully gain technological credibility in the marketplace, attract new investors and raise the level of venture capital to fuel future IPO growth. Company was successfully acquired by a German test and measurement company, Wavetek/Wandel Goltermann.

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  Fil-Mag Electronics

  • Vice President, Sales

    • Mar 1992 - Oct 1994

    Held total responsibility for global sales, increasing sales from $16.9MM in 1991 to $152.9MM 1994.- Developed new national distribution channel, signing Arrow/Capstone and Insight Electronics, LLC, driving channel sales from $1.1MM to $13.7MM in two years. - Restructured sales force and Rep network to streamline organization, yielding a 31% cost savings.- Served as Fil-Mag integration team leader for 1994 acquisition by Technitrol/Pulse Engineering.- Co-managed Product Marketing teams to design and develop new products for custom telecomm applications at Cisco, Nortel and - Intel, yielding an overall 137% sales increase at these accounts. - Negotiated global contracts with OEMs and Contract Manufacturers: Cisco, 3Com, HP, Ericsson, IBM, Intel, and Solectron.- Created and implemented strategic sales plan and successfully supported it with field rollout of sales force automation (SFA) tools and customer relationship management software.

  • National Sales Manager

    • Apr 1991 - Dec 1992

    Responsible for sales of electronic components throughout the Americas. Managed direct sales force, independent rep network, regional distributor network and headquarters sales operations group. Promoted to Vice President, Sales, December 1992.

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  Illinois Computer Cable (ICC West)

  • Portland, OR

  • Director of Sales and Marketing

    • Oct 1988 - Apr 1991
    • Portland, OR

    - Directed sales and marketing programs for voice/data communication components and modular premises wiring management company. - Developed marketing communications collateral: catalogs, datasheets, direct marketing and trade show exhibits. - Created & contracted North American Rep network: 3 regions, 12 Reps and 2 national reseller channels: Anixter & Graybar. - Successfully utilized integrated database marketing techniques to expand market share and positively impact revenue stream, growing from $3.2M to +$13.1MM.

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  Pulse Electronics Corporation

  • United States
  • Appliances, Electrical, and Electronics Manufacturing
  • 700 & Above Employee

  • Western Regional Manager

    • May 1986 - Oct 1988

    Successfully managed sales of magnetic components, transformers, delay lines, thick film modules, LAN and EMI filters in eight western states. Held Western Regional P & L responsibility. - Grew Apple Computer from $200K in 1986 to $9.1MM in 1988.- Served as Hewlett-Packard National Account Manager, coordinating sales for all U.S. HP divisions.

  • Northwest Regional Sales Manager

    • Jul 1984 - May 1986

    Inaugurated and managed Northwest field sales office. Held Regional P & L responsibility.

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  DSSCO, INC.

  • Portland, OR and Seattle, WA

  • Northwest Regional Sales Manager

    • Nov 1981 - Jul 1984
    • Portland, OR and Seattle, WA

    Managed Oregon office for OEM and distribution sales for independent technical Rep group. Responsible for board level selling of semiconductors and electromechanical components (TRW, Augat, Alco, and Airpax). Negotiated largest single TRW Cinch Graphik PCB contract of $8.2MM to Tektronix in 1982.

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  CAMBION (Cambridge Thermionic Corp)

  • Portland, OR

  • Northwest District Sales Manager

    • May 1980 - Nov 1981
    • Portland, OR

    Directed sales of electromechanical components and ceramic thermoelectric semiconductors to OEMs (Tektronix, Boeing, Intel, Hewlett-Packard) and via distribution channel: (Arrow, Wyle, Avnet, Bell). Inaugurated and managed NW field sales office. Responsible for District P & L.

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  AMD

  • Santa Clara, CA

  • Direct Materials Purchasing Manager

    • Nov 1979 - May 1980
    • Santa Clara, CA

    Managed AMD direct materials group, consisting of six buyers of silicon wafers, semiconductor packaging and lead frames. Team Leader for AMD Total Quality Review Board.

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  National Semiconductor

  • Santa Clara, CA

  • Senior Buyer

    • Jul 1978 - Nov 1979
    • Santa Clara, CA

    Responsible for semiconductor die bonding program, purchasing +$50MM of capital manufacturing equipment and bonding wire for National Semiconductor’s American and Asian manufacturing facilities. Member: National Semiconductor Materials Review Board and the International