Bio
Credentials
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Series 24 - General Securities Principal
Financial Industry Regulatory AuthoritySep, 2004- May, 2026 -
Series 7 - General Securities Representative
Financial Industry Regulatory AuthoritySep, 2004- May, 2026 -
Certified Financial Planner - Successfully passed all 5 courses.
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Experience
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Boston University
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Greater Boston Area
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Account Supervisor
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May 2018 - Present
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Greater Boston Area
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EMI Strategic Marketing
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Greater Boston Area
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Senior Account Manager
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Jan 2014 - Jan 2017
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Greater Boston Area
Snapshot: -Managed accounts from proposals to deliverables, including creative briefs, writing emails, designing landing pages, and creating deployment schedules.-Owned client relationships and presented current results monthly.-Coordinated creative, interactive vendor channels, ensuring timel...
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Penn Mutual
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Greater Philadelphia Area
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Marketing Manager
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Jan 2009 - Sep 2013
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Greater Philadelphia Area
Snapshot:- Strategically planned and operated campaigns, including writing B2B promotional material to provide affiliated CPAs with the training needed to generate leads.- Conduct trainings, in-person and via webinars, for sales managers and their teams nationwide.- Managed creative copy on compa...
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Nationwide Financial
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Greater Philadelphia Area
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Senior Relationship Manager
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Feb 2004 - Jun 2007
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Greater Philadelphia Area
Snapshot:- Managed all aspects of lead generation to help advisors build strategic relationships and strengthen sales, including marketing, communications, collateral development, and trade show coordination.- Developed engagement guide to drive program adoption.Accomplishments:- Generated over $...
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GE Capital
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Greater Seattle Area
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Account Executive
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2001 - 2003
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Greater Seattle Area
Snapshot: -Facilitated direct sales of fixed and variable annuities, mutual funds, and life insurance products via phone. Accomplishments: -Conserved over $8M in annuity contracts and generated over $2M through direct sales channel. -Promoted to account executive from Office of Supervisory...
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MBNA
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Dover, Delaware Area
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Account Executive
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Oct 1998 - Dec 2001
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Dover, Delaware Area
Snapshot: -Learned importance of strong customer service, innovative marketing, and call center protocol and etiquette.
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Genworth Financial
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Seattle, WA
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Office of Supervisory Jurisdiction (OSJ) Specialist
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Oct 1994 - Dec 1997
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Seattle, WA
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Education
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University of Delaware
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