Vice President - Regional Sales Manager

• Jan 2022 - Present

Financial Consultant

• May 2020 - Feb 2021

Responsible for developing and cultivating a book of business. The primary focus was building relationships with clients and helping them with their financial needs. I led with financial planning to determine if their goals were on track. Additionally, I could provide direction with regard to the many solutions that Fidelity provides. Utilizing various resources and experts within the firm, I endeavored to provide a full array of services to the client. Responsible for developing and cultivating a book of business. The primary focus was building relationships with clients and helping them with their financial needs. I led with financial planning to determine if their goals were on track. Additionally, I could provide direction with regard to the many solutions that Fidelity provides. Utilizing various resources and experts within the firm, I endeavored to provide a full array of services to the client.

Vice President, Manager-Life Planning Strategies

• Jun 2017 - Oct 2019

As the manager of Life Planning Strategies, I worked with a team to review and promote various value-added services and solutions that would enhance the firm’s financial planning capabilities. Additionally, I was the firm’s Social Security and Medicare Planning expert. I regularly presented on maximizing Social Security at client and professional events throughout the company’s footprint. I met regularly with clients and advisors to present various claiming strategies, outlining the pros and cons of different approaches. This comprehensive plannning included cash flow reviews, mortality considerations, and other advanced planning topics that incorporate Social Security choices. I also initiated and managed the promotion of Medicare planning within the firm. As part of the Social Security planning workshops, I also covered the basics of Medicare and help provided solutions to clients’ insurance needs. • Originated firm’s comprehensive/concierge Social Security planning initiatives • Assumed forward-facing role as a regular speaker at client and professional events• Led the development and launch of a Medicare planning partner for the firm Show less

Vice President, Manager-Retirement Products

• Apr 2010 - Jun 2017

As a part of the retirement planning area, I was responsible for content expertise, marketing, and advisor education across an array of topics, including IRAs, annuities, and employer-sponsored plans. Responsible for writing marketing materials for retirement planning/retirement income planning. Regularly visited branches to train advisors on retirement planning strategies and business development initiatives.• Championed retirement income planning education efforts and business development activities• Originated a comprehensive Social Security planning process for Hilliard Lyons• Worked with marketing to write and develop compelling branded marketing materials• Developed and presented a workshop program for Social Security Planning Show less

Regional Product Strategist

• Sep 2008 - Mar 2010

Developed commercial group products for states in the Midwest. Regularly worked with business development to ensure satisfaction with product builds. Managed product development staff. Interacted regularly with compliance, trends, market offices, product customizations, etc. As Product Customization Manager, I lead a staff that was responsible for product customizations for group health products. • Helped to develop leading edge, highly-utilized group health products. • Worked in fast and highly innovative environment requiring constant change and improvising of efforts. Show less

National Director, Income Products

• Feb 1999 - Sep 2008

I developed and marketed retirement funding risk management solutions for member companies. Supported the business objectives of multiple distribution channels, including broker-dealer, independent agents, and banks, in helping clients to address and meet the financial challenges of retirement income planning. Regularly presented to audiences of all sizes and diverse backgrounds as an expert at conferences/producer meetings on retirement income planning. Worked closely with executives of all distribution channels and sales professionals to position retirement income solutions. Worked with marketing communications to develop marketing themes and materials to assist in product distribution. Worked in all aspects of assessment and implementation of product development. Also worked with The Lifetime Income Solutions Group to develop distribution alternatives. • Champion of retirement income product initiatives leading to a dramatic growth in sales • Regular speaker at industry events and published author in several industry publications • Key driver of an enterprise wide income product development initiative Product Manager, Income Products Worked extensively with senior management and national accounts to promote retirement income planning initiatives throughout all distribution channels. • 2004 Integrity Companies (subsidiary of Western & Southern Financial Group) Excellence Award • Championed initial income product initiatives within independent marketing organizations eventually expanding to all distribution channels Sales Manager/National Wholesaler Recruited and trained independent financial agents nationwide to sell Integrity’s retirement products. Provided new business development efforts nationally with various producers. Top producer of direct-to-agent sales in Louisville office. Account Manager (Team Leader Role) Producer Services/Marketing Representative Show less

Sales Consultant

• 1996 - 1999

Communications Installation

• 1991 - 1996