Broker Skills

• Solicited profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.
• Hired to establish Treasury Bills brokerage desk facilitating trade execution between primary dealers and other government bond trading accounts.
• Directed all operations for real estate development and brokerage organization serving both the commercial and residential sectors.
• Needed to demonstrate knowledge of industry rules and best practices regarding basic brokerage and non-brokerage account operations.
• Developed and implemented accounting system improvements that enabled ongoing tracking of brokerage operations and trade errors.
• Introduced and assisted negotiating brokerage lines, purchasing agreements and marketing programs into wholesale distributors.
• Developed print brokerage company to deliver solutions in marketing, advertising and packaging needs.
• Valuated and brokered privately held businesses for the premier business brokerage firm in Colorado.
• Launched an independent brokerage firm to manage retirement accounts/benefit plans for organizations and employees.
• Established independent commercial real estate brokerage specializing in investment properties and operating businesses.
• Applied leadership and business expertise to establish brokerage and leasing division of company.
• Owned and operated a successful real estate brokerage within an international franchise system.
• Developed cost-effective plan to increase leads by creating an off-season brokerage exposition.
• Reconciled end-of-day brokerage on swap trades and expedited local market trade settlements/reporting.
• Interpreted asset financial results to brokerage clients, and recommended improvement activities.
• Established new, independently owned and operated residential real estate brokerage.
• Owned and operated a residential real estate brokerage and investment company.
• Established and conducted business as a Florida licensed real estate brokerage.
• Processed all transfer assets for retirement and brokerage accounts incoming.
• Assisted Brokers for Surplus Lines insurance brokerage firm/managing general agent.

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• Implemented a client relations policy and procedure which included all pertinent information as required Arizona Department of Real Estate.
• Foreclosed and distressed real estate assessment, marketing, sales and recommendations for adequate and cost-effective disposition.
• Licensed commercial real estate agent specializing in investments, landlord representation, tenant representation and disposition.
• Managed daily operations of real estate business while servicing all clients with professionalism and integrity.
• Facilitated deals for commercial real estate throughout metro Atlanta with heavy emphasis on landlord representation.
• Designated Broker - Property management firm leasing residential condominiums and residential real estate sales.
• Involved in all facets of real estate transactions from commercial to residential subdivision development.
• Selected participant in an intensive curriculum of entry-level commercial real estate salesperson training.
• Developed and provide office automation and support services to licensed real estate salespeople.
• Managed daily operations and developed marketing strategies to promote real estate business.
• Reviewed closing statements and attended closing transactions to represent real estate establishment.
• Assisted with real estate investor portfolio development inclusive of occupancy.
• Supervised purchasing and selling of residential and commercial real estate.
• Provided investment recommendations including commercial real estate and private equity.
• Licensed real estate agent specializing in sell of established businesses.
• Managed office/retail leasing and sales within commercial real estate.
• Developed relationships with commercial and residential real estate agencies.
• Licensed Real Estate Broker and a Certified Residential Appraiser
• Founded and established active residential real estate office.
• Licensed to sell real estate internationally.

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• Maintained extensive knowledge of products, policies, procedures and regulatory requirements in rapidly changing industry via dedication to continuous learning.
• Maintained and managed related inventory, handled issues, regulations and procedures, reviewed transactions for accuracy and quality control.
• Implemented policies and procedures for the Broker Dealer Firm to effectively supervise Financial Consultant trading activities including suitability profiles.
• Analyzed and made recommendations to senior management of internal and external operational processes and procedures to meet contractual compliance.
• Followed standard operation procedures to assure consistency accuracy and customer satisfaction, Performed other duties as assigned by management.
• Developed, implemented, advised and assisted with administrative and operating processes and procedures regarding financial management.
• Reviewed mortgage broker applications for the wholesale lending department Followed risk management procedures regarding approval/decline of applications
• Created and implemented processes/procedures that reduced days in inventory and reduced holding costs to clients.
• Created training materials and implementation procedures to facilitate remote software installation and client training.
• Facilitated clients' information and documentation for closing procedures for commercial and residential properties.
• Consulted major corporations regarding the process of buying foreclosures and managing procedures for success.
• Developed and administrated Compliance Supervisory Procedures and Continuing Education Guidelines including needs analysis.
• Maintained, updated and reviewed Written Supervisory Procedures on a regular basis.
• Instituted more efficient operating policies and procedures to enhance daily business activity.
• Worked closely with FINRA to develop internal compliance monitoring and reporting procedures.
• Assisted coworkers in the interpretation and application of company policies and procedures.
• Scheduled appointment to complete closing process and answered any questions regarding procedures.
• Assisted in developing trade desk procedures to ensure compliance with regulatory guidelines.
• Supervised quality control procedures to ensure guidelines were enforced without fail.
• Developed and modified various stored procedures in Oracle for increased performance.

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• Used information from professional publications and knowledge of securities market and financial services industry.
• Provided investment advice and financial services to individual clients and retirement plans.
• Brokered international financial services and commodities.
• Operated, advised and negotiated all sorts of Financial Services for private individuals and their families including mortgage loans.
• Marketed Casualty and Financial Services and assisted in preparation and presentation of proposals to clients and prospective clients.
• Created strategic alliance with top producing American Express Financial Services Agents to gain referral business from them.
• Explained and recommended the available Financial Services products as related to client.
• Managed call center sales, financial services, and financial planning.
• Attended Wells Fargo Bank Financial Services Representative workshop (2008).
• Focused on developing a new book of Financial Services business.
• Maintained high level of financial services to clients portfolio.
• Promoted professional development by maintaining in-depth understanding of financial planning, capital markets and the financial services industry.
• Developed performance culture and attractive remuneration packages attracting top talent in the financial services industry.
• Developed investment planning and financial services for clients utilizing individual consultations and annual assessments.
• Apprenticed to high-producing stockbroker within company's top 5% of producers, 35 years in the financial services industry.

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• Maintained relationships with vendors and customers which included daily communication and occasional site visits to view material and collect samples.
• Involved in the Development of Java- Message Broker based Integration framework to facilitate the format independent communication between various departments.
• Cultivated and maintained an exemplary network of business associates statewide as a result of extensive interaction and strong communication skills.
• Developed and custom-tailored telecommunications solutions for Small, Mid-Sized and National business accounts; including both voice and data solutions.
• Designated as principal customer liaison in stock option transactions based on customer interaction/communication skills and knowledge of stock option process.
• Negotiated tenant/owner relocation assistance, asset manager communication, monthly reports, reception and property management as needed.
• Maintained effective communication with specialists and floor brokers; developed a reputation as a trustworthy, knowledgeable broker.
• Developed customer support and verbal communication skills through conveying merchant's detailed processes concerning their account and equipment.
• Developed and conveyed new marketing and sponsorship concepts to clients using extensive brainstorming and persuasive communication skills.
• Received requests to move freight * Negotiated contracts between owner/operators and clients * Maintained communication and documentation
• Educated prospective clients about the investment opportunities available in the emerging industry of wireless telecommunications.
• Configured distributed queuing mechanism for queue managers to establish communication between broker and configuration manager.
• Promoted effective communication between clients and underwriters as liaison with loan processing and submissions.
• Hired as a customer communications specialist and promoted to broker services and account management.
• Initiated extensive daily communication with foreign and domestic clients about different global markets.
• Maintained constant communication via telephone and email in an effort to satisfy customers.
• Assisted in facilitating effective communication between culturally-diverse populations of parents and staff.
• Maintained direct communication with company underwriters regarding new coverage's and products.
• Developed a strong relationship with clients and carriers by upholding constant communication.
• Performed all business reporting, records, communications and customer relations.

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• Motivated marketing executives to organize workshops and inform customers of new insurance products and services.
• Conducted a radio program educating the community about the different insurance products.
• Formed strategic alliances with a property and casualty agency to develop new sales channels for group life and health insurance products.
• Matched product and services with objectives through the use of annuities, mutual funds, stocks and insurance products.
• Represented several major insurance companies selling final expense, long-term care, annuities and supplemental Medicare Insurance products.
• Acquired licensing to sell life insurance products as a supplement to personal financial planning.
• Innovated with existing brokers to increase sales with new ideas and insurance products.
• Solicited clients for the sale of insurance products and management of investment portfolios.
• Provided Insurance products in 14 states by way of internet and phone contact.
• Marketed and sustained the promotion of multiple insurance products.
• Offered multiple online insurance products in 14 states.
• Fixed, Indexed, Immediate & CD type Annuities.Qualified & Non-Qualified Plan Rollovers.Cash Bonus Annuities & Financial Laddering.Life Insurance Products.

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• Leveraged various strategies to facilitate profitable executions and successfully managed and cultivated client relationships to ensure long-term growth.
• Served as outside broker liaison for maintaining client relationships and arbitrated customer conflicts regarding market or service dissatisfaction.
• Maintained existing accounts and cultivated new client relationships by fostering trust, persistence and solidifying those relationships.
• Managed client relationships and provided expert advice to clients on property finance and life insurance management decisions.
• Recruited to develop new business in designated sales territory and to manage existing client relationships.
• Developed client relationships and achieved a high level of customer satisfaction.
• Developed and maintained client relationships from inception to closing.
• Developed and maintained international and domestic client relationships.
• Specialized in restoring damaged broker / client relationships.
• Demonstrated effectiveness in obtaining and maintaining client relationships.
• Developed exceptional client relationships through personal service.
• Maintained current and cultivated new client relationships.
• Created client relationships with different traders, institutional clients, and large multinational banks to increase business for the firm.
• Established strong client relationships and helped promote the firm's position as a leading broker-dealer in the industry.
• Produced comprehensive strategy to identify, prioritize with tier client relationships that support the company's business objectives.
• Developed new client relationships, which built a pipeline of leads that led into new accounts.
• Participated in ongoing training to develop techniques to strengthen client relationships and drive our value proposition.
• Developed 60 new client relationships in 3 years generating $3.6 million in annual premiums.
• Created and maintained client relationships with many traders from high profile banks on Wall Street.
• Increased revenues by $1.2 million per year through the introduction of new client relationships.

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• Licensed Insurance Agent in Property/Casualty/Life/Banking services/financial services/risk management
• Coordinated and administrated casualty service teams in providing brokering and risk management consultation to client base.
• Repeated success with client interaction during new and renewal presentations and risk management reviews.
• Collaborated with Life Products Operations management for effective enterprise risk management.
• Led a team to develop risk management software to track, report, and prevent trading floor and electronic trade discrepancies.
• Worked on various aspects of Risk Management - with respect to Credit Risk, Market Risk and Operational Risks.
• Devised & produced a risk management guide as way to educate and fortify client-support teams throughout the company.
• Controlled Risk Management for Operational Compliance by developing a work program to comply with all current SEC Rules.
• Assured compliance with SOX Regulatory; led Regulatory, Operations, and Risk Management engagements.
• Provided derivatives training and risk management consulting to producers and small niche players.
• Advised clients on risk management and supported the development of risk mitigation programs.
• Aided clients in estate planning, retirement planning, and risk management.
• Conducted all annual universe planning, scoping, and risk management processes.
• Assisted other brokers in risk management for commercial grain elevators.
• Assisted in Highly valued customer trading, Risk management.
• Provided risk management expertise to small niche players.
• Implemented use of appropriate risk management practices.
• Provided advice to clients on risk management.
• Delivered services to middle market and risk management clients by valuating, strategizing, and negotiating coverage placement.
• Developed an Online Risk Management System in Excel for the Brascan Financial Group.

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• Served as a broker, offering favorable return-on-investment rates for institutions providing collateral and buyers of treasury instruments.
• Customer-focused: educated prospective buyers regarding new home construction; fostered and maintained relationships with customers.
• Established niche market with out-of-town/relocation buyers due to innovative use of social media/online marketing strategies.
• Assisted prospective buyers in determining qualifications, and obtaining financing for future business ventures.
• Licensed independent contract Broker representing sellers, buyers, and responsible for property management.
• Acted as broker/account manager to establish and maintain relationships with corporate grocery buyers.
• Assisted buyers with procuring automobiles, financing and domestic/international shipping arrangements.
• Identified buyers and sellers of commercial and residential properties who are represented in the acquisition, disposition or development of properties.
• Assisted buyers with negotiating contracts, obtaining mortgages, overcoming inspection issues, overseeing signing of documents, and attending closings.
• Interviewed business owners to understand their business model and write a business plan to market the company to potential buyers.
• Worked as an independent broker with various private yacht owners and buyers in the NJ, NY, CT area.
• Closed some really challenging deals while maximizing profit, making sure both seller and buyers were satisfied with the result.
• Developed a strategic marketing campaign targeting first time home buyers, attorneys, Business owners which have generated substantial referrals.
• Designed, maintained, and utilized a website for local and remote buyers to engage customers in the buying process.
• Produced a steady flow of new sales leads through personal referrals from satisfied buyers/sellers, trade shows and networking.
• Worked with business owners to identify and qualify buyers for their company and facilitated meetings between the two parties.
• Experienced Listing/Buyers Agent, Short Sale/Estate Liquidation assistance, REO Property management for Direct Lenders and Third-party Outsource Companies.
• Acted as a liaison between renter/owners and prospective buyers to ensure terms and conditions of the agreement are met.
• Represented both buyers and sellers in the buying and selling of Real Estate in the Western North Carolina area.
• Worked directly with prospects and buyers; demonstrated community, homes, and walked them through the buying process.

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• Communicated effectively with potential clients to promote company's products based on their preferences and needs, consequently improved insurance coverage.
• Monitored client activity, participated in business building discussions with potential clients, placed trader orders and managed systems.
• Delivered sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationships.
• Created, designed and implemented various marketing campaigns including an e-newsletter for existing and potential clients.
• Developed new relationships with potential clients, active in various community clubs and social organizations
• Served as in-house analyst and introduced potential clients to financial portfolio options.
• Prepared and presented presentation during listing appointments to potential clients.
• Interviewed potential clients to determine suitability
• Traveled extensively throughout the Southeastern U.S. in order to meet with and train producers / consult with current and potential clients.
• Dedicated upwards to 14 hours per day making sales calls to potential clients in every time zone in North America.
• Organized meeting and presented member of the community and potential clients all available loan programs and answered questions to attendees.
• Solicited leads and qualified potential clients to verify their financial status, and determine whether they were a viable investor.
• Gained expertise in prospecting for new business, networking, cold calling, and building relationships with potential clients.
• Assisted in risk profiling and prospecting for brokers by cold calling potential clients and clarifying their investment objectives.
• Generated sales leads with potential clients through cold calling, referrals and canvassing demonstrating excellent time management skills.
• Developed a book of business by working diligently and being persistent while soliciting potential clients over the telephone.
• Presented Best and Final Presentations, Account Reviews and attended Benefit Fairs for assigned and potential clients.
• Assessed and provided case management for clients and potential clients for applying to the Michelle P. Waiver.
• Increased sales through daily calls to established customers and regular cold calling to potential clients.
• Vetted potential clients for private, corporate, and public ticketed events around the world.

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• Created custom presentation materials for sales pitches using Microsoft PowerPoint.
• Executed PowerPoint presentations regarding the department's standing
• Utilized Microsoft Word, Excel, PowerPoint, Outlook, and business database software ACT by Sage on a daily basis.
• Conducted project marketing using MS Word, Top Producer database, MS Excel, PowerPoint.
• Developed and presented proposals using Microsoft PowerPoint, Publisher, etc.
• Generated reports using Excel and Word and create presentations using PowerPoint.
• Drafted letters and designed brochures, PowerPoint slides and newsletters for members
• Utilized Salesforce CRM Platform, MS Word, Outlook, Excel, and PowerPoint in marketing efforts, high proficiency.
• Created Confidential Information Memoranda, PowerPoint presentations, and supporting documents used in the marketing process.
• Prepared Powerpoint presentation for a Cutsom Payment entry Method which will replace the current Concur system.
• Resigned to work for Christian Brothers Computer: Excel, Word, Powerpoint, Quickbooks

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• Skilled in cultivating business relationships, secured two Fortune 500 customers from position of Casualty Service Department.
• Implemented professional sales techniques on current services while continuously marketing and generating new business relationships.
• Developed and maintained strategic business relationships with key Broker/Dealer contacts and high level producers.
• Utilized existing personal and business relationships to further network of referral sources.
• Established & maintained excellent business relationships with area establishments & their leaders.
• Curated a strong network of colleagues and maintained business relationships
• Generated new business relationships for a Senior Managing Director.
• Created Business to Business relationships with area mortgage brokers/bankers.
• Established excellent business relationships with customers and suppliers.
• Initiated and developed business relationships with prospective clients.
• Generated business by maintaining past business relationships.
• Initiated and developed close business relationships with more than 45 new customers and opened trading accounts with 125 new traders.
• Entrusted as liaison to conduction client business with the goal of maintaining or gaining client business relationships.
• Profiled carriers to successfully match with available loads, create lanes and foster business relationships.
• Broadened client portfolio's, increased market liquidity, and cultivated new business relationships.
• Cultivated and maintained business relationships personal and commercial prospects by cold calling an average of 60 calls per day.
• Initiated and built new business relationships with other brokerage houses in Luxembourg, Spain, London, and Paris.
• Developed and maintained business relationships by servicing accounts subsequent to the sale close.

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• Distinguished career as Licensed Real Estate Professional successful increased annual revenue and income through expertise in building customer relations and referrals.
• Dedicated to meeting client investment objectives and goals while providing personalized service and fixed-income expertise.
• Established market making and proprietary trading department, fixed income and insurance divisions.
• Performed due diligence on proposed partnerships, analyzing projected income against future expenses.
• Executed real-time transactions for fixed income traders in a high-pressure trading environment.
• Executed equity and fixed income transactions for institutional and private clientele.
• Marketed fixed income derivatives to European trading entities
• Placed equity, option and mutual fund trades and facilitated discussions about equity markets, fixed income markets and international markets.
• Negotiated with third party providers and vendors to reduce overall cost by $250,000.00 and increased revenue income by $300,000.00.
• Executed and maintained the firms' positions in various global markets including foreign exchange, foreign equities and non-dollar fixed income.
• Created financial statement projections: income statement, statement of cash flow, balance sheet and comparable security valuation.
• Advised clients on 1031 property exchanges to convert proceeds from sales of raw land into ownership of income-producing properties.
• Performed Fixed Income work through Buying and Selling of T-Bills, swapped out collateral and set up Time Deposits.
• Collected tax returns, income statements, inventory, furniture fixtures and equipment lists from business owner.
• Prepared monthly reconciliation for the balance sheet / Income statement accounts and documenting policies and procedures manual.
• Managed various service and trading functions including mutual funds, equity, options and fixed income trades.
• Executed equity, mutual fund, and fixed income trades, loans, withdrawals, and rollovers.
• Provided support and growth feedback for direct and indirect reports on fixed income and equity instruments.
• Created numerous prospects' property market analysis, including Net Operating Income (NOI) proposal.
• Fixed income/options strategy Selling this strategy offered me both licensing and sales skills still used today.

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• Expanded and strengthened existing account relationships by actively selling services based on current market research.
• Conducted market research on technology programs supported by competing investment firms.
• Conducted market research and identified prospects for new business while maintaining current ship owner's portfolios.
• Prepared rent roll estimates, conducted market research, and summarized findings for client presentations.
• Completed market research to develop competencies of sales cycles across a variety of industries.
• Conducted market research and analysis to insure cap rates of over 13%.
• Assisted senior brokers with portfolio management, trading, and Financial Market research.
• Worked on lease negotiations, financial analysis, and market research.
• Conducted financial feasibility studies, market research and planning.
• Performed basic market research, wrote research reports.
• Conducted and analyzed sell-side emerging market research to identify companies for inclusion in a fully diversified global assets allocation portfolio.
• Performed extensive market research and analysis to appropriately place builder and investor clients into specific submarkets at aggressive prices.

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• Strengthened professional employer relationships with new and existing employer groups by maintaining memberships in professional, business development circles-i.e.
• Employed a core focus on business development, account management and distributor relations, representing leading food manufacturers.
• Provided strong account relationship management following through on all projects and resolving concerns quickly to ensure business development.
• Created integrated business developments, public relations and marketing strategies that effectively provided a comprehensive overview.
• Developed a referral network of equipment vendors through a self initiated Business Development Program.
• Managed and traded equity portfolios while assisting with small-cap equity research and business development.
• Created budgets, financial forecasts, financial management frameworks and business development strategies.
• Spearheaded new business development, reporting processes, and financial analysis.
• Performed business development, load verification, and driver performance/ETA tracking.
• Selected to repair relationship with dissatisfied credit unions through business development.
• Participated in business development, and maintained book of business.
• Enhanced global business development function.
• Directed marketing strategies, business development plans, and promotional activities that increased my group's client base by 20%.
• Orchestrated all facets of marketing/business development; including hiring new employees, payroll maintenance, contract bidding and operations Support.
• Involved in all aspects of operations including rate negotiations, scheduling, dispatch billing for commissions and business development.
• Performed hundreds of cold calls to potential clients with ease and success towards business development.
• Generated new business development through cold calling, show leads and walk in customers.
• Maintained database, records, client list, business development planning, and budgets.
• Engaged in business development while successfully bringing new corporate clients to the firm.
• Provided business development for structured tranche trading and post-trade risk collapse desks.

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• Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
• Assisted applicants with Medicaid eligibility, and selecting Supports Coordinators.
• Answered client questions regarding eligibility status of Medicaid/Medicare health plans.
• Educated and informed Medicaid recipients of managed care options.
• Assisted Florida recipients on Medicaid enroll into a medical plan
• Enrolled Virginia Medicaid recipients into managed care plans.
• Processed Medicaid dental and medical enrollment forms.
• Educated members about their Medicaid coverage.
• Obtained a thorough understanding of Medicare, Medicaid, Payers, and Legislative process through formal training and assignments.
• Enrolled recipients into health plans and with primary care providers (PCP) with Medicaid under the STAR Program.
• Assisted Medicaid recipients enrolling in health and dental plans for themselves or/and their children, through the phone.
• Assisted Louisiana residents with the transitive aspects of Medicaid: as it relates to the changes in 2016.
• Presented quarterly Long Term Care and Medicaid seminars to educate existing clients while capturing new clients.
• Provided enrollment services for applicants applying for PA Office of Long Term Living Medicaid waiver services.
• Handled over 200 daily calls for the State of Louisiana from current and potential Medicaid customers.
• Enrolled callers that were eligible for Medicaid in Health Plans and picking their Primary Doctor.
• Handled an estimated of 50 calls and Medicaid records per day at the call center.
• Completed the required documentation for agency, state, and Medicaid records and billing.
• Assisted consumer on informing them regarding restriction under their case by the Medicaid office.
• Handled in/outbound calls, educated and enrolled Medicaid recipients in health plans.

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• Added numerous new customers to account base by developing and maintaining a strong and positive rapport with brokers/customers and account executives.
• Identified new customers and opportunities by studying current business trends and by cold calling in both Chemical and Pharmaceutical Industries.
• Developed and implemented all marketing, advertising and sales calls to add new customers and increase sales.
• Secured new customers by developing, negotiating, and closing customer sales over the phone.
• Established new relationships with 48 shippers and secured 16 new customers for the organization.
• Increased number of new customers to the Vested platform on an annual basis.
• Prospected and developed new customers in Germany, United Kingdom, and Scandinavia.
• Qualified current and new customers for purchase of coins and precious metals.
• Conducted background checks on all carriers, new customers and employees.
• Provided key market analysis to attack new customers, and carrier partners
• Worked on prospecting on new customers on a daily basis.
• Identified & opened new customers through daily cold calls.
• Employed prospecting and telemarketing skills to obtain new customers.
• Solicited new customers through proven methods.
• Formed part of the Investment Advisors team, and prepared investment proposals for potential new customers.
• Brokered in house loads to third party carriers Acquired new customers
• Coordinated "Food show's" with Venders to attract new customers, and help retain existing customers.

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• Performed the migration of the WebSphere Message Broker 5.0 message flows to the new WebSphere Message Broker 6.1 environment.
• Involved with Migration of applications from WebSphere 6.x environment and configuring MQ Series and Message Broker.
• Involved in a team that administered WebSphere MQ, Message Broker in Development and test environments.
• Developed java code using MQI API for Java applications to interact with WebSphere MQ Server.
• Designed and Developed Message Flows and created WebSphere Transformation Extender (WTX) Maps.
• Involved in development of Claims and Provider Module using IBM WebSphere application server platform.
• Installed and Configured WebSphere Application Server 6.1/7.0, IBM HTTP Server on AIX 6.1.
• Performed administration tasks in development and test environments on WebSphere MQ and Message Broker.
• Implemented Web services message flow using SOAP nodes in WebSphere Message Broker 9.0.
• Installed WebSphere Message Broker, WebSphere MQ in development and test environments.
• Involved in development of Message flows on WebSphere Message Broker Toolkit.
• Developed message flow using IBM WebSphere Message Broker 3.0 and 3.1.
• Performed the administration of WebSphere Application Server V7.0 and V8.0.
• Configured MQ Server and Message Broker to WebSphere Integration Developer.
• Implemented WebSphere Portal Server v 5.1 to v 6.1 Migration.
• Upgraded the current WebSphere MQ Environment from 5.3 to 6.0.
• Developed MQ Adapter for integrating Sonic MQ and WebSphere MQ.
• Served as the sole WebSphere Administrator for development team.
• Assisted in upgrading WebSphere Message broker platform twice.
• Checked WebSphere MQ logs on Mainframe systems.

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• Prospected and wrote individual permanent life insurance polices.
• Studied and successfully obtained Series 7, Series 63 and Health and Life Insurance licenses in record time of three months.
• Contracted as a broker, engaged in establishing life insurance plans in order to satisfy retirement and estate needs.
• Established referral relationships, generating leads for individuals seeking to sell their life insurance policies for immediate cash.
• Obtained my North Carolina, South Carolina, and New York State Life Insurance and Annuities licenses.
• Averaged over 100 account openings for individuals in life insurance, long-term care and annuity sales.
• Educated customers on their financial options mainly involving retirement, life insurance and annuities.
• Increased life insurance production by $5 Million in face amounts consecutive years.
• Maintained annual continuing education requirements for both Life Insurance and Series 6 licenses.
• Selected accomplishments: * Over 250 Health and Life Insurance contracts in place.
• Designed a certification portal for 27,000 licensed producers to increase life insurance knowledge.
• Processed time sensitive correspondence for life insurance, mutual funds, and stocks.
• Obtained Series 7, Series 63, and Life Insurance Producer Licenses.
• Marketed and Sold Small Business 2-50 Employees Health and Life Insurance.
• Researched and studied life insurance policies offered by different companies.
• Specialized in Final Expense Life Insurance.
• Provided Health and Life Insurance needs to business and individuals: Develop and implement benefit plans for both individuals and business
• Obtained life insurance license and Series 6 designation to help market products including variable life insurance.
• Processed annuity, mutual fund and variable life insurance transactions in a timely manner.

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• Served as co-owner of East Coast Media Group LLC, opening franchises in Greensboro NC and Charleston SC.
• Owned and operated New Freedom Real Estate, LLC.
• Opened many million dollar LLC's in private equity.
• Performed audit risk assessment related to reverse merger, spin off of several assets, and transition from INC. to LLC.
• Licensed Maryland real estate broker and owner of Witz Realty, LLC, which provides commercial and residential realty services.
• Opened brokerage company to find retail strip sites to co-develop with Scherer Development, LLC.
• Raised startup capital for Gunner Gold LLC, a precious metals mining company.
• Handled allcustomer questions, concerns, and complaints.
• Acted as liaison between E*TRADE Clearing LLC and Exchanges, ECNs, and Market Makers.

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• Introduced and educated older and adults with disability on health care plans and eligibility
• Explained health care eligibility and services offered currently for beneficiaries.
• Enrolled new members in a health care plan that would meet the immediate needs of the members and their families.
• Accomplished firm link for data points needed to mitigate breakdown in delivering service with evolving Health Care Account needs.
• Educated clients on managed care - Assessed client's health care needs and assisted clients in choosing a health plan
• Enrolled clients into health care programs that best suited their needs while always maintaining a patient and understanding character.
• Researched coverage and premium options and supplied clients with the best health care coverage available.
• Guided businesses through health care reform changes as well as market changes.
• Educated brokers on health care benefits including but not limited to co pay s, deductibles and out of pocket cost.
• Handled inbound and outbound calls in a timely manner Enrolled clients in health care insurance programs of their choice
• United Health Care, Humana].

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• Worked with businesses in transition in site selection/evaluation, lease/buy analysis, sourcing financing, negotiating contracts and performing due diligence.
• Processed Investment paperwork keeping up with regulatory requirements & due diligence.
• Conducted necessary market research and/or due diligence.
• Originated private offerings, conducted all aspects of regulatory due diligence (1022) on behalf of FLF.
• Conducted annual compliance reviews, risk assessments, due diligence measures and employee compliance training.
• Performed quality work in title research, due diligence, curative and HBP title work.
• Guided both buyer and seller through due diligence and assisted with the flow of information.
• Conducted due diligence in Reeves County in preparation of drilling oil & gas wells.
• Collaborated with sales to perform KYC and due diligence of newly obtained business.
• Engaged in due diligence activities to maintain stringent standards of account management.
• Performed Due Diligence on several key areas of current drilling operations.
• Completed due diligence process on properties for purchase or sale.
• Performed land residual analyses, feasibility, and due diligence.
• Conducted claim and due diligence audits.
• Conducted market research and due diligence.
• Developed a growth plan to include due diligence, key personnel and specific action plans, objectives, and timelines.
• Performed Site selection, Due Diligence and Submission of locations for Developers.
• listed properties, negotiated contracts, performed due diligence and attended closings.

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• Participated in consultative investment strategy and retirement planning for high net worth clients.
• Increased client base by using seminars, cold calling and networking techniques and managed the assets of high net worth individuals.
• Worked as part of a team prospecting and developing high net worth retail accounts and domestic and international institutional accounts.
• Traded options on Japanese Yen, British Pound, and Australian Dollar for institutional and high net worth clients.
• Worked with team of brokers to provide customized financial advice and investment solutions to high net worth individuals.
• Managed $12 million in assets for 120 high net-worth clients; consistently grew portfolios.
• Explained to high net-worth (HNW) investors and institutions the benefits of managed futures.
• Assisted top producing retail broker in high net worth department of well-respected New York firm.
• Booked air travel reservations for several high net-worth individuals and Fortune 500 companies.
• Freelanced as Broker with emphasis on High Net Worth Clientele.
• Worked with higher priority and high net worth clients.
• Managed high net worth client portfolios leveraging investment services.
• Provided relocation assistance to high net worth clients.
• Generated consistent returns for high net worth clients.
• Established relationships with high net worth individuals.
• Prospected high net-worth individuals and determined their eligibility for the firm's investment..
• Managed Money for high net worth individuals Financial Planning and retirement services
• Prospected and organized sales presentations to pitch high net worth individuals, and opened over 50 new trading accounts.
• Helped high net worth investors and seasoned market participants with specialized trading strategies in the global currency markets.
• Expanded Stockton's' client base through extensive cold calling to high net worth individuals and sophisticated investors.

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• Used Outlook, Excel, Windows 98, AWD, along with specific John Hancock tools such a
• Installed and Configured HP Operations Orchestration (HPOO) 10.x on both Windows and Linux Platforms.
• Configured and deployed the BAR files to Brokers on test environment on Windows servers.
• Developed a Windows service to run the long running process at the back end.9.
• Administered Windows AD Domain, and applied group policy settings improving desktop security.
• Installed MQ and Message Broker on Windows and UNIX Platforms.
• Maintained Windows 2003 Server, 9 node network environment.
• Installed and configured WMB7.0 and WMQ 7.5 on Windows.
• Supported Windows XP Professional and Windows 7 Professional.
• Assisted in applications training for DOS-to-Windows changes.
• Installed the oracle client for windows.
• Used RFH utility in Windows 2000.
• Cleaned all exterior and interior windows.
• Migrated WMB 6.x to WMB7.x on z/OS, and Windows2000.
• Configured custom components for broker runtime like Configuration Manager, Broker and Broker Domain on windows environment.
• Implemented basic restart/recovery procedures, Administration and Configuration of WMQ/WMB products on Multiple Platforms (AIX/UNIX, Windows, Linux ).
• Developed data models and data architecture Setup MQ on AIX and windows server using support packs.
• Developed scripts for creating queues on windows environment and performed administrative tasks using mqsc commands.
• Checked for coding standards of all the modules (Hungarian Notation) Responsible for Unit Testing Environment: VC++, Windows 95
• Installed and configured Jmeter for performance testing on ESB Interfaces in unix, and Windows platforms.

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• Managed individual and institutional investment accounts, exceeding monthly sales goals on a regular basis
• Developed marketing and business development plans, as well as marketing collateral materials that were effective in achieving sales goals.
• Exceeded sales goals in a strictly inbound call center environment, resulting in multiple trading increases and sales awards.
• Displayed competency in exceeding targeted sales goals in both sales leads and listings within the first three months.
• Increased contract retention to 22% of all at-risk contracts, exceeding all retention and sales goals.
• Coached distressed homeowners on retaining as much equity as possible while achieving their desired sales goals.
• Received recognition and Sales Awards in 2005 and 2006 for the achievement of sales goals.
• Provided impeccable customer service, product promotion and client education to exceed sales goals.
• Led 2 sales teams directly with weekly meeting, sales goals, and scheduling.
• Worked with team to create sales goals, marketing strategies and dynamic scripts.
• Hired, trained, and managed retail merchandisers to aggressively pursue sales goals.
• Surpassed sales goals and developed a complete marketing program where none existed.
• Recognized for consistently exceeding Sales Goals for (10) consecutive months.
• Maintained a positive attitude under pressure, met and exceeded sales goals.
• Helped the company increase its annual sales goals for new ancillary products.
• Established a flexible marketing plan that achieves desired quarterly/yearly sales goals.
• Exceeded sales goals and proven track record selling precious metals.
• Worked in a team environment to achieve monthly sales goals.
• Achieved sales goals by making recommendations and providing ongoing service.
• Maintained 100 - 110% of overall monthly sales goals.

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• Developed Message flow services using ESQL Compute Node, File Nodes, Timer Nodes, Email nodes, and Routing Nodes.
• Created new Message flows (using ESQL) and Modifying the existing Message flows to incorporate any change requests.
• Developed software to save scanned data to floppy disks; created SQL commands to query an Access database.
• Worked on Message Sets, Message Flows to encapsulate the business logic using IBM Nodes and ESQL.
• Developed ESQL for mapping and filters applied in compute node and configured message sets for mainframes applications.
• Experienced in ESQL and vast use of String Manipulation functions coding according to the Mapping documents.
• Administered core SQL databases, for backups, restores, and compaction to ensure viability.
• Created customer Oracle and MS SQL Server queries to communicate between UCMDB and Asset Manager.
• Defined CMDB relationship structure of Remedy with SQL database tables and implemented the CMDB process.
• Worked knowledge in Microsoft Application Blocks and SQL Helper and Grid View Helper classes.
• Performed the unattended installations of the client tools for SQL Server 2012 and 2008R2.
• Used ESQL for routing and enrichment of incoming messages in compute and filter nodes.
• Coded the ESQL for compute node, Database nodes in message flow nodes.
• Created and did SQL migration for resolving various test and production issues.
• Created TSQL script library to assist in the setup of new servers.
• Designed disaster recovery, backup, and load balancing solutions for SQL
• Created message flows using message processing nodes and ESQL in WBIMB.
• Coded ESQL Compute Node and Database Node to query the databases.
• Developed ESQL according to the business rules for message content routing.
• Coded the complex ESQL work modules for the new services.

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• Coordinated and implemented project/property management.
• Developed creative sales, marketing and closing strategies to facilitate closing and property management of several properties.
• Managed all property management assignments and met periodically with all managers and institutional ownership.
• Performed contract negotiation and contract administration; provide leasing and property management services.
• Assisted in property management of various commercial and industrial properties.
• Owned and operated a successful residential property management business.
• Opened property management division to manage investors rental properties.
• Created and maintained a viable property management division.
• Provided professional property management services to owners/sellers.
• Licensed Realtor part-time and property management.
• Provided rental and property management services.
• Started up the commercial division, trained new agents to the industry Sales and Leasing of commercial properties and commercial property management
• Filled vacancies in private properties, processed and recorded rents paid monthly, tracked tenants using property management software and programs.
• Negotiated bulk deals, assisted investors with their property management also assisted with closing of for sale by owner deals.
• Managed all aspects of business that was dedicated to real estate sales, property management, and project management.
• Provided property management for residential and commercial clients, as well as giving expert advice on any legal issues.
• Supervised and managed over 165 properties, and property management department; resulting in over $200million in assets.
• Solicited listings and property management clients, and utilized a vast knowledge of financial and mortgage market.
• Provided Designated Broker expertise to a large property management company in the Phoenix, AZ valley.
• Collected rents, handled all collections of late rents, evictions and property management.

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• Performed Institutional Equity Sales advising portfolio managers and analysts of large financial institutions regarding stocks fitting individual fund investment philosophy.
• Expedited trading of natural gas futures contracts on open-outcry brokerage floor between large financial institutions and energy firms.
• Documented and submitted credit reports to financial institutions for approval of vehicle leases.
• Opened doors to more sophisticated clientele and senior management of financial institutions.
• Negotiated and communicated with various financial institutions on behalf of customers.
• Represented individual owners, financial institutions, government institutions and corporations.
• Developed strong relationships with financial institutions to secure lowest pricing.
• Delivered presentations to major banks and financial institutions worldwide.
• Served as a fixed-income securities broker for financial institutions.
• Presented and negotiated loan parameters with financial institutions.
• Developed comprehensive property evaluations for financial institutions.
• Procured over 50 relationships with banks and other financial institutions leading to the development and success of our Foreclosure Department.
• Negotiated lease terms on behalf of various financial institutions and Fortune 500 companies to acquire new office locations.
• Initiated, established and managed relationships with large financial institutions based throughout Europe and the United States.
• Managed client base of major banks, financial institutions and a number of specialized smaller houses worldwide.
• Ensured compliance with outside auditors and regulations, and good relations with clients and financial institutions.
• Returned from London Market and forged new relationships with North American banks and financial institutions.
• Traded all currency and cross options to banks and financial institutions.
• licensed by the Virginia State Corporation Commission/Bureau Financial Institutions as Principal Broker Advertising; Marketing; Sales; Management; Accounting
• Executed trades for many financial institutions including JP Morgan, Merrill Lynch, Refco and Dean Witter.

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• Provided continuous pricing service and advised clients through analytic commentary on market conditions, news and economic data.
• Advised clients of opportunities in energy futures markets based upon thorough analysis of fundamental and technical market conditions.
• Provided timely and vital information regarding market conditions to clients including hedge funds and buy/sell-side institutions.
• Monitored daily foreign currency market conditions, analyzed data and charts.
• Provided daily pricing strategy in environment with constantly changing market conditions.
• Capitalized on price fluctuations and hedged against adverse market conditions.
• Managed high risk futures positions in historically volatile market conditions.
• Researched market conditions affecting current and future financial strategies.
• Maintained current local area market conditions.
• Maneuvered assets according to market conditions.
• Executed order flow for a number of firm clients, providing insight on market conditions and monitoring accuracy of trade reporting.
• Developed communication skills through prospecting individuals by door knocking and giving presentations on current market conditions to groups of people.
• Advised clients on current market conditions and available equipment in order to maximize their production capabilities and streamline their processes.
• Provided expert advice to clients on market conditions, prices, mortgages, legal requirements, and relevant matters.
• Developed product packages based on market conditions and brokered contracts for producers, banks, and hedge funds.
• Applied knowledge of securities, investment plans, market conditions, regulations and financial situation of clients.
• Advised clients on market conditions, prices, mortgages, and legal requirements to manage expectations.
• Researched the financial and market conditions which affected the market value of the seller's property.
• Analyzed market conditions to determine optimum times to execute securities transactions to obtain the highest returns.
• Based on research and analysis of local market conditions, set resale prices for properties.

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• Served as member of team that advised and represented small to mid-sized business owners preparing to sell their companies.
• Called business owners and CEO's of privately-held companies to gauge prospect's interest in selling prospect's company.
• Worked with the business owners in closing deals which sometimes included conversion from one credit card processor to another.
• Conducted cold and follow-up calls as well as on-site interviews with business owners regarding the sale of their business.
• Educated and initiated business owners on filing business entities, corporate structures, licenses, and permits.
• Secured contracts with a variety of different types of business owners and prepared their businesses for sale.
• Consulted business owners on setting fair market selling prices based on the future of cash flows.
• Recruited new business owners to join the BBE bartering network; cultivated preexisting accounts.
• Worked with home and business owners to cut costs and switch over essential services.
• Guided business owners in the process of marketing their business for sale.
• Worked with business owners throughout Iowa wanting to sell their companies.
• Developed prospective business owners into clients through direct selling of services.
• Utilized various cold calling methods to secure appointments with business owners.
• Generated new business by cold-calling on street front business owners.
• Helped business owners with client-facing and systems from the back-end.
• Developed and maintained long term relationships with small business owners.
• Connected with business owners to present benefits of PEO services.
• Provided direct marketing leads to business owners in various industries.
• Solicited business owners for the sale of their business.
• Negotiated mileage and prices with drivers and business owners.

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• Developed message transformations/ Data enrichment and routing between XML.
• Developed message flows which done XML/XSLT transformations, from one format to another, SOAP/HTTP XML to MRM mappings and transformations.
• Created Message flows without Message set which used custom XSD/XSLT transformations to XML and Fixed Length Message (TDS).
• Experienced with web services, SOAP, REST, XML and XSD's extensively used ESQL to Handle Message Transformation.
• Created mapping sheets for all functional flows which converts data from XML to MRM and Database rows.
• Used RFHUTIL to read/browse/put messages in different formats like XML and COBOL from/to a queue.
• Developed WMB flows to transform XML messages to XML, MRM messages.
• Handled Message Transformation between XML, COBOL Copybook and C Structures.
• Used XML and MRM message formats extensively.
• Implemented XML1 and CWF format Message sets.
• Designed and developed XML Message flows.
• Created XSLT style sheets for the XML data transformation from XML to XML and from XML to HTML.
• Created Message Sets for different formats like CWF, TDS, XML, and EDI.
• Created XSD's, XML's and XSLT's using Message Broker Toolkit.
• Created message sets for XML data with client XSD's.
• Worked on SWIFT and XML messages.
• Serviced the company with large volume valuation/appraisals that were fed directly to their SourceNet system via xml and other customized interfaces.
• Worked extensively in sending and receiving SOAP messages with the Integration Server and XML data validations against the schemas.
• Developed Maps from EDI to XML in WTX Created Type trees and used WTX industry packs.
• Invoked the web service from Message flows through XML gateway in a secured manner.

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• Researched asset allocation strategies designed to help manage risk while pursuing long-term financial goals via upside participation and downside protection.
• Engaged clients daily helping identify long-term financial goals regarding personal investment needs, college and retirement planning.
• Developed and executed successful long-term business building strategies capitalizing on industry trends and exceeding financial goals.
• Developed financial reports to illustrate solutions to present to the client/prospect after discovering the individuals' needs and financial goals.
• Identified client needs and implemented financial plans to align the client s financial strategy with their long term financial goals.
• Advised clients of their financial options in order to help them reach their short-term and long-term financial goals.
• Analyzed clients' risk tolerance, financial goals, investment allocation, and time frame.
• Recommended investment products based on risk tolerance and financial goals to prospects and clientele.
• Analyzed market trends and formulated financial investment strategies to achieve clients' financial goals.
• Consulted clients regarding market and trading strategy to meet their financial goals.
• Helped clients achieve financial goals and assisted with unique financial issues.
• Performed ability to set daily, weekly and monthly financial goals.
• Managed client portfolio's to meet individual financial goals.
• Assisted clients in realizing and meeting their financial goals.
• provided long-term and short-term investment decision for qualified clientele in accordance with their financial goals.
• Developed long-term relationships with clients Prepared investment strategies to help clients achieve their financial goals Managed client investment portfolios

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• Boosted foreign and domestic customer base while surpassing revenue targets year-over-year due to exemplary partnership building and competitive tactics.
• Managed existing customer base, while developing new business for freight transportation Company.
• Identified market niche and developed customer base into a lucrative business segment.
• Engineered banking/trading client communications & investment bank customer base.
• Developed and expanded customer base by providing exceptional service.
• Performed prospecting activities to expand customer base.
• Established direct sales/ serviced customer base.
• Managed all day to day activities, hired two salesmen and facilitated Eurodollar option order flow for customer base.
• Managed inventory, established new accounts, maintained existing customer base, deliveries, advertisement, and QuickBooks accounts.
• Developed new niche markets for Young's Farm expanding their customer base by 200 stores within 8 months.
• Increased end-user customer base 240% by consistently exceeding required number of initial and follow up sale calls.
• Solicited freight from customer base and contracted carriers to move said freight for safe on time delivery.
• Developed and grew customer base to support sells of Southern Yellow Pine, Spruce and panel products.
• Developed repeat customer base listing and selling in single family, commercial, agriculture and rental Real-estate.
• Developed a customer base and assisted clients with equity, futures, and options trading strategies.
• Increased monthly sales by 19% by implementing strategies to develop and expand existing customer base.
• Acquired five new clients within first two months increasing our branch customer base by 20%.
• Increased desk revenue via introduction of clients previously not part of the company's customer base.
• Worked my way to top producer building a customer base through cold calling and referrals.
• Worked with local and national printing companies and produced collateral for an existing customer base.

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• Processed entitlement requests for terminated employees/registered representatives Off GAF and FINRA's database
• Conducted all reviews from the SEC, FINRA and the ISE ensuring satisfactory results in approximately 25 reviews.
• Registered with the NFA (member), CFTC registered, and with FINRA Series 3 licensed proficiency.
• Assisted compliance officer in day to day duties such as but not limited to FINRA CRD functions.
• Obtained FINRA Series 7 and 66 security licenses and NH insurance life and health license.
• Coordinated the firm's annual Financial Statement audit and compliance audits by FINRA.
• Planned, coordinated and executed compliance monitoring, audits and FINRA exams.
• Participated in annual Anti-Money Laundering Compliance training program (FINRA 3310).
• Researched and coordinated responses to SEC, FINRA and internal audit inquiries.
• Coordinated and supervised external examinations: FINRA, AMEX and SEC.
• Obtained FINRA Series 24 General Securities Principal license.
• Maintained client files in accordance with FINRA regulations.
• Reported trades using Act and FINRA Trace.
• Worked with State and FINRA regulators.
• Ensured overall adherence to FINRA/SEC regulations.
• Registered with FINRA (registered in Texas and 13 other states, CRD: 5410302).
• Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service Accomplishments Series 7 and 63 FINRA Registered Broker
• Obtained FINRA Series 7 General Securities Representative license and FINRA Series 63 Uniform Securities State laws license.
• Archived broker emails and messages in compliance with SEC and Finra regulations.
• Gathered information about agents through Finra and RegEd.

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• Demonstrated and recognized for outstanding ability to effectively market Putnam's financial products.
• Developed private label financial products.
• Represented a full line of insurance and financial products; follow up on new leads and referrals resulting from field activity.
• Invested in securities, money and various financial products on behalf of institutional, corporate and private clients.
• Displayed knowledge of multiple financial products that could provide a comfortable retirement scenario for clients.
• Brokered financial products, life insurance, long term care insurance and annuities.
• Advised customers on financial products to meet their needs.
• Recruited to lead coverage of a $5B global financial products insurance company generating $400K in annual revenue.

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• Developed Indianapolis territory for contacts with senior citizens during the enrollment period for Medicare.
• Referred qualifying members into Medicare advantage plans or other qualifying plans.
• Established consultation appointment for Medicare recipients
• Analyzed the insurance market and advised clients of risk and laws pertaining to Medicare programs.
• Educated on Medicare laws and requirements to help clients understand the complex steps of enrollment.
• Trained brokers on Medicare products, ensured their certification and knowledge of new regulations.
• Marketed primarily to the medicare community specializing in MAPD plans.
• Marketed startup operation in Chicago of Government Medicare Programs directly to Corporations and through brokers.
• Leveraged Cigna's directory of doctors and purpose on why they are a strong choice in Medicare and coordination of care.
• Provided Medicare education to retirees transitioning into the individual market Conducting needs analyses, to asses' retiree's medical needs.
• Maintained relationships with corporate partners to promote life, health, dental, medicare advantage and medicare supplemental products.
• Answered phones for Medicare patients that had any questions or concerns reguarding their health plan or prescriptions.
• Certified on the FFE Marketplace for both individual and SHOP plans Certified Medicare consultant.
• Enrolled retirees into appropriate Medicare Advantage Plans and Medigap/Supplement plans.
• Consulted and reccommended Medicare Healthplans to medicare beneficiaries.
• Certified Agent for all three major carriers Sold Medicare Advantage Plan Held Sales and Educational events to educate and enroll new members
• Contracted with several medicare companies such Emblem and Touchtone to market products on their behalf to increase their enrollments.

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• Received and serviced 50+ inbound calls per hour from brokers.
• Handled outbound and inbound calls at high volumes.
• Received 100-150 inbound calls per day.

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• Prepared and analyzed supplemental profit & loss statements and other financial statements providing various tools for negotiations and for settlement options.
• Conducted business valuations by analyzing financial statements, forecasting cash flow and conducting NPV analysis.
• Reviewed and evaluated the annual financial statements for compliance with required disclosures.
• Provided capital trading manager with daily projections and market financial statements.
• Managed and reconciled inter-company transactions and prepared consolidated Financial Statements.
• Valued businesses after review of financial statements and market conditions.
• Interviewed prospects and analyzed their financial statements.
• Worked closely with CPA's to review tax returns and financial statements to establish the marketability and value of the business.
• Examined daily and monthly financial statements that related to proprietary positions and P&L.
• Analyzed complex financial statements and loan files for commercial l real estate.
• Approved all credit orders as well as interpret all financial statements.
• Analyzed financial statements to determine fair-market value of the business.
• Prepared financial statements and month end close for two companies.
• Prepared financial statements for group.
• Advanced analytical skills and financial acumen, ability to interpret financial statements and market trend analysis reports.
• Worked with business sellers analyzing financial statements and providing business evaluations.
• Re-casted financial statements for sellers who listed their business with me.

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• Communicated and educated insurance companies on new safety programs and techniques offered to the transportation industry.
• Developed professional relationships with numerous bankers, grain elevators, and crop insurance companies.
• Experienced performing residential inspections for insurance companies.
• Interacted directly with insurance companies.
• Researched insurance companies' policies and negotiated with underwriters to find the most suitable insurance at the best price.
• Organized and facilitated underwriter road show presentations with clients and insurance companies in New York, Bermuda and London.
• Proposed, supported, and negotiated management fees for two insurance companies resulting in a 25% increase.
• Obtained lenders, insurance companies, electronics and other aftermarket vendors on board to promote a turnkey vessel.
• Researched various insurance companies and the policies offered by them to help clients choose the most suitable policy.
• Developed and maintained a good working relationship with insurance companies and their personnel and colleagues.
• Demonstrated the ability to serve as a solid link between recipients and health insurance companies.
• Collected information from clients to assess their risk profile, insurance companies and insurance needs.
• Assisted brokers with answers to questions and also worked directly with other insurance companies.
• Negotiated agreements with national banks, mutual fund and insurance companies and vendors.
• Helped brokers place high risk new business submissions with Surplus Lines Insurance Companies.
• Researched on the various insurance companies and insurance policies to advise clients effectively.
• Assisted insurance companies annually in determining premiums, expense and risk levels.
• Acted as liaison between client and insurance companies for claims and lawsuits.
• Processed claims and acted as liaison between insurance companies and clientele.
• Acted as intermediaries between clients and insurance companies.

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• Attracted new clients, brokered deals, found loads for current clients, quality control, cold calls & sales.
• Prospected aggressively and presented products to key decision-makers during cold calls; and doubled clients in practice.
• Generated results through cold calls, direct mailers, canvassing, drop cards, and networking.
• Ranked as one of the company's Top Sales Reps generating 400+ cold calls weekly.
• Called on current and prospective clients, completing over 300 cold calls per day.
• Completed intensive training program to prepare for Series licenses -Assisted with leads and cold calls
• Generated over $100,000 in new business sales via networking and cold calls.
• Created 10 face to face visits based on 100 cold calls per week.
• Contacted prospective customers from referrals and cold calls to expand client base.
• Maintained a daily quota of 80 outbound cold calls per day.
• Executed 150 cold calls per day to increase client base.
• Mastered sales scripts for warm and cold calls.
• Averaged 400 to 600 cold calls daily.
• Conducted Cold Calls to expand business.
• Performed 250 cold calls a week to Fortune 1,500 CFO's.
• Utilized cold calls, contacts and networking for lead generation to build and manage accounts of financial advisors for my clients.
• Executed marketing by placing cold calls, creating apersonal website and meeting potential clientele to generate sales.

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• Developed UNIX and Perl Scripts for maintenance of MQ systems.
• Tested maps in Dev and QA on AIX UNIX environment using Command Server.
• Developed UNIX Korn Shell scripts to schedule and run jobs.
• Worked in a Novell/Pick and Unix/Lotus Notes environment.
• Monitored MQ objects using Qpasa and UNIX Scripts.
• Created and Scheduled jobs through Tivoli schedulers and through UNIX CRON entry.

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• Completed development program including rotational assignments in Customer Service and Customer Relations Management in preparation for becoming a Wealth Manager.
• Developed customer relationships with all upper level management of Fortune 500 companies to expand existing accounts and cultivate new business.
• Developed and retained customer relationships by delivering full-range services in the commodity futures and options industry.
• Developed customer relations to generate new business and augment existing client/firm relations.
• Developed new customer relationships through continuous dialogue and client meetings.
• Managed loan origination firm, processing and customer relations operations.
• Managed customer relationships and handled all customer service issues.
• Maintained professional standards in sales and customer relations.
• Managed customer relations Sales Claim ServicesManaged insurance carrier relations
• Maintained exceptional customer relationships by delivering on commitments.
• Developed positive customer relationships and confidence.
• Managed Customer Relationships with Excel.
• Managed entire customer relations team.
• Selected to spearhead pilot group that gathered data for senior management, resulting in improved customer relations.
• Created outside customer relationship to add to daily leads, to decrease lead cost.
• Ensured effective customer relations, acted as liaison between sales, operations and clients.
• Developed strong customer relationships built on service, support, and follow-through.
• Received extensive training in sales, customer relations, and account management.
• Established clients through trade execution and customer relations.
• Developed, managed and built new customer relationships.

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• Prepared listing documents and facilitated open houses.
• Assisted clients promoting listings via social media, e-mail campaigns, open houses, print marketing and print advertising.
• Promoted properties via networking, multiple listing service, advertisements, open houses and social media.
• Listed & showed residential property for Sale or Rent as well as conducted Open Houses.
• Attended open houses with clients and facilitated them to ATTRACT & PRODUCE future clients.
• Conducted open houses, assisted in home design and coordinated client selections.
• Conducted open houses to generate interest and capture new buyer leads.
• Hosted open houses to advertise listings to perspective buyers.
• Hosted numerous Broker/Agent tours for open houses.
• Scheduled open houses and caravan tours.

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• Identified prospective clients through MLS and other databases including FISBO sellers.
• Loaded data in MLS; created and dispersed marketing material.
• Served two terms on the Metro MLS Board of Directors.
• Used computer to do MLS searches.
• Monitored and updated MLS property listings.
• Researched city/county/state records and MLS for data to use in competitive market analysis and pre-negotiation strategies.
• Created & managed listings, prepared & distributed prospect/client reports using the MLS (TReND) system.
• Implemented company formation, along with NMLS approval throughout startup process.
• Licensed Realtor: Extensive knowledge of MLS system.
• Advertised properties using a variety of methods including, entering client information into Fmls and Mls databases.
• Generated new business through multiple websites including Zillow, Trulia, local MLS, and personal websites.

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• Reorganized office files and records which provided a work environment more conductive to productivity.
• Developed and maintained relationships with REO asset managers, individual and corporate investors.
• Negotiated repair and maintenance contracts with outside vendors and monitored performance thereof.
• Supervised two-person reorganization team accountable for merger and acquisition.
• Assisted Appraiser's with, FHA appraisals and REO addendum's with turn around time of 24 -48 hours after inspection.
• Established and operated REO (foreclosure) Real Estate Specialty Office producing over $70 Million in sales in 30 months.
• Recruited real estate agents on a national level to complete commercial and residential market analyses and appraisals on REO properties.
• Created business model and online platform to effectively generate mid-market, OREO bank listings; listed/managed 25-50 properties.
• Performed read, write, import, export, reorganize, and reconstruct SAS data sets.
• Varied experiences in REO properties and foreclosures, communicating and negotiating with banks and investors.
• Marketed REO residential properties and performed Broker opinions of market value in Kansas and Missouri.
• Established Crimson Properties to sell real estate and REO properties in NW Alabama.
• Experienced in REO Sales as a Listing broker with Fannie Mae.
• Specialized in processes to dispose non performing default properties and REO.
• Completed Broker Price Opinions and did property valuations for REO's.
• Managed all phases of REO Property Liquidation, Short Sale assistance.
• Assisted agents in condominium developer sales, short-sales and REO's.
• Focused specialized client services on investor projects and REO Sales.
• Performed BPO's for banks and asset management REO companies.
• Negotiated with REO Agents regarding the Sell of Foreclosed Properties.

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• Worked closely with DB2, AIX, Windows support teams during WebSphere MQ and WBI Message Broker builds.
• Developed flows to interact with DB2 on Mainframe by using ESQL, Pass-through and Stored Procedures.
• Created ODBC connections to access Oracle and DB2 DBMS systems.
• Involved in working with UDB-DB2.
• Developed Message Flows for SQL based patterns to load data from DB2 on AS/400 to Oracle Database and vice versa.
• Involved in migrating message flows using DB2 database to Oracle Database by configuring ODBC datasources.
• Installed Message Broker Toolkit, Broker Runtime, DB2 and WebSphere MQ on windows environment.
• Configured the Oracle and DB2 as the database connections for IIB runtime environment.
• Created SQL's on DB2 to make sure the customizations are applied properly.
• Involved working with DB2 database as a backend.
• Performed DB2 sql and informatica maps Performance comparisons Developing Control-M jobs that call PMCMD scripts as per the required schedule.

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• Provided full service trade recommendations and technical/fundamental analysis to investors.
• Managed Full Service FuturesTrading Desk.
• Developed full service clientele offering investment products including, stocks, bonds, options and insurance.
• Managed daily operations of a futures and options execution desk and full service brokerage.
• Operated a 3rd party brokerage firm in bank lobby Maintained a full service brokerage office
• Provided coverage and full service to Investment Bank Clients in OTC Rates trading.
• Created a successful full service real estate brokerage business as an independent contractor.
• Created a full service Employee Benefits Brokerage with an emphasis on service.
• Organized and operated with partners a full service realty franchise.
• Owned and operated a full service real estate firm.
• Allied is a full service wealth management firm.
• Managed a full service real estate operation.

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• Updated or replaced existing client accounts by reviewing and thereafter presenting newer insurance policies consistent with updates in compliance and regulations.
• Reviewed and provided responses regarding client accounts, advising appropriate departments when corrective action was required.
• Analyzed absolute and relative performance of client accounts by designing individualized statements of brokerage accounts.
• Managed client accounts, provided financial and investment advice and updated investment portfolios.
• Maintained proper documentation for client accounts.
• Facilitated and supported client accounts to maintain continuity and preservation of the tactical and strategic objectives of the firm.
• Maintained sensitive client accounts while promoting the growth of new business with trading institutions both domestic and overseas.
• Assisted with day-to-day management of client accounts, verifying positions, emails, faxes, and wired fund.
• Maintained accounting records including sales, account receivables and revenue control involving assigned client accounts.
• Facilitated transfer of high net worth client accounts to / from corresponding broker dealer firms.
• Placed and serviced five client accounts while assisting in prospecting over a dozen companies.
• Managed client accounts including financial services, annuities, brokerage, and life insurance.
• Generated new client accounts while maintaining constructive and positive relationships with current clients.
• Increased client accounts by 30% by tracking potential clients from other states.
• Managed client accounts by selling/buying/trading U.S. bullion and rare investment gold and silver.
• Managed trade book and assisted back office with client accounts and records.
• Managed day-to-day operations of client accounts, and researched and qualified prospects.
• Processed daily securities trades in multiple financial markets for client accounts.
• Created, managed and provided customer service for client accounts.
• Acquired, serviced, maintained and developed new client accounts.

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• Managed entire sales process, from first communication to contract execution
• Originated businesses for sale, represented business owners during the sales processes, and introduced innovative marketing strategies.
• Maintained prompt, reliable, and positive customer service the all clients throughout the sales process.
• Assisted clients with the listing, marketing, and administrative sales process of residential properties.
• Developed partnerships with others in real estate market to facilitate delivery of home sales process.
• Created a comprehensive sales process for sales team that doubled revenue in 3 years.
• Managed the sales process from client relations through formulating bids and negotiating pricing.
• Worked with project manager at HACOL and tenants on understanding the sales process.
• Trained and mentored brand new agents in all aspects of sales process.
• Experienced facilitator of real estate sales process from beginning to end.
• Monitored and guided sales process from initial contact through contract execution.
• Defined and maintained sales process, identifying resources and/or scheduling conflicts.
• Provided financial advice and assistance to customers throughout sales process.
• Devised creative solutions to move the sales process forward.
• Trained new agents on company systems and sales process.
• Utilized a consultative sales process to identify needs and create value in establishing a new Forex account.
• Communicated with owners regarding home and loan status.Followed up with prospects throughout the sales process.
• Worked closely with company executives to identify new business opportunities and routinely participated in the sales process.

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• Negotiated contracts and developed additional positive relationships with hedge funds, banks and major producers.
• Facilitated on-time filing of IRS 1065 and related K-1 forms for the hedge funds and hundreds of limited partnership investors.
• Executed orders in the S&P 500 options pit on behalf of individual investors, hedge funds, and banks
• Worked with institutional trading team to assist clients (hedge funds and PE firms) in monetizing their assets.
• Developed and maintained profitable relationships with market makers, hedge funds, banks, and commercial hedgers.
• Developed and Managed existing and new business within hedge funds, producers, suppliers and investment banks.
• Executed futures and options orders for proprietary traders, hedge funds, and retail customers.
• Developed strong relationships with institutional accounts consisting of hedge funds, banks and energy companies.
• Provided trading services to hedge funds, mutual funds, pensions and other institutional businesses.
• Established bid/offer levels on Treasury bond positions from both primary dealers and hedge funds.
• Developed and maintained an institutional client base consisting of Hedge Funds and Banks.
• Developed knowledge base in Alternative Investments and Hedge Funds, and EstatePlanning.
• Serviced Secular and Corporate accounts and hedge funds.
• Developed hedge funds using internal research and trading strategies related to the firm's IPO and secondary offerings.
• Located property for non-profit organizations, hedge funds, investors, and general public.
• Worked with multinational firms, private equity, hedge funds and financial organizations.

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