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CEO Resume Example

Resume Score: 70%

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CEO
Professional Summary

I am the son of immigrants, first generation American, who put myself through school and have successfully owned and operated a business for over 30 years.  I grew up in Philadelphia, and currently reside with my wife, Michelle, of 33 years, in the surrounding suburbs.  I have raised 3 children who have all followed in my footsteps in some way; my oldest, Jennifer, runs the day to day operations of my Insurance Agency and has been with me for over 10 years, my oldest son, Anthony, has gone on to one of the carriers that I represent and works as a successful underwriter, my youngest, Matthew, is a financial analyst for one of the largest banks in the world.  In addition to being a husband and father, I am also a grandfather to two amazing boys and waiting on the third grandchild to arrive in March of 2017.  

My experiences as not only a Business Owner as well as an Agent has allowed me to connect with people from all backgrounds.  People trust me with their most precious assets, their homes, their retirements and their estate planning.  I believe that I bring not only 30 years of experience with me but also the small business background that is so hard to come by.

When I cam across this opportunity I realized that I had to at least apply.  I have followed Donald Trump throughout my professional career and truly believe in what he stands for.  I am a tried and true believer in hard work and building this great country back up again.  I am willing to leave the business that I have built in the capable hands of my family and work in helping the President in to making this Country great again.



Skills
  • Expert in financial analysis, financial planning and investments.
  • NASAA Series 63 License
  • Exceptional sales skills
  • Self-sufficient
  • Property insurance
  • Home and recreational insurance sales
  • Life and health insurance products
  • Critical thinking
  • Project planning
Work History
CEO01/1998 to Current
Leonetti Insurance Agency – 853 N Providence Rd Media PA 19063

I have built this Agency from the ground up after working for other Insurance Companies as a career agent.  For the past 18 years I have run the day to day operations of a multi-million dollar agency with over 2,000 clients.  In addition to the Insurance Agent roll I am also the Financial Adviser to my clients and oversee my staff in the 2 offices that our agency operates. 

With over 30 years of experience in the Financial Industry I bring not only my expertise in the Insurance industry but also a working knowledge of the small business community.  Being a Business Owner in the First Free Trade Town in America has taught me that Leadership and Community are the heart of any good business.  

My agency is comprised of myself, my wife, my daughter and my brother in-law along with staff members who have been with our agency for many years.  Our mantra is that we treat our clients as if they were our family.  Being family owned and operated is one of the greatest joys that come with being the owner of this small business.  I have watched my wife, my brother in-law and my children become a crucial part of a business that I built from scratch and love working in.

Career Agent03/1994 to 10/2007
Allstate Insurance Company – 366 Lancaster Avenue Malvern PA 19355

Career Agent with one of the largest Insurance Companies in America.  

While working with Allstate I received numerous Top Agent awards and accolades.  I successfully had a $3.2 Million Dollar agency for over 10 years and sold the business in October of 2007.

Career Agent12/1991 to 05/1994
Prudential Insurance Company – Collegeville Office
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Finalized sales and collected necessary deposits.
  • Negotiated new and renewal production goals with business development manager.
  • Calculated quotes and educated potential clients on insurance options.
  • Met with prospective customers and business owners in their homes, businesses and other settings.
  • Promoted ancillary products to hundreds of existing and new clients each month.

Agency Owner01/1988 to 12/1991
Vassal Insurance Agency – 116 Commons Ct Chadds Ford PA 19317
  • Calculated premiums and established payment methods for sales.
  • Identified and solicited sales prospects in agency databases.
  • Met with an average of 10-15 walk-in policyholders to address and resolve complaints.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Finalized sales and collected necessary deposits.
  • Collected all premiums on or before effective date of coverage.

Education
Associate of Applied Science: Electrical Engineering1977Temple University- Philadelphia PA
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Leonetti Insurance Agency
  • Allstate Insurance Company
  • Prudential Insurance Company
  • Vassal Insurance Agency

School Attended

  • Temple University

Job Titles Held:

  • CEO
  • Career Agent
  • Agency Owner

Degrees

  • Associate of Applied Science : Electrical Engineering 1977

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