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Managing Principal Resume Example

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MANAGING PRINCIPAL
Professional Summary
A diligent and driven Managing Principal who has achieved success in a variety of roles with increasing levels of responsibility. A talented recruiter and coach possessing outstanding interpersonal, analytical and organizational skills.
Accomplishments

CERTIFIED FINANCIAL PLANNER™ Professional CFP Board

Chartered Financial Consultant® The American College of Financial Services

Series 7 | Series 66 | Series 24 Financial Industry Regulatory Authority (FINRA)

Executive Board Member of the Financial Planning Association of Greater Phoenix

Past President of Naifa of Phoenix in 2001

Past President of the SFSP of Greater Phoenix 2012-2015

Work History
Managing Principal, 01/2008 to Current
Lincoln Financial Advisors – Scottsdale
Grew Arizona and New Mexico market from 5 Registered Representatives/ IARs to 27 since 2008. Successfully recruited over 20 experienced financial p-lanners since 2014 with a trailing twelve month production of nearly $4,000,000. Beginning in 2010, built a Lincoln National General agency to 80 producers helping to take LFA enterprise production in Arizona and New Mexico to record levels.
Partner, 03/2003 to 12/2008
New York Life – Scottsdale AZ
Consistently achieved double digit recruiting results and was promotable to Managing Partner by mid 2006. Built one of the largest sales units in the country through successful recruiting, training and retention of inexperienced producers.
Agency Director/ Financial Advisor, 03/1993 to 07/2003
Metlife – Greater Phoenix
Spent the final 8 years in a role that involved recruiting , training and retaining inexperienced producers to the Phoenix market. Built a successful financial planning practice with several MDRT qualifications.
Education
Bachelor of Science: Marketing, 1990
Arizona State University - Tempe
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Resume Overview

Companies Worked For:

  • Lincoln Financial Advisors
  • New York Life
  • Metlife

School Attended

  • Arizona State University

Job Titles Held:

  • Managing Principal
  • Partner
  • Agency Director/ Financial Advisor

Degrees

  • Bachelor of Science : Marketing , 1990

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