- Negotiations, budgeting, and purchasing- Working closely with senior management to meet company objectives- Managing staff and time to create optimal productivity

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Acquire new clients on an ongoing basis for this multinational insurance firm whose primary life insurance company, AXA Equitable Life Insurance Company, is among the largest life insurance and retirement savings companies in the US.Evaluate clients' personal financial goals and information to determine the best strategies, products and services to meet their goals. Service accounts. Build and maintain client base, keep client plans up-to-date, and communicate periodically to determine any changes in financial status.►Increased client portfolios >40% on average from prior advisors. Represented AXA at financial services promotions.►Successfully reopened a closed school district to new client acquisition.►Captured >$500K in AUM away from company competitors.►Specialize in 403(b) accounts for the education market.►Formally instruct colleagues on company technology applications.

Taught and managed 5 classes per day, delivering lessons in history and economics for the High School of this Major suburban school district with a focus on college and career readiness. Designed and developed lessons and curriculum; communicated regularly with parents and teachers. Participated in hiring committees, building and district labor management, and meetings to place and create positive working environments for faculty, staff and administrators; served as union school building representative for six years. Coached new staff members in lesson design, test writing, classroom management and building policy adherence. Mentored student teachers to support employment at colleges and universities. Participated in High School Quality of Life Committee to enhance staff development. Represented school district at New York State conferences.►Mentored student teachers – achieved 75% job placement rate.►Played key role in school district distance learning course design and implementation. ►Led district initiative to incorporate Apple iPads into classroom instruction. ►Provided training sessions to improve the technical skills of teachers, administrators and staff.Created technology professional development courses throughout tenure. Received grant to write district-wide PowerPoint instruction manual.►Created 2 new courses: Personal Finance and Government Economics.►Developed and introduced district-wide APPR based on the Charlotte Danielson Framework for Teaching, a set of concepts designed to enhance the professional practices of educators to positively impact student learning.