Derek Polley Email & Phone Number

Houston, Tx, Us

Springfield, Massachusetts, Us

As Executive Vice President, I am responsible for maximizing our organization's operating performance and achieving its financial goals. This role also includes direct oversight of the Insurance and Investment departments, communicating with the board of directors, preparing operating budget, and overseeing the strategic plan.

Milwaukee, Wi, Us

As your financial planning representative, I will work with you to:1. Identify your goals. First, I make sure I understand what’s important to you and your loved ones, where you are today and where you want to be in the future.2. Develop your personalized plan. We will analyze your financial situation and develop recommendations that can help you and your family achieve financial security.3. Implement your strategies. We'll bring your financial plan to life with proven products and quality solutions.4. Review your plan. Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

Works with the Executive Director, Development Committee, Board of Directors, and staff to develop and implement a long-range development plan which meets the funding, sponsorship, volunteer, and material goals outlined in the Strategic Plan. Prepares comprehensive annual fundraising plans complete with dates, roles, events, needs, etc.

Lynchburg, Va, Us

My responsibility is to be the main communicator, decision maker, leader, and manager. As a leader, I advise the Executive Commitee, motivate employees, and drive change within the organization.

Lynchburg, Va, Us

As CEO, my responsibility is to be a communicator, decision maker, leader, and manager. The communicator role can involve the press and the rest of the outside world, as well as the organization's management and employees; the decision-making role involves high-level decisions about policy and strategy. As a leader, I advise the advisory board, motivate employees, and drives change within the organization. As a general manager, I preside over the organization's day-to-day, month-to-month, and year-to-year operations.I create operating plans that support strategic direction set by the advisory board and correlate with annual operating budgetsI define the organizations vision and develops strategies for achieving that vision.I also develop and monitor strategies for ensuring the long-term financial viability of the organization.

Lynchburg, Va, Us

Prepared reports and maintained accurate records in a timely, professional, and precise manner. Inspection of ongoing activities such as filling and packaging of consumer products.Statistical sampling and inspection of finished products.Knowledge of ISO 9000 and/or QS 9000 quality management systems.QA inspectors reviews protocols, qualification, and validation procedures documented by the organization and follows those procedures. If a manufactured product does not meet quality specifications, the QA inspector investigates and reports production line failures.SAP experience

Glen Allen, Virginia, Us

Handled routine tasks such as answering questions, making changes in policies, processing claims, and selling additional products to clients. Maintained regular contact with clients to ensure that the clients' needs were being met.

Chicago, Illinois, Us

Responsible for sales to new prospective clients, and the cross-selling and service of current clients.Obtained many new accounts through referrals by developing a successful clientele. Exhibited exceptional sales ability and demonstrated proven track record of sales success.Offered advice on ways for the client to minimize risk, and the appropriate policy for the clients' lifestyle.In the event of a loss or accident, helped policyholders settle their insurance claims.