Edward Gudas Email & Phone Number

Des Plaines, Il, Us

Illinois, United States

Our insurance specialists ask the right questions to learn about the current and future needs of your life, family and business. We review and analyze your existing policies and compare with policies from the 12 carriers with which we have relationships.As your life and needs change, we are always a phone call away, ready to help with a claim or adjust your policies, to protect your assets and minimize risk.

Greater Chicago Area

I coach financial advisors and insurance agents on how to use our retirement income planning solution. RetireUp shows the impact of recomendations like Roth conversations, adding insurance, and moving assets into a custom portfolio. We will help you build a better plan for your clients and close more business.

Libertyville, Illinois, United States

I coach financial advisors and insurance agents on how to use our retirement income planning solution. RetireUp shows the impact of recomendations like Roth conversations, adding insurance, and moving assets into a custom portfolio. We will help you build a better plan for your clients and close more business.

Libertyville, Illinois

I coach financial advisors and insurance agents on how to use our retirement income planning solution. RetireUp shows the impact of recomendations like Roth conversations, adding insurance, and moving assets into a custom portfolio. We will help you build a better plan for your clients and close more business.

Winnetka, Il

Onboarded and coached employees to educate them on the products and services. Trained them on sales techniques using scripts and success stories. Worked with 5 departments of the bank to focus on development towards employee succession to continue building the talent pool. Facilitated Wealth Champion program following syllabus to train nominated bankers through lecture, role-play, group discussion, and design thinking using Power Point, Skype, handouts, and white board. Uncovered needs of high net worth individuals and recommended appropriate solutions. Worked collaboratively with colleagues to find solutions and cross sell.

1746 Second St Highland Park, Il 60035

I advised customers on personal banking strategies and offered a full suite of personal banking including servicing of consumer and small business deposits, loans, mortgages, debit cards and online banking. These products and services meet the customer’s banking objectives and fulfilled sales & service activities for the customer.

Des Plaines, Il

Managed financial planning for over 220 individual and corporate portfolios to keep them on track for retirement. Educated and advised clients on suitable investments to assist them in reaching their long term financial goals. Maintained a high level of customer satisfaction through annual face-to-face reviews and quarterly calls.

Bannockburn, Il

Advised clients on products through solutions based questions and trained new staff on products and sales techniques. Attended workshops and seminars to maintain the highest level of expertise on products.

Hired, managed, and coached all facilitators. Worked with C-level executives to design a prospectus to improve group dynamics for corporate groups like Northern Trust and department heads from Presence Health Care. Operations Director of lakefront, teams course, outdoor skating rink, nature center and figure skating & hockey directors to include 65 employees. Produced staff reports, presentations and proposals to Parks and Recreation Board and City Council for recommendation and approval. Created policy & procedure manuals for program areas.

Facilitated lead sales managers at AON, top sales Allstate agents, and the neurology department from Lutheran General Hospital through a leadership program.

Mankato, Il

Helped to facilitate and organize the 1999 Midwest Wilderness Education Association Conference. Led team and high ropes courses, rock climbing, and rappelling clinics.

Master Of Science - Ms, Recreation Administration

Bachelor Of Science - Bs, Recreation Programming

Activities and Societies: Student Recreation Society - President Beta Theta Pi - Risk Management

General

Education record

Education record