Gil Wiseman Email and Phone Number
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As a Financial Advisor at Straight & Sound, Gil Wiseman partners with you on comprehensive financial planning and advice that draws on a full understanding of your life circumstances, dreams, and concerns. Strait & Sound is a Registered Investment Advisory firm that provides wealth management services to individuals and families seeking to achieve complete financial independence. Our mission: to help you to worry less about money so that you can live a rich and meaningful life. Benefits of Working with Gil and Strait & Sound: ⎷ WHITE-GLOVE Service – We’re committed to giving you a client experience that is deeply satisfying and custom-tailored to your needs.⎷ FIDUCIARY Approach – We are a fiduciary which means that we always work in your best interests. ⎷ ADVANCED PLANNING – Gil develops a complete and continually updated plan for you to approach the next stage of your life with confidence.⎷ TRUSTED ADVISOR – Gil gives you his undivided attention and is known for solving complex problems. ⎷ GOAL ALIGNMENT – Gil will work with your financial professional team (CPAs, estate attorneys, insurance specialists, etc.) to align the goals and tactics.⎷ ALLEVIATING WORRY – Gil is your trusted source during these turbulent financial times.Gil spent his entire career in financial services. Before joining Strait & Sound, he was with Farmers Insurance, holding positions of increasing responsibility in Sales/Marketing/Product Management, Claims/Underwriting, and Learning & Development. Gil was adept at coaching others, starting teams from the ground up, and employing strategy and tactics to solve big problems. Gil also learned how to put people at ease even when the conversations were difficult. Gil enjoys clients who have their sights on retirement and want to partner to build a plan with an aspirational, yet realistic timeline. Other clients include those who (a) recently entered the C-Suite (b) have adult children needing help to launch financially; (c) own a business; and (d) are going through separation or divorce (Gil is a trained mediator). He likes educating these groups on moving on to the next life stage with confidence.In his spare time, Gil enjoys reading, travel, golf and hiking.► Do you need help approaching your financial future with confidence? Contact: gwiseman@straitandsound.com, (503) 860-2709, https://straitandsound.com/team/gil-wiseman/
Strait & Sound
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Financial AdvisorStrait & Sound Jun 2021 - PresentStrait & Sound is a full-service financial planning firm with a client-centric approach: we do everything possible to act in your best interest. From offices in the Pacific Northwest, Gil services clients near home and nationally who share a common goal—achieving financial independence so they never have to worry about money again. A comprehensive financial plan is the cornerstone of each client relationship. Gil comes to deeply understand what matters to you - your values, challenges, goals, and dreams and then builds a personal financial plan unique to you, one you can draw on to move confidently into the next stage of life. The plans covers:⎷ Investment Management - Designing an Asset Allocation and Investing Strategy aligned with your risk tolerance and liquidity needs and timeline⎷ Retirement Planning – Giving you a clear roadmap to your future⎷ Tax Strategy – Building a lifetime strategy to keep more of your hard-earned money⎷ Asset Protection Strategy - Creating a perimeter of defense around your wealth⎷ Estate Planning Strategy – Aligning your wishes and your wealth⎷ Charitable Strategy - Making the greatest impact possible for your legacyDuring regular meetings, we review the plan, which helps ensure follow-through and progress. This also allows us to make changes when priorities shift, or something significant happens in a client’s life. From planning to execution and follow-up, we help instill confidence, remove worry, and promote the achievement of goals and dreams. We also utilize a real-time comprehensive dashboard to provide clients with a current snapshot of their circumstances and where they are relative to their objectives. With this information we can adjust where needed and stay focused on the things that will lead to financial independence.► Would a comprehensive, updated financial plan help you approach the future more confidently? Contact: gwiseman@straitandsound.com, (503) 860-2709, https://straitandsound.com/.
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Commercial Learning & Development ManagerFarmers Insurance 2018 - Dec 2020Lead the design, development and delivery of learning and development programs and initiatives for the Business Insurance team. Introduced a blended, social and collaborative learning approach, incorporating guided learning journeys and other learner centered approaches to respond to rapidly changing needs of business partners• Established relationships and value proposition with business partners to support a consultative approach to assist in achieving objectives.• Utilized rapid prototyping and pilots to create or completely overhaul on-boarding programs in response to evolving business needs while reducing time to proficiency by 25% (4 weeks).• Reorganized L&D team to promote adaptability, speed to market, and impact of training activities. -
National Commercial Performance ManagerFarmers Insurance Group Of Companies Jul 2016 - Dec 2017Woodland Hills, Ca - VirtualResponsible for training and development of captive agency force. Achieved 45% increase in new business production and 20% increase in agent participation.• Created and executed upon a comprehensive strategy for development of 14,000 member agency force.• Designed support roles for business units to establish a development framework and culture. • Utilized pilots to experiment and adapt, to ensure business impact prior to expansion.• Publicized initiatives and results, and employed influential champions to promote demand and adoption
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National Auto Curriculum ManagerFarmers Insurance Group Of Companies 2013 - 2016Beaverton, Or 97007Led a team of instructional designers responsible for the development and maintenance of training material for new and incumbent learners. • Conducted needs analysis to identify training opportunities and learning objectives to create learning solutions.• Revised Request for Services process to establish root causes of business gaps, gain consen-sus around most appropriate solutions, and prioritize training related solutions.• Facilitated creation of new on-boarding programs utilizing social/collaborative platform, reducing travel costs, training days, and improved student success rates.• Collaborated with multiple business units leading an initiative to improve performance support and create claims training for agents that resulted in double-digit increases in NPS.
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Home Office Liability Claims ManagerFarmers Insurance Group Of Companies 2009 - 2013Project management role with responsibility for modifications to national strategy and processes. Collaborated and coordinated with multiple business partners including Information Technology, Quality Assurance, Training, Compliance, and Finance.• Took over Medicare Reporting initiative that was in jeopardy and established a vision and enhanced collaboration resulting in implementation in accordance with Federal requirements avoiding exposure to large penalties.• Identified deficits in negotiation expertise and coordinated the development of workshops, and management reports, that improved target settlement achievement by over 10 percent.• Created a standardized approach to national communications to improve the consistency and clarity, and enhance the impact of messages
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Director – Field Auto ClaimsFarmers Insurance Group Of Companies 2007 - 2009Portland, Oregon AreaField Auto Claims leader of six state territory with complement of approximately 600. Key functions involved establishing vision, ensuring achievement of business objectives, employee engagement and retention, and talent development.• Utilized a Key Focus Area approach to promote execution related to priority business objectives leading to consistent achievement of goals• Created a culture of development being a key responsibility of all members of the management team that eliminated leadership vacancies and built capacity to export talent to other zones• Attained consistent improvement in employee engagement scores through grass roots programs that empowered team members and provided them with greater influence on local operations
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Division Claims ManagerFarmers Insurance Group Of Companies 2005 - 2007Similar function to position above but was initially a 2 state territory that over time expanded to 6 states leading to a promotion to Director. • Utilized volume and staffing analytics to improve capacity planning and support improved service and quality results, cutting employee attrition in half.• Based on demonstrated results was assigned additional, low performing territories, and developed them into successful operations.
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Territory Liability ManagerFarmers Insurance Group Of Companies 2002 - 2005Portland, Oregon AreaOversaw a six state territory to support consistent execution of the national Liability Claims strategy. Developed the technical expertise of the field through training, mentoring, development of management reporting systems, and business reviews. Primary contributor to redesign of the national strategy and establishment of Key Performance Indicators.
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Sales & Marketing ConsultantFarmers Insurance Group Of Companies 2001 - 2002Greater Los Angeles AreaInvolved in the design of national sales promotions, implementation of an agencies web initiative, piloting of banking partnerships, authored national communications, and the design of branding and advertising initiatives.
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Commercial Product ManagerFarmers Insurance Group Of Companies 1999 - 2001Greater Los Angeles AreaManaged the Habitational (apartment and condominium) product line ($110 million in premium). Charged with achieving sales and profitability objectives. Introduced new rating structure, marketing material, and contract enhancements. Worked with key producers and field personnel to enhance knowledge and tactical pursuit of target markets.
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Commercial Underwriting ManagerFarmers Insurance Group Of Companies 1995 - 1999Portland, Oregon AreaInitially led a single team responsible for underwriting and policy service of business insurance accounts. Led the consolidation of three Commercial Centers into one leading to eventual responsible for six teams. Key areas of oversight included revenue growth, profitability, customer service and employee engagement.
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Multiple Claims RolesFarmers Insurance Group Of Companies 1988 - 1995Portland, Oregon AreaBegan my professional career as a Property & Casualty claims representative engaged in the investigation, evaluation, and negotiation of bodily injury claims. Selected for the management training program and promoted to supervisor and managed a team of multi-line claims representatives.
Gil Wiseman Skills
Gil Wiseman Education Details
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Finance, Marketing
Frequently Asked Questions about Gil Wiseman
What company does Gil Wiseman work for?
Gil Wiseman works for Strait & Sound
What is Gil Wiseman's role at the current company?
Gil Wiseman's current role is Financial Advisor at Strait & Sound | Solving Financial Puzzles, Building Wealth, and Achieving Financial Independence for Individuals and Families.
What is Gil Wiseman's email address?
Gil Wiseman's email address is gw****@****tor.com
What schools did Gil Wiseman attend?
Gil Wiseman attended University Of Oregon, Portland State University - School Of Business.
What skills is Gil Wiseman known for?
Gil Wiseman has skills like Franchise Consulting, Educational Consulting, Franchising, Team Building, Coaching, Public Speaking, Training, Leadership, Strategic Planning, Customer Service, Leadership Development, Management.
Who are Gil Wiseman's colleagues?
Gil Wiseman's colleagues are Mitch Freedman, Cory Baer, Ping Guay.
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