Henry Nelson Email & Phone Number

Wheaton, Illinois, United States

Chicago

• Advised wealth management teams, institutional advisory, and family offices on GS market strategy, portfolio analysis, and product recommendations spanning mutual funds, ETFs, SMAs, model portfolios, and private.
• Conducted marketing calls, fireside chats w/ subject matter experts, and in-person meetings from beginning of career in VA-NC/SC-GA, to high-opportunity territories of San Francisco and Chicago as a senior peer
• Recognized by GSAM senior leadership at year-end awards as 2021 Top Alternative Sales for San Francisco territory
• Licensed Series 7 and Series 65 Registered Representative

Chicago, Illinois, United States

• Brokered financial insurance products as part of a team of ten professionals in the Lockton Chicago office
• Developed knowledge of Directors & Officers Liability, Employment Practices Liability, Fidelity Bonds, Fiduciary and Cyber Liability protection for publicly-traded, private, and private-equity backed companies
• Ensured clients carried sufficient protection for covered exposures utilizing financial reports such as 10-K, 10-Q, Form 5500, 8-K, comprehensive organizational charts, Lockton-proprietary analysis tools, and industry.
• Developed relationships with industry-leading carrier partners such as AIG, Chubb, and Travelers to negotiate favorable language, terms, and premiums for Lockton clients

Kansas City, Missouri Area

• One of eight college graduates selected from 300+ candidates to comprise LFG GP Sales Rep Trainee Class of 2015
• Licensed Life, Accident & Health Insurance Producer
• Training was administered by virtual class settings, weekly conference calls, role-plays, presentations, Home Office boot camps, self-study, and a year-long points competition
• Presented Lincoln’s product portfolio to employer groups in Kansas, Missouri, Iowa and Nebraska during enrollment meetings, benefit fairs, and one on one employee consultations▬ Product portfolio includes employer-paid.
• Twelve month product and process training encompassing solution selling, broker interactions, national/regional sales conferences, and rep shadowing
• Interacted with all aspects of Lincoln’s internal process; including underwriting, implementation, account management, contracts, claims, and billing, as well as executive management

Wheaton, IL

As an honor caddie, I recorded more than 200 rounds of golf over a period of 10 years; conversing with business professionals from numerous industries. Through these encounters, I gained advanced interpersonal communication skills and grasped many different pathways to success in business. For three years, I served as an outside services employee.

Batavia, Illinois

Analyzed and sourced between 10 and 20 New Product Development (NPD) initiatives, most importantly a mop bucket product line representing approximately a $3.2 million opportunity.Created a weekly standard work procedure dubbed "SQDCO" for Safety, Quality, Delivery, Cost, and Opportunity. Members of the Global Strategic Sourcing team conduct a short meeting.