-Work with local municipalities as the main contact with 50+ Police. Fire. and General Defined Benefit Plans with $1.1B+ in assets-Build strong client relationships through trust and integrity that assures long term client relationships and provides opportunities for new relationships-Coordinate and deliver Quarterly Investment Reports -Present Quarterly Investment Reports to pension boards and city councils-Work closely with inside team to communicate new and ongoing pension issues and legislation with trustees and key municipal staff-Create and present educational meetings for pension plan participants-Provide a consistent contact point for participants to find answers to questions as they arise-Speak on educational materials to Pension Board Trustees fulfilling their state continuing education requirements-Work closely with other team members to service Deferred Compensation and Defined Contribution clients-Work with Finance Directors, County Clerks and City Managers assuring their knowledge of our other financial products including Loans, Bond Issues and our Investment Trust for municipal assets-Adept at building relationships that allow cross selling opportunities of all financial products as well as our Insurance Trust

-Winner of 12 professional golf tournaments-Secured $60,000+ in financial backing each year thru selling accomplishments, talents, and goals to individual investors-Earned corporate sponsorships with Titleist, TaylorMade/Adidas and Under Armour -Handled all travel and tournament planning as well as practice scheduling-Comprehensive knowledge of expense control as it relates to meeting financial goals and the forecasting/budgeting of expenses -Maintained a strong work ethic with dedication to goals -Excellent time management skills with no supervision and the ability to prioritize tasks in order to maximize efficiency and thrive in unstructured environments -Proficient with team dynamics and dealing with different personality types

-Instrumental in implementing a complete business model change for a 92 year old company placing us in the forefront as an industry leader-Added new business revenues for more than $1 million in premiums through acquisitions of new accounts and close focus on customer satisfaction related to new health, wealth and personal line clients-Exceeded all quarterly target goals set by management, #1 top producer for multiple quarters-Had 116% retention rate with industry average under 90%-Provided risk management consulting to C-level decision makers-Increased market share through aggressive cold-calling and follow-up-Monitored competition by gathering current marketplace information on pricing, products, new products, delivery schedules, merchandising techniques, etc.-Strong ability to “partner” with clients to learn their needs, recommend solutions and build relationships -Ability to synthesize complex issues and communicate in simple messages