– TERRITORY / CHANNEL: Nationwide / Broker-Dealer– Training, management and evaluation of the internal, hybrid and the external sales teams– Field travel with the external wholesalers resulting in direct observation and immediate feedback– Assist the National Accounts Team with new Advisor acquisitions – Obtained 3 new Selling Agreements and close to closing several new major Broker-Dealers – Worked with all 15 internal wholesalers and increased sales techniques across all territories – Increased sales in the Atlantic Territory moving ranking from 9th to 3rd – Increased New England sales by over 25% and Pacific Northwest sales by over $3M

- TERRITORY / CHANNEL: Northeast (17 states) / Broker-Dealer- Presented structure and detailed tax analysis at corporate sponsored due diligence meetings - Responsible for sales in oil & gas drilling programs and income generating programs - Increased sales by approximately 40% in spite of poor performance in previous partnerships- Obtained new selling agreements from multiple regional Broker-Dealers- Was a key participant in all nationwide webinars for new Advisors and representatives- Hosted multiple CPE seminars for CPAs resulting in direct referrals of HNW and business owners

– TERRITORY / CHANNEL: Nationwide / Broker-Dealer, Independent Broker-Dealer– Utilized existing relationships, obtained selling agreements throughout the nation– Instrumental in getting company to move from regional, to a major national accounting firm– Assisted external and internal wholesalers in developing a clear and uniform presentation – Hosted Continuing Professional Education (CPE) seminars for CPAs and CFPs – Spoke at Broker-Dealer conferences and nationwide webcasts for registered representatives – Increased sales by 30% annually and established U.S. Energy as a premier oil & gas company – Increased last quarter sales of 2011 in New England by 31% – In 2012 Atlantic Region experienced highest percentage growth in total sales

– TERRITORY / CHANNEL: New England / CPAs– Worked with CPAs & Attorneys to provide HNW & small business insurance investment solutions – Establish affinity program with both the Massachusetts and Rhode Island CPA Associations– Consultant for Alt Investments, selling tax advantaged investments in real estate and oil & gas– Obtained preferred relationship for investments and insurance with the MA CPA Society– Opened sponsorship conversations with the Rhode Island CPA Society

- TERRITORY / CHANNEL: Nationwide / Broker-Dealer- Opened 19 new Broker-Dealer relationships across the nation- Developed educational, sales and marketing materials for use with Advisors and HNW clients - Hired and trained registered representatives national sales staff – Internal and External wholesalers- Established in-house due diligence format and process and created a viable business in1031 arena- In 2005,2006, 2009, personal sales accounted for approximately 75% of the total sales of Resource

– TERRITORY / CHANNEL: Nationwide / Broker-Dealer– Opened 4 new Broker-Dealer relationships across the nation increasing sales by over $30M– Represented at in-house, local, regional and national BD and due diligence conferences– Hosted national conference calls to educate reps on products and effective sales techniques– Assisted in the development of sales & marketing materials and increased the sales force by 20% – Started large group due diligence conferences resulting in an expedited review process – Increased tax awareness among the wholesalers and increased sales from $24M to over $100M