• Responsible for the direction of Macro-Economic News, Curriculum Development, Mentorship Programs, Signal Services, and Daily Webinars• Supervising daily trade activities, new opportunity development, and trade review• Management of team leaders• Mentoring, coaching, and developing traders on strategies and best practices• Provide insight on goals and objectives with business alliances• Specializing in trading Foreign Exchange Currency• Candlestick, Point & Figure, Heiken Ashi Chart Specialist• Strategizing trade error• Review and Reporting of monthly Profit & Loss• Daily meetings with investment analysts and researchers to gain an understanding of market conditions — domestic and global — so as to better serve the needs of the subscribers

Responsible for empowering others to personally take control of their destiny through financial freedom.Deliver half-day workshops, worldwide, multiple times each week, including Saturdays and some evenings. Workshops consist of gaining a clear and fundamental understanding of how the financial markets move, the direct effect it has on us (individually), and the solution on how to successfully maneuver in any market condition. Set proper expectations for the next steps in the application and enrollment process. Actively participating in student development activities, as needed. Teach certain one and two day classes.

HEALTH PLAN ADVISOR•Assisted members in multiple states by providing professional advice in the purchase of individual medical plans•Worked with at-risk members to increasing member retention and decrease the possibility of lapse•Provided detailed analysis that identifies and promotes the value of the existing plan, discussed options, provided alternative plan options when appropriate and made recommendations•Provided customers with counseling and recommendations for plan changes•Worked with cancellation requests to prevent member attrition•Partnered with the Underwriting team to provide alternate plan options to facilitate enrollment when the selected plan was not available, due to rate ups, etc.•Conducted follow up on retention leads through outbound communications via phone or in writingBROKER SUPPORT SPECIALIST•Provided administrative support to agents and/or brokers•Sub-Agent, Agent, and Agency Appointments•Responded to a wide variety of inquiries to agents and/or brokers who preferred their issues to be addressed via email•Explained the benefit structure of EPO, PPO, HMO, and HSA plans•Provided quotes for medical, dental, and vision plans•Assisted with understanding and completing insurance forms•Functioned as a source of knowledge regarding Open Enrollment, Special Enrollment Periods, Short-Term Insurance, Qualifying Events, and Underwriting Guidelines for Individual and Group markets both on and off Exchange•Administrative assistance with enrollments, cancellations, plan changes, member additions, and member removals•Tasked with explaining the way in which a medical claim was applied towards to a member’s account•Provided technical aid to agents and/or brokers on how to navigate through their online portal called Producer Toolbox

Responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. Responsible for ensuring store employees are properly motivated and trained and that qualified replacements are developed and ready to fill open positions.• Maintained exemplary customer service within the store and established special relationships with customers in order to promote continual business• Established special relationships with specific businesses in order to create an atmosphere—within the community—that married various services, so customers could have a seamless experience.• Implemented strategies to help meet store goals and objectives • Recruited, developed, and motivated store employees to exceed internal and external customer expectations • Ensured compliance with federal, state, and local regulations • Maximized sales by implementing a strong customer service and/or selling culture • Supervised Customer Service Representative’s activities, including but not limited to transaction processing, maintenance of cash drawers, and cash handling procedures • Coached and developed Assistant Store Managers and Shift Supervisors in accordance to career development plans set by the District Manager • Marketed within the community to increase market share and store revenues• Resolved customer complaints for increased customer satisfaction • Controlled labor hours, cash, store audits, and shrinkage • Helped to maintain a neat and clean store environment for our customers and employees

Responsible for selecting candidates that complement one another in the success of offerings and investments. Establish and implement projective goals and processes tailored for each venture. Ensure client expectations are met or exceeded through the conjunctive efforts of industry professionals.• Managed the needs of High Net Worth (HNW) clients of $250,000 or more• Diligently involved and had close interaction with clients from one or more projects• Exhibited the discipline to work from home and travelled nationally to meet the needs and/or demands of clients• Responsible for overseeing the workload of 48 agents operating in different states across the nation• Accountable for auditing financial agents by insuring that their financial practices, procedures, and guidelines are adhering to federal and international requirements and/or laws• Facilitated conference calls between clients and financial institutions and/or financial professionals• Worked closely with paymasters, bankers, and payroll specialists to ensure that funds (commissions, fees, profits, etc.) are properly allocated to all parties involved• Conduit for HNW clients as they transact with the top 25 banks, worldwide• Presented unique strategies to the financial team• Served as financial liaison, specialist, and trainer• Verified humanitarian projects met qualification of chosen investment vehicle• Developed profitable strategies for successfully attacking and penetrating the financial industry as the market fluctuates• Skillfully devised techniques for introducing financial opportunities to solicitors of creative investments

Charged with the responsibility of educating students in the areas of Biblical Studies and Theology. A special emphasis was upon the literature, interpretation and themes of the Christian Scriptures. Helped students explore the text of the Bible within both its historic context and its use in modern, worldwide contexts. Provided an in-depth knowledge of the Bible in order to strengthen the services of ordained and non-ordained leaders in local congregations, parachurch organizations and mission agencies. Trained students to engage theological ideas in the world today through a strong biblical and mastery of diverse theological heritage. Concentrated on equipping students to become responsible interpreters of Scripture and faithful stewards of Christian thought through critical graduate study leading to church service and teaching.

Exercised leadership and responsibility for day-to-day operations of sales, customer relations, retention, and marketing of insurance products - life, health, dental, Medicare, and contingency - to businesses, families, seniors, and professional individuals.Played a more personal role in servicing the insurance needs of premier accounts, whether small groups, families, individuals, and/or seniors.Remained abreast of competitive products, industry changes, and maintained a personal awareness of competing carrier's advantages and disadvantages.Collaborated with a network of other brokerages in the health insurance industry to establish a communal service for the clientele.Interacted with vendors and carriers to gather marketing information for purposes of promoting a "Specialty" line of insurance known as Contingency.Worked closely with Account Executives and Account Managers to discuss issues, assist in problem resolution, and maintain strong relationships with carriers, clients, and prospects.Presented new sales concepts to marketing team.Served as product specialist and conducted training sessions with Account Executives for the purpose of informing the company of the Board's direction towards success.Conducted special projects to influence sales and service enhancements.Developed strategies for attacking and penetrating venue/client master lists.Devised techniques for introducing products to customers.

Charged with the duty of assisting with supervising upwards of 25 employees with fulfilling the need of offering customer service, respectfully handling irate clientele, balancing billing accounts, and analyzing claims history with the Small Group division.• Personally, responsible for managing 2000+ business accounts• Provided assistance to business owners in the administration of medical benefits, problem resolution, and auditing of accounts to ensure accurate system application of payments and enrollments• Educated customers regarding policies, procedures, and legislation and responded to customer inquiries and grievances• Provided support to agents and brokers to guarantee the accuracy of their representation• Conducted training classes for new employees to ensure knowledge of business concepts, along with “refresher” courses for experienced employees when new laws and/or procedures were implemented• Assisted employees with grasping their ideas and projecting them in the direction that would better suit the company's need for improvement• Worked closely with Account Executives and Account Managers to discuss issues, assist in problem solving, and to build and maintain strong relationships with companies, clients, and prospects• Serviced the insurance and financial planning needs of individuals, families, seniors, and businesses• Worked closely with other agents to prepare and service accounts of prospective and active clientele• Answered general questions and responded to major issues of agents and clientele• Prepared proposals for quoting• Prepared carrier responses into proposals to present to prospects and/or existing clients