Richard Mona, M.B.A. Email & Phone Number

Lincoln, Rhode Island, United States

Part of a record-breaking team that exceeding $8.2 million in Life Net New PremiumConsistently exceed monthly sales goals up to 225%Exceeded Annual Sales Goal and KPI’s within 6 months.State Life Insurance Licensed (50 states)Conduct Professional Needs-Based Life Insurance and Annuity Telephone Sales Conversations Establish and Build Long-Term Customer.

Raynham, Massachusetts, United States

• I am an extraordinary communicator who excels at building enduring relationships.With more than 20 years’ experience in the industry, I possess strong financial services acumen, world class client service skills and.
• Provide World-Class Client Service to Amica Mutual Policy Holders and other contacts and prospects.
• Handles files accurately and in a timely manner.
• Works towards exceeding production goals as evidenced by policies written and success with life referrals.
• Assisted Manager and Branch Director in Conducting team meetings.
• Possesses Property and Casualty state and non-resident licenses.

Westport, Massachusetts, United States

Morton Middle School, 1135 North Main Street Fall River, MA 02920

*To provide for the custody, supervision and security of youth detained in the Rhode Island Training School for Youths, including assisting in the rehabilitation, education, treatment, care and control of these residents.*Valedictorian-21st Rhode Island Training School-Juvenile Program Worker Training Academy Class of 2020

Cranston, RI

Personal Auto, Home, Life and Pet Insurance Sales Representative Licensed in RI, MA and CT

Smithfield, RI

Engaging, client facing consultant who forms and manages ongoing relationships with intermediary Financial Advisors and C-Suite Executives supporting the Fidelity 401(k) product.Partners with Fidelity 401(k) Sales and Relationship Management teams conducting committee meetings, sales finals and promoting Fidelity capabilities to stakeholders, participants.

Smithfield, RI

• Emerging Market retirement plan sales ranging in size from $5 to $25 million in assets
• Focused on intermediary distribution to advisors and employers with respect to their 401k

Smithfield, RI

• Drove development, acquisition and retention of 365 advisors and 3,700 prospects
• 2004-2013 territory I/O gross consistently exceeding goals up to 130%

Boston, MA

• Fostered relationships with high-net worth clients and uncovered new opportunities
• Discussed portfolio positioning and rationale of asset allocation strategies to educate clients

Smithfield, RI

• Trade execution of stocks, bonds, mutual funds, UITs, ETFs, and options
• Executed on client segmentation strategy in an attempt to uncover new business opportunities

Master Of Business Administration (M.B.A.), Concentration In Finance

Activities and Societies: President-Providence College Working Professionals MBA Association; Special Olympics Volunteer; Angel Fund.

Education record

Master Of Science, Criminal Justice

Activities and Societies: Graduated with Distinction

Criminal Justice/Law Enforcement Administration

Bachelor Of Arts, Justice Studies

Activities and Societies: Mary Ann Hawkes Award in Justice Studies

Reserve/Intermittent Officer Training Academy, Police Officer Training Academy

347 Hour Training Academy for Reserve/Intermittent Officers with Arrest Powers including Firearms

Certified Financial Planner Program, Cfp (R) Candidate, Financial Planning And Services

Certified Investment Management Analyst Program-Wharton School Of Business, Aresty Institute Of Executive Education

Cima®, Finance And Financial Management Services

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program

Activities and Societies: National Honor Society, Latin National Honor Society, Spanish National Honor Society