Romy Mortel, Afc® Email & Phone Number

Austin, TX, US

Belton, Texas, United States

Responsible for the management and supervision of Personal Financial Counselors (PFC) within the assigned region. Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with.

Austin, Texas, United States

• Provide financial education and counselling to military members and families serving in the active and reserve components.Coordinate key resource facilitators and deliver personal financial services through:
• Face-to-Face contacts to counsel and educate individuals and families to help address specific needs, including provision of appropriate resource materials.
• Facilitate financial planning workshops designed to promote awareness and educate Service Members and their families on various personal finance topics.
• Provide additional resources through community relationships to provide appropriate resources on all areas of personal finance.

Austin, Texas

• Provide professional personal finance support to miltary service members and their families on active duty and reserve status. Coordinate key resource facilitators and deliver personal financial services through:
• Face-to-Face financial counseling: Face-to-Face contacts to support and educate individual and families to help address specific needs, including provision of appropriate resource materials.
• Financial Planning workshops: Facilitate workshops designed to promote awareness and educate Service Members and their families on various personal finance topics.
• Resource Referrals: Provide additional resources through community relationships to provide appropriate resources on all areas of personal finance.

Ft. Hood, Texas

Responsible for maintaining the required nationally recognized financial counseling credential, AFC®, in order to deliver the required Financial Planning Counseling program. Train and mentor Accredited Financial Counselor candidates to successfully complete course requirement and pass the AFC ® accreditation exam.Manage, mentor, and lead a diverse group of.

Killeen/Temple, Texas Area

Responsible for total market business development to be the financial company of choice within the military market.Responsible for generating customer foot traffic, internet traffic, local merchant referrals and retail installment contracts for loan production and sale of financial enhancement products to active duty service members, military retirees and.

Colorado Springs, Colorado Area

• Hired and managed a team of insurance/investment sales representatives.
• Applied dynamic leadership skills, increasing team sales production by more than 120% within a 1-year period
• Oversaw full-scope of the operations, including market development, sales, customer service, staffing, and team development; consistently surpassed customer service performance goals
• Drove corporate strategy, marketing, business development, program management, the development of process and procedure initiatives, identifying revenue generating opportunities, and building sales and support teams.

Greater Denver Area

Managed and prospected for new accounts for the Public Employee Retirement Association (PERA).

• Fee based Financial Planner; recruited, trained and developed Financial services Associates; sold and managed insurance and investment products.
• Recipient of the agency’s Financial Planner of the Year award, 2002
• Led agency in fee-based financial plans with $102K gross distribution revenue per year
• Recognized and awarded President’s Citation, 1999
• Recruited, trained and developed 15 Financial Services Associates into a top producing team, which generated $324K in first year commissions
• Generated leads, built trust and confidence, provided investment recommendations based upon clients’ stated investment objectives and risk tolerance; made pre-sales presentations and delivered seminars to help.

Phoenix, Arizona Area

• Started and co-founded a business to provide professional and full-scale event management for conferences, conventions, special events and meetings with up to 700 participants nationwide
• Negotiated and wrote client proposals, outlined business services, and requirements
• Negotiated customer contracts with vendors, facilities and related parties.
• Generated clients through cold calling, prospecting, trade publications and referrals from previously satisfied customer base

US Army, Major, Company Commander, Battalion/ Brigade Operations Training and Chemical Officer State of Arizona Nuclear, Biological and Chemical (NBC) OfficerRanger; Airborne; Previous Security Clearance: Top Secret

Master Of Science - Ms

Ba