Retired

Rep for Risk Assessment / Underwriting Dept; interviewed applicants with various national life insurance companies for qualification and approval. HIPAA based multi-question legal documents presented to applicants for ultimate approval by Underwriting Dept based on Risk Assessment

Investment Advisory Services/Wealth Mgmt/Financial Planning/CPA & Accounting Svcs/Company & Employee 401k..Hold Series 7, 63 & 65 Licenses and Life, Accident & Health Insur Licenses in NC/SC/FL; Variable Annuity Line of Authority and Long Term Care/Medicare Supplement Insurance Lic NC/SC/FLObtained Cash Balance Coach Consultant Designation through Kravitz, Inc. Aug 2018

AXA ADVISORS, LLC ( NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity E,mployer--M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dKnowledge of and licensed in myriad investment services -- primarily sold Variable Annuities to clients and 403(b)s to public school staff and teachers in Cherokee County, SC. Educated school personnel, provided investment research, obtained risk tolerance and retirement objectives to public school personnel from to coaches to custodians to secretaries to media specialists to lab techs to teachers to Principals. Succeeded in obtaining 60 clients in 3 months.

International Call Center Financial Svcs Rep

Marketing Intel, Research and Business Development for 1) Microsoft Service {Dynamics CRM for Technology & Financial Companies 2) Microsoft Partners CRM platform for Banks, Financial Institutions and Credit Unions [Avanade & Hitachi]; mindSHIFT IT Managed Services for SMB

*Site Agent at 3 Minerva Properties New Construction Townhome communities near Emory University*Residential Real Estate Agent/Realtor at Coldwell Banker Residential/ Midtown*CB Referral Network

www.rightcaresolutions.com*Business Development to hospital C-Suite, officers, executives, directors and managers in Quality, Case Management, Infection Control, Discharge Planning, Post Acute Care, Risk Stratification, Continuum of Care, etc. for the purpose of becoming introduced to, and familiar with, RC's medical technology / software {SaaS} for Risk Stratification at Admission. *Familiar with and proficient at locating & contacting key officials at healthcare groups, hospitals, pertinent affiliates & identifying potential liaisons. *Extreme proficiency with Microsoft Dynamics & Salesforce CRM systems. *Managed database of 4500+ hospitals in the contiguous US, HI and AK and excellent at accurate documentation of all correspondences/outcomes. *Worked closely with Dir of Marketing on strategies for website exposure & brand imaging*Instrumental in obtaining meetings with key hospital personnel via all manner of networking, calling, online marketing & business development. *Worked in tandem with Business Development Directors on strategies for F2F meetings and webinars.

*Efficient, accurate management & demand generation for 4500+ HIMMS Analytics Hospital Account Database in Salesforce CRM -entire US *Exceeded Lead Quota consistently every month from 110 - 170% *Successfully generated over 710 qualified "leads" resulting in 60 appointments or phone conferences; Exceeded company expectations consistently *Proven success at high C-Suite qualification methods – sophisticated conversations *Utilized "Strategic Critical Thinking" and strong relationship building skills*Outstanding verbal, logical, analytical and written communication acumen *Successfully met Bonus Incentive Plan every month*Diligent follow up and customer/prospect outreach; Excellent knowledge of logistics*Merck HIPAA training and certification

*Supervision & Project Mgmt of Historic 1920 Dutch Colonial Revival Cottage / Interior and Exterior Renovation www.presnc.org

*Teacher of Business Practices, Manufacturing, Logistics, Corporate Protocol, Life Skills, Hygiene, Personal Empowerment, Etiquette, Business and Basic English to 15-20 yr olds *Assisted and tutored students in comprehensive testing for IELTS {Intl English Language Training} and the English exam & certification in Shanghai. *Prepared students for further university study, both domestically {China} and abroad. *Prepared & administered lectures & exams in both Business English and English as an Elective course.*Implemented a system of English Composition and International Literature. *Wrote instructions for future foreign teachers. *Guided students into vocations with domestic companies or MNCs, as well as selecting pertinent studies at universities and professional associations.*Proud to note that one of my students won 3rd Prize in the Shanghai English Speaking Competition in April 2011, competing against students from 53 other Jr. Colleges.*Teaching English as a Second Language {TESL} certificate earned through Chinese Culture Center, Columbia, SC

*Top Closer at Villa Sonoma, one of Atlanta's hottest Condo Communities near Prestigious Perimeter Mall*On site sales agent with approx $3.5 mil in Sales in '08/09's declining real estate market. *Instrumental in getting FHA approval for the community. *Experienced in foreign loans, NACA, federal grants and PEN program {Protectors, Educators & Nurses}. *Strong ability to convert renters into buyers & first time purchasers onto contract with ease, recommending preferred loan programs for their needs. *Excellent ability to connect with my client and help them in every facet of the buying / selling process. *Exemplary long term relationship building skills. Guidance in mortgage loans.*Sales Manager, Meeting Park, Marietta, GA - Developers and Lenders pulled out due to market downturn Mar 2007-Jan 2008

*Sales Manager of exciting new "Museum Chic" / Art Studio concept: The Studio Homes of Ellis Square in the heart of downtown Savannah's Historic District.*Building Superintendent, Sales Agent*Networking and Business Development -Savannah Board of Realtors Member, Preferred Lenders, Developers, Closing Attorneys

*Hired by New Homes Services VP as sole agent at two of Atlanta's most exclusive properties, Grand Estates of the South in Johns Creek & Ivey Mills in Roswell. *Excellent rapport with top builders in Atlanta Metropolitan Area *Instrumental in the launching of Roswell Womens' Club Tour of Homes *Compiled and managed large database of upper echelon real estate developers, buyers & sellers.*$500,000.00 in sales in declining real estate market

*Award Winning Sales Consultant for Multi-million dollar signature golf course community *$15Mil in recorded closes in 2 yrs at Swim/Tennis/Fred Couples Golf Course in Golden Isles {coastal GA near St. Simons and Jekyll Islands}. *Sold homesites on 1560 acres, myriad phases, nestled between Little Satilla River & Maritime Forests w/ 300 yr old live oaks and sable palms.*Specialized in Golf Course, Marsh, River and Interior Lots for custom home buyers. *Salesperson of the Month in June 2004 with $975k in closed sales *Was presented awards & cash incentives for high sales and performance on company-sponsored President's Club trips to Cancun, Mexico and San Juan, Puerto Rico in 2004 & 2005.*Proficient in Citrix, High Rise & Sales Logix CRM systems*Sold to C-Level Executives, Doctors, Attorneys, Investors & other high end buyers

*Top closer of new advertising medium - Internet advertising*B2B advertising sales to hospitals, universities, European appliance companies, trade schools, car dealerships, healthcare professionals, etc. *Experience in Banner Ad, Text Box & Splash page content writing & design, hotlinks, page view tracking & reporting, ROI, unique visitor analysis, camera-ready creative, art direction, target marketing and branding*Owned 30 key accounts generating profits of $15k per mo in advertising sales

Skilled in international currency conversions, international harbor/shipping regs, intl trading of FCLs [chicken, fish, nuts, oils] to Southeast Asia and S. Pacific Islands; price/product negotiations, highly skillled in profit margins/product specifics/inventory control; RFPs, Proformas, Bills of Lading, Harbor Maintenance and Interest Accruals; Site Drafts, Letter of Credit, Accounts Receivables

Held Series 7, 63 and 24 [General Securities Principal} Licenses