Toyin Bamisile Email & Phone Number

Providence, Rhode Island, United States

Hingham, Massachusetts, United States

Facilitates tax, retirement, estate, and other wealth management strategies. Coordinates wealth structuring with client estate planning attorneys. Works closely with CPAs to ensure a coordinated approach on portfolio tax efficiency.

Providence, Rhode Island Area

Collaborate with the General Manager to ensure compliance with all policies and procedures related to the Security Department as well as local, state and federal laws and regulations. Manage total event security team effectively while ensuring the venue is safe and secure. Investigate and resolve security disputes and or complaints. Responsible for interviewing, onboarding and training new hires. Effectively train and supervise staff in order to maintain the integrity of the company and venue sights. Organize all scheduling for multiple staff members.

Providence, Rhode Island Area

Managed a portfolio of existing clients to forge new commercial client relationships. Provided value added solutions. Cultivated and maintained relationships with Insurance Brokers, CPA’s, Attorneys, and other Spheres of Influence.

Providence, Rhode Island Area

Senior Structured Settlement Specialist (06/15-02/17)Educated and trained claims personnel in partnership logistics, product advantages and sales techniques as well as partnering strategies in order to resolve claims. Oversaw the on boarding process and training module for department new hires. Improved efficiency of department weekly sales reporting by working across multiple internal departments. Assisted in developing presentations for the Company Structure Settlements bi-annual conference. Met annual structured settlement premiums between 6MM-8MM Dollars. Achieved a 75% closing ratio consistently. Acted as subject matter expert on many compliance matters. Structured Settlement Specialist (03/11-05/15)Developed effective settlement sales and negotiation strategies that led to settlements to be annuitized. Met annual structured settlement premiums between 3MM-5MM Dollars. Developed needs analysis and annuity quotations that address future financial needs of claimants. Lead settlement conferences, mediations and facilitated claim settlements with defense attorneys. Developed internal and external business opportunities across the United States (90% travel). Acquired Chartered Property & Casualty Underwriter (CPCU) and Certified Structured Settlement Consultant (CSSC) designations. Account Manager (01/09-03/11)Developed and mentored Sales Representatives to successfully meet their goals. Worked directly with local and corporate Management Teams resolving risk issues affecting both local and national markets. Ensured branch operations and systems were continuously evaluated and improved to maximize efficiency and effectiveness. Assessed new business applications and reviewed current risks prior to approval. Managed special projects including organizing local marketing and sponsorship events. Acquired Property and Casualty license.

Providence, Rhode Island Area

Supported the Lighthouse Financial Group. Assisted High Net Worth Client with investment decisions ensuring specified objectives. Analyzed sales- annuities, life, disability, and long-term care insurance products. Rebalanced portfolios as needed. Developed and maintained long term relationships with high net worth clientele. Series 6, 63, and Life, Accident & Health.

The United States Marine Corps, also referred to as the United States Marines, is a branch of the United States Armed Forces responsible for conducting expeditionary and amphibious operations with the United States Navy as well as the Army and Air Force.

Bs, Finance

Activities and Societies: Varsity Athlete, NCAA Division II Football Stonehill College is a private Roman Catholic, liberal arts college.

Certificate, Negotiation Skills, Strategies For Increased Effectiveness

High School Diploma

La Salle Academy is an independent, co-educational Roman Catholic college preparatory day school located in the Elmhurst neighborhood.