Brad Thompson, CMFC®, LION

Current

Volunteer Media Arts Leader at Community Christian Church

Past

Remote Independent Agent at Insure.com
Philanthropreneur 5K at XanGo Goodness
Tax Professional at H&R Block

Mortgage Protection Specialist at Mortgage Protection Center
Senior Internal Sales Consultant at Van Kampen Investments (Morgan Stanley)
Vice President of Education at Toastmasters International
Associate Agent at Northwestern Mutual Life
Special Agent at Northwestern Mutual Life

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5 more...

Education

Tax Training School of H&R Block
The American College
Northern Illinois University - College of Business

Sauk Valley Community College
Maranatha Baptist Bible College

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2 more...

Recommended

6 people have recommended Brad

Connections

500+ connections

Industry

Professional Training & Coaching

Websites

Brad Thompson, CMFC®, LION’s Summary

My vision is simply, to develop a HUGE network of contacts that see open networking as a simple way to meet and develop their networking connections. Over my 14 years of financial coaching, I have made hundreds of contacts and through them have developed a group of contacts that have informed me of useful and unique services that allow my contacts to be more effective with your time and resources!

► This includes, business, charitable, personal, and family resources.

► My wife is partnering with Network Giving, a NO COST way to fight child starvation http://www.NewWorldHungerPlan.com

► Contact me anytime at thompson.bradj (at) gmail.com or call me on my cell 630.408.8745

Brad Thompson, CMFC®, LION’s Specialties:

FINRA Series 6, 63, 7, 65 and Chartered Mutual Fund Counselor (CMFC)
Life, Health and Accident Producer Licensed in Illinois and non-resident in Ohio
Expert in marketing (relationship building and risk management) investments and insurance to clients and network.
Marketing and relationship building skills that transcend B2B or retail networking opportunities.

Brad Thompson, CMFC®, LION’s Experience

Volunteer Media Arts Leader

Community Christian Church

(Non-Profit; Religious Institutions industry)

June 2003 — Present (6 years 2 months)

I am a leader on the Media Arts Team and work with the Neighborhood Team (Community 4:12) for the Shorewood Campus of Community Christian Church www.CummunityChristian.org
Remote Independent Agent

Insure.com

(Privately Held; Computer Software industry)

February 2009 — May 2009 (4 months)

Providing Life Insurance from up to 25 top rated insurance companies, I make sure my clients get the best policy for their situation and guarantee the best price or we send them $500. Email me at insureclients (at) gmail.com for more information.
Philanthropreneur 5K

XanGo Goodness

(Privately Held; Health, Wellness and Fitness industry)

April 2005 — May 2009 (4 years 2 months)

My wife is taking over for me, working the project Network Giving, a wonderful way to feed starving children world wide with a perpetual self funding mechanism!

► This plan can create a secondary income or just be a way to help without ANY COST TO YOU!

► They have provided over 500,000 life saving meals over the last 2 years!

► We take our inspiration from the movie Pay It Forward staring Helen Hunt and Kevin Spacey see the trailer and more information at http://www.NewWorldHungerPlan.com

► Get in touch with my wife, Vicki, by emailing Director (at) NewWorldHungerPlan.com
Tax Professional

H&R Block

(Public Company; HRB; Financial Services industry)

December 2008 — April 2009 (5 months)

Prepared taxes for individuals, families and small business.
Mortgage Protection Specialist

Mortgage Protection Center

(Insurance industry)

May 2008 — February 2009 (10 months)

Provided mortgage life and disability insurance planning for in-house generated leads.
Senior Internal Sales Consultant

Van Kampen Investments (Morgan Stanley)

(Public Company; MS; Financial Services industry)

June 1999 — February 2008 (8 years 9 months)

I was a financial advisor to financial advisors.

• Initiated and developed sales relationships within wirehouse distribution channel in San Francisco Bay area from 2006 - 2008.
Highlight...Fiscal Year 2006, $143 million in sales 92% to goal and a 53% year-over-year increase.
• Total activities (telephone, email and correspondence) with my financial advisors consistently exceeded all of my peers.
• Active in company interacts/due diligence meetings, deepening our product use and client relationship.
• Covered four different territories, 1999 - 2005 Arizona and New Mexico, 2005 Central California, in all channels of distribution, interpreting the unique investment characteristics and cultural differences in each geographical area.
• 401(k) Request For Proposals (RFP) fund menu turnaround time and accuracy always exceeded expectations.
Vice President of Education

Toastmasters International

(Non-Profit; 10,001 or more employees; Non-Profit Organization Management industry)

April 2002 — October 2002 (7 months)

•Active member of the team that brought Toastmasters to Van Kampen
•Served one term as Vice President of Education, Toastmasters International.
•Actively promoted participation in Toastmasters speaking contest, with several members participate and a member of the group receiving a top three placement.
Associate Agent

Northwestern Mutual Life

(Privately Held; 1001-5000 employees; Insurance industry)

March 1998 — June 1999 (1 year 4 months)

•Co-Wrote and executed business plans for three top producing Agents, including the District Manager.
•Assisted individual and business clients in planning for their life insurance, retirement and estate planning needs.
•Obtained Dunn & Bradstreet list to target and transition current and newly acquired small business clients into the SIMPLE retirement plan option.
•Reviewed vendor contracts and acquired new phone and mail service providers.
•Attended Advanced Presentation School.
Special Agent

Northwestern Mutual Life

(Privately Held; 1001-5000 employees; Insurance industry)

January 1995 — March 1998 (3 years 3 months)

• Sold life, health, disability insurance, and investment products

Brad Thompson, CMFC®, LION’s Education

Tax Training School of H&R Block

Tax 2008 — 2008
The American College

Chartered Life Underwriter (CLU) 6 of 10 classes 1996 — 1997
Northern Illinois University - College of Business

BS , Finance , 1993 — 1994

Emphasis in Accounting. (17 hrs)

Activities and Societies:

American Marketing Association
Sauk Valley Community College

AS , Business , 1991 — 1993

Deans List
Maranatha Baptist Bible College

Math 1989 — 1991

Additional Information

Brad Thompson, CMFC®, LION’s Websites:

Brad Thompson, CMFC®, LION’s Interests:

developing professionals, professional development, avid networker, new simpler to use technology, investing, various family activities and serving in my church

Brad Thompson, CMFC®, LION’s Groups:

eOffice
Mobile Insiders
Affiliate Marketing Masters
Christian Professionals
Inbound Marketers - For Marketing Professionals
True Wealth Business Network
SHiFT! - TURN PROSPECTS INTO CUSTOMERS by Harnessing Trigger Events
Link to Chicago
Plaxo.com
OpenNetworker.com
! Sales Best Practices
Google Group
TopLinked.com (Open Networkers)
Insurance Professionals
The Economist Newspaper readers
BROKERHUNTER.com™ - Bringing Financial Services Professionals and Employers Together (SM)
Innovative Marketing, PR, Sales, Word-of-Mouth & Buzz Innovators
Mature Market Experts
Wholesaler Connect
World Insurance Network
Insurance Coverage
InvitesWelcome.com (Open Networkers)
SalesHQ
MMORPG / MMO Games industry and VC money
Smartphone Professionals
The Market Research Event
Global Insurance Professionals
Web based marketing solutions
SalesBlogcast.com
Inside Sales Experts
Morgan Stanley Active & Alumni
The Big Idea Network
Financial Services Marketing
Vegetarians and Vegans
Investment Sales and Marketing Professionals
Toastmasters International Members
Mutual Fund and Investment Jobs and Careers
Financial Services Career Center™
Insurance Industry Careers
Best Practices for Telephone Prospecting
Success With Linked !n
Wine Evangelist Group
Grocery Watch