
Reserve District Manager at Farmers Insurance Group
Greater Seattle Area

Reserve District Manager at Farmers Insurance Group
Greater Seattle Area
My current role with Farmers' Insurance Group is to recruit, train, and support Farmers' agents in all aspects of building their businesses. My previous experience in banking and investing allows me greater insight into the overall financial planning strategies that our agents can offer their clients.
Prior to Farmers', I worked for two bank-based financial institutions as a retail bank branch manager and investment advisor. This dual role at each allowed me to work with a diverse client base, from start-up small business owners to high net worth clients. Each client's situation was unique, and I enjoyed being part of their success stories. I enjoy helping others with questions about small business issues, retirement planning, or any other topic of importance to them.
I served nine years in the US Army Infantry, with several overseas deployments, including the Middle East and the Korean DMZ. Throughout my time in the military, I was fortunate enough to serve with some very competent and professional individuals who taught me the importance of effective leadership, accountability, attention to detail, and sound operational planning.
Securities: FINRA Series 7, 26, & 66
Insurance: Life, Disability, Property, and Casualty
Securities offered through Farmers Financial Solutions, LLC 30801 Agoura Road, Bldg.1, Agoura Hills, CA 91301 (818)584-0200 Member FINRA & SIPC
(Public Company; Insurance industry)
October 2007 — Present (1 year 10 months)
Agent recruiting, interviewing, and licensing; on-going agent training in consultative sales, marketing, business development, and agency operations; monitoring and managing agent performance; supervising registered representatives; directing and coordinating district operations; representing the company in local charitable and business development activities.
(Public Company; 10,001 or more employees; WFC; Banking industry)
June 2005 — August 2007 (2 years 3 months)
Maximized branch profitability through loan, deposit, and investment balance growth; coached and trained team members on business operations and professional development opportunities; initiated outside calling plans on existing and prospective small business clients; networked for new client banking and investment relationships through memberships in external business organizations; deepened client relationships through partnerships with other internal lines of business.
(Public Company; 10,001 or more employees; KEY; Banking industry)
May 2001 — May 2005 (4 years 1 month)
Ensured branch financial goals were achieved; maintained active calling plan for assigned book of business clients and prospects; provided financial reviews and investment advice for clients; developed annual market plan to maximize productivity and community visibility; trained and coached high-performing team members using a daily, structured coaching model; supervised branch operations to ensure efficiency and effectiveness in the areas of compliance, customer service, and profitability.
(Government Agency; Military industry)
May 1989 — September 1998 (9 years 5 months)
US Army Infantry Training Center, Ft Benning, GA (1989)
1/19th Infantry Battalion
Ft Lewis, WA (1989-1993); Operation Desert Storm (1991)
9th Infantry Division (M); 199th Infantry Brigade (L); 2nd ACR (L)
Ft Polk, LA (1993-1994)
2nd Armored Cavalry Regiment (L)
Camp Greaves, Republic of Korea (1995)
1st Battalion, 506th Infantry Regiment (Curahee), 2ID
Ft Polk, LA (1995-1996)
2nd Armored Cavalry Regiment (L)
Ft Campbell, KY (1997-1998); MFO, Sinai, Egypt (1997)
101st Airborne Division (Air Assault)
Regimental Affiliation: 2nd Infantry Regiment
Distinguished Honor Graduate, Infantry Basic Non-commissioned Officers' Leadership Course
Honor Graduate, Primary Leadership Development Course
MBA , with Finance concentration , 2007 — 2008
Investments & Portfolio Management, Derivatives & Risk Management, International Finance, Advanced Valuation Finance, Managerial Finance, Managerial Economics, Financial Analysis, Global Political Economics, Strategic Policy & Planning