Steve Leake

Current

• Senior Sales Trainer at Pacific Life Insurance Company

Past

• Sales Training Manager at Transamerica Capital Inc
• Sales Development Coach at Genworth Financial
• Training Supervisor at Pacific Life Insurance Company

• Financial Advisor at Cal Fed Investments
• Financial Advisor at Prudential Financial
• Manager of Branch Operations at Bank of America

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Education

• University of Southern California - Marshall School of Business
• University of La Verne

Recommended

6 people have recommended Steve

Connections

133 connections

Industry

Financial Services

Websites

• My Company

Steve Leake’s Summary

Experienced sales training manager specializing in the securities and insurance industry with a proven track record in the planning, development, and implementation of successful training programs. Core competencies include:
~ Program Development
~ Training & Implementation
~ Management & Self-Motivation

Steve Leake’s Specialties:

~ FINRA Series 24, 7, 6, 65 and 63 securities licensed
~ Certified Fusion Instructor – The Fusion Group
~ Life & Annuity licensed
~ Center For Accelerated Learning, Bob Pike, and Sequoia's Sales Desk train-the-trainer programs

Steve Leake’s Experience

• Senior Sales Trainer

  Pacific Life Insurance Company

  (Privately Held; Insurance industry)

  December 2007 — Present (2 years 1 month)

  ~Developed software program to automate the tracking of the various training programs that over 200 inside and field wholesalers complete throughout their career

• Sales Training Manager

  Transamerica Capital Inc

  (Public Company; 10,001 or more employees; AEG; Financial Services industry)

  February 2007 — November 2007 (10 months)

• Sales Development Coach

  Genworth Financial

  (Public Company; 5001-10,000 employees; GNW; Financial Services industry)

  June 2005 — February 2007 (1 year 9 months)

• Training Supervisor

  Pacific Life Insurance Company

  (Privately Held; 1001-5000 employees; Financial Services industry)

  October 2000 — June 2005 (4 years 9 months)

  ~Awarded 'MVP of the Year' for 2001 and 2002
  ~Awarded 'Special Achievement Award' for 2003

• Financial Advisor

  Cal Fed Investments

  (Public Company; 5001-10,000 employees; GSB; Financial Services industry)

  October 1998 — October 2000 (2 years 1 month)

• Financial Advisor

  Prudential Financial

  (Public Company; 10,001 or more employees; PRU; Financial Services industry)

  March 1996 — October 1998 (2 years 8 months)

• Manager of Branch Operations

  Bank of America

  (Public Company; BAC; Banking industry)

  August 1989 — March 1996 (6 years 8 months)

  ~Exceed quarterly sales goals by over 150% every quarter for 4 quarters in a row in 1994. Awarded Quarterly Gold Club status all 4 quarters and awarded Annual Gold Club status in 1994.
  ~Only branch in the state to have $0 unjustified sundry losses for the entire fiscal year in 1995

Steve Leake’s Education

• University of Southern California - Marshall School of Business

  Economics 1990 — 1992

• University of La Verne

  Finance 1988 — 1990

  ~Recipient of the prestigious 'Bell Scholarship' for being the freshman with the highest incoming GPA
  ~Founding member of the 'ULV Honors Program'

  Activities and Societies:

  ~President, Delta Sigma Phi Fraternity
  ~Treasurer, Delta Sigma Phi Fraternity
  ~Treasurer, ULV Honor Society

Additional Information

Steve Leake’s Websites:

• My Company

Steve Leake’s Groups:

•    USC Marshall School of Business
•    University of La Verne's College of Business and Public Management Alumni Association
•    Delta Sigma Phi Fraternity
•    Wholesaler Connect
•    Investment Wholesalers of America
•    Genworth Financial
•    Transamerica Alumni
•    Prudential Alumni Network
•    Bank of America Employees & Alumni Network
•    Pacific Life Alumni
•    The Humpback Whale Club--Pacific Life Alumni Group

Steve Leake’s Honors:

~Associated Student Body President, San Dimas High School
~Junior Class President, San Dimas High School
~Graduated with honors, San Dimas High School

Steve Leake’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• expertise requests
• reference requests
• getting back in touch