Financial Representative at Northwestern Mutual
Orange County, California Area
Financial Representative at Northwestern Mutual
Orange County, California Area
(Privately Held; 5001-10,000 employees; Financial Services industry)
July 2007 — Present (2 years 7 months)
Provide guidance on insurance, investment products and services, and retirement and estate planning.
Work closely with clients to develop customized solutions that meet long-term financial goals and objectives. We offer exclusive access to insurance products from a top-rated company, Northwestern Mutual, as well as disability income insurance, and an array of quality financial products and services available through Network Partners.
(Public Company; 1001-5000 employees; iaci; Real Estate industry)
March 2003 — June 2007 (4 years 4 months)
Sales Manager
Oversaw Mortgage Sales operational team of 15 loan agents. Responsible for successful recruitment and retention of top performers, through written objectives and strategic planning, plus one-on-one goal setting and coaching sessions on consistent basis
(Public Company; Commercial Real Estate industry)
April 2001 — March 2003 (2 years )
1977 — 2000
BS , Finance , 1993 — 1997
College Sports, Golf, Soccer, Football, Fishing
USC Alumni Association
USC Cardinal and Gold
Loyola High School Alumni Association