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Work experience

2005Present

Registered Investment Advisor

Money-Logic, LLC

Formerly Ashanti Enterprise Group 2005-2007

In 2005 I took the leap, and started my own company  Modeled in part after the Dynetech concept, I contracted as a sales and marketing agent for different financial, insurance, and sales organizations.  Worked with Humana MarketPoint, BioPharm, a pharmaceutical and medical device distributor, Gain Capital, Washington Mutual, and Forex.com.  In 2007 I formally registered my company as an RIA, and changed name to Money-Logic, LLC. I provide investment advice to individuals and companies.

  • Public presenter on Medicare and Health Savings Accounts for Humana Market Point.
  • Conducted personal and group training sessions on how to trade currencies, stocks, and options for Dynetech Inc., and Gain Capital.
  • Created webinar education program for Biopharm.  Webinar focused on how physician offices could save money by switching to different medical supplies that were of equal quality, but less expensive in price.
20032005

Enrollment Counselor

Dynetech

A Business Process Outsource (BPO) provider, Dynetech streamlines the sales and marketing process for B2B and business to consumer companies.  In business for 20 years, Dynetech uses print and video media to generate sales leads for its clients, and a back-end sales and training solution for follow through on the sales cycle.

  • Sales of a securities software program designed to assist sophisticated investors in trading stocks, options, and currencies.
  • Trained clients in the proper use of software and appropriate trading strategies.
  • Averaged total gross sales of $75,000 a month.
  • Implemented customer retention program at Dynetech; initiative reduced product returns by 20% over a six month period.
20012003

Financial Advisor

Merrill Lynch

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.  Responsible for providing portfolio reviews, engaging in company sales campaigns, and initiating sales calls for the purpose of asset transfers into Merrill Lynch. 

  •  Consistently ranked in top sales tier in production at the Merrill Lynch Jacksonville and Hopewell divisions.
  • Averaged between $1,500,000 and $2,000,000 in production per month; top five percent in FAC division.
  • Averaged $500,000 in new asset transfers a month.
19992001

Registered Representative

Charles Schwab

The Charles Schwab Corporation has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has worked to make investing more affordable, more accessible and more understandable to all.  With operations in all aspect of the investment field, Schwab provides retail brokerage and banking operations to millions of individuals

Assessed and resolved client issues on inbound calls, helped clients navigate Schwab online products and services.  Placed trades, uncovered business development opportunities, and discussed the latest market trends, problem solved any issues during client calls.

  • Generated 10 million in new asset transfers.
  • Assisted in the training and mentoring of new employees.
  • Certified as an Schwab Advice Liaison.
19951997

Sales Agent

Banker's Life and Casualty

Established in 1879, Bankers Life and Casualty Company is today one of the largest and most respected insurance companies in the United States focused exclusively on the needs of senior Americans.

  • Introduced the powerfully innovative S.P.I.N. Selling technique, assisted in the development and training of sales presentation tailored after the S.P.I.N. model–which increased sales by 25% in one month.
  • Created and initiated office-wide marketing and seminar plan for Bankers Life and Casualty that lead to an increase in sales leads by 30 percent.
  • Initiated office referral network that partnered with local Estate Planning attorneys of the purpose of implementing estate planning, and long-term care planning for Banker’s Life and Casualty’s most affluent clients.

Education at a Glance

Experience at a Glance

Published Writing

Summary

Experienced sales and financial professional with expertise with over 16 years in the investment and insurance fields.  Demonstrated success in sales and marketing.  Skilled in consultative selling, innovative marketing, and client relations.  Strong public speaking and writing communication skills.   Comfortable as a team member or in a leadership capacity. Core  areas of strength include:

  • Financial Planning Analysis
  • Training and professional development
  • Client Development 
  • Account Management
  • Securities trading
  • Group Presentations

Key Accomplishments

  • Consistent performer in the top 5% in monthly sales and production at Merrill Lynch.

  • Spearheaded physican-office education and training program at Biopharm. Program focused on educating doctor's offices about new & current pharmaceuticals and medical devices.

  • As a sales agent for Bankers Life and Casualty, introduced the powerfully innovative S.P.I.N. Selling technique, assisted in the development and training of sales presentation tailored after the S.P.I.N. model–which increased sales by 25% in one month.

  • Initiated office referral network that partnered with local Estate Planning attorneys of the purpose of implementing estate planning, and long-term care planning for Banker’s Life and Casualty’s most affluent clients.

Education Detail

University of South FloridaBachelor of Arts. 1993

Double major in the fields of

Finance and Speech Communications.

Northwood University

Associate of Sciences, 1989

Concentration in

Business Administration

and Finance.

Professional Licenses

Series 65

Florida Life, Health, and Annuity