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Michael Eldred, Mba

Business & Financial Management Professional


A determined and results-oriented business professional with a strong financial education and a successful record of evaluating business and investment opportunities. Expert in the identification and capturing of opportunities to fuel revenue growth through solution sales expertise and entrepreneurial mindset. 

Committed to achieving and exceeding demanding targets and business objectives, with a strong track record of delivering top performance. Possesses excellent interpersonal and communication skills, along with the ability to effectively develop and manage positive internal and external relationships. Enjoys being part of, as well as managing and motivating, a productive team and thrives in a challenging work environment. 

Work experience


Financial Management Professional/Business Owner

State Farm
  • Develop advertising and earned media campaigns.
  • Build and maintain effective and cooperative relationships with the business community and general public.
  • Research and implement sales and investment strategies; based on clients goals, needs and risk tolerance.
  • Manage and develop marketing and public relations strategy.
  • Prepare and implement financial budgets and forecasts.
  • Manage financial consulting and sales efforts.
  • Develop and implement successful strategies to maximize efficiency and increase revenue.
  • Hire, train, develop, manage, and lead insurance and financial services staff.
  • Research and analyze reports on current economic and market trend.
  • Align financial initiatives to achieve strategic objectives/goals.
  • Exercise excellent problem-solving, analytical, team development, communication, and decision making skills while adhering to high moral, ethical and fiduciary standards.
  • Maintain a continuing education to ensure a thorough and up-to-date understanding of financial, marketing and economic concepts.
  • Participate in community business events to promote business development.
  • Carry out sales  and allocate funds of educational savings plans, IRA's, retirement plans, mutual funds,  annuities, money markets, insurance, and traditional banking services as an affiliate of an $80 billion dollar company.
  • Conduct financial needs analyses and recommend appropriate solutions to meet clients needs.
  • Deliver informational presentations to potential clients.

Sales & Marketing Professional/Business Owner

Jostens, Inc.
  • Accountable for business operations throughout the San Francisco Peninsula, San Francisco and Marin County, with responsibility for hiring, managing and coordinating a strong staff team.
  • Directed sales, financial and business development functions, reporting directly to the Northwest US Regional Manager.
  • Increased annual revenue by 50% via the penetration of current accounts and competitive acquisitions.
  • Maintained solid relationships with internal and external resources.
  • Delivered high impact presentations to potential clients and audiences of over 700 people.
  • Managed cash, receivables, payroll, financials, and budgets.
  • Built and maintained strong and positive relationships with key decision makers, providing recommendations and developing solutions based around company products and services and client needs.
  • Responsible for finance and accounting duties, including the production of financial budgets and forecasts.



MBA, Financial Management

National University

BS, Business Administration

Chapman University


Series 6 & 63


Registered Representative


Mortgage Loan Originator


NMLS License #1289154

Insurance Broker-Agent Licenses

CA Department of Insurance

Property, Casualty, Life, Accident & Health

License #0J01278

Notary Public

CA Secretary of State

CA Notary Public License