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RESUME
PROFESSIONAL EXPERIENCE:
1997- To PRESENT
Self employed Broker - Life, Health Mutual Funds & R.E.S.P.
licenses. Servicing of existing Client Base and
continuous development of new Clients.
About evenly divided between Group, Individual life,
disability
and Funds. National Quality Award and repeatedly qualified for Million Dollar Round Table.
1991-1997 CANADA
LIFE ASSURANCE SALES REPRESENTATIVE
Sales and marketing of Company's products on a commission basis - Top Rookie across Canada in 1992, Qualified for Million Dollar
Round Table three times since 1991, National Quality Award, Presidents Council and 1993 President
Of Leaders Conference. Agency Leader of all Sales Campaigns at Simcoe Agency during tenure. Qualified for VIP
Conferences. Top Producer in the Simcoe Agency 1992-3-4-5-6.
- Placed about fifteen percent of my sales with other Companies for competitive reasons.
1990-1991 APPLICATION ENABLING INC., SCARBOROUGH,
ONTARIO ACCOUNT EXECUTIVE
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Marketing of consulting services
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Emphasis on development of new accounts
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Management of existing client base
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Successful tenure, Reference, President
Paul MacNeill Ph. (416) 296-1755
1988-1990 GENERAL TRUST, ORILLIA, ONTARIO
SENIOR BRANCH MANAGER
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Company's second largest branch
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Conducted all aspects of operational management
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Business growth rose significantly while there.
1982-1988 NATIONAL TRUST, 42 EGLINTON AVE., TORONTO,
ONTARIO SENIOR BRANCH MANAGER
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Increased branch standing for deposits from
sixteenth in region to third over ten month period
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Cold sales calls obtained the banking of: three
law firms, a large provincial association and other individuals
totaling two million dollars
NATIONAL TRUST, TOWNE & COUNTRYE MALL, WILLOWDALE
SENIOR BRANCH MANAGER
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Exceeded all sales objectives of Branch
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Set Company record for deposit growth in one year
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Branch sales campaign winnings were double the
next highest branch in the company
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Trust services sales were highest of non-trust
Branches and higher than first one third of Branches with Trust Dep'ts.
NATIONAL TRUST, BURLINGTON, ONTARIO BRANCH MANAGER
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Increased loans portfolio by 148% over three
years
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Increased deposits by 136% over three years.
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Trust sales were consistently highest in the
region
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Foregoing was done mostly by cold sales calls.
1980-1982 CANADA PERMANENT TRUST, YORK MILLS AND BAYVIEW
TORONTO, ONTARIO SENIOR BRANCH MANAGER
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Highly praised for sales results, especially in
the areas of trust services, loans and mortgages
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One of company's largest branches with richest
clientele - PRESTIGIOUS BRANCH
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We were number five out of twenty six branches in
Branch quality rating system when I left,(Only large branch in top
ten)
CANADA PERMANENT TRUST, WESTDALE BRANCH, HAMILTON,
BRANCH MANAGER
1965-1980 FIDELITY MTGE - EQUITABLE TRUST HAMILTON &
GUELPH, ONTARIO BRANCH MANAGER
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Developed cold call sales abilities at this time
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Successful rescue of failing branch in Guelph
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Received Company's highest bonus for sales each
year from 1975 to 1980
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Left because company was failing
1956-1965 BANK OF MONTREAL, VARIOUS BRANCHES N.B. & ONT. JUNIOR, TELLER,
SECOND OFFICER, ASSISTANT INSPECTOR AND ADMINISTRATIVE MANAGER
(ACCOUNTANT)
EDUCATION:
| JAN 1998 |
Received designation as CERTIFIED FINANCIAL
PLANNER (Not Grand fathered - Wrote six hour exam) |
| AUG 1997 |
Successful completion of CHARTERED LIFE
UNDERWRITER studies. Received designation. |
| JUN 1996 |
Successful completion of REGISTERED HEALTH
UNDERWRITER studies. Received designation. |
| 1991 |
Passed licensing exams as a Life and Health
Agent
Passed Qualifying exam instead of first three beginning Life
Underwriter courses.
Completed first year credits towards a Certified General
Accountant designation. |
| 1990 |
Passed (92%) First part of Real Estate license |
| 1988 |
Professional Accreditation - MEMBER TRUST
INSTITUTE (FINANCIAL SERVICES) |
| 1980-1990 |
Various company sponsored sales, loans, mortgages
and management courses |
| 1980 |
C.R.A. Real Estate Appraisal Institute
designation completed except for demonstration appraisal.
Not completed due to no longer doing field appraisals. |
| 1966-1975 |
McMaster University - Six credits towards B.A.
(Evening Classes)
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| 1956 |
High School and Prov Matriculation, New Brunswick
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COMMUNITY SERVICES:
Kiwanis - Held many offices, thirteen years service
Rotary - Chairman of youth student exchange and member of audit committee, two years service
Hamilton Senior Citizens Apts Ltd, Director and Treasurer - six years service
Family Services Agency - Director
United Appeal, Family " Y " - Organizer and canvasser
Homebuilders Association - Board Member and Committee Chairman
Road Show Theatre - Board Member and Treasurer
SPORTS CLUBS MEMBERSHIPS:
Hamilton Thistle (Held many offices inc. section pres.) Hamilton Tennis, Burlington Tennis, Glendale Golf and Curling, Cutten golf & Country, Doone Valley Racquets, Bridletowne Racquets, Dunfield, Cedar Springs Racquets, Sunshine Racquets, The Sheppard Club, Underwater Explorers of Ont. Laurier Divers, Twin Lake Divers, Orillia, Midland and Penetanguishene tennis clubs.
SPECIAL INTERESTS:
Squash (Playing, teaching and refereeing), Tennis, racquetball, hunting, reading, chess and scuba diving.
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