MBA Resume
MBA Resume for a Governing Wealth Manager
Todd Mitchell Palin
5671 Alaska Way
New York, NY
(917)508-6437
TMPalin2008@eresumes4vips.com
eResumes4Vips
--Editor's Note: This MBA Resume Sample, featuring Todd Palin is fictional. It is by no means an actual characterization of an MBA-Resume Sample of the real-life husband of Former U.S. Vice-Presidential Candidate, Sarah Palin.--
 
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An MBA Resume
Without Experience
Can be Dangerous...
Objective
Highly experienced and a “Take-No-Prisoners” Wealth Management Producer with a MBA seeking to expand talent offering via multi-location sales and production growth management within a New York based regional agency.
Profile
Very successful eleven-year Equity-indexed Annuity and
Single Premium Life Insurance Producer with
a Solid Sales production track record.
Stock broker resume details work that includes variable asset management as well as both Captive and Independent agency background. Single-handedly responsible for growing book of business in excess of $50 million.
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Experience
Merrill Lynch, Wealth Management Producer, Feb 2002-Present
- Business mix is 75% Fixed Annuity, 20% Equity-indexed, 5% Single Premium life insurance.
- Awarded Producer of the Quarter for most sales (closed) referrals.
- Total accounts, ground-floor-built, exceeds 1,350.
Bear Stearns, Oct 2000-Feb 2002
Customer Service, Office Manager
- Serviced a $8,000,000 book of business.
- Supervised a 12- broker team office.
- Effective cross-sell ratio of 35% additional closed sales within a 24 month period.
AIG, Feb 1996-May 1999, Broker Assistant
- Point of Service for all sales, compliance, billing, claims, and cross-sell duties.
- Exceptional compliance audit deficiency resolution of 94% within a 36 month cycled period.
- Organic sales growth of 65% of book of business over 36 month period.
Education and Licensure
- MBA & BFA Degreed, Harvard Business School.
- State of New York Department of Insurance,
General Lines License #_____________.
- NASD Series 6, 63, 7 licensure.
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