MBA Resume

Todd Palin, First Husband of Alaska (2008)Husband of Fmr AK Gov Sarah Palin

A MBA Resume for a Governing Wealth Manager

Todd Mitchell Palin
5671 Alaska Way
New York, NY

--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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MBA Resume + Experience 

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 mba-resume (work) that includes variable asset management as well as both Captive and Independent agency background.
  • Primary responsibility for growing book of business in excess of $50 million.
  • Successfully managed financial concierge service for 100 private wealth clients with an assets under management (AUM) value of $75 Million (USD) dollars.

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, Customer Service Office Manager, Oct 2000-Feb 2002.

  • 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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