Here is some of the info you asked about. This was dated 2008. It shows some of Jeff's major highlights up to that date.
Sales Experience: 5 Year(s)
Industry Experience:
Financial - 8 Year(s)
Healthcare - 2 Year(s)
Real Estate - 5 Year(s)
Education Masters In Business Administration in Marketing
La Verne University - United States
Bachelor Of Science in Health Science
California State University, Fresno - United States
High School Diploma
Mission Viejo High School - United States
Highest Level of Education Attained: Master's Degree
Experience 06-2003 - Present Senior Loan Officer
Company Confidential - United States
Key Achievements and Sales Results:
Primary responsibility is to originate new residential loans through local and national builders, real estate agents, and networking venues.
Specialized in construction loans and Jumbo products.
In charge of recruiting and educating new loan officers for future growth.
Assist in the creation of local advertisements and placement decisions to increase our customer base and awareness.
Awards and Goals: President's club winner in 2006 with over
$20,000,000 in production. Personal goal is to close $10,000,000 in volume per year.
Currently hold a CA real estate sales license with the ability to represent clients on the purchase of any real estate property.;
08-2000 - 06-2003 Financial Advisor / Portfolio Manager
Company Confidential - United States
Key Achievements included:
Primary responsibility is to generate qualified leads through networking, cold calling, seminars and group presentations;
Convert leads to fee generating clients through direct and passive selling;
Construct investment portfolios appropriate for clients based on financial planning results, client risk tolerance, and stated goals;
Cross-sell additional products appropriate for the client's overall financial stability and growth;
Provide exemplary client service through a structure client contact system;
The Mighty Ducks of Anaheim Media Services Coordinator
08-1999 - 07-2000 Assistant
Company Confidential - United States
Key Achievements included:
Assist in creative development of marketing themes, promotions, and entertainment.;
Coordinate day to day media relations efforts for the National Hockey League.;
Serve as the assistant team spokesman on media issues.;
Credential and manage the press box for NHL officials, hockey operations, and the media.;
05-1997 - 07-1999 Healthcare Representative
Company Confidential - United States
Key Achievements included:
Responsibilities include: Analyzing market opportunities, developing and managing monthly market plans and vertical sales growth of pharmaceuticals; home medical equipment and respiratory services. ;
Building relationships to secure and maintain accounts that include oncologists, hospital administrations, pulmonologists, cardiologists, primary care offices, medical equipment manufactures, Managed Care Contractors, and the community hospitals;
Consistently exceeded quotas and led the region in growth during my stint. ;
Headed all field training and in office training for new Lincare Inc. sales representatives for the Central Coast and Southern California regions.;
