[var] => content
[type] => preview
[var] => cut_url
Received “Patriot Award”
from US Department of Defense
Received “Above and
Beyond Award” from USGRDepartment of Defense
Received “Key to the
City” from Mayor of Tulsa for humanitarian accomplishments and service
to the community.
Honorary commission to
“Colonel” by Governor of Kentucky for humanitarian accomplishments
and service to the community
|I want to work for
a company with a social conscience that provides advancement opportunities
and job security|
Regional Sales Manager
– Oklahoma, Arkansas, Kansas, Missouri, Tennessee, Ohio, Colorado
/ – Present
Term Net Merchant Services, Inc.
Manage, recruit and train
account executives in the credit card processing/merchant services industry.
Sales Manager – Oklahoma,
/ – /
Manage, recruit and train
Account Executives on behalf of the US Merchant Processing Division
of the Royal Bank of Scotland in Oklahoma, Arkansas. My responsibilities
included managing, recruiting and training account executives in business
development, BB, credit/merchant processing services industry.
/ Marshall V.,
LLC, Owasso, OK
Manage, recruit and mentor
insurance agents, conduct public seminars to help preretirees and retirees
protect their assets, plan for long term care and implement wealth transfer,
asset protection, income maximization and tax reduction strategies.
/ / Ameriquest Mortgage
Company, Tulsa, OK
Originate Mortgage loans,
Home refinance and home purchases. Develop proposals for borrowers,
structure loans to accomplish borrower’s goals. I was licensed in
Oklahoma and Arkansas. Ameriquest closed all their retail sales offices
|Regional Vice President
/ / Summit Alliance Companies/Transamerica
Life, Dallas, Texas
Regional Vice President for
a state area, Oklahoma, Kansas, Missouri and Arkansas. My duties include
promoting Transamerica Life Products to licensed insurance agents, recruit
producers, and assist with training classes and seminars. Work with
agents in the field to better educate them on complex sales techniques
and strategies. This was a temporary/consultant position
Field Coordinator for Reviews and Settlements
/ / CLA Estate Services,
Travel nationally to train
and mentor agents in estate planning techniques and strategies. Provide
evaluations of estate planning performance in the field. Participate
in training classes whenever needed and in Quarterly Sales meetings.
Provide detailed reports to CEO regarding company efficiency. Assist
in strategic planning sessions on large estates. Personal production.
Participate in conference calls to better inform and educate field force
/ / First Data/First Security
Bank, Las Vegas, NV
Sell merchant services; provide
training to help companies become more efficient at their credit card
terminals thereby lowering operating cost. Wells Fargo acquired all
First Security Banks and put their own reps in place.
/ / Beverly Hills Financial
Services, Beverly Hills, California / Seattle, WA
I provided financial advice
to both private and business sectors. Insurance sales.
|Life and Health
/ / Transamerica Occidental
Life Portland, Oregon
Worked as an agent for a Transamerica
general agency in Portland Or. I was consistently the top agent
and qualified for Transamerica's prestigious "Rising Star"
award, "Leading Producers" convention and "Million Dollar
Round Table". In I was in the "Top Ten" in North
America for Transamerica in annuity production.
University of Notre Dame, Mendoza College of Business South Bend,
Professional Executive Certification
Leading Teams and Organizations
Executive Leadership Strategies
Principles of Business
University and College, Proctored in Beverly Hills, CA
Comprehensive focus on Business
and Risk Management. Completed online through instruction and equivalency
Of Tampa Tampa, FL
Community College, Tampa, FL
Accounting and business law.
College & University, Moorhead, MN
Attended for one year on a
College of the Air Force, MacDill AFB, Florida
Planning Finance Life and Health Insurance – Mortgages
Sales Management Sales/High Ticket Merchant Processing Services
– Marketing – Public Relations – Risk Management – Precious
Metals Brokerage – Boat Sales|