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I have more 25 years of experience in the insurance and financial services industry, formerly with Robert W. Baird & Co. Incorporated; FIMCO Securities Group, Inc.; First Securities Group; The Equitable Life Assurance Company/Conover Agency; Northwestern Mutual Investment Services, LLC; and Northwestern Mutual Life. I held a life and health insurance license in the State of Virginia and was FINRA registered as a General Securities Representative (Series 7), Registered Principal (Series 24), Uniform State Securities Agent (Series 63) and Uniform State Investment Adviser (Series 65).
I served on the board of directors for the United Way of the National Capital Area, and National Planned Giving Council for United Way of America and provided insurance licensing instruction and developed continuing education coursework for A.D. Banker & Company and pre-licensing instruction for Keir Educational Resources. I currently operate an exam pre-licensing and continuing education eLearning and course development company, Securities & Insurance for Exam Success, LLC in Washington, D.C.
PPACA blog posts for small and mid-businesses.
Fundamentals and Basics continuing education courses for the Time Value of Money entitled, "The Cost of Money and Time Fundamentals/Basics of the Time Value of Money."
4 sample continuing education courses, including: Bank Security Training Course; Creating Pivot Tables in Microsoft Excel; Florida Life & Health and Variable Annuity Prelicensing Review Course; Time Value of Money Presentation.
Securities Industry Essentials Examination course developed for new October 1, 2018, FINRA registration requirements.
Create prelicensing and continuing education courses for securities and insurance agents and representatives.
Company: Securities & Insurance Training for Exam Success
I worked there from 9/2011 until now
Grantwriter for a small non-profit in Washington, D.C.
Company: Columbia Heights Village Together, Inc.
I worked there from 10/2010 until 9/2011
Managed staff of 13 community youth violence prevention specialists and $3.3 million USDOJ grant for a community-based organization.
Company: Columbia Heights/Shaw Family Support Collaborative
I worked there from 12/2009 until 6/2010
Managed brokerage operation for small insurance brokerage firm in Vienna, VA.
Company: National Capital Brokerage Network, LLC.
I worked there from 1/2006 until 11/2009
Chief Compliance Officer for mid-size General Agency of MassMutual Insurance in Vienna, VA.
Company: Capital Financial Partners/MassMutual
I worked there from 4/2003 until 1/2006
Responsible for training and development of new agents and supervision of sales for large General Agency of Northwestern Mutual in McLean, VA.
Company: The Washington Group/Northwestern Mutual Financial Network
I worked there from 1/2002 until 4/2003