You are on page 1of 3

Adam Weibel 5434 S. Haleyville Way Aurora, CO 80016 email aw5b5826@westpost.

net Phone 720-425-3253 Relationship MANAGER Corporate Relations * Strategic Planning * Business Development * Marketing/Sale s * Project Management Strategic Alliances * Investment Portfolio Analysis * Financial Planning * Retir ement Planning * Estate Planning Account Management * Market/Trend Research * Media Relations * Asset Retention Visionary, self-motivated, dependable, and performance-driven professional with 14 years of profound experience in developing, directing, and implementing relat ionship and accounts communication strategies that verifiably achieve results. D emonstrate professional image, inspiring confidence, and credibility. Establish and maintain effective working relationships with all levels of the organization while efficiently supervising staff under commendable leadership. Indispensable background includes developments, recommendation, and hands-on implementation o f effective investment strategies to assess efficiency and analysis of processes and procedures. Highly proficient in utilizing Internet-based programs, with wo rking knowledge in using Microsoft Excel, PowerPoint and Word, Salesforce.com, M orningstar Principia, and Monte Carlo modeling. NOTABLE ACCOMPLISHMENTS * Advantageously assisted the state of Colorado's 600 farmer's agents in writing life insurance program (Hot August Nights), which consequently resulted in maki ng the territory as the number one state in the entire country in August 2007. * Grew customer base year over year, adding approximately 100 new clients for th e firm. Earned a reputation for delivering expert financial advice and customer service that resulted in strong referral business. * Generated an effective model for combined sales calls with agents, broadening the territory by 25% on a yearly basis. * Enabled a personal contribution of over $65 million in incremental assets duri ng final year of production by providing excellent business development sales sk ills and advice expertise. * Boosted the charged design fees of "Financial Planning" for planners by over 3 0% by promoting productive onsite presence and influence. PROFESSIONAL EXPERIENCE FOXSTONE FINANCIAL* Denver, CO FINANCIAL ADVISOR 2009-PRESENT o Convincingly persuade customers to buy life insurance and annuity products, as well as to transfer investment portfolio to allow personal professional managem ent; work on a commission basis. o Effectively negotiate with prospective clients to present and to identify the advantage of having a tax free retirement income through various life-based insu rance vehicles. FARMERS INSURANCE GROUP OF COMPANIES * Denver, CO REGIONAL DIRECTOR OF SALES 2006-2009 o Agilely rendered support in the technology automation to efficiently manage a multi-state sales territory in the midst of excessive budget restrictions. o Provided agents with advanced case design and sales materials to successfully penetrate five-state territories. o Attended joint appointments, conducted conference calls between agents and cli

ents, and managed the agent's portfolios design for future client presentation. o Supervised approximately 500 agents within five states of responsibility. o Facilitated phone conversations and organized a great deal of district-level t raining sessions. o Organized annual compliance meetings for registered representatives as require d by FINRA and Farmers Financial Solutions.

SAGEMARK CONSULTING/ LINCOLN FINANCIAL ADVISORS * Phoenix, AZ INVESTMENT AND FINANCIAL PLANNING MANAGER 2005-2006 o Constructed contemporary case designs for registered financial planners within the portfolio construction area as well as retirement planning. o Formulated ideas to boost sales of life insurance annuities and investment pro ducts. o Rendered assistance to planning agents in making financial, retirement, and es tate plans as well as in introducing trust and wills to clients. o Collaborated with business proprietor in their retirement plan arrangement, su ch as SEP, Simple, and 401(k); defined benefit and contribution plans. o Provided 401(k) investment advice to clients; assisted on the retirement plann ing through employing Modern Portfolio Theory and "Monte Carlo" simulation. o Applied Morningstar Principia for stock, mutual fund, and annuity research. J P MORGAN CHASE * Phoenix, AZ VICE PRESIDENT / DIRECT SALES OFFICER 2004-2005 o Diligently conducted solicitation of new small business clients by cultivating key referral sources. o Thoroughly managed new business sales, SBA loans progress, merchant services c hecking account balances, and other banking services as necessary throughout the allocated geographic sales territory. CHARLES SCHWAB & CO. INC., * Scottsdale, AZ VICE PRESIDENT/ INVESTMENT CONSULTANT 2000-2004 o Generated and cultivated key cross-enterprise relationships to fortify relatio ns between the Schwab Institutional services group and its branch. o Consolidated key partnerships with investment advisors to form a unified branc h relationship. o Led in delivering referrals and conversions to investment advisors. o Handled phone calls and attended several client meetings. o Coordinated with wholesalers from other investment firms in marketing products , learning new strategies, and updating information. CHARLES SCHWAB & CO. INC., * Scottsdale, AZ PLATINUM / PINNACLE SENIOR REPRESENTATIVE 1997-2000 o Acted as a team leader for new brokers, with full responsibility in coaching a nd training the entire team. o Handled the allocation and delivery of initial public offerings (IPOs) to clie nts. EDUCATION BACHELOR OF ARTS IN SOCIOLOGY, MINOR IN JAPANESE * University of Utah, Salt Lake City, UT * 1996

CERTIFICATION FINRA Series 7, 63, 26 and 51 Colorado Insurance - Life & Health AFFILIATION NAIFA (National Association of Insurance and Financial Advisors)