Worked with clients using a comprehensive approach to protecting their income, planning for retirement, and estate planning. Placed an emphasis on getting to know the client’s individual stories and hopes so as to make recommendations that will work for their family and future Utilized prospecting techniques for client acquisition Created and maintained a business plan for future growth of the business Worked alongside small business owners in health insurance negotiations. Also worked with them to find solutions to key business planning needs and retirement planning for employee benefits. Utilized an array of insurance and investment products that best addresses their solution.

*  Managed over 30 annual and one-time workshops, conferences, and professional development educational opportunities ranging from 30 – 2500 participants. These events are held locally, around the state, and across the nation. *  Successfully developed new collaborations by soliciting new partnerships and prospective clients for future events. *  Provided conference support, including planning, marketing, logistics, financial management, and overall program execution. *  Worked with marketing in proven and emerging ways to promote current events and attract new business. *  Negotiated contracts with vendors in the hospitality field (hotels, caterers, etc.). *  Worked with staff to streamline processes and procedures.

*  Coordinated and facilitated National Combined Sections Meeting from start to finish including pre convention workshops, specialist tracks and special events. *  Coordinated and planned food/hotel/AV for Board of Directors and Finance Committee meetings. *  Coordinated and executed off-site continuing education courses and exhibit booths. *  Responsible for seven (7) Committees, five (5) Special Interest Groups, and four (4) Education groups. functions, activities, projects, elections, and budgets. *  Created marketing and advertising for home study courses for publication.

 Through a team approach with the National Sales Directors, I sought to provide world class service to our larger financial education clients by managing communication, concerns and issues between Kaplan and the client.  Worked directly with the following departments; Legal, Technology, Regulatory & Filing, Classroom Operations, Product, Marketing and Finance to ensure that the clients are meeting their finance education goals, assisting them with new initiatives and problem solving issues.  Learned and maintained a high level of product knowledge for all Securities and insurance products. Recognized opportunities for new sales opportunities and managed daily client relationships to maximize revenue growth and client satisfaction.

Plan and execute continuing medical education conferences for the Department of Cardiovascular Diseases