James R.
Private tutor in Fairbanks, AK
Education
Education |Certifications | Licensing • Series 24 Principal with Series 7, Series 51 and Series 66 licenses. • Bachelor Degree in Economics/Marketing from DePaul University, Chicago Illinois • Masters of Science in Financial Services from The American College, Bryn Mawr PA • Industry Credentials: Charter Life Underwriter-CLU, Chartered Financial Consultant-ChFC, and Certified Financial Planner-CFP. • Board Certified with the International Board of Standards-College of Financial Planning. • Served as Technology Committee Chairperson for the Financial Planning Association of Georgia.
Experience
Prudential Insurance and Investments | Manager of Agency Training; I managed the development, delivery and facilitation of this agency’s 3 state training program. This included designing, planning, organizing, implementing and evaluating program effectiveness for this assigned agency and detached offices. I also manage multiple vendors, wholesaler relationships and the delivery of training programs for various audiences within the organization. Provided counsel and decision support to the Managing Director and the agency leadership team related to performance measurement. I executed approximately 8,000 hours of classroom training, presentations and role-play time with new organization and experience producers over five years. Over a period of 5 years, my training classes and field follow-up resulted in over 14,500 Prudential Financial Solution presentations which enhanced our ability to be a consistent trophy winning agency.
Availability
Any day at any time, Mon/Wed/Fri in the evening
Can Meet
Up to 1 hour away at my regular hourly rate, Up to 1 hour away at my regular hourly rate
Hobbies
Author: Changing Faces - America Wealth Advisers: Also see my LINKEDIN Profile at https://www.linkedin.com/in/wealthpreceptor
Show More
Inquire About This Tutor
Thanks!
Most tutors respond within 48 hours.
Feel free to contact other tutors while you wait.