jeanann forde

* WALLACE FINANCIAL * Clearwater, FL * A financial planning firm working with Prudential as a Broker-Dealer. The firm was focused on asset management, tax planning, retirement planning and protection planning. * Office Manager (2001 to 2010) * Scheduled appointments, prepared client applications for weekly appointments, processed paperwork once client agreed to recommendations and managed the follow-up with clients on missing information and paperwork * Quoted and delivered life, disability and long-term care insurance policies * Opened new accounts for clients and processed annuity order entries for new annuity applications * Made sure funds were moved and new investments were made * Worked with Prudential to ensure the process was seamless to the client * Responsible for maintaining all office supplies and paying bills * Responsible for setting up seminars and other marketing events * Worked with clients as an advisory role on health insurance, dental insurance, group health insurance, Medicare Advantage plans, Part D plans and Medicare supplements

* KRISTINE K HARTLAND Clearwater, FL An integrated team of financial professionals committed to offering independent, objective financial advice. Their multi-disciplinary team managed all financial needs, including investment, insurance, real estate, accounting, tax and business matters. In addition they coordinated with other current legal and trust advisors, creating a team atmosphere that is concentrated on serving individual and business needs to align with client * s resources and mission. Office Manager and Wrote Financial Plans (1999 to 2001) * Worked with clients to gather financial data then wrote in depth financial plans with investment recommendations by analyzing mutual fund performance through Morning Star * Scheduled client appointments and prepared work for weekly appointments * Worked with American Express to ensure the process was seamless to the client * Responsible for setting up seminars and other marketing events * See PEACE Wealth Management for additional duties performed.

Health Insurance, Medicare Advantage and .Medicare Supplements Help clients navigate through the Market Place to determine if they qualify for a subsidy and narrow down the options to a plan that fits them.

BS Degree in RHI Management Activities and Societies: Purdue’s twirling line “All-American” Marching Band Member of Alpha Omicron Pi Sorority