Gwenn Syd Stillman

6320 NW 41st Place

Coconut Creek, Florida 33073
Home Number - (954)426-2616
Cell Number - (954)650-6091
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EXPERIENCE
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June 2007 - June 2010 Welcome Funds, Inc. Boca Ra
ton, Fl
Registered Sales Assistant
Worked for a life insurance settlement company assisting th
e largest producer in the
office handling all cases that come in via e-mail or over
night mail. Reviewing and
writing up all cases by making sure all appropriate paper
work is received with the
case such as a correct maturity illustration, updated med
ical records,
policy information, owner and insured's information and m
ost importantly,
a HIPAA, which is needed for every case before it is sent
out to institutional
funders. Daily follow-up of cases which have been sent ou
t to funders including:
ensuring the receipt of life expectancy reports, maturity
illustrations if not initially
received with the case, medical records if they are not c
urrent enough;
they must be from the past year otherwise life expectancy
reports cannot
be obtained which are crucial for funders to make offers
on a case and
additional requests that come in from the funders. Weekly
follow-up of cases
that have come in from life insurance agents that cannot
go out since
documentation was missing upon receipt. Handle all closin
gs
once signed contracts come back from the client to ensure
the closing gets
completed on a timely basis since most closings take 2 to
3 months from the time
the offer is made to when the client gets paid. Lastly, h
eavy phone contact with the
underwriting department to make sure all cases are sent o
ut quickly
and accurately.

January 2003 - February 2004 Focus Financial Services Boc

a Raton, Fl
Registered Sales Assistant
Worked for an independent life insurance agent whose main f
ocus was selling
annuities and universal life insurance policies. Most of
the business was generated
 by monthly seminars or referrals from his current client
base. In charge of setting up
the seminars and making appointments for him after the se
minars. Since most of his
client base was seniors, his appointments were meeting fa
ce to face with them in
their homes. Additionally, handled all administrative and
operational problems.

March 2004 - May 2007 State Farm Insurance Coral

Springs, Fl
Financial Services Representative
Handled all financial services for the office which include
s Banking, Mutual Funds,
Long Term Care, Disability Income, Mortgage Disability In
come, Annuities and
Life Insurance. Monthly marketing campaigns which are fo
llowed up weekly and
follow-up daily on any operational problems and pending b
usiness.

September 1999 - January 2003 Raymond James Financial

Boca Raton, Fl.
Registered Service Associate
Assisted three financial consultants, one of which was a
Certified Financial
Planner whose assets under management were in excess of f
ifty million and where
most of my everyday work was concentrated. Handled all f
inancial responsibilities
which included daily trading of equities, options, mutual
funds, corporate and
municipal bonds, opening of new accounts including money
managed accounts,
date of death evaluations, acat transfers and all support
ing documentation that
was needed to complete these transactions. Daily follow-
up of pending business
and operational problems in addition to heavy phone conta
ct with clients.

January 1996 - August 1999 Merrill Lynch World Financial

Ctr New York, NY
Sales Assistant
Assisted three institutional brokers whose combined client
base had assets under
management in excess of one hundred million. Daily buyin
g and selling of
corporate and municipal bonds, new issue equities and opt
ion trading. Daily
interaction with corporate, municipal and option traders.
Handled opening
of all institutional accounts which included banks and co
rporations and all
documentation that was needed to open these accounts.
June 1992 - January 1996 Smith Barney New Y
ork, NY
 Sales Assistant
Assisted one broker whose client base was in excess of th
ree hundred clients.
Daily phone interaction with clients, opening of all new
accounts, letters of
authorization, fed funds, date of death evaluations, acat
transfers, daily checking
of the money line, buying and selling of equities, corpor
ate and municipal bonds,
closed end and mutual funds. Follow-up on daily operatio
nal problems and
pending business.
November 1986 - April 1992 PaineWebber Boca
Raton, Fl
Cashier
Worked in a branch office which had approximately forty b
rokers. Handled all
monies that came in daily, all operational problems and t
ransactions such as the
daily bank deposit, certificate receipt and deposit, tran
sfers between accounts, fed
funds, issuance of checks from the clients' account, inte
raction with the home
office and daily follow-up of all pending transactions.

EDUCATION_________________________________________________
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January 1985 College of Staten Island
Staten Island, NY
B.S., Majored in Accounting
Series 7 & 63 - May 1993
Life, Health & Variable Annuity License (215
) - June 2004
REFERENCES_________________________________________________
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Available Upon Request