Curriculum Vitae
________________________________________________________________________
Nicholas S. Jewczyn
2095 Exeter Road, Suite 80-123
Germantown, Tennessee 38138
(901) 217-8163
njewczyn@yahoo.com
________________________________________________________________________
EDUCATION
Northcentral University
Ph.D., Doctor of Philosophy in Business Administration, Anticipated 2012
Major: Financial Management
Dissertation: "An empirical analysis of the relationship between appropriate valuation
of publicly traded, investor-owned utilities and their ten-year return on
investment."
Implications for Positive, Constructive, Social Change: If a relationship between firm valuation and return-on-investment could be established (a positive correlation), then this might indicate whether or not undervalued firms that have strong ROIs could be appropriate for inclusion in an investment portfolio. This theory could then possibly have larger societal applications for the evaluation of all securities (inferential) in the marketplace with regard to their possible inclusion in a private investor or institutional investment portfolio.
Additional Research Project: "Corporate officer's symposium for international trade."
Implications for Positive, Constructive, Social Change: The contemporary purpose of this application construct was the prospective enlightenment of corporate "C-class" officers so that these officers were more aware of the constructive choices available for international trade. These officers would then be better informed to effectively conduct such trade in order to promote global "win-win" trading between nations.
Additional Research Project: "Compliancy symposium for bankers."
Implications for Positive, Constructive, Social Change: The contemporary purpose of this application construct was the prospective enforcement of regulatory compliancy with the theoretical, proposed requirements for central bank fiscal reporting transparency after central bank independence.
Additional Research Project: "An econometric construct for use in economic forecasting."
Implications for Positive, Constructive, Social Change: The contemporary purpose of this application construct was the development of a theoretical, overall structure of how an economic computer model could be used in an application to conduct economic forecasting. Although this may prove to be a platform for further research, it was postulated that further research was necessary in this field to promote the development of a useful tool for practical application.
The New York Institute of Technology Old Westbury, NY
M.B.A., 2008, Major: Finance (Graduated with Distinction)
[Ellis College]
Southern Illinois University Carbondale, IL
B.S., 1984, Major: Technical Careers (Health Care Services)
[Management Program]
Universal Accounting Center Salt Lake City, UT
Full-Charge Bookkeeper Certification
[Board Certification - June 2006]
Universal Accounting Center Salt Lake City, UT
Tax Preparer Certification
[Board Certification - July 2006]
INTERESTS
Research: International Finance, International Trade, Firm Valuation, Export Finance.
Teaching: Macroeconomics, Microeconomics, Global Finance, Derivatives, Management, Trade.
BOOKS PUBLISHED
Jewczyn, N. (2010). International trade: Traditional theory, current research, and practical application. iUniverse: New York, NY.
Jewczyn, N. (2009). Macroeconomic issues: Their relationship to fiscal policy formulation, forecasting, prediction, and computer simulation modeling. iUniverse: New York, NY.
Jewczyn, N. (2009). Behavioral psychology and educational counseling: An overview of selected origins, current research and the application implications for the academic and career counseling of college students. iUniverse: New York, NY.
BOARD APPOINTMENTS TO PEER-REVIEWED JOURNALS
Jewczyn, N. (2011). Appointed to the editorial board of the Asian Journal of Scientific Research, eISSN: 2077-2076, as Technical Editor. Science Alert, New York, N.Y. Retrieved from http://scialert.net/eboardlivedna.php?issn=1992-1454&id=1.3143
Jewczyn, N. (2011). Appointed to the editorial board of the Journal of Applied Sciences, eISSN: 1812-5662, as Technical Editor. Science Alert, New York, N.Y. Retrieved from http://scialert.net/eboardlivedna.php?issn=1812-5654&id=1.3143
Jewczyn, N. (2011). Appointed to the editorial board of the Research Journal of Business Management, eISSN: 2152-0437, as Technical Editor. Science Alert, New York, N.Y. Retrieved from http://scialert.net/eboardlivedna.php?issn=1819-1932&id=1.3143
Jewczyn, N. (2011). Appointed to the editorial board of the The International Journal of Applied Economics and Finance, eISSN: 2077-2149, as Technical Editor. Science Alert, New York, N.Y. Retrieved from http://scialert.net/eboardlivedna.php?issn=1991-0886&id=1.3143
Jewczyn, N. (2011). Appointed to the editorial board of the journal of Trends in Applied Sciences Research, eISSN: 2151-7908, as Technical Editor. Science Alert, New York, N.Y. Retrieved from http://scialert.net/eboardlivedna.php?issn=1819-3579&id=1.3143
PEER-REVIEWED JOURNAL PUBLICATIONS
Jewczyn, N. (2010). The use of derivatives: Earning only a limited premium and the elimination of upside risk. The Journal of Business Management and Entrepreneurship, 1(11), 1-9.
Jewczyn, N. (2010). Some finance implications of the collapse of the Argentine currency board. The Journal of Business Management and Entrepreneurship, 1(10), 1-10.
Jewczyn, N. (2010). Finance considerations of the international Fisher effect: Manifestations in the short-run and the long-run. The Journal of Business Management and Entrepreneurship, 1(9), 1-9.
Jewczyn, N. (2010). A comparison of equity theory and expectancy theory and some implications for managers in a global work environment. The Journal of Business Management and Entrepreneurship, 1(8), 1-11.
Jewczyn, N. (2010). Integrative business policy with a SWOT analysis of Southwest Airlines: What are they doing right in today's economy? The Journal of Business Leadership Today, 1(8), 1-14.
Jewczyn, N. (2010). Contemporary global commerce and global warming: Insights into Al Gore's documentary An Inconvenient Truth. The Journal of Business Leadership Today, 1(7), 1-10.
Jewczyn, N. (2010). Principles of character in leadership: Former General Electric CEO Jack Welch as an inspiration for future corporate leadership. The Journal of Online Higher Education 1(7), 1-12.
Jewczyn, N. (2010). Assessing mechanistic and organic organizational structures: Measuring organizational uncertainty and determining an organization's proper structure. The Journal of Business Management and Entrepreneurship, 1(6), 1-12.
Jewczyn, N. (2010). Job satisfaction, morale, and cultural diversity: Factors influencing worker perspectives, expectations, and management strategies. The Journal of Virtual Leadership, 1(6), 1-11.
PEER-REVIEWED CONFERENCE PRESENTATIONS
Jewczyn, N. (2011). An organizational conflict and negotiation literature review and annotated bibliography. 2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A.
Jewczyn, N. (2011). Liquidity risk exposure and the types of risks associated with financial intermediaries. 2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A.
Jewczyn, N. (2011). Macroeconomic money movement: The risks common to financial intermediaries and the associated regulatory implications. 2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A.
Jewczyn, N. (2011). The grocery wars: Wal-Mart, Whole Foods Market, and Kroger compete for marketshare. 2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A.
Jewczyn, N. (2011). International risk exposures of financial intermediary balance sheet structures and the impact of domestic securities regulation. 2011 Program for the Academy of Business Research (ABR), Trump Plaza, Atlantic City, NJ.
Jewczyn, N. (2011). The global integration of capital markets and a strategy to capture lower cost capital. 2011 Program for the Academy of Business Research (ABR), Trump Plaza, Atlantic City, NJ.
Jewczyn, N. (2010). International trade theory comparisons and trade as an implement of national, foreign policy. 2010 International Colloquium on Business & Management (ICBM), Bangkok, Thailand. Featured presenter.
Jewczyn, N. (2009). Implications of a partial synthesis secondary to the Isard gravity model of trade contrasted with Paul Krugman's new trade theory. 2009 International Conference on Applied Business and Economics (ICABE), Kavala, Greece.
Jewczyn, N. (2009). Central banks as economic institutions in the aggregate economy. 2009 International Business & Economics Research Conference, Las Vegas, Nevada.
Jewczyn, N. (2009). A survey of the international economics implications of the ascension of monetary policy independence and the reporting transparency of national, central banks. 2009 International Conference on Innovative Strategies for Value Creation and Management, (RVIM), Bangalore, India
REVIEW COMMITTEE MEMBER FOR PEER-REVIEWED JOURNALS
(2010). The Journal of Business Leadership Today (JOBLT)
(2010). The Journal of Business Management and Entrepreneurship (JOBME)
UNDER REVIEW FOR PEER-REVIEWED JOURNALS
Jewczyn, N. (2011). Tennessee's city of Memphis and Shelby county consolidation: Does a city-county municipality consolidation save money and make sense in the new millennium?
Jewczyn, N. (2011). International risk exposures of financial intermediary balance sheet structures and the impact of domestic securities regulation.
Jewczyn, N. (2011). The global integration of capital markets and a strategy to capture lower cost capital.
Jewczyn, N. (2011). Currency swaps and the hedging activities of multinational corporations: A move to replace the U.S. dollar as an international medium of exchange?
Jewczyn, N. (2011). Some financial implications associated with assessing the different types of derivatives.
Jewczyn, N. (2011). The domestic and international geographic expansion and diversification of financial intermediaries.
Jewczyn, N. (2011). Macroeconomic money movement: The risks common to financial intermediaries and the associated regulatory implications.
Jewczyn, N. (2011). Liquidity risk exposure and the types of risks associated with financial intermediaries.
Jewczyn, N. (2011). An organizational conflict and negotiation literature review and annotated bibliography.
Jewczyn, N. (2011). The grocery wars: Wal-Mart, Whole Foods Market, and Kroger compete for marketshare.
Jewczyn, N. (2011). The practicality of U.S. anti-bribery law with regard to manifested corruption and ethics in the international marketplace.
Jewczyn, N. (2011). The finance implications of foreign tax credits, credit for taxes paid on foreign source income, and two methods of transfer pricing.
PEER-REVIEWED, PUBLISHED, CONFERENCE PROCEEDINGS
2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Proceedings of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A. An organizational conflict and negotiation literature review and annotated bibliography.
2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Proceedings of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A. Liquidity risk exposure and the types of risks associated with financial intermediaries.
2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Proceedings of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A. Macroeconomic money movement: The risks common to financial intermediaries and the associated regulatory implications.
2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Proceedings of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A. The grocery wars: Wal-Mart, Whole Foods Market, and Kroger compete for marketshare.
2011 Program for the Academy of Business Research (ABR), Proceedings of the International Academy of Business Research Fall Conference (ABR), Atlantic City, NJ. The global integration of capital markets and a strategy to capture lower cost capital.
2010 International Colloquium on Business & Management (ICBM), Proceedings of the 3rd International Colloquium on Business & Management (ICBM), Bangkok, Thailand. International trade theory comparisons and trade as an implement of national, foreign policy. ISBN: 978-0-9864591-7-7, Nicholas.Jewczyn.ICBM.2010.58.RP.pdf v.2, 2010.
2009 International Business & Economics Research Conference (IBER) - 9th Annual Conference Proceedings Publication. Central banks as economic institutions in the aggregate economy. http://cluteinstitute.com/Programs/Las_Vegas_2009/index.htm.
2009 International Conference on Applied Business and Economics (ICABE) - Annual Conference Proceedings Publication, Kavala, Greece. Implications of a partial synthesis secondary to the Isard gravity model of trade contrasted with Paul Krugman's new trade theory. ISSN: 1108-2976, P. 89, (2009). http://www.icabe.gr/downloads/ICABE_2009_PROC.pdf.
2009 International Conference on Innovative Strategies for Value Creation and Management, (RVIM), RVIM Journal of Management Research, Bangalore, India. A survey of the international economics implications of the ascension of monetary policy independence and the reporting transparency of national, central banks. ISSN: 0974-6722, SI 43, (2009).
CONFERENCES
2011 Winter International Conference of the International Organization of Social Sciences and Behavioral Research (IOSSBR), Planet Hollywood, Las Vegas, NV, U.S.A.
2011 Program for the Academy of Business Research (ABR), Research Presentation Sessions of the International Academy of Business Research Fall Conference, Atlantic City, NJ. Session Chair on Thursday morning September 15th of the Chelsea A presentation room in the field of education, representing Northcentral University. Presentation room sponsored by Cabell’s.
2011 Program for the Academy of Business Research (ABR), Research Presentation Sessions of the International Academy of Business Research Fall Conference, Atlantic City, NJ. Session Chair on Thursday afternoon September 15th of the Westminster C presentation room in the field of accounting, representing Northcentral University. Presentation room sponsored by the A.A.C.S.B.
2010 Innovative Professional Practices, Synergy, and eCollaboration, an International Conference virtually conducted by the eLearning Institute.
2010 DeVry University/Keller School of Management update faculty training to move online, hybrid, and onsite teaching modes from the iOptimize to the eCollege teaching platform.
2010 International Colloquium on Business & Management (ICBM), Bangkok, Thailand.
2009 International Conference on Applied Business and Economics (ICABE), Kavala, Greece.
2009 International Business & Economics Research Conference, Las Vegas, Nevada.
2009 College Teaching and Learning Conference, Las Vegas, Nevada.
2009 International Conference on Innovative Strategies for Value Creation and Management, (RVIM), Bangalore, India.
RESIDENCIES AND SYMPOSIA
2009 - Milestone 4 Doctoral Residency - Jacksonville, FL (September 30 - October 4)
Workshop Themes - Focus upon research skills for the conduct of studies, dissertation skills, academic and professional publishing, and Social Change Through Research.
2009 - Milestone 3 Doctoral Residency - Minneapolis, MN (July 19 - 25)
Workshop Themes - Focus upon research skills for the writing of a doctoral prospectus and proposal, dissertation skills, and Scholarship at the Doctoral Level.
2009 - Milestone 2 Doctoral Residency - Dallas, TX (January 18 - 24)
Workshop Themes - Focus upon research skills for the conduct of studies, doctoral level applied statistics for use in the dissertation and studies, and Skills for Doctoral Research.
2008 - Milestone 1 Doctoral Residency - St. Charles, IL (October 15 - 19)
Workshop Themes - Focus upon research skills for the de-mystification of the Knowledge Area Module Process, and Socialization into the Walden Community.
TEACHING EXPERIENCE
An Online University
Online graduate business classes
2011 Fall Term
Instructor, Classes in Organizational Behavior, Strategy, and Game Theory
An Onsite University
Onsite undergraduate business classes (Evenings)
2011 Fall Term
Instructor, Classes in Strategic Planning and International Business
An Onsite University
Onsite undergraduate business classes (Days)
2011 Fall Term
Instructor, Classes to be determined
The National College of Business and Technology
Memphis, Tennessee Campus
2010 Fall Term I (August 30, 2010 - November 13, 2010)
Instructor, BUS-121-2, Principles of Economics, 4 quarter hours
Instructor, ACC-320-4, Intermediate Accounting II, 4 quarter hours
Instructor, MAT-210-5, Business Mathematics (Finance), 4 quarter hours
Instructor, ACC-203-B, Cost Accounting I, 4 quarter hours
Instructor, MAT-210-E, Business Mathematics (Finance), 4 quarter hours
The National College of Business and Technology
Bartlett, Tennessee Campus
2008 Winter Term II (December 29, 2008 - March 7, 2009)
Instructor, BUS-121-B, Principles of Economics, 4 quarter hours
Instructor, BUS-121-5, Principles of Economics, 4 quarter hours
Instructor, ACC-101-C, College Accounting I, 4 quarter hours
The National College of Business and Technology
Bartlett, Tennessee Campus
2008 Winter Term I (December 1, 2008 - February 22, 2009)
Instructor, ACC-101-1, College Accounting I, 4 quarter hours
Instructor, ACC-101-A2, College Accounting I, 4 quarter hours
Instructor, ACC-102-2, College Accounting II, 4 quarter hours
Instructor, ACC-216-4, Principles of Taxation, 4 quarter hours
DeVry University
Memphis, Tennessee Campus
2008 Fall Term (8) 2008 (October 27, 2008 - December 21, 2008)
Instructor, ECON-312, Principles of Economics, 3 semester hours
The National College of Business and Technology
Memphis, Tennessee Campus
2008 Fall Term II (October 6, 2008 - December 13, 2008)
Instructor, BUS-101-1, Introduction to Business, 4 quarter hours
The National College of Business and Technology
Memphis, Tennessee Campus
2008 Fall Term I (September 2, 2008 - November 22, 2008)
Instructor, ACC-320-1, Intermediate Accounting II, 4 quarter hours
The National College of Business and Technology
Bartlett, Tennessee Campus
2008 Fall Term I (September 2, 2008 - November 22, 2008)
Instructor, ACC-101-1, College Accounting I, 4 quarter hours
Instructor, ACC-110-2, Payroll Accounting, 4 quarter hours
Instructor, CRT-150-B, Introduction to Critical Thinking, 4 quarter hours
Instructor, MAT-210-C, Business Mathematics (Finance), 4 quarter hours
MEMBERSHIPS AND PROFESSIONAL AFFILIATIONS
Golden Key International Honour Society – Atlanta, Georgia - http://www.goldenkey.org/gk/gksite/HomePage.aspx
American Economic Association – Nashville, Tennessee - http://www.vanderbilt.edu/AEA
American Finance Association - Berkeley, California - http://www.afajof.org
Omicron Delta Epsilon (Beta Delta Chapter) – Hattiesburg, Mississippi - http://www.omicrondeltaepsilon.org
Sigma Iota Epsilon International (Zeta Rho Chapter) - Ft. Collins, Colorado - http://www.sienational.com
AWARDS
2011 Inducted into Golden Key Scholastic Honor Society for Excellence in Business and Finance Studies as a doctoral student, in September 2011 - awarded the Golden Key Honors Stole to be worn as part of graduation regalia when receiving the Ph.D. as an honors graduate of Northcentral University (along with the society charter and an honors fraternity key).
2009 Inducted into Sigma Iota Epsilon Professional and Honorary Management Fraternity for Excellence in Management Studies as a doctoral student and for academic publishing, in July 2009 - awarded the SIE Honors Stole to be worn as part of graduation regalia when receiving the Ph.D. as an honors graduate of Walden University (along with the fraternity charter and a professional fraternity key).
2009 Inducted into Phi Delta Kappa Professional Fraternity for College Teaching Excellence in January 2009 - awarded a certificate and professional fraternity key.
2007 Inducted into Omicron Delta Epsilon Scholastic Fraternity for Excellence as a graduate student in the Field of Economics, in August 2007 - awarded the ODE Honors Stole that was worn as part of graduation regalia when the M.B.A. was received as an honors graduate of the New York Institute of Technology (along with the scroll plaque, a professional fraternity key, and a suspension medal).
PATENTS
2007 United States Patent and Trademark Office - Provisional Patent Number 60/972,675
Granted for The Myloi Process on September 25, 2007.
CONSULTING
2009 Memphis, Tennessee. Private Consulting Firm (confidential). Invited by a consulting firm to deal with a difficult client. Financials and pro forma were re-aligned to return the client to a profit-making stance - improved client manufacturing efficiency by 28% and re-tooled the client's ten-year pro forma concerning mergers/acquisitions and the introduction of potentially unprofitable product lines. Consulting deliverables were provided to the client on a fee-for-service basis (for a confidential amount). Versions of the Executive Summary, common-sized, multi-year financials, and the tabular data (organized by product SIC codes) were delivered to the private corporation's board.
2008 Washington, D.C. Invited by the American Economic Association, as a professional Economist, to comment on the Public Principles and Guidelines Revisions of the Water Resources Development Act of 2007, known as Public Law 110-114. Report published October 2008: http://www.usace.army.mil/cw/hot_topics/ht_2008/pandg_rev.htm.
Consulting services Executive Summary provided to the United States Army Corps of Engineers and the United States Government as a courtesy free of charge.
2007 Private Technical College. Was called in to consult with the college president concerning the apparent lack of student progress toward graduation and the continued use of antiquated, laboratory equipment. Wrote an Executive Summary that, when applied, improved the use of the technical labs by over 40% and the modular lesson plan format, from the summary, shortened the time to student graduation by over 20%. Consulting provided by contract for: an initial retainer plus $250 per hour plus expenses. Executive Summary was deemed by the Board to be proprietary and is unavailable for public dissemination.
RESEARCH QUALIFICATIONS
2011 Collaborative Institutional Training Initiative (CITI) - Human Research Curriculum Completion certified research competence on May 6, 2011 - Report Reference Number 5982040. Dissertation FMD Training – Required Modules - Belmont Report and CITI Course Introduction (100%), History and Ethical Principles – SBR (100%), Defining Research with Human Subjects – SBR (100%), The Regulations and The Social and Behavioral Sciences – SBR (100%), Assessing Risk in Social and Behavioral Sciences – SBR (100%), Informed Consent – SBR (100%), Privacy and Confidentiality – SBR (100%), Research with Children – SBR (100%), Research in Public Elementary and Secondary Schools – SBR (100%), International Research – SBR (100%), International Studies (100%), Internet Research – SBR (100%), Workers as Research Subjects-A Vulnerable Population (100%), Conflicts of Interest in Research Involving Human Subjects (100%), The IRB Member Module - "What Every New IRB Member Needs to Know" (100%), and the Northcentral University module.
2009 The National Institutes of Health (NIH) Office of Extramural Research certified research competence on April 8, 2009 - Certificate Number 214161 (based upon satisfactory completion of the course of study and examinations prescribed by the United States government course for researchers entitled, "Protecting Human Research Participants").
COURSE AND CURRICULUM DEVELOPMENT
The National College of Business and Technology
COURSE DEVELOPMENT
All courses taught at this institution required the development of an individualized prospectus. A prospectus for each course taught at these campuses is available upon request.
GRADING PLATFORM
Developed and wrote the computer software that was accepted by both campuses in the Memphis, Tennessee area (at the request of the Program Director over the Bartlett Campus). The computer grading platform became required for use by all instructors (for grade submission at the conclusion of each term) at both campuses and this instructor taught the mandatory professional development courses to instruct the faculty at both campuses in the use of that grading software package.
APPLICATIONS DEVELOPMENT
Developed and wrote the computer software that was used as an Accounting Class remedial intervention to: A) provide remedial support as a self-paced, Accounting Laboratory workshop to supplement the class texts; B) provide laboratory drills to support more advanced Accounting skills in journalizing and posting to prepare the students for my class term project (the development of a corporation's set of financial statements); C) provide an assessment instrument for the Director of Student Services when an Accounting Class tutor was necessary (to demonstrate weak areas where the student needed an additional focus from the assigned tutor).
COLLEGE LEVEL TEACHING QUALIFICATIONS
The National College Administration, upon evaluation of all official college transcripts and, upon the advice and consent of the A.C.I.C.S. Accreditation Board, has given certification as an instructor to teach the Accounting, Business, Finance, and Economics classes, at 25 college campuses, at the Associate's, Bachelor's, and Master of Business Administration levels. Course certification lists available upon request.
DeVry University
Developed the syllabus, course content, grading platform and testing media for the Economics 312 course taught at the Memphis, Tennessee campus. Further, developed the hybrid online platform of all computerized content, the discussion platform, and automated testing media utilized in the course.
Walden University
This doctoral student was allowed to create, develop, and pursue his own Self-Designed, Ph.D. Business Management Program with a specialization in International Economics.
COLLEGE FACULTY AND FINANCE CONTINUING EDUCATION
Financial Services Industry Training and Continuing Education
January and February 2011
State of Tennessee specific professional or continuing education courses completed.
Agent Practices (06_05PMIC)
Agent's Guide to Anti-Money Laundering (01_08PMIC)
Annuities (01_05PMIC)
Cancer Protection with Critical Illness Options (07PMIC_01)
Life Insurance (09_05PMIC)
Medicare Supplement (05_05PMIC)
Prospecting (08_05PMIC)
Science of Selling (03_05PMIC)
Vista Care Choices LTC1 (02_05PMIC)
An Overview of Business Insurance (eLIBI)
An Overview of Group Insurance (eLIGI)
An Overview of Health Insurance (eLIHI)
An Overview of Term & Permanent Insurance (eLITPI)
An Overview of the Life Insurance Sales Cycle (eLIOLS)
Annuities (eLIANN)
Basic Background for Needs Selling (eLIBN)
Buy/Sell Agreements (eLIBSA)
California Long-Term Care (eLICLTC)
Disability Income Insurance (eLIDI)
Introduction to HIPAA (eLIHIPAA)
Long Term Care: An In-Depth View (146)
Medicaid (eLIMDD)
Medicaid - Second Edition (162_2)
Medicare - Second Edition (161_2)
Medigap - Second Edition (160_2)
Sales Training (eLIST)
Senior Protection in Annuity Transactions Model Regulation (91)
Suitability of Annuity Transactions - Texas (263)
Texas 4-Hour Annuity Certification Course (263_Cert)
Universal Life Insurance (eLIUL)
November 2010
LTC Partnership Course Training for Financial Professionals.
8 credit hours awarded for the completion of LTC Connection's (an authorized provider for The Department of Commerce and Insurance) course, which meets DRA and NAIC requirements for certification of financial professionals in the Long-Term Care Industry. Continuing Education Certification.
October 2010
National Anti-Money Laundering Training for Financial Professionals.
Training mandated by the National Association of Insurance Commissioners (NAIC), to comply with federal regulations concerning general rules of antitrust compliance. Training administered by the Life Insurance and Market Research Association (LIMRA), now commonly known as LIMRA International, Inc.
The National College of Business and Technology
September 2010
.7 CEUs awarded for the completion of Cengage Learnings's (an authorized provider of the International Association of Continuing Education and Training (IACET) for faculty) Module 7 - Teaching Students How to Learn.
September 2010
.7 CEUs awarded for the completion of Cengage Learnings's (an authorized provider of the International Association of Continuing Education and Training (IACET) for faculty) Module 10 - Customer Service in the Classroom.
DeVry University
Spring 2010
Faculty update training for the in-transition preparation for the new hybrid teaching platform integration - a model that stresses a combination of online and onsite teaching methods, technologies, and faculty administration.
PROFESSIONAL EXPERIENCE
November 2010 - Present Agency Development Manager – Germantown, Tennessee
General Agent for the marketing of group and individual life and health insurance coverage for individuals, families, and companies. Implementation of buy-sell agreement coverage involving private insurance or stock transfers secondary to business succession for businesses that have 5 - 10 partners. Marketing of true group coverage for small businesses of up to 100 employees in the general market. Sales of major medical policies and ordinary debit coverage for families and individuals. Installment of retirement plans that involve the sales and marketing of fixed or fixed index annuities. Recruiting, appointment, and training of agents in Tennessee and Mississippi to market our agency's products.
August 2008 - November 2010 National College of Business and Technology
Faculty - Memphis, Tennessee
Adjunct faculty at a college that grants Associate's, Bachelor's, and Master's Degrees (M.B.A.). Primary responsibilities include: course content coordination; course content updates and accreditation; course content review, supplementation and revision; student advising and various other traditional activities including school promotional activities, retention, and administration. Part of my responsibility is to make certain that students complete all core requirements to make ready for graduation. Wrote, implemented, and trained faculty in the use of the software grading platform that is now in required use at all 25 campuses.
March 2001- August 2006 Kastane Agency – Principal – Germantown, Tennessee
Started as an agent marketing Life and Health insurance locally in the Memphis, Tennessee area. With transferability of results gained from previous business positions, was able to grow the agency from a single agent to over 100 agents (at close of business) who represented three dozen companies marketing Life and Health insurance to thousands of clients and businesses in a three state area. During most of the agency’s existence, there were typically between one and two dozen agents active at any one time in my agency. Before closing the business, in order to return to college and obtain a Master’s Degree, was promoted to Senior, Master General Agent who supervised Regional Managers, District Managers and Sales Managers. Responsible for agency production, the writing, and the enforcement of contracts directly to insurance company Presidents.
July 1999- March 2001 NJ Enterprises - President - Jackson, Tennessee
Trucking company owner-operator of a fleet of trucks that utilized logistics and nationwide networks of brokers and agents to purchase and deliver freight in the United States (48 states), Canada, and Mexico. Types of freight handled were: multi-million trade show loads of computers and displays; aerospace computers and calibration equipment for the U.S. Air Force and other government entities; regulated materials; U.S. Mint loads of coins and currency; heavy equipment hauling; dry freight; bulk liquids in tanker trailers; refrigerated loads in reefer trailers; plate steel, rebar and metal forms on flatbed and heavy equipment (bull-dozers and earth crawlers) on heavy-haul trailers (Removable Goose-Necked trailers - with and without stinger rigging). Responsible for the brokering of freight, maintenance of capital equipment, financial factoring of loads with banks, insurance and benefits administration, leasing and purchasing of capital equipment, payroll, human resources functions concerning leased companies and drivers who drove the equipment.
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