DANIEL L. DeMARCO, CLU 8118 Colonial Village Dr. #102 Tampa, FL 33625 (727) 452-0024 dd12a0f40@westpost.

net SUMMARY Financial services professional skilled at managing sales support teams: depart mental management, budgeting, and corporate communication. Dependable, enthusia stic team leader that enjoys training associates and developing positive team en vironments. Integrity driven, leads by example. Strong skills in positive moti vation as well as conveying short term and long term plan strategies for attainm ent of future goals. PROFESSIONAL EXPERIENCE STRATEGIC ALLIANCE FINANCIAL GROUP, INC., Clearwater, FL 2004-Present Vice President - Business Development (2005-Present) * Marketing - Coordinate the marketing and communication to Independent Financia l Advisors across the country. Development of various marketing and training ma terials to help facilitate Advisor sales process. Provided concept and product presentations face to face and through webinars. * Relationship Development/Management - Helped establish and cultivate many new Financial Advisors and Advisor Group relationships to use our platform to enhanc e their Clientele's financial situation. This has resulted in Advisors writing business in areas of which they did not before which has been an enhancement for the Client and a source of significant additional revenue for the Advisor. * Productivity - Helped company consistently increase production year over year. * Consulting - Hands on consultation with Advisors on various case designs. Hel p to develop solutions to challenges their Clients' face through Concepts, Strat egies and products. * Administration - Creation of reports for monitoring and tracking/auditing of c ommissions and overrides from sales. . WESTERN RESERVE LIFE ASSURANCE, St. Petersburg, FL Sales Support Manager * Marketing - Helped numerous registered representatives close business through consultation and conference calls with clients. Gave product and concept presen tations both within and outside the home office. Marketed product line to indepe ndent wholesalers to gain their business. Created and helped conceptualize vari ous marketing pieces for field force. * Relationship Development/Management - Directed a twenty member sales team to s upport sales efforts of Financial Advisors across the globe, and a Competition D esk that provided market/industry information for registered representative use. Managed a software liaison that coordinated the updates, look and usability of the company's product software. * Productivity - integrated ONYX contact management system to improve communicat ion and product tracking. * Consulting - Served as product expert and resource for multiple departments. O versaw the training program utilized by the company's field trainers across the country. Headed up the sales division of a company project based on client rete ntion and good will. * Administration - Management of over $1,500,000 budget. Report/analysis of dep artmental call volume standards in regards to efficiency. Page 2 1998-2004

EDUCATION BS, Biological Sciences, Florida State University Member of Phi Kappa Tau Fraternity Tallahassee, FL

PROFESSIONAL DEVELOPMENT CLU, ChFC program, American College Bryn Mawr, PA Dale Carnegie School of Leadership, Tampa, FL LOMA (Life Office Management Association) FLMI, ACS, AIRC, AIAA Workshops ICMI - Essential Skills & Knowledge for Effective Incoming Call Center Mgmt Dale Carnegie - Successful Public Speaking