Yolander Prinzel, ACS

Resume

Yolander Prinzel

Phone: 727-537-0682
Email: yprinzel (at) tampabay (dot) rr (dot) com

*Freelance Clients

International Travel Insurance Journal (ITIJ)

Emerald (FINRA reviewed financial newsletters)

Covestor

Savings Bank Life Insurance Company (SBLI)

Money Smart Radio

Kabbage

The Sun’s Financial Diary

E-Wisdom.com

Foresight Publishing

All Freelance Writing

The Freelance-Zone

Insurance-Forums

Idea Launch

CheapToday.com

LifeTips.com

Barrier Islands Gazette

Addresume.com

* Due to the confidential nature of ghostwriting, I am unable to give a complete list of clients.

Corporate Experience

Finance

• Created training materials for a financial services branch within Raymond James Financial Services with over $20 million in assets under management.
• Assisted in writing and editing the business plan for the Raymond James Financial Services home office branch.
• Developed FAQs and procedures for a new database for a branch office within Raymond James Financial Services with over $5 million in mutual fund assets under management.
• Wrote the Our Team page for the Raymond James Financial Services home office branch website.
• Developed monthly reports for branch.
• Designed and formatted Excel spreadsheets for monthly income and production reports.
• Prepared securities-related presentations for clients.

Insurance and Annuities

• Wrote training manuals, business plans and marketing plans for an insurance/ annuities branch with over $10 million in assets under management.
• Worked with Counsel on legal FAQs and contracts.
• Wrote newsletters, direct mail marketing pieces, and sales brochures.
• Designed and wrote PowerPoint presentations and sales material.
• Conducted seminars and spoke at sales conferences.
• Developed underwriting guidelines published in company brochure.
• Wrote and presented motivational seminar materials for employees.
• Underwrote life insurance policies and managed a team of employees.
• Created proposals for clients.

Professional Licenses & Designations

Series 7- General Securities Representative
Series 66- Investment Advisor - State Law
Life, Health & Variable Annuity
ACS- Life Office Management Association

Additional Skills

Microsoft PowerPoint
Microsoft Excel
Microsoft Publisher
Microsoft Word
Open Office
Adobe Acrobat
ACT!

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