Resume

Yolander Prinzel

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

*Freelance Clients

Foresight Publishing

Savings Bank Life Insurance Company (SBLI)

The Sun’s Financial Diary

All Freelance Writing

The Freelance-Zone

Insurance-Forums

Idea Launch

WriterWriting.net

Freelance-Advice.com

CheapToday.com

LifeTips.com

Barrier Islands Gazette

Mount-Kenya.com

Addresume.com

The Jill Report

Roycroft.org

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

Experience

Finance

  • Created trainingĀ 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 andĀ Annuities

  • Wrote training manuals, business plans and marketing plans for an insurance/ annuitiesĀ 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.

General

  • Freelance news and event reporting for The Barrier Islands Gazette.
  • Formerly CheapToday’s Especially for Women editor and frugal blogger.
  • Writing the script for an educational video for Knology.
  • Life Insurance Guru for LifeTips.com.
  • Beauty, Fashion, Wedding and Art articles for websites including The Jill Report.
  • Travel articles and content for websites.
  • Resume creation for financial services professionals.

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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Welcome!

- I am a 2-15, series 7 and 66 licensed financial writer.

- I have been in the financial industry for 10 years as an underwriter, agent, trader, supervisor and marketing director.

- I have in-depth experience with options, stocks, bonds, mutual funds, CDs, life insurance and annuities and have been a featured speaker at insurance conventions, broker/ dealer conferences and seminars.

- A seasoned financial writer, I have been writing in-house for businesses since 1998. I have written about a number of subjects including business, motivation, event planning, current events, and travel.

- In addition to my print and web content work I have also written local television commercials and the script for a cable television instructional video.


Contact Me

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

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