Yolander Prinzel, ACS

Resume

Yolander Prinzel

Email: yprinzel (at) tampabay (dot) rr (dot) com

*Freelance Clients

Discover

International Travel Insurance Journal (ITIJ)

Emerald (FINRA-reviewed financial newsletters)

Covestor

Savings Bank Life Insurance Company (SBLI)

Money Smart Radio

New York International Group

Insurance Technologies Corporation

Investopedia

Directory Journal

Kabbage

The Sun’s Financial Diary

For Life’s Next Phase

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 Finance and Insurance 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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