Meghan K.

Doherty
1480 Coachlight Way
Dunedin, FL 34698
415-655-9262 md5310a8@westpost.net
www.meghandoherty.com
Certified Financial Planner
PROFILE
Results oriented strategic sales professional leader and creative problem solver
recognized for profitably growing enrollment and businesses to achieve desired
results in financial products and business-to-business (B2B).
Expertise includes:
* New Business Development
* Brand Building
* Retail Marketing
* Strategic Creativity
* Web and Email Marketing
* Building Profitability
* Business to Business Marketing
* Consumer Communications
* Marketing Campaign Creation
* Publicity
* Mentor and Trained Jr. Reps
* Strategic Alliances
EXPERIENCE
AXA FINANCIAL ADVISORS, San Francisco, CA 2009- Present
Financial Advisor
Advising clients on financial plans utilizing knowledge of tax and investment st
rategies, securities, insurance, pension plans.
*Conduct in-depth reviews of clients current and financial goals
*Assist clients in making informed financial decisions
*Devise and execute marketing strategies to attract and acquire new clients
*Provided clients with information on new and existing products and services
*Achieved client satisfaction and loyalty through excellent services
*Currently hold and responsible for maintaining Series 6, 7, 63, 65 Life, Health
& Variable Annuity Insurance Licenses in California.
ING FINANCIAL ADVISORS, San Francisco, CA 2003 - 2009
Senior Account Executive
Sales and enrollment doubled during tenure. Oversaw marketing/sales team respon
sible for and staff of 5 while building relationships with city leaders. Perfor
m enrollment, sales, and marketing activities for the City and County of San Fra
ncisco Deferred Compensation/ 457 Plan.
*Day to day responsibilities involve counseling employees on the advantages of s
aving for retirement using pre-tax contributions. This involves risk-profiling,
investment selection, asset allocation and distribution options
*Responsible for a territory with over 400 million in assets and over 7000 eligi
ble participants
*Built and maintain strong relationships with key City contacts and Union leader
s. Key contact for the Fire Department, Public Utilities Commission, Departmen
t of Human Services among others
*Deliver financial education seminars and am one of two lead presenters for the
San Francisco Employees Retirement System Deferred Compensation seminar which h
as over 200 attendees
*Annual Sales leader for 2 of the past 3 years of five representatives
*Exceeded sales objective every year
GREAT-WEST LIFE AND ANNUNITY, San Ramon, CA 2000 - 2003
Account Executive
Increased sales by 20%. Key contact for both plan administrator and plan partici
pant regarding investment options, enrollment and administrative issues, retirem
ent expectations and calculations, distribution options
.
*Perform enrollment, sales, and marketing activities for the 401(k), 401(a), 403
(b) and 457 Deferred Compensation markets
*Responsible for territory with over 90 million dollars in assets and over 2500
participants
* Deliver financial education seminars that focus on Women & Investing and
Investment Fundamentals and Long- Term Investment Strategies
* Ranked in top 15% of Account Executives nationwide
* Exceed sales objectives while providing high quality customer service
GREAT-WEST LIFE AND ANNUNITY,
Atlanta, GA
1998 - 2000
Office Manager
Provided marketing and administrative support for the Vice President of Sales an
d Defined Contribution Specialists
*Coordinated conference events and seminars, including the contacting of invitee
s to promote and insure participation
*Managed office expenses and procedures in a non-supervised position. Performed
all office scheduling and administrative duties
*Assisted advertising sales team with promotions, proposals, contracts, market r
esearch and client services.
*Developed compelling, innovative and dynamic content and promotions.
EDUCATION
Bachelor of Science, University of Florida, Psychology and minor in Criminolog
y. Gainesville, FL. 1997
UC Berkeley Extension Program, Certified Financial Planner Program
ADDITIONAL INFORMATION
*Member of Toastmasters International since March 2000
*Proficient with Windows , Microsoft Office, Lotus Notes and the Internet
*Excellent interpersonal, consulting, written and verbal communication as well a
s time management skills
*Participated and completed NYC Marathon as well as San Francisco Triathlon; Fea
tured article in San Francisco Chronicle on training and completion.
*Volunteer and fundraiser for ASPCA San Francisco Chapter