Dale K.

Boolton
5508 Eagle Lane * West Chester, OH 45069
513-417-2383 * db8f794e@westpost.net

Objective
I seek to secure a position which not only allows me to spread my wings but also
utilizes my ability to think dynamically. I am in search of a company which wil
l provide me the opportunity to stand out through my performance and at the same
time offer some semblance of a work /family balance. Growth potential within an
organization is also vitally important to me.
Personal Profile
I am a proactive, detail oriented self-starter who is at ease with prioritizatio
n and responsibility. As a creative thinker with an analytical nature, I enjoy p
roblem solving and tackling new challenges. I am a rock-solid team member who al
ways takes an active role and is unafraid to get his hands dirty. As a manager I
have an unflappable demeanor with an affinity for organization. Though prudence
is my guide I am willing to take calculated risks, always mindful of the bottom
line, the goal to be achieved, and/or the task at hand. When it comes to interp
ersonal communication I am a chameleon. With regard to project management, situa
tional adaptation is my strong suit and perseverance is my middle name. I take p
ride in immersing myself in a situation, learning it, then mastering it. I am ne
ver outworked.
Professional Profile
Financial Advisor/Agency Owner
Edward Jones
West Chester, OH February 2009 November 2009
Completed intensive 17-week training program as a Triple Crown award recipient
Reviewed, advised, and recommended clients with regard to their portfolios
Delivered investment presentations in individual and group settings
Maintained trade blotters and client records with a strict adherence to complia
nce
Entered buy/sell orders for a variety of securities
Directed marketing campaigns through extensive face-to face, networking, and co
ld calling
Enrollment Advisor, Team Lead
University of Phoenix
West Chester, OH June 2006 February 2009
Team leader and responsible for training new and existing enrollment counselors
, demonstrating ways to drive their sales, maintain student enrollment, and ensu
re student success
Coordinated with managers and directors as to status of team strategies, goals,
and training
Assisted potential students in the application process and the securing of fina
ncial aid and grants
Served as personal coach/counselor/advisor in helping students qualify for admi
ssions, select a degree program, and complete enrollment process
Maintained an extensive working knowledge of all operational systems, software
packages, and databases within the department
Senior Licensed Producer - Exclusive Agency, Owner
Allstate Insurance Co.
West Chester, OH March 2002 May 2006
Based on my performance as a producer, I was one of the few candidates accepted
into the Allstate agency ownership program without a college degree
As an Agency owner in a new market with no existing networks, I grew a scratch
agency from 0 to 300+ accounts in less than 12 months
 Received Midwest Rookie of the month honors within first six months of agency o
pening
Established and managed new accounts and increased market penetration
Conducted client needs assessments, articulated product/service offerings
Managed and developed a very large active sales pipeline through extensive cold
calling, networking, and referrals
As a producer I managed and trained team of 3 support staff
Developed and managed in-house Internet sales protocol; as a result, the agency
consistently finished in the top 1% nationwide for monthly item production
Managed extensive customer database, identified cross-market opportunities
Delivered sales presentations to potential customers
Sales & Marketing Manager
G.L. Technology, Inc.
Rolling Meadows, IL - December 1998 - March 2002
Generated retail sales
Handled all aspects of customer service from identification to problem resoluti
on
Organized all aspects of trade show exhibits including presentations, contracti
ng, exhibit management and logistical planning
Negotiated pricing with product wholesalers to maximize company profitability a
nd competitiveness
Coordinated shipping and receiving for all domestic and international sales
Assistant Head Trader/Stockbroker
John Dawson & Associates, Inc.
Chicago, IL - June 1994 - October 1998
As a stockbroker I diagnosed client needs and objectives; as a result, recommen
ded stock positions
Maintained and developed market positions in accordance with clients suitabilit
y and investment objectives
While a stockbroker I was invited to help develop the newly created trading dep
artment due in part to my diligence, professionalism, and ability to work autono
mously
As a trader I executed retail orders in various markets, through the exchanges
and ECNs
Helped grow then managed trading department with 15 traders
Actively monitored level III markets and maintained security positions for firm
s proprietary accounts
Maintained daily trade blotters and rectified trading errors
Licenses and Certification
Series 7 license, Series 66 license
Life, Health and Variable Products Insurance Licenses
MS Office
Education
Associate of Arts in Business, University of Phoenix, 2008
BA in Business Administration, Ashford University, Graduate December 2010
Affiliations
Big Brothers Big Sisters of America
Butler County United Way