Antonio Bolado Jr.
Pauma Valley
Summary
40 years of high sales performance as a Registered Representative at New York Life & NYLIFE Securities, specializing in customized financial solutions. Expertise in managing large and mid-sized client portfolios focused on protection, growth, and legacy planning. Strong analytical skills enhance retirement planning and asset allocation strategies. Dedicated to building client relationships and resolving issues to ensure satisfaction and retention.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life & NYLIFE Securities
Anaheim
11.1986 - Current
- DevelDelivered customized financial planning solutions that aligned with client objectives.
- Analyzed client portfolios to identify risk factors, tax implications, and investment opportunities.
- Ensured compliance with industry standards through continuous knowledge of products and regulations.
- Facilitated asset transfers between institutions according to allocation strategy changes.
- Participated in team meetings to develop strategies for increasing sales productivity.
- Provided technical support for online trading platforms to enhance user experience.
- Completed required paperwork accurately prior to submitting applications for approval.
- Resolved customer complaints efficiently, maintaining high levels of professionalism.
- Ensured compliance with all applicable laws, regulations, and industry standards. Managed water and drainage.
Grove Manager
Rancho Bolado LLC
Pauma Valley, CA
06.2004 - Current
- Design and implementation of all irrigation and drainage systems
- Manage water schedule for maximum production and cost efficiency for a 40 acre three thousand tree avocado grove with an estimated water budget of 200 thousand a year
- Initiate sales program to involve retail promotions to distribute annual production estimated at 100 to 150 tons
- Negotiate and oversee packing houses daily pricing changes
- Engage and negotiate picking companies pricing and scheduling to maximize market prices
- Maintaining all financial and insurance requirements
- Application of all agricultural compliance from USDA to the County of San Diego
- Management of fertilization scheduling and weed abatement
Education
Some College (No Degree) - General Studies
Cal State University Long Beach
Long Beach, CASkills
- Portfolio management
- Problem solving
- Retirement planning expertise
- Asset allocation strategies
- Strong analytical skills
- Sales acumen
- Customer engagement
- Estate planning
- Marketing campaigns
- Customer relations
- Staff training
- Retention strategies
- Client relationship building
- Relationship building
- Account management
Languages
English
Native language
English
Proficient (C2)
C2
Spanish
Proficient (C2)
C2
Personal Traits
Strong work ethic, conviction to do as good a job as possible, competitiveness to show leadership, above average communication skills, high social intelligence to adapt to any level of personal and corporate interaction, focus on consistency for high level of sales productivity, personal expectation to represent my company and clients equally, strong family values, personal involvement with all my clients to solve or answer personal concerns , to be apathetic and most important to value all personal and business relationships.
Affiliations
- NAIFA-National Association of Insurance & Financial Advisors
- NYLPAC-New York Life Political Action Committee
- Million Dollar Round Table
Accomplishments
- Elected to New York Lifes Agent Advisory Board in 2006 and 2008 / Qualifying and Lifetime member of the Million Dollar Roundtable for 38 consecutive years. Consecutive Council Member with New York Life for 39 years. Member of the Centurion Club of New York Life Insurance Company , Annuity Elite Qualifier with New York Life since 2010
Certification
- Life and Health License in 14 states , Series Six License
References
References available upon request.
Timeline
Grove Manager
Rancho Bolado LLC
06.2004 - Current
Registered Representative
New York Life & NYLIFE Securities
11.1986 - Current
Some College (No Degree) - General Studies
Cal State University Long Beach
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