MYRON MAILO
Carson
Summary
Organized and dependable candidate with a strong ability to manage multiple priorities and maintain a positive "can-do" attitude. Willingness to take on added responsibilities to meet team goals and contribute to organizational success. Possesses a keen attention to detail and works effectively within a team. Valuable asset with the ability to contribute to project management with accuracy and success.
Overview
30
30
years of professional experience
Work History
Financial Professional
New York Life & NYLIFE Securities
12.2022 - Current
- Provide comprehensive financial service and retirement planning solutions
- Tasks include prospecting, marketing, appointment setting, presentation preparation, follow up and all aspects related to the sales process
- Determine client needs and financial situations by listening and scheduling fact-finding appointments
- Provide coverage option information to assist clients in protecting assets
- Life and Health Insurance licensed (Active)
- Series 6, 63, and SIE (Active)
Financial Consultant/Licensed Insurance Agent
Heritage Financial Services
09.2021 - 12.2022
- Provided annual estate planning reviews for Heritage clients
- Upsold additional products and services after identifying customer needs and requirements
- Leveraged knowledge of insurance products and services to advise clients on recommended solutions
- Built relationships with clients using active listening and issue resolution to provide excellent service
Head Coach - Girls Varsity Rugby
Carson High School
06.2017 - 06.2021
- All aspects relating to the establishment of the inaugural team in 2017
- Coordinated with parents, boosters, and other resources to meet team needs involving equipment and travel arrangements
- Included but not limited to, registration, recruitment, fundraising, team bonding planning, academic advising, year-round training, college preparation, mentoring, nutrition programming, travel coordination (including out of state tournaments and nationals), parent meetings, game strategy, practice and training scheduling, and overall student athlete to coach interactions and availability
- Sent the most student athletes to college on scholarship of any athletic team at Carson High during my four year tenure.
Director
Ohana Family Foundation
01.2012 - 09.2019
- Created organization's mission and vision statements for use by employees
- Conducted target market research to scope out industry competition and identify advantageous trends
- Responsible for hiring coaches and trainers that provide fitness training, mentoring, and coaching to ages 6-21
- The mission of OFF was to promote the keys to living a healthy, successful lifestyle
President/CEO, Management Service Operator
Ohana Wellness Center
01.2010 - 09.2019
- Provided administrative support as well as facility management services for providers
- Managed over 30 health care professionals and staff
- Roles included but were not limited to, Management, Marketing, Accounting, Billing, and Customer Service for all departments.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Insurance Agent / Registered Representative
Farmers Insurance Group / Farmers Financial Solutions
02.2009 - 08.2012
- Provided comprehensive financial & investment services (Auto, Home, Life and Business Insurance) to clients
- Maintained high standards of customer service by building relationships with clients
- Tasks included prospecting, marketing, appointment setting, and all aspects related to sales
- Created sources for continuous client referrals within community and with businesses using extensive networking skills
Executive Assistant
Woodside Natural Gas
01.2007 - 02.2009
- Provided executive-level administrative support to the President of Woodside Natural Gas, to include efficiently managing the President’s schedule and sensitive internal and external communications, in a manner that enabled the President to focus on political, regulatory, and commercial matters vital to the success of the OceanWay project
- Tasks included but not limited to calendaring, internal meeting and external travel coordination, expense reconciliation reports, presentation creation, internal and external correspondences on behalf of Executives and initial point of contact for Executives and President
Financial Advisor – Senior Associate/Licensed Agent and Registered Representative
Wise Steward Corporation
01.2005 - 02.2009
- Provided comprehensive financial & investment services (Investments, Retirement, Insurance) to clients
- Tasks included prospecting, marketing, appointment setting, and all aspects related to sales
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Assistant Manager
Samoana Bingo at Hollywood Park Pavilion
01.1995 - 02.2009
- Tasks included, but were not limited to, hospitality, customer service, knowledge of gaming operations, managing 20-team staff, cash payout accounting and daily operational reports
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
Bachelor of Science - Business Administration, Entrepreneurship
Chapman University
Orange, CA05.2005
Skills
- Proficient in Microsoft Word, Excel, PowerPoint
- Business Planning
- Customer Service and Assistance
- Email Marketing
- Professional Relationships
- Nondiscriminatory Practices
- Motivational Techniques
- Team Bonding
- Group Leadership
- Benchmark Setting
- Strategic Planning
- Public Speaking
- Conflict Management
- Social Media Knowledge
Timeline
Financial Professional
New York Life & NYLIFE Securities
12.2022 - Current
Financial Consultant/Licensed Insurance Agent
Heritage Financial Services
09.2021 - 12.2022
Head Coach - Girls Varsity Rugby
Carson High School
06.2017 - 06.2021
Director
Ohana Family Foundation
01.2012 - 09.2019
President/CEO, Management Service Operator
Ohana Wellness Center
01.2010 - 09.2019
Insurance Agent / Registered Representative
Farmers Insurance Group / Farmers Financial Solutions
02.2009 - 08.2012
Executive Assistant
Woodside Natural Gas
01.2007 - 02.2009
Financial Advisor – Senior Associate/Licensed Agent and Registered Representative
Wise Steward Corporation
01.2005 - 02.2009
Assistant Manager
Samoana Bingo at Hollywood Park Pavilion
01.1995 - 02.2009
Bachelor of Science - Business Administration, Entrepreneurship
Chapman University
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