RESUME: Financial Management/Controller

[Robert Leanza]

Resume # : 24219
Header : Financial Management/Controller
Date : April 25 1998
Name : Robert Leanza
Address : 2203 Ladrillo Aisle
Irvine, California 92606
Country : USA
Phone # : (949) 252-0704, ext. 220 Fax # : (949) 252-8661
Email : rle...@gte.net

Resume

ROBERT A. LEANZA, RFC, CFP
2203 Ladrillo Aisle
Irvine, California 92606
(714) 551-8324 HOME
(949) 252-0704 Ext. 220
E-Mail: rle...@gte.net
Synopsis: 17 years of progressive financial consulting experience
with
documented success in the areas of client acquisition
and
case management, including financial problem
assessment,
strategy creation for goal accomplishment and
sales of
financial products involving insurance and
investments.
Extensive experience in managing personnel to
achieve
operational goals.
Objective: A challenging position, in a teamwork environment, as
chief
executive officer, chief financial officer,
marketing
executive, senior financial consultant or training
director,
with a progressive company looking to expand market
position
and profitability.
Education: California State University Long Beach,
California
Bachelor of Science Business Administration in
Finance-Investments - Summa Cum Laude
1981
Experience: Wealth Crafters Workshops, LLC Irvine,
California
Executive Director 1981 to
Present
* Registered Financial Consultant (RFC)
* Certified Financial Planner (CFP)
* Own 98% of company.
* Contract, train and manage a group of highly
renowned
instructors who teach a 10-hour course on
Retirement
Planning to corporate employees and their spouses.
* With other franchisees nationally, taught over 2
million
people.
* Managing financial programs for over 625 active
clients.
* Independent insurance broker and general
agent
representing over 80 companies in fixed and
variable
life, health, disability, fixed and variable
annuities
and long term care insurance.
* Specialist in: income and estate tax,
retirement
planning, college education funding, investment
selection
and management, business continuity, keyperson
and
business valuation, asset and lawsuit
protection
planning, executive and employee benefit
programs,
pension planning and comprehensive insurance planning.
Intervest International Equities Corp. Colorado
Springs, CO
Registered Representative 1993 to
Present
* Investment Broker & Asset Manager.
* Ranked in top 15 brokers for overall production
(out of
over 400 brokers).
* Associate Registered Investment Advisor (RIA)
Security Financial Group
Irvine, CA
Managing Partner 1992 to
1993
* Fee-based financial planning practice.
* Created Financial Plans for firm's clients.
* Managed general and financial operations of company.
* Firm sold to another partner in 1994.
CIGNA Individual Financial Services, Inc.
Irvine, CA
Executive Manager-Financial Planning 1991 to
1992
* Managed and approved case designs for financial
planners
in CIGNA Orange County Office. In charge of fee-
based
consulting operation.
* Active financial consultant with personal practice -
14th
out of over 2,000 financial planners in national
company
for total production.
Affiliated Analytical Design, Inc. Huntington
Beach, CA
Chairman & CEO 1985 to
1991
* Founder and 51% shareholder, 17 employee firm.
* Performed comprehensive, wholesale financial
planning
services for other financial advisors to retail to
their
clients.
* Firm featured in Financial Planning Magazine ,
March
1987.
* Registered Investment Advisory (RIA) with
Securities
Exchange Commission and Calif. Dept. of Corporations.
National Affiliated Planners, Inc.
Irvine, CA
Vice-President & Shareholder 1984 to
1986
* Performed fee-based financial planning and
financial
product sales for clients.
* Assisted in hiring and training new financial
planners
for this 35 member firm.
* Firm featured in Business-to-Business Magazine
(October
1985).
Connecticut General Life Ins. Co. Newport
Beach, CA
Financial Consultant 1982 to
1984
* Registered Representative (investments), insurance
broker
and fee-based financial consultant.
* Worked primarily with clients having minimum net
worths
of $2 million.
Countrywide Funding Corporation Los
Angeles, CA
Finance Intern
1981
* Won Calif. Mortgage Banker's Association real
estate
scholarship and served paid, 3-month
internship in
corporate offices. Reported to CFO and CEO.
* Learned all facets of mortgage banking
industry
including: funding, mortgage sales, FNMA and
GNMA
programs, foreclosures, bankruptcies, collections,
escrow
and insurance underwriting.
* Wrote comprehensive operations manual.
Jodale Food Services, Inc.
Tustin, CA
Administrative Director 1980 to
1981
* Conducted all personnel and training functions,
reporting
to CEO.
* Created a major management development program
and
devised and taught a 16-hour human relations seminar
for
restaurant managers.
Taco Bell, Inc.
Irvine, CA
Area Supervisor 1976 to
1979
* Responsible for all operations, profits, personnel
(200
employees), assets, training and $2 million in net
annual
sales for seven company-owned restaurants.
California District Training
Director
* Administered all company and franchise
management
training in California.
* Co-Wrote Taco Bell's management development program
and
week-long human relations seminar. Taught program
for
two years.
* Enhanced efficiency of training restaurant managers
while
trimming the firm's training budget by $650,000
annually
(1978 figure).
* Wrote entire Restaurant Operations Manual for Taco
Bell.
City
Manager
* Assisted Area Supervisor in all profit and
loss,
personnel and operations functions for 15 Taco
Bell
restaurants.
Training
Manager
* Trained all Taco Bell restaurant managers in South
Bay
Area of California.
Restaurant
Manager
* Operated Taco Bell's MODEL RESTAURANT which was
used to
conduct all company research and development and film
all
television commercials for the Advertising Department.
United States Air Force 319th Bombardment Wing, Grand
Forks,
ND
Missile Systems Analyst 1972 to
1976
* Analyzed and maintained flight control,
guidance,
hydraulics, pneumatics, fuel system, jet engine
and
warhead system for the B-52 launched AGM 28-B
nuclear
missile system, Strategic Air Command. Issued
SECRET
security clearance.
Bomb Wing
Historian
* Member of Bomb Wing Commander's Executive Staff.
* Compiled classified quarterly histories requiring a
TOP
SECRET security clearance. Discharge: Honorable.
Professional Designations & Licenses:
* Registered Financial Consultant (RFC)
* Certified Financial Planner (CFP)
* NASD Series 6, 7, 22 and 63 investment licenses
* California Life & Disability license (incl.
variable
products)
* California Certified: Long Term Care Insurance
Affiliations: * International Association for Financial Planning
* Vice-Pres. Communications, Orange County IAFP
* Practitioner Division of IAFP
* International Association of Registered
Financial
Consultants
* Institute of Certified Financial Planners
* Fraternal: Phi Kappa Phi (national honor society)
* Fraternal: Beta Gamma Sigma (national business
honor
society)
Community: * Member-Irvine Chamber of Commerce (ICC)
* Member-Ambassador Committee of ICC (1994 to Present)
Recent Speaking Engagements: * Orange County IAFP
* Valley Estate Planning Council
* Barry Kay & Associates Seminar, Century City
* Orange County Board of Realtors
* Orange County Assoc. of CPA's
Activities: * Running, weightlifting, theatre, music, oil painting.
Published Works or Written About: * Financial Planning
Magazine
* Trade West Magazine
* Business-To-Business Magazine
* California Centers Magazine
* Premier Ideas Magazine
* California Apartment Owners Magazine
* Sonoma County Physician Magazine
References: * Available upon request

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