Howard E Shelly is a high-level expert, working in Eggheadit as a Director of Operations and Sales from 2019. Howard E Shelly has earned professional experience in more than ten positions at different companies. Howard E Shelly has these professional qualifications: Finra Series 7 Series 24 Series 63 and Financial Industry Regulatory Authority (Finra). Palm Springs, California is the area, where this expert was lastly known to live. The professional's email address and phone number can be accessed through this website on demand.
Name variants:
Howie Shelly
Last updated May 21, 2024
Contact Information
Last Update
Jun 27, 2022
Email
hs**@gmail.com, hs**@yahoo.com
Location
Palm Springs, CA
Company
Eggheadit
Workplace
Director of Operations and Sales
Work History
Director of Operations and Sales
responsible for quality control, sales team, internal operations of the firm .
from 2019
Operations and Case Manager
Issue written and oral instructions including internal policies and procedures for the Firm. Assign duties and examine work for accuracy and conformance to policies and procedures. Maintain ...
from Apr 2018
Business Development Manager at Roger Stone Insurance Agency
5015 Birch St, Newport Beach, CA 92660
Insurance brokerage offering both fire & casualty and employee benefits insurance coverage. Flexibility to offer appropriate value added services to customers based on their specific needs( ...
Jun 2016 — Apr 2018
Vice President
28202 Cabot Rd #600, Laguna Niguel, CA 92677
Commercial insurance Brokerage offering comprehensive insurance solutions to individuals and businesses in Orange County, Los Angeles and nationwide. Brakke-Shafnitz Insurance Brokers, a dr...
Aug 2015 — Jun 2016
Vice President
Insurance brokerage offering both fire & casualty and employee benefits insurance coverage. Flexibility to offer appropriate value added services to customers based on their specific needs( ...
Jul 2014 — Aug 2015
Senior Account Executive
180 Maiden Ln SUITE 1700, New York, NY 10038
Securities Brokerage services. Offering investments in stocks, bonds, options transactions and alternative investments including but not limited to REIT's and tax advantaged oil & gas partne...
Oct 2011 — Jul 2014
Account Manager
2775 Sanders Rd, Northbrook, IL 60062
Licensed Insurance Representative responsibly skilled in customer service. Working with customers on all lines of insurance including Home, Auto, General Liability, Business, and Commercial ...
Jan 2011 — Oct 2011
Senior Account Executive
As a registered representative I specialized in the design and implementation of client portfolios for investment in stocks, bonds (foreign and domestic) and Gold.
Developed a client base ...
Aug 2006 — Nov 2009
Managing Director
4500 Campus Dr SUITE 208, Newport Beach, CA 92660
Insurance services including whole life, index annuities, long term care, and disability, and trading of dividend/equity stocks and bonds.
Specialized in developing a strong clientele base...
Jan 1999 — Dec 2006
Senior Vice President and Branch Manager
Manager for Newport Beach branch. Successfully trained over 40 new brokers mentoring them into becoming six figure producers. Municicorp was the premiere municipal bond broker/dealer of tax-...
Mar 1983 — Feb 1990
Education
Occupations
Executive
Director of Operations
Health Specialist
Health Information Manager
Operations Manager
Health Services Administrator
Health Services Manager
Skills
Insurance
Retirement
Investments
Fixed Annuities
Disability Insurance
Securities
Management
Risk Management
Asset Management
Series 63
Retirement Planning
Finance
Bonds
Life Insurance
Long Term Care
Whole Life
Employee Benefits
Asset Managment
Property and Casualty Insurance
Trading
Portfolio Management
Options
Series 24
Equity Trading
Series 7
Health Insurance
401K
FAQs about Howard E Shelly
What is the main profession of Howard E Shelly?
The expert is a Director of Operations and Sales.
What are the main profession of The expert?
These person's professions are Executive and Director of Operations
Where does Howard E Shelly currently live?
Howard currently lives in Palm Springs, California.
Does Howard E Shelly have the email address?
hs**@gmail.com and hs**@yahoo.com is The expert's email address.
Where did Howard E Shelly work?
This expert worked at Eggheadit, The Law Firm of Thurman W Arnold Iii.
Where has Howard E Shelly studied?
Howard studied at the from 2017 to 2018.
What are the certifications of Howard E Shelly?
Howard received the following certifications: Finra Series 7 Series 24 Series 63 and Financial Industry Regulatory Authority (Finra).
What languages does Howard E Shelly speak?
Howard E Shelly speaks English.