Fred Pais

Contact Info on Request

Profile

Experienced professional providing financial strategies, business development, and admin skills. Effective at interfacing with others at all levels to ensure organizational goals are attained. Proactive approach has resulted in capturing additional accounts and expanded client base. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success. Competent and resourceful problem solver. Possess strong computer and IT skills Pioneered a new regional business networking group providing education and training for entrepreneurs and business professionals while fostering relationships and sales opportunities. Motivated self-starter with many continuous years of valuable business savvy inclusive of extensive diversified hands-on and administrative technical expertise. 2011 - Present

Employment

Currently Employed Financial Services Professional / Registered Representative Created effective retirement solutions for pre-seniors and business owners. Illustrate tax strategies for high net worth individuals including employee plans Investigate household family financial and protection needs, and retirement goals. Analyze priorities to meet goals and expectations and determine a solution. Counsel individuals and business clients with regard to investment opportunities, risk analysis, and monetary returns. Prepared and provided Financial Analysis Reports with illustrations for consideration. Bankers Life and Casualty Company, Framingham, MA Veteran Sales Agent / Producer Produced custom designed direct mail piece campaign attracting new customers. Instituted an incentive referral plan for existing clients providing more warm leads. Consult with clients reviewing existing portfolios and recommending better products. Eastern Satellite Inc. , West Townsend, MA President / Commercial Systems Designer and Analyst Designed and created in-house direct marketing pieces and campaigns. Instituted B-B account development procedures to attract commercial property sales. Pioneered unique applications in developing technology for commercial usage. Electrol Electric Corp. , Townsend, MA CEO / Operations Officer Devised pre-publicized construction leads to get the edge on the competition. Implemented unique procedures for preliminary lead qualification and sales follow-ups that resulted in improved quality of prospects and a higher ratio of closes. Advised architects and engineers on equipment and proper procedures. Highlights: Turned a $1,500 initial investment into a 10.5 yr. business with sales of $1,180,000. Fitchburg State College Extension, Worcester MA U.S. Navy, Class B School, Davisville, RI Coyne Electrical and Technical School, Boston MA MA Registered Representative, Series 6 & 63 Securities MA Life & Health Insurance Agent, LTCi CLTC Designation MA Master Electrician and Journeyman Wireman MA Real Estate Agent MA Occupational Teachers Certification Personal Accomplishments: FAA General Aviation Private Pilot Military Service: U.S. Navy Seabees, Vietnam War Business Affiliations: Co-Founding Director of Central Networking Inc. Charitable Volunteer: Masonic Child ID program

2008 2011

1982 2008

1972 - 1982

Education

1971 1968 1964

Licensing Other