Shawna Wilkinson

Experience

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  AMEX Life (An American Express Company)

  Dec 1991 - May 1995

  Long-term Care Field Underwriter and Producer; Field Trainer

  Responsible for all full-time professional long-term care insurance services and marketing efforts required to generate clients and revenues for the firm. Focus of practice on consultation: comprehensive planning and long-term strategies, utilizing current assets vs liability matching and solving economic shortfalls with insurance products. Responsible for training and certifying new agents for proficiency and accuracy in field presentations.

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  Morgan Stanley

  May 1995 - Jun 2006

  Assoc. VP, Investment Consultant, Retirement Planning Specialist

  Responsible for all full-time professional money management services and marketing efforts required to generated clients and revenues for the firm.-- Year over year grown in own client roster of 10-12% during tenure;-- Focus of practice on consultation: comprehensive planning and long-term strategies utilizing fee-based products while minimizing risk and volatility;-- Growth on consulted practices resulted in 30-50% gains in Revenue on Assets (ROA);-- Special technical expertise in Fiduciary UPIA/ERISA asset management (regulatory disclosure intensive), Institutional accounts, Wealth Transfer and Estate Planning issues and Revenue Regeneration;-- Clients included HNW, Private Corporations, and Non-Profit organizations, Municipalities, Pension Plans, insurance, and 401(k) plans. Fee based generating recurring revenue exclusively.-- Institutional clients include but not limited to: State Bar of Arizona, Maricopa County Public Fiduciaries Office, Housing Authority of the County of Salt Lake, Planned Parenthood Association of Utah. Show less

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  Wedbush Morgan

  Jun 2006 - Jul 2010

  Vice President, Investments

  Responsible for full-time Money Management services and educational efforts required to enroll, attract, and retain High Net Worth Managed Accounts business. Evaluated and participated in the redesign of Certified Investment Analyst (CIMA) certification through IMCA.-- Brought in HNW (high net worth) individuals for members of the sub-advisory team to translate to new assets under management. Responsible of all aspects of Marketing and Sales for new line of business development for Private Client Services Group.-- Received an AIF and AIFA (Accredited Fiduciary Analyst);-- Created Fiduciary Consulting Services platform from inception to completion of contractual services legal contract. Show less

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  Cambridge Fiduciary Services, LLC

  Jul 2010 - Apr 2013

  Director of Marketing and Sales

  Created Corporate Branding for the Fiduciary arm of the 54th largest private Money Manager in the United States where I built Sales and Marketing campaigns for the firm. Educated Financial Industry on Best Practices.

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  Fiduciary, LLC

  Apr 2013 - now

  Founder and Managing Director

  Boutique Fiduciary Services Firm. Vagabond Fiduciary. Diagnosis and then creation of the solutions you need by referring you on to those tightly vetted providers needed if it is not appropriate under Best Practices for me to be of service directly. Be it the ERISA/DOL/IRS Investment side of the qualified plan or the HIPPA/ACA/FMLA H&W Benefits side of the plan, I am the one stop Fid shop. Having held both the AIF© and the AIFA©, Best Practices is foundational to my work. Private Fiduciary services by request. Continuing Educator to the Insurance NAIC and CPA's society nationally.In my spare time I also;Enabled claims and high end for disability filings. Established and fostered relationships between the treating physicians and the claimant to assure best possible outcome for the Insured. Responsible for Sales and Marketing of the company through education of medical community from the consumer end. From the provider and our trusted market partner's end, seamless product and provider due diligence, selection, and administration. Became a licensed Health and Welfare Insurance Representative with Colonial Life to get a closer look at that side of the industry and how it functioned from a Fiduciary end, and became one of 11 Regional Portfolio Representatives for Aetna's Western Division to take on their Medicare division as I was also curious about this side of entitlement programs, Best Practices, and their inner workings. As such I am licensed in almost every state in the nation for Health Insurance. I have a complete Best Practices perspective about the all qualified plans which no one but myself can offer and I know what awaits your clients and their plan participants as they face their retirement years now as well as being a Fiduciary scholar.Lastly, I have continued to act as a personal Fiduciary where I also provide expert testimony when needed in the areas of Fiduciary accredited standards' asset management, oversight, and administration. Show less