Mark E.

Fane, CRC(R)
16373 Canon Lane
Chino Hills, California 91709
714-996-8515 714-267-9703
mf56068c@westpost.net
Focus of Interest: Financial Service Sales.
A talented and results oriented financial sales consultant with extensive experi
ence in the financial service industry.
Outstanding sales track record presenting equities, bonds, mutual funds, variabl
e annuities, options and managed money platforms to high net worth and instituti
onal investors, and financial advisors.
Excellent presentation skills: skilled WebEx virtual presenter.
Series 7 licensed since 1979, holds the CRC(R), Certified Retirement Counselor d
esignation.
Consistently achieves sales goals via effective account management, efficient pl
anning, value added consultative approach and commitment to customer satisfactio
n.
Develops and maintains long-term personal relationships and exceeds sales goals.
PROFESSIONAL EXPERIENCE
WESTERN INTERNATIONAL SECURITIES, INC
SENIOR FINANCIAL ADVISOR, CERTIFIED RETIREMENT COUNSELOR
Chino Hills, CA
February 2009-Present
Works closely with HNW investors providing retirement solutions, corporate 401k
advice, 401k and DB rollover and distribution assistance, 529 College Savings Pl
ans.

PACIFIC LIFE INSURANCE CO.

Newport Beach, CA
SENIOR INTERNAL WHOLESALER 2000-January 2009
Grew territory sales representing Pacific Life's variable annuity and mutual fu
nd's by promoting, selling and servicing a network of advisors.
Presented sales ideas, trianing and marketing strategies to independent and wi
re-house brokers.
Developed territory with high levels of phone activity, organized appointments
and provided professional advice regarding products and value added service..
Prospected and acquired over 370 new producing planners; consistently met all mo
nthly, quarterly and annual sales goals.
ADVISIONARY INVESTMENT MANAGEMENT Chino Hills, CA
TRADER 1994-2000
Performed trading of personal equity and commodity accounts.

C.M. BLAIR, W.O. FOSTER & CO., INC. Los Angeles, CA

INSTITUTIONAL SALES TRADER / EMERGING MARKETS ANALYST 1991-1994
 Researched, recommended and sold international equities to mutual fund and hed
ge fund managers including High Net Worth investors and retail clients.
Institutional trader of American Depositary Receipts and ordinary shares of La
tin American equities.
TOLUCA PACIFIC SECURITIES, INC. * Toluca Lake, CA
INSTITUTIONAL SALES/ RESEARCH ANALYST 1989-1991
Worked as Financial Specialist in Latin American equities and debt, institutio
nal sales to mutual funds, as well as hedge funds and offshore accounts.
Presented proprietary research fund to manager and high net worth clients.
Traveled internationally to conduct research regarding macro-economic developm
ents.
Developed and managed strategic relationships with broker, dealers, advisors a
nd banks.

J. ALEXANDER SECURITIES, INC. * Los Angeles, CA

RETAIL ACCOUNT EXECUTIVE AND OTC MARKET MAKER 1984-1989
Worked on an active OTC trading desk as a market maker in regional bank issues
and NASDAQ issues.
Established and maintained business relationships with investment banks, retai
l investors and market makers.

PROFESSIONAL TRAINING:
Certified Retirement Counselor, CRC
Advanced Sequoia Training
Fusion Presentation Training