Donald P
Writer #8318
Joined 12/11/2013
5 Star Rating
100% Success
278 Projects
2 Endorsements
0 Elite Skills
He has 18 years of experience in the insurance and financial services industry with Robert W. Baird & Co. Incorporated; FIMCO Securities Group, Inc.; First Securities Group; The Equitable Life Assurance Company/Conover Agency; Northwestern Mutual Investment Services, LLC; and Northwestern Mutual Life. He holds a life and health insurance license in the State of Virginia, and am FINRA Series 7, 24, 63 and 65 registered. I have served on the board of directors for the United Way of the National Capital Area, and National Planned Giving Council for United Way of America and currently provide insurance licensing instruction and develop continuing education coursework for A.D. Banker & Company and pre-licensing instruction for Keir Educational Resources.


Curriculum Development, Facilitation, Instructional Technology, Tutorials Assessment Products & Tools, Customer Focus, eLearning, Program Evaluation, Pedagogical Alignment, Computer-Based Training, Financial Services, Insurance (e.g., Fixed and Variable Annuities, Long-Term Care, Retirement Planning)


Writing, Biking,Golf, Travel


Carroll College (University), Waukesha, Wisconsin

Attended Carroll College (now University) during the 1983-1984 term, studying journalism and communications.

University of Wisconsin - Milwaukee, Milwaukee, Wisconsin

Attended the the University of Wisconsin - Milwaukee between January 1986 through December 1989 as an Urban Planning major. During the time as a student was active in student governance, serving as President of the Student Union Policy Board and Director of Minority Affairs for the UW System in Madison, Wisconsin.


117 Projects Completed

He has worked for several large Fortune 500 insurance companies in the areas of sales training and management, compliance and auditing. His expertise is in the area of estate and gift planning, having worked with large national foundations such as United Way of America and AARP foundations in Alexandria, Virginia and Washington, D.C. respectively.


113 Projects Completed

He has been providing financial industry content for several years, with an emphasis on securities, asset allocation and financial planning. He has 25+ year's experience in the securities industry as a FINRA registered General Securities Representative (S7) and General Securities Principal (S24). He also obtained his Uniform Investment Advisers Law examination registration (S65) and has managed sales representatives for several Fortune 500 companies.


48 Projects Completed

He has provided course books, training materials and other books for a variety of clients including accountants, banking and other financial services and homebrewers. These books were designed by him in consultation with the client to be provided as classroom education supplements or ebooks available for distribution through Amazon and other platforms.

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