HRS Consultant | Sales | Marketing | Business Development | 401K and Employee Benefits Consult | @
I've had a wide range of professional experiences. From working as a sales and marketing director, co-owning my own magazine publication, specializing in commercial real estate, executive office suites, financial services, the acquisition of life insurance policies through life settlements, employee benefits and revenue cycle management. Within each task, my roots and foundations have always been grounded
I've had a wide range of professional experiences. From working as a sales and marketing director, co-owning my own magazine publication, specializing in commercial real estate, executive office suites, financial services, the acquisition of life insurance policies through life settlements, employee benefits and revenue cycle management. Within each task, my roots and foundations have always been grounded in the sales, sales management, marketing and business development arenas. I find that most individuals who are fixed within a particular segment of the market place become stagnant and complacent in their approach and results. Through the years, I've developed the experience and knowledge to enable me to both train and sell with a certain level of finesse and sophistication. My goal is to always continue to be a solid resource to my networking partners and provide my clients and prospects the proper solutions based on a specific and detailed needs analysis profile.
Specialties: Sales, Sales Management, Business Development, Marketing, Commercial Real Estate, Executive Office Solutions, Family Office Advisory, Family Office Management, Acquisition, Life Settlements, Premium Financing,Life Insurance, Life Insurance Modeling, Life Insurance Strategy; Due Diligence in Life Settlement Transactions, Use of Life Settlement in Financial Planning, Life Settlement Actuarial Underwriting, Life Settlement and Life Insurance Training and Development.
Associations for the Real Estate Industry:
National Association of Realtors
National Real Estate Investors Association
National Association of Real Estate Brokers
Associations for the Life Settlement and Life Insurance Industry:
Life Insurance Settlement Association
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Life Insurance Direct Marketing Association
Independent Life Insurance Agent Association
National Association of Professional Insurance Agents
Family Office | Family Office Advisory Luxury Office Management @ Knowing what you need in a Family Office executive space is only half the battle. The next challenge is identifying space that fits your needs
Our executive family office advisers have an intimate understanding of Family Office strategic operational, and cultural challenges. Our goal is to enable our clients to utilize their real estate as a marketable asset to increase profitability, reinvigorate the culture, and recruit/retain talent. Our team has worked with a variety of Family Office and Family Office advisory practices in providing a networking and collaborative turn-key solution
We are creating a specialty work and meeting place for Family Office related services and products. The goal is to create a hub for collaboration among different specialists to build an advice and referral system
There is no need to go to different locations for Family Office services. Everything is in one place
A central location for Family Office and related services saves valuable time
Inter-connectivity of services
With interrelated services, firms form mutual partnerships with each other.
Privacy & confidentiality
High profile families and individuals take confidentiality and privacy seriously.
Going to one place provides tighter privacy security and confidentiality
- 3 Class "A" office buildings located in upscale high net worth affluent communities
- Beautiful setting with nature, fountain, and ocean views
- Careful attention to every detail from the décor, to custom furnishings, and finishes
- Single office, team space, or company suites that can accommodate 1 or 20+ persons
Included Office Services:
- Mail and package handling
- Telephone answering services
- Reception and guest services
- Full beverage services
- Access private meeting and training facilities
- Catering services
- Concierge services
- Administrative and operational support
- 24/7 security monitoring From May 2015 to Present (8 months) General Manager | Business Development Leader | Commercial Office Real Estate Services | @ From May 2015 to Present (8 months) V.P Life Settlement Trading | Life Settlements | Life Settlement Broker | Life Insurance | @ Accelerated Life Solutions is a national life settlement brokerage with over 30 combined years of experience navigating the complex life settlement marketplace and negotiating life settlement offers. Our focus is providing financial and life insurance professionals access to all institutional money sources available, and an unmatched competitive bidding model that garners the highest purchasing price
Accelerated Life Solutions works with financial professionals, life insurance agents, attorneys, CPAs, trustees, family office advisors and wealth managers. We offer a great value by providing a single entry point into the life settlement market
Currently, the life settlement market is expanding dramatically. This trend is expected to continue, as life settlements are becoming the number one option for owners of unwanted or unneeded life insurance policies
As the life settlement market grows, so does the competition. The good news is that the payments for life settlements are growing! And more and more options are becoming available to life insurance policy owners, providing flexibility in the way that owners can handle their life settlements – even options that allow the policy owner to hold on to certain life insurance benefits. For example, a Retained Interest Program allows the policy owner to retain a portion of the death benefit while no longer paying the life insurance premium. it's win/win!
But, due to the intricacy of the life settlement market, utilizing a partner who can leverage the competition is in the best interests of the policy holder. This is where we come in as life settlement experts
Life Settlement Brokerage
Life Settlement Underwriting and Life Insurance Policy Evaluation
Life Settlement Pricing Modeling
Private Equity and Institutional Relationship Building enhancing Life Settlement Value
Life Settlement Trading
Life Settlement Purchasing Capabilities
Financial Adviser Training
CPA and Estate Planning Resource From May 2013 to Present (2 years 8 months) General Manager | Commercial Office Real Estate | Executive Office Solutions | Virtual Office @ Providing full time, part time and virtual office solutions through business to business channels.
Staffing, training and management of customer service staff members.
Management and execution of advertising strategies to increase self-generated lead sources.
Networking with Real Estate and Accounting professionals to develop strategic partnerships.
Managing budgets, P&L models and expense projections.
Full Time and Part Time Commercial Office Solutions.
Virtual Office Options.
Business Lounge and Administrative Support From April 2014 to May 2015 (1 year 2 months) V.P Marketing & Sales | Debt Collection | Accounts Receivables Management | Revenue Cycle Management @ Management of entire Business Development, Sales, Marketing and client procurement operations.
Direct marketing and sales through email, phone, and face to face campaigns
Management of web content, design and updates. Branding of all marketing and social media strategies.
Pursuing clients within the medical, commercial, retail, trade and municipal arenas.
Direct negotiator of all contracts through completion.
Accounts Receivables Management
Revenue Cycle Management
Full Service Debt Collections
Dental and Ambulatory Billing From May 2012 to November 2013 (1 year 7 months) HRS Consultant | Sales | Marketing | Business Development | 401K and Employee Benefits Consult | @ Designing and implementing pre-tax solutions for small business owners within a broad territory area. Marketing to business owners, executive directors, HR management and business development directors.
Focus on consultative sales and marketing approach to highlight investment and insurance products to reduce the taxable footprint of both employers and employees alike.
Building strategic alliances by marketing to and working with Financial Advisors, Life Insurance agents, Insurance professionals and CPAs to increase productivity through cross referrals and business development coordination.
Conducting enrollment meetings with business owners and their staff to educate participants on the benefits of participating in a 401k and Flexible Savings Account Programs.
Payroll and Tax Services
HR Services and Compliance
Health Insurance Services
Life Insurance Services
CPA and Financial Adviser Training
Retirement Plan Cost Analysis
Investment Option Review
Retirement Plan Design and Implementation
Retirement Plan Risk Analysis
Financial Plan Fund Election and Enrollment Coordination
Quarterly Performance Review From April 2011 to May 2012 (1 year 2 months) Sales and Marketing Director | Life Settlements | Premium Financing | Life Settlement Provider @ Running the sales division for the life settlement provider and premium finance lender.
Participating in business development meetings with the principal, in order to stay competitive and find new channels of revenue
Developing and maintaining a database that tracks post-financing performances, investor participation and new business pipeline
Marketing services to national MDRT, CSA, CLU Database and Top of the Table Database
Interacting with top life insurance agents and conducting email marketing, business development, advertising and client development to enhance growth of the business
Gathering case data such as life insurance Illustration, life expectancy reports, medical records, and insurance questionnaires to conduct full internal medical and actuarial underwriting
Assisting with life settlement pricing models using various pricing modules. (life web, milliman (MAPS), datalife)
Negotiating offers on each case
Assisting with closing documents through to execution
Developing personal pipeline report averaging 2000+ life settlement case submissions on a semi-annual basis
Services Included: Insurance, Life Settlements and Premium Financing
Life Settlement Direct Purchasing
Life Settlement Brokerage Services
Life Settlement and Family Office Management Structure
Ultra high net worth estate life settlement strategies
Retained Life Insurance Death Benefit Options
Life Settlement and Life Insurance Purchasing Risk Analysis
Life Insurance Longevity Review and Evaluation
Life Insurance and Life Settlement Policy Evaluation
Life Insurance Medical and Actuarial Underwriting
Life Settlement Portfolio Servicing and Management
Life Insurance Agent and Financial Adviser Training
Life Settlement and Life Insurance Portfolio Pricing Modeling
Family Office Life Settlement Strategy From April 2007 to April 2011 (4 years 1 month) Co-Owner - Advertising Director - Writer @ Bi-weekly publication, 10,000 magazines in circulation throughout the Fairfield County CT and Westchester County NY areas.
Content focus on nightlife and entertainment.
Establishing and maintaining relationships with various private businesses in the target marketing area
Cultivating prospective leads in the market segment through marketing, business development and sales initiatives while conveying the features of PULSE/CAFFEINE and it's advantages and benefits
Conduct various research initiatives, using various techniques including competitor analysis, pricing analysis, unique value proposition, packaging, advertising design, content and placement, etc.
Automate processes to manage and increase monthly advertising sales and revenue.
Introduce fundraising proposals to raise awareness for the product and broaden target area
Evaluate effectiveness and efficiencies of current programs in delivery of services to clients
Creating a specific marketing and business development campaign for each individual client through both our advertising and editorial content while leveraging other business relationships.
Social Media and Web integration
Special Event Promotion and Management
Direct and Targeted Editorial Content From January 2006 to November 2008 (2 years 11 months) Financial Representative - Life Insurance | Investments | Financial Planning @ Generate leads for the company by offering financial solutions through life insurance / health insurance and securities
Conduct personal financial planning, using LEAP and Profiles (Financial Planning Models)
Executing sales, marketing and business development campaigns to build strategic relationships with Mortgage Brokers, PC Insurance Brokers, Accountants, Family Office and Family Office Advisors while also cultivating and pursuing natural markets
Identify drivers, risks and opportunities along with action plans to drive business performance and increased revenue.
Fixed or Variable Annuities
Retirement From September 2006 to April 2007 (8 months) Senior Sales and Recruiting Manager - Sales | Marketing | Business Development @ Sold online memberships to clients interested in foreclosed real estate for investment or primary residence purposes.
Implementing of strategic sales, marketing and business development training to increase sales and productivity
In charge of sales and marketing recruiting, hiring, training and managing a staff of new sales and business development consultants
Maintained and managed a staff of 15-20 sales consultants in the division
Generated on average of 60-70 sales per week, highest earning team in the company for three years
Foreclosed Property Database
Pre-foreclosed Property Database
Auction Property Database
How To Guides and Instructional Materials and Tools
Real Estate Sales and Marketing Manuals From April 2002 to January 2006 (3 years 10 months)
Bachelor's Degree, Business and Marketing @ Pontifícia Universidade Católica de Minas Gerais From 1998 to 2002 Edward Machado is skilled in: Commercial Real Estate, Executive Office Administration, Family Office, Sales, Management, Insurance, Leadership, Business Development, Marketing, New Business Development, Sales Management, Negotiation, Lead Generation, Life Insurance, Finance