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Date Created: 12/22/15
David R. McHenry, CLTC email@example.com 513-608-4880 cell West Chester, Oh 45069-2807 513-777-7339 Qualifications 16 years of training/teaching experience Accomplished public speaker Excellent written and oral communication skills Experienced insurance agent in Life, Investments, Worksite, Disability, and senior products, series 6, 63 Member American Society for Training and Development since 2010 Professional Experience Contract Trainer; 3-2010-present Kindred Health Care: Contract Trainer WebEx training of Sum Total LMS, Casamba SMART, ABTG IntelliOrder 4.3, face to face training for ePace clinical sales software. An experienced facilitator, face-to-face and WebEx training, worked on five different teams which included the business representatives, instructional designers, software suppliers, and other trainers. Collaboration with team throughout the process of designing training concepts, creation of instructional materials, fine tuning of delivery through pilot training process, and final delivery through the end of each project. Trainees included management personnel, clinical staff, nursing educators, and a variety of therapy personnel. AAA of Northern California: Contract Trainer I Trained AAA property and casualty insurance agents throughout Northern California and other Western states via WebEx in the intricacies of a new insurance quoting system. These were a team teaching in approach where one person facilitated and another team member monitored chat functions, questions, and participation. Wells Fargo Securities: Contract Trainer This was live face-to-face training involving highly compensated wealth management securities brokers. This was a team teaching approach were trainers alternated in presenting the software training and monitoring class participation, ensuring that trainees were not multitasking or otherwise distracted from the training process. Typical training lasted two days per location and involves preparation of sales materials, ensuring that login problems were resolved, and verifying that at each stage of the training competency was assured and verified for each trainee. United Health Group: Contract Trainer Trained new hires content included HR policies, new hire orientation, data entry for hospital and physician claims processing. Propriety DOS based software. PNC Bank: Contract trainer This involved the introduction of IBM's version of ImPact software for mortgage initiation and processing. I was on the team for mortgage originators at the retail level. We worked in two-person teams, training the software in 1 ½ day sessions. I was on the team for mortgage originators at the retail level. We worked in two-person teams, training the software in 1 ½ day sessions. Insurance Resource Services: Insurance trainer and sales 1/2008 – 3/2010 Developed and delivered financial training and seminars. Clients include Tandem/CBIZ, LTC Solutions, and EOI Services Presented and sold worksite insurance benefits and long term care to an industrial market Educated and enrolled senior citizens in Medicare supplements Propriety software taught and used: Allianz, American Equity, Allstate, Genworth, Great American, Hartford, ING, Met Life, Prudential. American Fidelity Assurances Account Representative 8/2006 - 1/2008 Managed 8 local public school districts totaling over 8,000 employees Developed and delivered training sessions for educators in group financial products Sold worksite insurance products and annuities to educators in public schools Achieved 156% and 128% of forecasted sales goals Insurance Resource Services Independent Agent 6/1998 - 8/2006 Worksite marketing targeting small business, typically under 500 employees. 401K, 403B, Mutual Funds, SEP, IRA, Money Purchase plans Presented insurance products and enrolled client employees in 9 states through Tandem/CBIZ CLTC- Certified in Long Term Care Mortgage Loan Originator- Processed from origination to closing, 5-7 loans per month over a 2 year period. Software Taught and used, Calyx, Med America, Mutual of Omaha, Standard Life, Unum, Humana, Anthem, American Community ,Pacific Life, United Health Care. Series 6, 63 Securities licenses New Horizons Computer Learning Center Senior Account Executive 1/1996 - 6/1998 I worked full-time as a sales account executive, and part-time as a software trainer working evenings and weekends. I taught basic Windows 3, Windows 95, entry level MS Office. Typically we had 1 to 2 days of study before being required to teach an eight hour class. This was face-to-face training, the class-size typically of 12 to 15 people who paid anywhere from $2-$500 for a one-day class. IRS Mortgage Loan Originator- Processed from origination to closing 5-7 loans per month over a 2 year period. Additional skills and Training Experience: Financial Skills 101: Developed and delivered a six week, 36-hour seminar series twice a year for 10 years. Topics included fundamental concepts of budgeting, insurance, investing, college planning, long term care, and philanthropic gifting. Volunteer court appointed mediator 2006-2008, Fairfield small claims court, Fairfield Ohio. Mediated 30+ disputes for business, consumers and neighbors Summary of systems learned, used and taught by Dave McHenry Insurance * indicates 1 on 1 training Life and Annuity Illustration software Allianz * American Equity Allstate * GE / Genworth Great American Hartford ING * Met Life Prudential * Standard Life Unum * Health Assurant American Republic * American Community Humana Time Insurance United* Long Term Care Allianz GE/Genworth * Hartford Med America * Met Life Securities Prudential * Western Reserve/ ISI * Pacific Life * Thompson One Mortgage Calyx * ImPact CRM Goldmine Version 3.0- 6.5 * Lotus Notes 4.0 * Microsoft Windows 3.0, 95, XP, 7 Word 6.0, 2003, 2007, Excel 5.0, 6.0, 2003, and 2007 Power Point 2003, 2007 Outlook 2003, 2007
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