JANNETT BIDWELL-LOH

3609 Alta Vista Drive * Fallbrook, CA * jb11367a4@westpost.net * (

949) 500-5077
BUSINESS DEVELOPMENT/OPERATIONS MANAGEMENT PROFESSIONAL
SUMMARY OF QUALIFICATIONS
* More than 20 years of experience in finance. Strong background in marketing a
nd business with a solid understanding of operations and accounting.
* Experienced in Government Contracting, including analyzing proposals, negotiat
ing pricing, including RFP's, RFQs, FAR, GSA schedules, working with small busin
ess and DVBE, and establishing relationships with vendors, subcontractors
* Background experience includes Regional Property Management, HOA Management, L
easing, and Sales
* Experienced in supervision, training, motivation and evaluation of personnel.
Skilled in negotiations. Results oriented in project management and problem re
solution.
* Placed in the top 10% of sales nationwide for several insurance companies, inc
luding Sun Life, Conseco, and AIG. Earned many certificates annually for being a
Million Dollar producer, and attaining superior knowledge in mutual funds and a
nnuities.
* Voted Trader of the Year 2 years in a row.
* Previous Experience includes maintaining Series 7, 63, 24 Securities License,
CA Real Estate License, CA Variable Life Insurance License for more than 10 yea
rs and all Continuing Education requirements
PROFESSIONAL EXPERIENCE
VICE PRESIDENT/PROGRAM MANAGER February 2010 -12/2010
DATA MANAGEMENT SYSTEMS Bonsall, CA
Start up Small Business Firm sells office supplies concentrating on government c
ontracts.
* Oversee and manage e-commerce site. Work closely with IT to set up new websit
e.
* Negotiate pricing structure for competitive bids
* Establish positive vendor relationships, analyze bid proposals from state agen
cies and perform cost analysis and pricing structure
* Initiate and implement marketing and sales programs.
BRANCH MANAGER/GENERAL AGENT September 2000 - May 2010
WESTERN INTERNATIONAL SECURITIES/GOLDEN YEARS FINANCIAL Pasadena, CA
Brokerage firm; managed a branch for the securities side of financial planning.
* Implemented and initiated marketing and sales programs and assisted clients in
reaching financial objectives. Offered IRA's, TSA's, 4121's, 529 plans, mutual
funds, annuities and life insurance. Performed estate planning and served as a l
iving trust advisor.
* Hired, trained and mentored personnel; managed advertising/marketing and all a
spects of daily operations.
* Conducted and maintained SEC audit and compliance records.

VICE PRESIDENT June 1997 - September 2000

PROVIDENTIAL SECURITIES Fountain Valley, CA
Brokerage firm, financial planning division.
* Created and implemented marketing plans, recruited, trained and motivated staf
f members.
* Performed review and analysis of portfolios, assisted clients in reaching fina
ncial goals.
INVESTMENT CONSULTANT January 1996 - April 1997
FIMCO AND ASB FINANCIAL SERVICES Tustin, CA
Brokerage divisions of Coast Federal Bank and American Savings Bank.
* Evaluated client portfolios, advised clients on financial plans.
* Set up college plans, mutual funds, annuities and IRA's.
TRADER April 1994 - January 1996
GLENFELD BROKERAGE SERVICES Glendale, CA
Brokerage division of Glendale Federal Bank.
* Supervised customer activities, reviewed client statements and asset allocatio
ns, executed equity trades of all stock markets.
* Facilitated bond training of general account including government, municipals,
corporate and CMO's for individual and institutional trades.
* Researched stocks and bonds for brokers and clients.
STOCKBROKER April 1993 - January 1994
CHATFIELD DEAN AND COMPANY, INC. Tampa, FL
Investment banking firm.
* Introduced initial public offerings, bought and sold individual stocks, create
d and implemented marketing plans, sold services and obtained new clients.
* Served as participating broker in due diligence meetings for several stocks.
PROPERTY MANAGER/HOA MANAGER
May 1990-March 1993
Hunt Pacific Management
San Diego and Orange County, CA
BRC Realty
Stockton, CA
* Managing properties, included leasing, collections, budgets, maintenance, tena
nt relations, property inspections, and evaluations
* HOA Management included weekly inspections, investor relations, Board Meetings
, maintenance
EDUCATION AND TRAINING
BACHELOR OF SCIENCE in progress
UNIVERSITY OF PHOENIX SAN MARCOS, CA
Concentration in Global Business Management
Professional Development
* Harvard University Certificates:
* 1. Program on Negotiation
* 2. Dealing with Difficult People and Situations
* AFFILIATIONS AND AWARDS
* Phi Theta Kappa
* International Laureate Scholar Program Nominee