Sharon A. Burt

FINANCE

Burt, Sharon 1573246

Vice President, ERISA Compliance Manager
City National Bank
San Diego, CA, USA
http://www.cnb.com
Industry: Finance
Field: Retirement Planning

“To be successful, you have to be a good listener,” says Sharon A. Burt, vice president and ERISA compliance manager for City National Bank. Starting her career in the insurance field, where she handled retirement plans, Ms. Burt was given the opportunity to transfer over to the financial and banking industry. She joined City National Bank in October 1996 and has become an integral part of its success. Her dedication and passion for her position have enabled her to excel and successfully assist her clients in securing their financial futures.

Ms. Burt graduated from the University of California, Los Angeles with a Bachelor of Arts in Mathematics. In her current role, she uses her previous experience and skills in retirement planning and compliance to oversee the ERISA compliance unit, handle the legal plan documents for retirement plans, consult on retirement plans, and report finances to governments on the retirement plans. Ms. Burt remains updated in her field through her affiliations with The Western Pension & Benefits Council, the Association of Specialized and Professional Accreditors, and the National Institute of Pension Administrators.

In 2011, to recognize her dedication to her employer, Ms. Burt was given the Highest Achievement Award from City National Bank. As the years progress, she looks to continue drawing on her experience, strong skill set and diverse knowledge of finance to work with clients around the world. Continue reading

Diana Landes

INSURANC_2

President
D. & L. Landes Company, Inc.
New York, NY, USA
Industry: Insurance
Field: Insurance Sales and Service

Insurance has traditionally been a difficult and complex business. It deals with risk management and other complicated issues, including money, injury and death. Diana J. Landes received training when she worked for her supportive father, who owned Leo J. Landes CLU, Inc., a group insurance firm that offered health insurance, long-term disability insurance, long-term care insurance and retirement plans.

Diana Landes and Leo Landes co-founded D. & L. Landes Company, Inc. in 1991. With Leo Landes’ encouragement, Ms. Landes continued in insurance with the D. & L. Landes Company corporation when her father retired. She added property/casualty insurance services in addition to employee benefits services.

Diana Landes continued on her own only after she received extensive education and training. Upon earning a Bachelor of Arts in Economics, summa cum laude, with a minor in music, from the University at Buffalo, Ms. Landes went on to obtain a Master of Business Administration from Columbia University. She then gained experience in account management and marketing, including working for two years in the advertising industry and as a product director for Johnson & Johnson.

With expertise in group health and group long-term disability insurance, and experience with business owner’s insurance, co-operative apartment and apartment renters insurance, she advises clients in the purchase of policies and is available to assist them with renewals and claims. Her career highlight was representing her father’s client as a member of the Church Medical Insurance Committee, which accounted for more than 250,000 lives, and obtaining the accounts of small businesses and individuals in the Greater New York area. She attributes her success to her perseverance and devotion to clients’ interests. In order to remain abreast of current events, she reads Business Insurance and Newsweek.

Ms. Landes is a licensed property and casualty insurance broker, working as a producer in property and casualty insurance, and a licensed life and health insurance broker in the state of New York. She is a member of The Columbia Business School Alumni Club, the Alumni Association of the University at Buffalo, and the Greater New York Chamber of Commerce. In her spare time, she enjoys listening to music, and watching movies. As an expert in her field, Ms. Landes has made multiple presentations to conventions of clergy, and at seminars held by a Chamber of Commerce, located in Bronx County, primarily regarding medical and disability benefits. Continue reading