Meet Philip Toppino

Selected Work Experience

Elite Lube, LLC

Administrative Consultant, Owner
Full Service Oil Lube
Clermont, FL
2008-Present

Elite Car Wash, LLC

Administrative Consultant, Owner
Full Service Car Wash and Detail Center
Clermont, FL
2006-Present

Toppino Holdings, LLC

Real Estate Development Company, President & Co-Owner
1.3 Acres and 11,156 sq/ft
Leesburg, FL
2005- Present

TOPPINO, LLC

Real Estate Development Company, President & Co-Owner
2.067 Acres and 17,163 sq/ft
Clermont, FL
2003-Present

PMT Development Company, LLC

Real Estate Development Company, President & Owner
2.8 acres and 14,719 sq/ft Medical office space
Mt Dora, FL
2002- 2007

Florida Executive Owners Association

Property Management, President
5 acres and 33,000 sq/ft of Medical / Professional office space.
Clermont, FL
2001-Present

Toppino Development Company, Inc.

5 acres and 33,000 sq/ft of Medical / Professional office space.
6,000 sq/ft of Medical office space.
Clermont, FL
2001-2007

Eye Specialists of Florida, P.A.,

Administrative Consultant, Co-Owner
Marketing, Strategic Planning, and Human Resources
Mt Dora, FL
1999-Present

Northwestern Mutual Financial Network

Financial Representative
Full Financial Services Business
Winter Park, FL
1998-2001

Northwestern Mutual Life Insurance Company

Life Insurance Agent
Orlando, FL
1997-1998

Dean Witter

Internship – Stock Broker Assistant
Orlando, FL
1996-1997

SunTrust Bank

Commercial Teller
Orlando, FL
1995-1996

Barnett Bank

Credit Administrator
Coordinate collection of documentation required for mortgage processing, and complete post-closing audits and documentation review.
Fort Myers, FL
1994-1995

Education and Training

Courses for Certified Financial Planner (CFP)

CE 101 Securities
CE 2-16 (36568) Advanced Planning Seminar
3 completed modules


1 / 2001
11 / 2000
2000-2002

Certified Senior Advisor Course (CSA)

12 / 2000

Northwestern Mutual Life Training and Career Development

The Essentials of Long Term Care
The Essentials of R.W. Baird
The Essentials of Variable Contracts
The Essentials of Disability Insurance Underwriting
NML Client Building
The Essentials of Life Underwriting


01 / 2000
08 / 1999
03 / 1998
03 / 1998
02 / 1998
02 / 1998

University of Central Florida, Orlando, Florida

B.S. Business Administration, Major in Finance

1994-1997

Cumberland College, Williamsburg, Kentucky

1993-1994

Bishop Verot High School, Fort Myers, Florida

1990-1993

Credentials

Series 7 (Licensed National Association of Security Dealers)

2000

Series 63 (Uniform Securities Agent)

2000

Long Term Care Insurance License

2000

Certified Senior Advisor (CSA)

2000

Series 6 (Investment Company Products / Variable Contracts)

1998

Life, Variable Annuity and Health Agent

1997

Professional Society Memberships

Lake County Medical Alliance, President

2001- 2004

Florida Medical Association Alliance

2000- 2007

Central Florida Assn. of Insurance and Financial Advisors, Board of Directors

2001-2003

Society of Certified Senior Advisors

2000- 2007

Citrus Club, Young Executive Board

1998- 1999

National Association of Life Insurance Underwriters (NALU)

1997- 2004

Florida Association of Insurance and Financial Advisors

1997- 2004

Honors and Awards – Northwestern Mutual

Silver Award for 2nd full year production of over 70,000 of premium

1999-2000

New Financial Representative of the year- Meier Agency

1999

Bronze Award for over 40,000 pf premium

1998-1999

Best Agents Year Ever

1998-1999

Personal Data

Born: Fort Myers, Florida
Marital Status: Married
Charity: Habitat for Humanity
   

 

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