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Yyyyyy x. yyyyyy                 0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx                                                                                        abc@xyz.com

 

 

Career Objective                                                                                            

Results-driven Sales leader eager to contribute dynamic management, business development, client servicing and closing talents toward actively supporting a progressive organization in optimizing operational and financial performance as a key staff member.

 

Profile                                                                                                              

Ø  Offer approximately 10 years sales experience in building strategic relationships with Financial Advisors across all Channels. 

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Proactive leader who successfully trains/develops, mentors and leads top-performing teams committed to providing superior service.

Ø  Proven value and dedication as a team member, as demonstrated by longevity and progression throughout career.

Ø  Exceptional ability to research and evaluate industry trends and competitor products and use findings toward designing and executing innovative strategies to boost company leveraging.

Ø  Dynamic communication, presentation, relationship building and problem-solving abilities.

Ø  Excel at interacting with broad populations including senior management and staff as well as clients and external contractors.

Ø  Develop and deliver numerous public seminars for clients and Financial Advisors.

 

Key Achievements                                                                                            

Ø  Successfully doubled territory sales at Van Kampen Investments from $208MM to $420MM and recognized as Top 5 in sales to goal from 2006 to Present.

Ø  Raised over $50MM at Van Kampen in Private Label offerings at Morgan Stanley and Merrill Lynch.

Ø  Produced over $2 million in new assets for Morgan Stanley s newest mutual fund in under two months. 

Ø  Ranked in the top tier among peers in new assets raised for 2005 at Morgan Stanley.

Ø  Key contributor to 15% rise in new assets raised in 2003 at BlackRock Financial Services.

 

Professional Experience                                                                               

Van Kampen Investments - Northern & Western Florida                                                   2006-Present

Regional Vice President, Unit Investment Trusts

  Contribute solid industry expertise and sharp business acumen in developing strategic relationships across all channels with Financial Advisors in the Northern and Western Florida region. 

  Conduct comprehensive review and analysis of daily operations to identify and recommend ideas and strategies instrumental to generating new sales and retain rollover assets.

  Apply advanced communication skills in creating and delivering presentations to Financial Advisors and clients regarding Unit Investment Trusts as well as general overviews of current market conditions.

 

Morgan Stanley - Tampa, FL                                                                                          2004-2006

Vice President, Sales, Morgan Stanley Investment Management (MSIM)

  Managed a region of 28 offices with 1200+ financial advisors, yielding approximately $400M in total assets.

  Cost-effectively planned, budgeted and developed strategic solutions for financial advisors and their clients.

  Proactively built and established key relationships with Morgan Stanley Financial Advisors. 

  Prepared and presented over 100 seminars on Asset Allocation, Building Strategic Portfolios, and The Importance of Rebalancing, amongst others.

  Innovatively created and delivered presentations and weekly sales ideas for in-branch meetings, collaborating closely with regional management.

 

 

 

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Yyyyyy x. yyyyyy                                                                                               page 2 of 2

 

 

BlackRock Financial Services - New York, NY                                                                 2003-2004

Associate Vice President, Internal Wholesaler

  Resourcefully built sales in existing mutual funds as well as marketing Closed End Funds to various Advisors. 

  Designed targeted sales initiatives by reinforcing products and services, instrumental to boosting performance.

  Effectively supported a team of wholesalers and followed up calls to all advisors on prospective and current business, demonstrating exceptional communication and multitasking abilities in achieving operational goals and timelines.

 

Morgan Stanley - New York, NY                                                                                     1998-2003

Associate Vice President, Product Specialist (2002-2003)

  Traveled extensively to offices within a territory that encompassed both the East and West coasts, with full responsibility for introducing the new Personal Portfolio Account to Financial Advisors.  .

  Conducted meetings with over 2000 senior level Financial Advisors explaining the features and benefits of Personal Portfolio Accounts, exhibiting strong presentation and interpersonal relation abilities.

Investment Consulting Services Sales Desk (2000-2002)

  Promoted to apply financial expertise in creating numerous reports for Advisors making comparisons and recommendations on Separately Managed Account Managers and preparing asset allocation models for all levels of clients.

  Collaborated with over 200 Senior Consultants, recommending effective solutions for their clients.

Investment Consulting Services Help Desk (1998-2000)

  Recruited to work with all levels of Advisors to help resolve problems in areas of new accounts, trading, paperwork and other operational related issues, illustrating problem solving talents.

  Specifically appointed by management to present new Mutual Fund wrap product to 75 senior sales assistants in San Francisco.

 

Education & Professional Training                                                            

Bachelor of Science - Towson University (Towson, MD), 1996

Series 7, 63 & 65, 1997

 

 

 

 

 

 

 

 

 

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