hybrid wholesaler resume example with 14+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • Strong capital market experience
  • Consultative selling
  • Consistent sales performance
  • Prospecting and cold calling
  • Crisis management
  • Series 4
  • Series 7
  • Series 66
Hybrid Wholesaler, 01/2011 to Current
Cb&S BankDecatur, AL,
  • Covering Independent B/D's and RIA firms in MN, WI, MI, IN
  • Travel 25%
  • Current sales goal $803MM - YTD achievement 131%
  • Mutual funds covering: equity, fixed-income, alternatives
  • Diversification goal of 19 products with over $10MM in sales - YTD achievement is 9 products
  • Increased sales 4% YTD by leveraging our Portfolio Research & Consulting Group (PRCG)
  • Attend/present at various industry conferences
  • Achieved 129% to goal FY2012
  • Achieved 146% to goal FY2013
Financial Advisor, 07/2008 to 07/2010
Jeld-WenWest Chester, OH,
  • New business development cold-calls of 75-150 per day
  • Built forward looking financial plans to analyze opportunities to lower portfolio risk, diversify concentrated stock positions, and increase tax efficiency
  • Prepared quarterly and annual client portfolio performance reviews, including asset allocation model comparisons, and asset manager assessments
  • Modeled expected future growth and cash flows for high net worth investment portfolios
Outside Sales, 07/2007 to 07/2008
Jeld-WenAuburn, WA,
  • Achieved 24% sales growth in New England Territories by executing tailored marketing plans and field promotions
  • Consultative interaction with purchasing managers of mid-sized to large companies
  • Held face-to-face meetings with high-profile clients to negotiate pricing and determine inventory requirements and logistics
  • Weekly meetings with suppliers to discuss pricing, new products and marketing initiatives
  • Attended relevant trade shows in New England
Outside Sales, 2006 to 07/2007
First DataCity, STATE,
  • Achieved 126% to goal FY2006
  • Daily prospecting entailed leveraging existing client and bank relationships, along with aggressive cold-calling
  • Scheduled appointments with small to medium sized businesses to perform needs-based analysis on electronic payment processing
  • Resolved payment disputes in a timely manner to mitigate risk to both parties
Bachelor of Arts: Economics/Philosophy, Expected in
University of Vermont - Burlington, VT

Coaching soccer/lacrosse, running, skiing, boats

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Resume Overview

School Attended

  • University of Vermont

Job Titles Held:

  • Hybrid Wholesaler
  • Financial Advisor
  • Outside Sales
  • Outside Sales


  • Bachelor of Arts

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