Hybrid Wholesaler Resume Example
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HYBRID WHOLESALER
Highlights
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Experience
Hybrid Wholesaler02/2011 to CurrentCb&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 Advisor08/2008 to 08/2010Jeld-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 Sales08/2007 to 08/2008Jeld-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 Sales01/2006 to 08/2007First 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
Education
Bachelor of Arts: Economics/PhilosophyUniversity of VermontCity, State
Interests
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
Degrees
- Bachelor of Arts : Economics/Philosophy
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