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National Account Executive / Securities Broker Resume Example

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NATIONAL ACCOUNT EXECUTIVE / SECURITIES BROKER
Interests
Avid sailor, completing 16 BYC Mackinac Races, Chicago Mackinac Race, various Ocean Races. Cub Scout Leader, Pack 86 - Trombly Elementary School Little League Baseball Coach (6-11 year olds) Board Member of Grosse Pointe Community Garden Past Board Member of Grosse Pointe Sail Club Founder of "The Green Horn Kids" and Sail Mac Now Founder of the Grosse Pointe South High School Sailing team. Member - The United States Rowing Team 1987-1988 Private Club Consultant - Helping local Private Clubs obtain solvency
Experience
National Account Executive / Securities BrokerJan 2011 to Current
MULTI BANK SECURITIES / E-Connect Direct － Southfield, MI
  • National enterprise sales of E-Connect Direct software.
  • Launched, developed, sold and implemented a one of a kind web based trading platform, to over 900 institutional customers nationwide.
  • Resulting in an additional $10 Million in annual sales.
  • Market Fixed Income Securities to Banks, Credit Unions, Municipalities, and other financial partners.
  • Established and fostered strong profitable relationships with said institutions.
  • Maintained investment accounts for clients; complying to all fifty State statutes, and investment policies Provided risk assessment, market analysis, and investment solutions, to maximize returns Top sales producer of the E-Connect platform from roll out to present.
  • Created marketing and sales team initiatives that resulted in 20% increase of sales year on year.
Managing DirectorJan 2009 to Jan 2011
1St FINANCIAL LENDING CORPORATION － Troy, MI
  • Operated an originating mortgage company.
  • Lead existing Management team, and employees through a restructuring process.
  • Full P&L responsibility Increased loan production 35% by streamlining loan processing; enhancing origination software, establishing new standards, and improving loan closing time from 60 days to 28 days.
  • Developed business plans, budgets, sales incentives, marketing materials, and goals for the operation.
  • Expanded relationships with new and current lenders, by providing additional lending options for customers, in both the residential and commercial markets.
  • Resulted in over 20 million in new business.
  • Established relationships with private investors to raise capital for future purchase of a Chartered Bank.
Sales ManagerJan 2008 to Jan 2009
BANK OF AMERICA － Sterling Heights, MI
  • Top 10 in sales production achieved every month.
  • Collaborated the acquisition of Countrywide Home Loans Originated residential real estate mortgage, and equity loans.
  • Coordinated the processing and closing of loans Lead a Team of loan officers, and increased production by 15% for the branch.
Senior Loan Officer / Capital MarketsJan 2004 to Jan 2008
GMAC FINANCIAL SERVICES － Detroit, MI
  • Top 5 % in National Sales Production - Achieved within first year.
  • Presidents Gold Circle Award.
  • Administered the Builder Power Program.
  • Developed construction lending initiatives nationwide for custom home builders; resulting in record funding of new construction loans.
  • Supervised team of loan officers to ensure overall customer satisfaction.
  • Selected as direct loan officer for High Net worth Executives.
  • Maintained Supplier and Dealership relations with the branch, and Capital Markets, to promote loan origination Promoted ancillary products offered by GMAC and General Motors.
  • 2.
Club ManagerJan 2000 to Jan 2004
CLUB CORP INC The Renaissance Club & Skyline Club Detroit － Southfield, MI
  • Responsible for overall operations of two private business clubs, with over 6 million dollars in annual revenue, 1500 members and 70+ employees, including 10 managers.
  • Implemented employee training program for upper level managers to hone and expand skill sets, improve tactical planning, employee relations, and to integrate diversity concepts into all aspects of business management.
  • Created and implemented short term and long range strategic sales plans, which resulted in maintaining a consistent dues line, and increased revenues every year.
  • Developed new membership sales programs, and affinity groups designed to retain and optimize member business.
  • Developed and implemented operating budgets, and controlled all departmental expenses to insure compliance.
  • Implemented initiatives and metrics to improve operating results and reduce expenses - helping to achieve success for all club stakeholders.
  • National Sales Trainer for Club Corp ­ Developer of the Objective/Benefit/Feature sales concept.
Sales and Event ManagerJan 1996 to Jan 2000
MARRIOTT INTERNATIONAL CORP － Dearborn, MI
  • of the Dearborn Inn Managed banquet and catering sales facility, generating over 9 million dollars in annual revenue.
  • Exceeded budgeted quarterly sales goals, by implementing proactive sales initiatives designed to drive incremental profit, for 10 consecutive quarters Planned and facilitated corporate and social events for over 700 guests.
  • Developed and controlled period and quarterly forecasts.
Food & Beverage ManagerJan 1995 to Jan 1996
Boston Cambridge Marriott Hotel － Cambridge, MA
  • Managed food and beverage operations within a full service Hotel; generating over 3 million dollars in annual revenue.
  • Responsible for associate training & development, implemented aggressive cost control procedures to lower variable costs in food and beverage.
  • Developed and applied distinctive sales concepts, resulting in increased food & beverage revenue by 7.0%.
Education and Training
Bachelor of Science, Hospitality Management FinanceJOHNSON & WALES UNIVERSITY － Providence, RIHospitality Management Finance
Skills
business management, business plans, concept, employee relations, employee training, loan origination, loan processing, market analysis, marketing materials, new construction, risk assessment, Sales, sales plans
Additional Information
  • ADDITIONAL EDUCATION AND LICENSES Series 7 & 63, Registered Representative Licensed Mortgage Originator for State of Michigan Graduate of the Walt Disney World, Management Program COMMUNITY SERVICE AND INTERESTS Avid sailor, completing 16 BYC Mackinac Races, Chicago Mackinac Race, various Ocean Races. Cub Scout Leader, Pack 86 - Trombly Elementary School Little League Baseball Coach (6-11 year olds) Board Member of Grosse Pointe Community Garden Past Board Member of Grosse Pointe Sail Club Founder of "The Green Horn Kids" and Sail Mac Now Founder of the Grosse Pointe South High School Sailing team. Member - The United States Rowing Team 1987-1988 Private Club Consultant - Helping local Private Clubs obtain solvency
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Resume Overview

Companies Worked For:

  • MULTI BANK SECURITIES / E-Connect Direct
  • 1St FINANCIAL LENDING CORPORATION
  • BANK OF AMERICA
  • GMAC FINANCIAL SERVICES
  • CLUB CORP INC The Renaissance Club & Skyline Club Detroit
  • MARRIOTT INTERNATIONAL CORP
  • Boston Cambridge Marriott Hotel

School Attended

  • JOHNSON & WALES UNIVERSITY

Job Titles Held:

  • National Account Executive / Securities Broker
  • Managing Director
  • Sales Manager
  • Senior Loan Officer / Capital Markets
  • Club Manager
  • Sales and Event Manager
  • Food & Beverage Manager

Degrees

  • Bachelor of Science , Hospitality Management Finance

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