VP Private Client Group Resume Example
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VP PRIVATE CLIENT GROUP
Executive Profile
Accomplished Executive with demonstrated ability to deliver mission-critical results. I have always excelled when the pressure was at its' highest. Coming from 20 years of being a entrepreneur with the Financial Services industry has always been a challenge that I have been able to meet.
Prior to building and operating NS3, I had 9 years of extensive experience in the Steel and Pipe industries. My duties and skills ranged from direct importing from Japanese, German and British mills, to transporting and selling casing sized oil pipe.Clients included, local drillers in Park Ten Texas, and Oklahoma. My experience also covered flat rolled steel,coated products,cold rolled steel as well as hot rolled grade coils and plate.
Skill Highlights
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Core Accomplishments
Originated over $27MM in personal volume through professional networking, IRA reviews and marketing.
Created strategies to develop and expand existing customer sales, resulting in a 57% increase in annual sales between 2012-2015
Created a rookie bullpen bringing in 5-10 quality individuals to be part of my team in each quarter.
Professional Experience
06/2014 to Current
VP Private Client GroupFifth Third Bank － Lebanon , OHCreated my own independent business model and hired ,trained and mentored them, so they could prosper within my framework. Increased assets and gross revenue by 31% between 2014-2015. Specialized in Alternative Investments which were attractive to both corporate clients, as well as the ultra high net worth individuals. 100% of our client base was built by me and my resources.
03/2013 to 08/2016
Investment ExecutiveLineage Logistics － Jackson , GA
Joined National as an independent operator, within their broker dealer framework. I was able to keep the independence of NJLI while having access to more product and a larger name recognition. Sales during the first 6 months at NSC were increased by 40%. Size of my book also grew by $16mm over that relatively short period of time.
I formed an Essex County chapter of the Geriatric Advisory Council. We were comprised of 22 local businesses that offered services to the senior community as well as their children. This gave me an entirely fresh pool of potential clients.
09/2011 to 05/2013
owner/operatorNJLI Advisors － City , STATEI created from boutique advisory firm from scratch. From a single man shop, I brought in and trained 4 post-intern staff, to assist me in all the phases that are required in maintaining a demanding client base. I brought in 2 outside experienced advisors, who eventually moved into my offices,bringing with them their expertise in client sales and planning. I spearheaded a marketing plan to the Ukraine community as two of my rookies were recently from there. I initiated free tax returns to that community to keep a steady flow leads for my staff.
04/2005 to 09/2011
Owner / OperatorNS3 LLC － City , STATE
I built and operated a satellite based
video conference network that had
FIPS
level security. We were operating on a shoe string budget but were able
to
develop clientele in the legal and pharmaceutical industries. Their need for
bulletproof
security was paramount, especially in the days after 911.
This cottage industry, that I was a part of, was the incubator to the Go To Meeting online phenomena that we all take for granted these days.
Education
Accounting, Marketing, Bus DevelopementAmerican University － City, State, USA
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Resume Overview
School Attended
- American University
Job Titles Held:
- VP Private Client Group
- Investment Executive
- owner/operator
- Owner / Operator
Degrees
- Accounting, Marketing, Bus Developement
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