VP Private Client Group Resume Example Hudson Point Capital

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

Critical Thinking
Social Perceptiveness
Negotiation
Persuasion
Sales and Marketing

Administration and Management
Judgement & Decision Making
Complex Problem Solving
Learning Strategies
Analytical Programming

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 GroupHudson Point Capital － Edison, New JerseyCreated 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 ExecutiveNational Securities Corp － Edison, New Jersey

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 － Parsippany, New JerseyI 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 － Wayne, New Jersey

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 － Washington, D.C., USA

Resume Overview

Companies Worked For:

Hudson Point Capital
National Securities Corp
NJLI Advisors
NS3 LLC

School Attended

American University

Job Titles Held:

VP Private Client Group
Investment Executive
owner/operator
Owner / Operator

Degrees

Accounting, Marketing, Bus Developement

VP Private Client Group Resume Example

Resume Score: 80%

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