S later Welte

*** ******** **

Houston, TX *****

acgtxu@r.postjobfree.com

281-***-****

EXPER I ENCE

****-****

KB Home

Sales

●New home sales, involving high end properties, responsibilities include presentation, closing, and

negotiations, as well as follow through to the completion of the project.

●In top 10%.

2010-2012

Online T rading Academy

Consultant

●Identified and recruited financial instrument traders and managers, focusing

primarily on equity and leveraged markets.

● Position required consistent monitoring and prospecting of clients and future

clients, involving numerous negotiations and consultations.

2009-2010

Vacations To Go

Consultant

●Operated and managed a vacation portfolio of high net worth individuals and

famil ies, focusing on very high-end travel destinations and arrangements,

combining a detailed and imaginative approach with a creative and complex

solution directed towards the clients’ wants and needs.

● P laced in the top 3% of agents.

2006-2009

I ndependent F inancial Consultant

●Opened Houston office of an oil and gas development partnership.

●Recruited and managed six salesmen.

●Raised over 5 mil l ion dollars for new dri l l ing projects in Ohio, Texas and

M ichigan.

●Duties consisted of prospecting executives, small business owners and wealthy

famil ies for oil and gas direct investments.

●Responsible for introducing clients to programs and leading them through

investment process.

● Accomplished with existing clients as well as new clients brought in by

cold-calling, prospecting and referrals.

● Rose to Sales Director in 3 months.

2003-2005

Oxford Securities

Senior Advisor

■Stock and bond sales. Portfolio management. Clients were executives of

corporations, owners of small businesses and members of wealthy famil ies.

Over 70 mi l l ion dollars under management. New clients acquired by referral.

■Solid track record of increasing sales. Increased revenue by 30% each year. Top

salesman in office.

1997-2003

Sanders Mo r r is H a r r is

Senior Advisor

■Stock and bond sales. Portfolio management. Clients included corporate

executives, small business owners and wealthy famil ies. Over 100 mil l ion dollars

under management. New clients acquired by referral.

■Firm-developed private placement sales, focusing on mezzanine financing.

Placements included: Metals USA, Eastern Environmental, H itachi Cancer Center

and many others.

■Solid track record for increasing sales. Revenue increased, 1997-2000, by 60%

each year. Always in the top 5 salesmen.

1986-1997

Smith Ba rney

F inancial Consultant

■Investment sales. Clients brought in from all walks of l ife, primarily through

cold-calling, seminars and networking.

■Exceptional sales record. In top quinti le of revenue for the fi rm. Recognized

twice by the fi rm for sales excellence.

ED UCAT ION

New York University

New York, NY

M.A. 1985

Hampshire College

Amherst, MA

B.A. 1979

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