Salvatore M. Lijoi

*** ****** ******, ***** ****, NJ 07675

Phone: 201-***-**** Email: y98jly@r.postjobfree.com

Objective:

To leverage leadership experience in marketing, sales, management, operations, and relationship management.

Business Development, Marketing and Operations:

• Strategic business, market & sales planning

• New product introduction & marketing campaigns

• Market evaluation, penetration & expansion

• Competitive analysis & market positioning

• Business Development & Territory Management

• Product marketing, sales and support

• Consultative account relationship building & retention

• Marketing specialist working with High Net-Worth and C Level Clientele

• Inside & Outside sales and marketing experience

• Major account relationship building & retention covering internal and external client groups

• Proven track record working with teams and client groups

• 15 years experience working directly with clients on key projects from inception to delivery

• Detail orientated with high proficiency at problem solving and learning new skill sets

• FINRA Series 7, 65 & 63 licenses

• Identified, analyzed, and monitored emerging market and competitor trends.

• Cross-selling multiple products across verticals

• Strict compliance to financial and regulatory controls including: PATRIOT ACT, AML and KYC

Professional Experience:

BlackRock, Inc.

(Formerly Barclays Global Investor Services)

Regional Sales Associate, Analyst – RIA & Independent Broker Dealers – iShares Division 01/08 to 8/10

Accountable for proactive business development and marketing of iShares ETF and ETN products.

• Proactively marketing to, developing and supporting RIAs, MFOs and independent BD advisors.

• Responsible for marketing to and deepening existing client relationships and acquiring new relationships in 10 states throughout the Southeast and Midwestern United States.

• Identified, analyzed, and monitored emerging market and competitor trends.

• Spearheaded mentorship program for new associates to firm and part of initial rollout.

• Scheduled, presented and coordinated meetings, agenda, logistics, topics and speakers for internal and external client groups.

• Presented solutions and actionable ideas on sales and marketing initiatives with clients: Portfolio Managers, CEOs, CIOs and Advisors with the BlackRock and iShares solution set.

• Successful execution of two distinct business marketing plans quarterly.

• Developed and executed on a customized service, sales and marketing model for each firm promoting the use of iShares ETFs and BlackRock Solutions.

• Marketed to prospective clients to initiate new relationships, introduced them to our firm and investment capabilities across multiple states.

• Specialist in the Exchange Traded Products industry with the market leader.

Bank of America/Banc of America Investments

Premier Banking & Investments – HNW Relationship Manager, AVP 03/06 to 12/07

Accountable for developing the region through the cooperation of the retail and business banking managers and staff.

• Coordinated and managed relationship with 4 retail locations and staff to collectively meet and exceed goals.

• New business development and marketing to the Affluent and High-Net Worth clientele to grow portfolio of business $40 million.

• Lead on coordinating team meetings, agenda, logistics, topics and speakers.

• Identified, analyzed, and monitored emerging market and competitor trends.

• Proactively managed portfolio of 400 client households with assets under management totaling over $130 million.

• Tailored recommendations incorporating traditional banking, credit and investment products.

• Consistently recognized as a leader in credit production among 21 team members.

• Consistently recognized as a leader in portfolio organic growth among 21 team members.

• Responsible for deepening existing client relationships and acquiring new relationships through referrals and networking.

PNC Financial

Personal Financial Associate 8/05 to 03/06

• Provided solutions for every aspect of a client’s financial plan and life cycle.

• Specialist in investment products, including MF, WRAP accounts and annuities.

• Responsible for investment sales, marketing and deepening retail and business customer relationships.

• Product and relationship specialist in implementing banking and lending products.

• Acquired new relationships to grow book of business.

JPMorgan Chase & Co. 6/02 to 8/05

Personal Banker - Affluent Client Services in Brokerage

• Consistently in the top quartile of producers firm wide.

• Marketed financial services, recommendations and solutions through the use of banking, lending, insurance and equity products to retail and business clients.

• Provided customer service and problem resolution for high-net worth clients through product sales.

• Officer status in the organization.

New York Life Insurance Company 10/00 to 6/02

Registered Representative

• Financial sales and marketing representative in insurance and planning.

• Life and Health licensed in the states of NY, NJ and FL.

• Registered Representative, FINRA Series 6 and 63, in the states of NY and NJ.

• Primary point of contact for client to the firm.

• Responsible for high levels of communications with client and firm respectively.

• Responsible for the monitoring of marketing and sales strategies.

• Weekly reporting sessions of sales analysis and marketing programs with peers, upper level management and Managing Partner of firm.

Related Skills:

• Chief Operations Officer with Management, Operations and Marketing experience.

• Experience with Bloomberg, WebEx, Seibel, CRM Systems, Lotus Notes, Outlook, Word, Excel, PowerPoint, PhotoShop, Microsoft Publisher, Office, Adobe, networks, internet, e-mail software, and web page design.

• Experience in consultative one-on-one training and coaching on both a client and professional level.

• Student teaching and tutorage on a university and professional level.

Accreditations:

• FINRA registrations 7, 65 & 63 and NJ/NY State Life, Health & Variable licenses

Education:

Bachelor of Arts, Psychology - Minor in Finance Montclair State University, Montclair, NJ

Pursuing MBA

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