Manager Sales
Resume:
Bill Stewart
**** **** ******* **., **** Worth, FL 33467
**********@*****.***
BUSINESS DEVELOPMENT EXECUTIVE
A results oriented business development executive, with a strong background in marketing, looking to obtain a
challenging and rewarding position what will allow me to utilize my finance background.
Work Experience
National Member Relationship Manager
Southeast Corporate Federal Credit Union - Lake Worth, FL
2007 – 2012
• Responsible for selling and servicing financial products and correspondent services to institutional clients (B2B).
• Successfully secured $70 million in member capital commitments to facilitate a major corporate credit union merger.
• Helped develop a new institutional investment advisory service that eclipsed $1 billion in assets in three years.
• Assisted with the creation of new products, services, promotions, trade shows, and sales and marketing campaigns.
• Responsible for implementing and marketing a new Sallie Mae partnership program.
Vice President – Sales & Marketing
C&C Inc. - Olathe, KS
2004-2007
• Created a comprehensive marketing program from scratch to create a consistent corporate marketing and branding
program that integrated the company's website, marketing, print designs, advertising, trade show, and promotional efforts.
• Developed new business relationships and negotiated contracts in excess of $100,000.
• Responsible for the financial analysis and profitability of new projects and supervised the departmental budget.
Vice President of Business Development
CNBS, Inc., Overland Park, Kansas
2001-2004
• Responsible for developing relationships with senior credit union and corporate credit union managers.
• Increased investment advisory assets under management from under $1.5 billion to $3.3 billion.
• Exceeded revenue expectations each year by pioneering a new marketing and sales program that utilized quantitative
modeling of financial data to identify ideal prospects.
• Authored articles for publication in financial industry trade magazines and newsletters.
Investment Adviser & Program Manager
INVEST Financial Corporation, Shawnee Mission, Kansas
1999-2001
Financial Analyst / Management Development Program
The Federal Reserve Bank, Kansas City, Missouri
1998-1999
Education, Licenses, & Skills
• Bachelor of Science in Business Administration - 1996 - University of Kansas
• Master of Business Administration (MBA) - 1999 - University of Kansas
• Emphases in Marketing and Finance
• Registered tax preparer and Life, Health & Variable Annuity licensed representative.
• Experience with CRM and CIF software and applications; including Salesforce.com and ACT.
Honors & Activities
• University of Kansas athletic & Scholar and Leadership scholarships winner.
• Recipient of the Charles E. Strickland Memorial & OSA Foreign Study Endowment scholarships.
• Dean’s List for Graduate Students honoree and Beta Gamma Sigma honor society member.
• Wellington little league baseball coach.
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