Sales Manager

Edward G. Siddell

**** *********** ***** **** ******, OH 43016

614-***-**** (Cell) 614-***-**** (Res.) ******.*******@*****.***

President of Financial Services Firm Specializing in Retirement Plan Solutions for Physicians- Expert at

creating/capitalizing on networks, liaisons and business connections, while negotiating contracts, managing client relationships

and initiating strategic partnerships. Excel at building territories and client base and significantly increasing the company’s foot

print & expand market share. A professional with strong analytical, P&L and general sales and management skills with over 17

years experience in developing client centric territories.

• Strategic Business, Market & Sales Planning

• Creative Branding & Vertical Marketing

• Market Evaluation, Penetration & Expansion

• Provide Continuing Education to Physicians and Physician Clients as part of our Branding and to better serve our

Physician Client Base

• Developing Client Centric Sales Process to Enhance Sales

PROFESSIONAL EXPERIENCE

2002 to Present

EGSI Financial Services, Inc Dublin, OH

President

Formulate all sales and marketing strategic planning initiatives. Establish strategic partnerships/joint ventures and work

collaboratively with Vendors, CPA Firms, Law Firms and other strategic partners create effective marketing programs, establish

new client relationships and develop footprint.

• Managed and operated a successful retirement planning firm since 2002 work exclusively with high night net worth

Physicians providing solutions to meet their needs

• Identified target market and developed the strategic plan to increase market share

• Responsible for sales and developing client base

• Responsible for establishing and maintaining physician client relationships

OFG Financial, Inc. Denver Colorado 1996 to 2002

Vice President

Held accountable for all operations, P&L, sales and marketing initiatives in Colorado for this financial lending institution generating

$340 million in annual volume. Opened the Denver office, developed market analysis before entering the market and both long-

range and short-range marketing plans, formulated sales strategies with a dual focus on increasing market share and margin, adjusted

policy to guarantee competitive yet profitable pricing, and collaborated with operations to ensure a cohesive communications

approach within the marketplace.

• Increased sales volume from $0 to $340 million, while improving margins and increasing net profits to $6 million in the

first year with a 50% increase in year 2.

• Established the new office in 1998, setting up all processes and procedures, hired, trained and managed the sales force

that became the number one office in the country in Columbus, OH.

• Established another new territory in 2000 in Denver, CO as in Columbus and was again the number office in the

country on both sales volume and profitability.

• Was responsible for developing client base and building strategic relationships

Liberty Mutual Insurance 1991 to 1996

Claims/Investigator

Worked directly with insured’s managing client relationship, handling claims and paying accordingly.

• Was promoted within the first 3 months and then 5 more times in the proceeding 6 years.

• Started in Tampa, Fl and after receiving several promotions was transferred to Charleston, WV where I was in charge of

all claims for the state.

• Promoted and transferred to Cincinnati, OH as a Supervisor Adjuster for the southern half of Ohio.

Southwestern Books, Inc. 1986 to 1991

Student Sales Manager

Sold Educational books door to door during the summer vacations of college to pay for school for 4 summers including the

summer after graduation.

• Recruited managed and trained other college students to sell books with me each summer out west.

• Relocated to University of Alabama after graduation from WCU to start a team.

• As a Student Sales Manager, was also responsible for personal sales.

• I had over a 100% increase each and every summer from the previous year with a 200% increased my last summer

from the previous year.

• Made and saved enough money each year to pay tuition, room and board along with cars and all expenses.

EDUCATION

Bachelor of Science Business Administration -Business Law (Major) Western Carolina University 1989

Masters in Business Administration -Currently enrolled at Wayne State College Scheduled to complete Spring 2013

BUSINESS DEVELOPMENT

Certified Wealth Strategist®

Ohio Resident Life Health Annuity Insurance license

Series 65 license

Eagle Scout 1982

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