Sales Manager
Resume:
Scott McQuistan
Scottsdale, AZ 85255
**************@***.***
Summary of Qualifications
> Delivered actionable strategies based on aggregated sales and
performance data for 252 banks in the Los Angeles Metropolitan area.
These strategies consisted of Wells Fargo branding strategies, direct
marketing strategies, customer retention and satisfaction strategies,
employee retention strategies, and overall sales and performance
strategies.
> Managed direct marketing strategies, specifically a cross-sell lead
based management system which utilized predictive models, for a $4
billion line of business.
> Acted as the lead database marketing strategist for the main lead
delivery tool utilized in 150 stores and by 900 sales people in Wells
Fargo Financial Canada; Co-database strategist for 1,100 stores and
7,000 sales people for Wells Fargo Financial US Consumer; Co-database
strategist within Wells Fargo Bank while managing the hundreds of lead
lists utilized by personal bankers across 23 states.
> Developed and maintained dashboards utilized by Divisional and
Regional Managers. Worked side-by-side with Regional Managers on
identifying sales trends and uncovering hidden coaching opportunities
while utilizing the dashboards.
> Rated in the top quintile in my training class of over 150 Financial
Advisors each of the prior 4 quarters at Morgan Stanley Smith Barney
while delivering retirement solutions.
> Hold FINRA Series 3, 7, and 66 licenses
Education
Master of Business Administration, Drake University
G.P.A., 3.8 Emphasis in Marketing
Master of Accounting, Iowa State University
G.P.A., 3.7 Emphasis in Finance
Bachelor of Science, Business Administration, University of Florida
G.P.A., 3.5 Majored in Management with a minor in Economics
Graduated with Honors; Named to the National Deans List
Work Experience
Financial Advisor
Morgan Stanley Smith Barney---Phoenix, AZ (Jan 2010 - Present)
> Successfully accumulated over $12 million of assets with $8 million
being managed assets.
> Generated $48,000 of revenue year-to-date.
> Ranked in the top quintile of new trainees during each of my first
four quarters versus a class of over 150 trainees across the country.
> While not having a manager for 12 of the prior 18 months, I have
successfully developed all of my own client acquisition and marketing
strategies.
> Top ranked new advisor in the Southern Arizona Complex during 2010.
> Actively prospect new clients and assist them in developing and
implementing retirement solutions including: IRA's, Defined Benefit
Plans, Defined Contribution Plans, Insurance needs, Estate Planning,
and Portfolio Management.
> Looking for new opportunities due to an impending layoff.
Collections Manager / Underwriting Manager
Wells Fargo---Des Moines, IA (Dec 2008 - Jan 2010)
> In a fast-paced and high volume production environment, I effectively
managed an 18th place team of 22 collectors to become the highest
performing team in less than 2 months.
> Top performing of 18 team of collectors for the last 4 consecutive
months of my tenure.
> While working on a special loan underwriting project, I successfully
managed a team of 20 Loan Processors to become the top producing team
of 6 during the two month assignment.
> Responsible for the selection, on-boarding, training, scheduling,
performance evaluations, and all day-to-day operations for my team.
> Acted as a subject matter expert on a new companywide training
initiative which wasdelivered to over 5,000 collectors across Wells
Fargo.
Sales Development Consultant III
Wells Fargo---Los Angeles, CA, and Des Moines, IA (Oct 2006 - Dec 2008)
> Managed direct marketing strategies, specifically a cross-sell lead
based management system which utilized predictive models, for a $4
billion line of business.
> Developed actionable sales strategies for more than 5,000 Wells Fargo
bank employees in 252 retail banking locations across the Los Angeles
Metropolitan Region. Strategies included increasing utilization of
the teller referral system, offer-tracking system, and developing new
ways to WOW the customer.
> Assisted the Sponsorships and Events team with new store openings,
employee recognition events, customer appreciation events, and
sponsorship events including the USC Trojans, Petty Enterprises
Racing, and the Los Angeles Avengers Arena Football team.
> Effectively coordinated the cross-sell relationships among the Wells
Fargo retail banking channel, home mortgage channel, and sub-prime
consumer lending channel.
> Delivered strategic marketing updates, new product updates, and sales
trend analyses to executive management teams on a monthly basis.
> Successfully led a team of 8 individuals while developing strategies
and enhancements for the Wells Fargo Financial Canadian primary lead
delivery system. Based on our teams' strong unity, we achieved many
of our annual goals within six months or less and thousands of dollars
under budget.
> Individually produced 15 mandatory sales training tutorials for the
Canadian sales team. These tutorials included: new product training,
system enhancements, new sales tools, and best sales practices.
> Increased lead quantities by over 1500% in Canada by introducing new
lead sources and enhancing the lead delivery systems.
> Solely developed and managed an incentive-laden sales contest in
Canada which produced a 4.5% incremental lift in real estate
production during the two month contest period. The contest leveraged
a relationship between Wells Fargo and NASCAR.
Assistant Store Manager
Wells Fargo---Phoenix, AZ, and West Des Moines, IA (Dec 2004 - Oct 2006)
> Named to the President's Club in the Powell Region twice which was
limited to the top 10% of producers over a 6-month timeframe in over
50 branch offices.
> Broke all region records by closing 9 real estate 1st mortgages in a
single month. The company average was 1.25 per month. A region
consists of 250 sales people.
> Prospected and acquired new businesses to utilize the financing
services offered by Wells Fargo Financial. After the new clients were
acquired, I served the businesses in an account relationship manner.
> Developed and trained all new office employees. This entailed
educating new hires in Wells Fargo Financial products, sales
techniques, compliance, and daily office procedures.
Additional Skills
> Hold FINRA Series 3, 7, and 66 licenses
> Successfully completed the following sales and leadership classes:
Wells Fargo CORE Sales, Wells Fargo Sales and Service Learning,
Gehegan Sales Skills, and Situational Leadership II.
> experiences.
> Experienced in medium and long-term strategy planning.
> Background in internal organizational analysis and external industry
analysis.
> Experience and willingness to travel up-to 75% of the time.
> Strong skills with Microsoft Office applications.
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