Sales Customer Service

Robert T. Smalanskas

Objective To utilize my experience and accomplishments to expand my career

in Wealth Management/Trust Services and or Private Banking.

Qualifications Over twenty years of diversified financial planning experience ?

and Strong presentation, closing and telemarketing skills ?

Accomplishments Territory and account management ? Train and motivate retail

branch banking teams ? Sales planning and forecasting ?

Portfolio analysis including fundamental and technical concepts

? Create financial plans using managed portfolios ? Conduct

group presentations ? Seminar coordination and presentation ?

Develop life insurance strategies for business and individuals

? Generate leads within community and thru referrals ?

Brokerage team development

420K production in 2010, in smallest territory by deposit at CCO

Invest Mid Atlantic region

Number 3 variable annuity producer in entire 13 state CCO Invest

program, 2010. Top 10 in 2009

2006 #1 in Investment Sales ($8 million) and #3 in Revenue

($322k) for Central PA Market, Sovereign Investment Services

Sovereign Council 2005

IFMG Pride & Glory Sales Award 2004 and 2005

Federated Presidential Award 1996 - 2001

Work Experience

5/2007 - 5/2011 CCO Investments Services at Citizens Bank

York, PA

Financial Consultant

Produced a total of $ 1,335,000 in total gross commissions in

smallest territory by deposit base

Converted a territory with very high customer complaint levels

into a satisfied client base in my first year of operation.

Developed income producing portfolios for 100 plus retired

clients which met client objectives and preserved capital during

ongoing fiscal crisis

Very good audit history

11/2003 to 5/2007 Sovereign Bank / IFMG

Harrisburg, PA

Financial Consultant

Converted a historically non-performing / underperforming

territory and increased revenues over 12 month period. Exceeded

the bank's annual investment sales goal. (Montgomery County)

2004 Revenue $360K

Aggressively built successful campaign to increase revenues

quickly in a transitioning (Waypoint Bank merger) retail

atmosphere -- immediately reached quarterly goals. (Dauphin

County) 2005 Revenue $409K

Established over 200 household relationships.

Approximately $20 million under management. (self acquired over

2 year period)

Use my expertise in investment strategies, securities and

insurance to develop financial plans for my highly regarded

customers by offering a full line of investment products,

including mutual funds, annuities, equities and fixed income

securities in a strong financial planning setting.

Train, mentor and develop partnership with qualified licensed

bank employees on sales presentation skills, investment

knowledge and motivate them to succeed in a sales environment.

05/2001 to 10/2002 UBS Financial Services

Scottsdale, AZ

Financial Advisor

Served as comprehensive Financial Advisor.

Initiated and executed customer securities business in the

equity, treasury, corporate bond, and mortgage backed markets.

Targeted high net worth prospects and presented the benefits of

Institutional Managed Money Accounts.

Directed non-transactional clients with an asset allocated

mutual fund portfolio.

04/1997 to 05/2001 Prudential Securities

Phoenix, AZ

Financial Advisor

Managed $35 million in client assets, producing an average

$250,000 per year in new business.

Received #1 Ranking in customer service.

Marketed to and networked with Corporate Executives providing

guidance and sales executions for their stock option plans.

Analyzed the clients' financial needs and objectives.

Recommended diversification and retirement planning strategies.

10/1993 to 4/1997 Kidder Peabody/PaineWebber

Phoenix, AZ

Financial Advisor

Attained the #1 ranking of the Professional Development Program

in 1995 and 1996. Award was based on new accounts, fresh assets,

and first year commissions.

Qualified for Pacesetter Forum in October, 1996.

Responsible for developing a book of business from square one.

Pro-actively accomplished this task by networking,

telemarketing, gathering referrals, and hosting investment

seminars.

Applied the theories of modern portfolio management to my

Financial Practice.

Education and Indiana University of PA Indiana, PA

Licenses Bachelor of Arts Degree in Criminology

Hold Series 63, 7, and 65.

Pennsylvania Life and Health License

743 Maple Shade Drive

Lewisberry, PA 17339

Mobile: 717-***-****

Email Address: ********@***.***

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