Sales Manager

ROBERT A. MASSINO III

**** ****** ****** **************, ** 19403 610-***-****

********@*****.***

My objective is to secure a challenging, growth position, which utilizes my

education and experience, allows me to demonstrate my passion to contribute

and to succeed, and helps me to continue to develop both personally and

professionally.

Experience:

SEI Private Trust Company (Oaks, PA)

Advisor Liaison

2010 - Present

- Heavy interaction with internal and external clients on the phone and

by email

- Helped spearheaded the initialization of Remote Deposit Capture

- Partnered with Mid-West sales team to successfully maintain and grow

all client relationships.

- Educated new Advisors and assisted in executing best practices to

effectively use SEI products and services as the Mid West New Business

Relationship Manager.

- Answered incoming phone calls from Investment Advisors and SEI sales

team regarding SEI products, forms, and best practices.

Regional Consultant

2007-2010

- Interpret monetary requests to determine the correct course of

action

- Run PA compliance and Bridger Insight checks on new investors for

Anti-Money

Laundering purposes

- Knowledge of new account set-up, distributions, receipts, trades,

model changes,

non-monetary account changes and monetary requests

Lincoln Technical Institute (Plymouth Meeting, PA) 2006 - 2007

Admissions Representative

- Recruit, schedule, and interview prospective students in order to

boost

enrollment

- Create and send marketing materials to prospective students

- Facilitate events and tours for potential students and families

- Constant follow up with students for referrals and retention

LA Fitness Sports Club (Turnersville, NJ) 2005 - 2006

Sales Manager

- Hit club's daily goal by continuing to bring new members to the

facility while recruiting, training, and developing sales

counselors

- Responsible for customer retention and support

- Set up and run member and corporate events

- Managed and supervised staff of five sales counselors

Education:

Penn State University

B.S., Marketing

Computer Skills

Microsoft Office, SEI products: Trust 3000, Trust Office, Business Builder

and Talisma

Activities:

Penn State Business Club, Marketing Association, Intramurals, and R.O.T.C.

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