Sales Manager

**** ********** **. *******, ** *****

Joseph Reynolds

317-***-**** ●***.*.********@*****.***

OBJECTIVE: To obtain a challenging position in a stable, innovated organization with considerable opportunity for career

growth.

Self Motivated

• Started as Regional Sales Manager and was promoted in less than one year to VP of Sales

• Proactively networked with Regional Vice Presidents for $2B Channel Partner for sales leads increasing pipeline

by $5M

• Tripled sales in territory from a remote office environment without direct management for a Fortune 200 company

Strategic Thinker

• Developed strategic relationships with Mutual Fund Wholesalers and Fund Managers to establish sales

agreements distinguishing Fulcrum Securities’ product offerings from other investment service providers

• Restructured sales division from ground up for medical software start up company with two pronged sales model

including channel sales, and direct sales

Developed and implemented specialty sales program which generated the $450K needed to reach district

•

sales goal

Worked across multiple functional areas such as Marketing, Promotion and Sales to develop new sales and

•

distribution models

Skilled Negotiator

• Secured exclusive distribution partnership with national surgical instrument company

• Negotiated terms for and won largest regional account with Office Depot in Feb ‘02

• Successfully built from ground up channel sales distribution model with major direct distributor

PROFESSIONAL EXPERIENCE:

Allstate Financial Financial Advisor, Apr 2009 present

• Secured nationwide corporate partnership with ADP to provide Allstate’s workplace benefits to ADP customers

• Was number 4 in state out of 28 for 2009 having only been there 8 months

• Increased all 7 Allstate Agencies responsible for an average of 140% in financial services production

• Highest production average per case written in state, 2009

Your Family Office Founder and CEO, Dec 2008 Sep 2009

• Personal CFO for deca millionaires

• Comprehensive financial and trust planning

• Due diligence on over 35 private placements

• Cash flow and budgeting

• Coordinate all advisors CPA, Estate Attorney, Real Estate Agents, Business Attorney

Fulcrum Securities VP of Investments, Aug 2007 Dec 2008

• Write weekly investment column for local newspaper with circulation of 45,000 households

• Interviewed about Dynamic Asset Allocation Portfolio by Financial Advisor magazine in roundtable discussion with

CIO of Wilshire

• Manage investments for Fulcrum Financial Advisors

• Provide comprehensive financial services and planning for clients including the owner of the company

• Recruit Financial Advisors

Merrill Lynch Financial Advisor, Aug 2005 Aug 2007

• Obtained Series 7, and 66 licenses as well as Indiana Life and Health insurance certifications

8302 Fawnsbrook Dr. Fishers, IN 46038

Joseph Reynolds

317-***-**** ●***.*.********@*****.***

• Star Performer 2006 for top quartile of revenue generation

• Developed channel partnership that yielded over 50 company 401k accounts

• Recognized for recruiting four Financial Advisors in first year of service

ViaStar Energy Director of Business Development, Sept 2004 August 2005

• Responsible for all sales and revenue generation for installation of utility sub metering equipment and read, bill,

collect utility services in commercial and multi family industries

• Coordinated with Construction, Billing, and Training departments to implement all new business

• Increased sales revenue by 100% in first year of service

• Worked with nationwide channel partners to increase revenue generation

• Developed and maintained budget for sales department

TGX Medical Systems Vice President of Sales, 2003 Sept 2004, Regional Sales Manager 2002

• As VP of Sales, responsible for all revenue generation within company that will equal a $5M pipeline in 2004

• Worked directly with CEO to identify and secure new sales partnerships for the United States and internationally

• Continuously building the foundation for a sales department through creating and conducting inside and channel

sales training programs

• Assisted in strategy that helped land strategic partnership with Fortune 500 sales company which doubled

company wide sales from previous year

• As Regional Sales Manager, built pipeline from $150,000 to ~ $2M with 3 direct reports

• As Regional Sales Manager, developed inside sales lead generation program that increased first appointments by

400%

Office Depot Business Services Division Jul 1999 – Aug 2002, Account Manager

• Increased annual territory sales from 250K to 5M in three years by winning an average of 20 new customers per

month

• Presidents Club 2001 top 2% of new revenue achievement for the United States

• Developed new hire training module which helped grow district from 11M to 16M in first year

• Only sales rep out of 24 over quota for three consecutive years focusing on deeper product penetration from

existing customers

• Developed account close blitz in May 2002 which increased new account closes in the district 350% over previous

month and was also implemented regionally

• Personally recognized by CEO for the nation wide largest account close March 2002

• Won numerous group and personal awards throughout tenure

Minolta Business Systems Jan 1997 – July 1999 Sales Representative

• Salesman of the month out of 18 reps 6 of final 24 months

• Midwest Demo Champion 1999

• Maintained highest profit margin 1998 for the state of Indiana

• Presidents Club 1998 for exceeding 120% of quota

• Exceeded quota every month during tenure by developing and executing personal sales plan

Indiana University Four semesters in sales and marketing

8302 Fawnsbrook Dr. Fishers, IN 46038

Joseph Reynolds

317-***-**** ●***.*.********@*****.***

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