Customer Service Sales

Tyler D. Tofson

*** ****** **** ********* *****, WI 53965 773-***-****

abh719@r.postjobfree.com

Summary:

. Self-motivated, dynamic and resourceful team member with proven track

record of exceeding goals

. Outgoing, articulate, and persuasive communication skills utilized in

building strong relationships with customers and achieving results

with key clients and prospects

. Consistently recognized as a goal-oriented performer with a strong

work ethic, and an unparalleled ability to raise the bar for customer

service excellence

. Highly adaptable, thrives in complex and chaotic environments with

continual growth and change

Employment Experience:

Tofson Insurance Agency March 2010 - Present

Wisconsin Dells, WI 53965

Account Executive

. Responsibilities include:

o Increase Agency revenue through prospecting efforts and

increasing business with existing clients

o Meet with existing clients to ensure their policies are in line

with their current insurance needs

o Master the portfolio of insurance products offered by the Agency

o Become the point person for commercial and personal lines sales

inquiries

. Achieving goals by exceeding sales expectations with both prospects

and existing clients

Wachovia Securities February 2008 - March 2009

San Francisco, CA 94104

Senior Registered Sales Associate

. February 2008, accepted exciting career opportunity to become the

number two partner on West Coast Cash Management Team

o Met with CFOs, Treasurers, Assistant Treasurers and Treasury

Managers to learn about their needs and present our cash

management platform

o Leveraged expertise in fixed income markets to provide advice and

keep clients informed on the current marketplace

o Established dialogue with prospective clients through calling

effort and scheduled in person introductory meetings

o Spearheaded all follow up efforts with prospects and ensured they

are presented in a punctual and professional manner

o Key contributor to creation and development of Wachovia

Securities cash management platform

o Executed all trades and month end reports

. 2008, achieved goal by scheduling over 100 introductory meetings which

resulted in an increase in clients and revenue for the firm

Lehman Brothers August 2005 - February 2008

Chicago, IL 60603

Corporate Cash Management Sales Assistant

. Member of Midwest Corporate Cash Management Team with over $2 Billion

in assets under management

o Managed cash on both a transactional and discretionary basis

o Became an expert on the short term credit markets and cash

management products

o Provided investment advice and solutions based on the client's

objective and goals

o Successfully executed all trades, reports, and other day-to-day

activities

. Achieved goals by increasing business with existing clients through

superior customer service and execution. Also scheduled several

introductory meetings which led to new business

Starcom Worldwide

September 2002 - August 2005

Chicago, IL 60601

Media Associate

. Planned, bought and negotiated national print for the Procter & Gamble

AOR Group, delivering deal levels among the most efficient in the

market place

. Managed twenty-eight general market and seven Hispanic brands,

enhancing time management, organizational, and communication skills

. Served as associate national television buyer in the Broadcast

Investment Group (BIG) for Toys R Us, Altria, Philip Morris Youth

Smoking Prevention (YSP) and Philip Morris Corporate Responsibility

campaigns

Morgan Stanley

Fall 2001

Lake Forest, IL 60045

Intern

. Researched financial markets and portfolio management throughout the

semester, resulting in a solid understanding of the financial industry

. Organized a research project on Nokia Corporation with a team

throughout the semester and conducted an oral presentation in which we

informed 16 financial advisors the reasons we recommended investing in

Nokia

Education & Licenses:

Lake Forest College, Lake Forest, IL

Bachelor of Arts, 2002

Major: Economics Minor: History

o Four-year letter winner on Lake Forest College Men's Basketball

team

o 2001-2002 Academic All Conference

Securities Licenses: Series 7, 65, 63

Insurance Licenses: Accident & Health, Casualty, Life, Property

Computer Skills

Experienced user of Microsoft Excel, Word, and Power Point

References Provided on Request

Contact this candidate