Sales Customer Service

Salvatore M. Lijoi

*** ****** ******, ***** ****, NJ 07675

Phone: 201-***-**** Email: *******@*******.***

Objective:

To leverage leadership experience in operations, sales, management

and client relationship management to a Business Development,

Relationship Management or management position.

Business Development:

. Business Development & Territory Management

. ETF and ETN product sales and support

. Consultative Account Relationship Building & Retention

. Specialist working with High Net Worth and C Level Clientele

. Inside & Outside Sales experience

. Major Account Relationship Building & Retention

. Proven track record working with teams and client groups

. 15 years experience working directly with clients on key projects

from inception to delivery

. Detail orientated with high proficiency at problem solving and

learning new skill sets

. FINRA Series 7, 65 & 63 licenses

Competitive Analysis & Positioning

Strategic Business, Market & Sales Planning

Market Evaluation, Penetration & Expansion

. New Product Introduction & Marketing Campaigns

. Address Emerging Consumer Trends & Product Prioritization

. Cross-Selling Multiple Investment Products

. Strict compliance to financial and regulatory controls including:

PATRIOT ACT, AML and KYC

Professional Experience:

BlackRock, Inc.

(Formerly Barclays Global Investor Services)

Regional Sales Associate - RIA & Independent Broker Dealers - iShares

Division 01/08 to 8/10

Accountable for proactive business development and client relationships for

iShares ETF and ETN products.

( Responsible for proactively managing, developing and supporting RIA

and Independent Advisor relationships (minimum assets under management

of $100 million).

( Responsible for deepening existing client relationships and acquiring

new relationships in 10 states throughout the Southeast and Midwestern

United States.

. Instrumental in spearheading mentorship program for new associates to

firm and part of initial rollout.

. Presented solutions and actionable ideas on sales initiatives with

clients: Portfolio Managers, CEOs, CIOs and Advisors with the

BlackRock and iShares solution set.

. Successful execution of two distinct business plans quarterly &

working with four direct team members

( Develop and execute on a customized service and sales model for each

firm promoting the use of iShares ETFs and BlackRock Solutions.

. Corresponded with prospective clients to initiate new relationships,

introduced them to our firm and investment capabilities across

multiple states.

( Responsible for adhering to existing compliance and regulatory

controls on a daily basis.

Specialist in the Exchange Traded Products industry with the market

leader.

. Facilitated revenue growth and iShares share of wallet with each

Firm/Advisor.

Bank of America/Banc of America Investments

Premier Banking & Investments - HNW Relationship Manager, AVP

03/06 to 12/07

Accountable for developing the region through the cooperation of the retail

and business banking managers and staff.

( New business development of portfolio to grow book of business $40

million.

( Proactively managed portfolio of 400 client households with assets

under management totaling over $130 million.

( Tailored recommendations incorporating traditional banking, credit and

investment products.

( Consistently recognized as a leader in credit production among 21 team

members.

( Consistently recognized as a leader in portfolio organic growth among

21 team members.

( Responsible for deepening existing client relationships and acquiring

new relationships through referrals and networking.

PNC Financial

Personal Financial Associate

8/05 to 03/06

( Provided solutions for every aspect of a client's financial plan and

life cycle.

( Specialist in investment products, including MF, WRAP accounts and

annuities.

( Responsible for investment sales and deepening retail and business

customer relationships.

( Product and relationship specialist in implementing banking and

lending products.

( Acquired new relationships to grow book of business.

JPMorgan Chase & Co.

6/02 to 8/05

Personal Banker - Affluent Client Services in Brokerage

. Consistently in the top quartile of producers firm wide.

( Provided financial services sales, recommendations and solutions

through the use of banking, lending, insurance and equity products to

retail and business clients.

( Provided customer service and problem resolution for high net worth

clients through product sales.

( Officer status in the organization.

New York Life Insurance Company

10/00 to 6/02

Registered Representative

. Financial sales and services representative in insurance and

planning.

. Life and Health licensed in the states of NY, NJ and FL.

. Registered Representative, FINRA Series 6 and 63, in the states of

NY and NJ.

. Primary point of contact for client to the firm.

. Responsible for high levels of communications with client and firm

respectively.

. Responsible for the monitoring of marketing and sales strategies.

. Weekly reporting sessions of sales analysis and marketing programs

with peers, upper level management and Managing Partner of firm.

Related Skills:

. Chief Operations Officer with Management and Operations experience.

. Experience with Bloomberg, WebEx, Seibel, CRM Systems, Lotus Notes,

Outlook, Word, Excel, PowerPoint, PhotoShop, Microsoft Publisher,

Office, Adobe, networks, internet, e-mail software, and web page

design.

. Experience in consultative one-on-one training and coaching on both

a client and professional level.

. Student teaching and tutorage on a university and professional

level.

Accreditations:

. FINRA registrations 7, 65 & 63 and NJ/NY State Life, Health &

Variable licenses

Education:

Bachelor of Arts, Psychology - Minor in Finance Montclair

State University, Montclair, NJ

Pursuing MBA

Contact this candidate