Sales Manager

*** ** *** ******

561-***-**** Boca Raton, Florida

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

Fred Greene

Persevering Institutional Financial Sales Professional; developing and

directing the institutional sales organization to deliver sales revenue and

profit objectives. Highly skilled in cultivating and maintaining a strong

customer focused approach. Extremely effective in executing objectives in

alignment with senior management.

9/2006 - Present G3 Capital

Boca Raton, FL

Institutional Financial Advisor

Worked with executive management of companies to identify their corporate

financing needs and developed a strategy to achieve their financing goals.

Developed a network of institutional investors across multiple categories

to facilitate fund raising efforts for clients. Established institutional

trading relationships for a family managed proprietary trading firm.

11/2007 - 10/2008 ROGO Capital

Boca Raton, FL

Vice President Institutional Sales

Specialized in lower middle market investment banking activities.

Developed key institutional investor relationships with private equity

firms, hedge funds and private family offices. Successfully established

over 250 institutional accounts.

04/2004 - 8/2006 SunTrust Mortgage

Delray Beach, FL

Alternative Mortgage Regional Manager

Restructured and reorganized the South Florida alternative mortgage

production program which was not attaining its regional production goal.

Analyzed the unique circumstances of the operation, developed a remedial

plan, trained the loan originators in the new procedures and subprime

mortgage product. Developed a new sales and marketing strategy and

implemented the program to obtain production goals set in place by senior

management.

12/2001 - 3/2005 Expanded Mortgage Credit

Boca Raton, FL

Wholesale Account Executive

Placed in top 10% of company sales nationwide. Responsible for soliciting

mortgages and services from mortgage brokers, bankers, credit unions.

Managed credit quality and production goals for assigned territory which

comprised of West Palm Beach to Miami. Originated mortgages that adhered

to company credit standards while providing training to brokers and bankers

regarding credit guidelines, compliance, procedures. Exceeded monthly and

yearly production goals for assigned territory.

8/2000 - 12/2001 First Union Bank & Securities

Boca Raton, FL Financial_Advisor

Provided financial consulting to existing customers and assessed their long

term financial goals. Prospected and identified qualifying leads for

existing customers. Strengthened and developed new business with existing

customers. Was one of ten individuals who were selected to be a part of an

executive management pilot group training program. Worked hand in hand

with various top level executives across several departments over a six

month period. The final goal of the program was to present an assessment

and solution to the Executive VP's.

12/1997 - 6/2001 United States Marine Corps

Tallahassee, FL

Corporal Supply Requisitions and Tank Crewman

Performed every facet of ground supply administration and operations.

Accomplished the technical duties supply accounting within designated

Marine Corps tank battalion. Operated multimedia data entry, scanning and

retrieval systems functions, generate routine reports, and perform

technical research functions for command inquiries, in addition to

requisition and procurement processing. Maintained and prepared necessary

accounting and supply documents, maintained custody records, performed

reconciliations, and took timely action to ensure corrective action of

problem areas. Solved data output interpretation problems and worked with

appropriate sources within command to resolve questionable areas.

Education

MBA University of

Phoenix

Bachelor's of Science

University of Florida

Licenses

Finra Series 7, 63, 65 & 79

Florida Real Estate Broker

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