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Sales Management

Roselle, Illinois, 60172, United States
March 15, 2011

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David S. Gagen

*** * ****** 847-***-****

Roselle, IL 60172


PROFILE A seasoned professional and effectual leader with a proven

ability to exceed sales quotas:

* Twenty years of strong inside/outside sales success

* Passion for gaining personal relationships with clients

* Extensive cold calling familiarity

* Far-reaching team building aptitude

* Master of presentations

* Authoritative, effective closing abilities


2009 - Present Senior Vice President Blackwatch Financial, LLC

Blackwatch Financial provides Family Office Services to the trusted

advisor's of closely held businesses and high net worth families.

Hired by the President to oversee all financial planning, develop

additional sources of revenue and expand the firm's product and

service offerings through partnership agreements with firms that

provide complimentary services.

2008 - 2009 Regional Sales Director SEDONA Corporation

A leading provider of Customer Relationship Management solutions

headquartered in King of Prussia, Pennsylvania.

Hired to assist the CEO in developing a direct sales team. Build

enthusiasm with needs assessment and presentations. Generate referrals

and build personal relationships with each client and close sales by

negotiating win/win contracts.

Key Achievements

* Increased partner new bookings by 135% using effect partner channel


* Generated 127 new qualified leads through cold calling and

professional contacts

* Improved up-sales to existing clients by 10% in just six months

* Nurtured 31% of leads to a buy decision

2006 - 2008 Vice President Wealth Management Fifth Third Bank

A fast paced Private Bank Group within this regional bank with more

than $100 billion in assets. Utilize financial planning to uncover

client goals and objectives. Using exceptional interpersonal and

sales skills build and solidify client relationships pre and post

retirement through a distinctive experience that leverages the unique

value proposition. Demonstrated extraordinary understanding of

client's unique financial situation, providing appropriate advice and

solutions, and exhibiting financial leadership.

Key Achievements

* Retained 98% of assets under management

* Increased portfolio by 37%

* Referred clients for additional products resulting in more than $10

million in new loans, $35 million in new deposits, and $400,000 in

insurance revenue

2003 - 2006 Vice President Investment Management and Trust Services Itasca

Bank and Trust

Personally accountable for overall growth of investment management and

trust services for this $350 million community bank.

Key Achievements

* Increased assets under management by 67% in first 16 months

* Increased deferred appointments by 300%

* Added approximately 40 new networking referral sources

* Developed internal referral process to generate new leads

2000 - 2003 Client Advisory Officer Harris Bank

Responsible for specific revenue goals and the execution of client

focused marketing initiatives for this integrated financial services


Key Achievements

* Exceeded financial planning fees goal by $50,000

* Exceeded personal production goals by 10% - 20% each year

* Increased core deposit portfolio by $10 million

* Increased loan portfolio by $5 million through proactive client


Other positions held

Trust Officer - Old Kent Bank

Investment Counselor - Harris Investor Direct


Bachelor of Science Degree, Tri State University, Angola, IN

CFP Designation, College of Financial Planning, Denver, CO

CTFA Designation,ICB, Cannon Trust School, Athens, GA

More than 300 hours of seminars on financial planning, estate

planning, and related topics


FINRA - Series 7

FINRA- Series 63

FINRA- Series 65

State of Illinois Life, Variable Contract, Accident and Health


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