Sales Management
Resume:
David S. Gagen
Roselle, IL 60172 *****.*****@*******.***
EXECUTIVE SALES PROFESSIONAL
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
EMPLOYMENT
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
management
* 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
company.
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
management
Other positions held
Trust Officer - Old Kent Bank
Investment Counselor - Harris Investor Direct
ACADEMIC PREPAREDNESS
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
PROFESSIONAL LICENSES
FINRA - Series 7
FINRA- Series 63
FINRA- Series 65
State of Illinois Life, Variable Contract, Accident and Health
Producer
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