Sales Project Manager

Adelina G. Ranalletta

** ***** ***** ***** ***** 585-293-

2518

Churchville, New York 14428 E-mail

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

SUMMARY

High-energy sales and management professional with exceptional

interpersonal and communication skills. Proven ability to cultivate

productive relationships with key decision-makers and manage projects on a

national basis to achieve corporate goals. Excellent qualifications in

strategic planning with comprehensive knowledge of organizational

development, team building, project management and financial planning.

Areas of expertise include:

Sales Coaching Performance-based Management

Wealth Management Training and Development

Organizational Development Financial Planning

Career Development Project Management

PROFESSIONAL EXPERIENCE

Lucian Global Inc., Rochester, NY 05/2007 - 07/2009

Sr. Vice President Sales & Marketing

. Managed and implemented Real Estate Credit-Based Investor Program

nationwide

. Managed and coached new employees in sales and service initiatives of

Real Estate Credit program

. Customized and facilitated Living Trust Seminars for prospective

clients

. Provided wealth management services to high net-worth clients.

Included use of Trusts, Estate Planning vehicles, and business

succession planning.

. Analyzed and monitored customer portfolios across a range of asset

classes

. Managed office staff. Consisted of four direct reports with focus on

service quality.

New York Life Insurance Co., Rochester, NY 01/2006 -

05/2007

Financial Services Representative

. Provided tailored financial solutions to high net-worth individuals

and small businesses.

J.P. MORGAN CHASE, NEW YORK, NY 03/1985 - 06/2004

Vice President/ Project Manager 06/2002 - 06/2004

Personal Financial Services - Client Management

. Managed and facilitated the Personal Financial Service's Leadership &

Advisory Council. Consisted of 24 individuals from our banking and

investment sales force nation wide and associated business partners. (HR,

Product Mgmt, Compliance, Marketing etc). The focus was to improve the

effectiveness of the sales process by communication and dissemination of

information between peers and management. The goal was to build market

and wallet share of our affluent consumer segment.

. Coordinated and executed meetings, events and promotions to support the

sales initiatives of Personal Financial Services.

. Partner with Chase Investment Service Group colleagues to organize

management off-sites including oversight of production with respect to

theme, agenda and subject development, meeting structure and on-site

location logistics, compiling and editing speaker presentation materials,

presentation skills, coaching and obtaining feedback analysis regarding

issues presented, as well as organizing additional follow-up meetings and

presentations to further aide in strategy executions.

. Partner with Region Managers, Product Development, Training, Compliance

and Human Resource areas to share information, ideas and influence

planning and development process to best represent the interests of our

clients, our investment bankers and Client Management.

. Worked in conjunction with HR area to develop and lead initiatives that

results in effective business solutions (e.g. Incentive Plans, Chase

Employee Poll, 360 degree Feedback, Diversity initiatives, Performance

Management, Mobility and Assessment Planning, Career Development).

Vice President/ Relationship Manager Coach 05/2000 -

06/2002

Regional Banking Group - Rochester/Syracuse Markets

. Developed effective partnerships with market integration managers, branch

managers and relationship managers.

. Responsible for enhancing/developing level of sales skills for top 25

sales individuals. Influenced behavioral change by focusing on

Relationship Management strategy and protocols; 95% attained their goals,

24% exceeded goals and were recognized at annual leadership conference.

. Actively involved in market to support Relationship Management

initiatives- offered insight on developmental workshops and events.

. Served as a liaison for HR function; included recruiting, development

planning, and performance reviews.

. Developed and executed one-on-one action plans for every coaching

session; critiqued results based on established expectations.

Assistant Vice President/ Sr. Training Specialist

08/1999 - 05/2000

Regional Banking Group - Small Business Financial Services

. Conducted needs analysis for Small Business to determine advanced sales

training needs. Delivered analysis to senior management for approval and

to retain resource commitments of new sessions for sales.

. Partnered with Performance Management Team to design and deliver Coaching

for Success program to 60 new sales coaches.

. Customized and facilitated team building sessions for Financial Services

board of managers and Business System executives offsite.

. Program Manager for Foundations in Financial Planning.

. Partnered with College for Financial Planning in Denver Colorado, senior

management and vendor/consultant relationships in the implementation of a

program to enhance financial product knowledge and skills; offered

presentation to 198 sales people nationwide.

Assistant Vice President/ Sr. Training Specialist

08/1996 - 8/1999

Regional Banking Group Development Sales & Service

. Established and maintained proactive business relationships with senior

managers, business partners, key clients and colleagues.

. Raised organizational capabilities by identifying and building the skills

and capabilities of relationship managers, sales managers and retail sales

representatives to support and align them with the key strategic

priorities of the Business System..

. Project Manager for Professional Selling Experience Sales Program

. Managed a team of 5 trainers in design, development and implementation

of 3-day program.

. Designed and facilitated a Train-the-Trainer for 34 Instructors and 8

Texas coaches.

. Managed and facilitated sales programs to support Management

Development Program Consumer Track individuals.

. Supported design and development of 7-day Relationship Management

program. Facilitated 32 classes to enhance sales skills of 580

relationship managers.

. Facilitated Sales Management programs.

. Designed, developed and implemented platform conversion training for

Upstate and Downstate markets.

Assistant Treasurer/ Training Specialist

04/1989 - 08/1996

Regional Banking Group Development Sales & Service

. Designed, developed, and facilitated Sales and Service programs utilizing

effective learning methodologies and technology to enhance performance of

sales and service branch employees. Programs included:

. Curriculums with emphasis on product knowledge, customer referrals and

sales

. Service quality programs

. Performance management programs

. Managed Implementation of Career Development Initiative for Upstate

Region (Rochester, Syracuse, Buffalo, Jamestown).

. Trained and coached 12 Human Resource professionals to function as

career advisors through observation and feedback sessions.

Relationship Manager / Branch Management

03/1987 - 03/1989

Rochester Market

. Delivered financial products and services to new and established Bank

customers.

. Responsible for implementation of Sales and Service quality initiatives

presented by senior management.

Human Resource Professional/Officer

03/1985 - 03/1987

Human Resource Management

. Primary responsibility included Employee Relations and Recruitment of

Sales and Service individuals for Rochester market.

. Managed vendor relationships for all contract employees in Rochester

market.

EDUCATION

CULINARY INSTITUTE OF NEW YORK

New York, NY

. Credits in Culinary Techniques

Summer 2004

ST. JOHN FISHER COLLEGE

Rochester, NY

. Bachelor of Science in Communications

1998- 2001

WHARTON UNIVERSITY

Wharton, PA

. Credits in Benefits Administration

1984

LICENSE: Life, Accident, and Health Insurance, Series 7, Series 63,

Independent Advisor with The Estate Plan

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