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Sales Real Estate

Charlotte, North Carolina, 28211, United States
March 08, 2011

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R. Sterling Cook, Jr.

Mobile: 704-***-****


Education: University of North Carolina at Wilmington

> Cameron School of Business (AACSB accredited).

> Bachelor Degree in Business Administration with a focus in


> National Dean's List member.

College For Financial Planning - CFP Designation, Currently


Licenses: Series 7, Series 6, Series 66, Series 31, Life and Accident

Sickness and Health Insurance, Variable Life and Annuity, North

Carolina Real Estate Broker

Experience: Morgan Stanley Smith Barney: Financial Advisor,

Charlotte NC 2009 - Present

> Consistent top tier performer and member of the "Pace-

Setters" club for net new fee based asset inflows, GDC

production, and estate planning life insurance "ticket of the


> Create and implement successful business and marketing plans

to uncover prospects and sales opportunities from which to

promote financial concepts and services such as fee based

asset management, 401(k) plans, IRA rollovers, Investment

Brokerage accounts, Life Insurance, Annuities, and 529

College Savings Plans.

> Work with clients to create a comprehensive financial plan

that allows us to accomplish their long and short term goals

while minimizing taxes, increasing returns, and creating

successful Estate and Business Succession Plans for their


> Deliver market updates and research to internal team and

clients on a daily basis to help manage risk and seek out

investment opportunities throughout world markets.

> Dedicated to giving clients the help they deserve by offering

a wide array of financial products, independent money

managers, and capital markets to help construct a portfolio

that allows the client to achieve their short or long term

goals and objectives.

> Maintain and manage long-term client relationships while

building a client base of high net worth individuals by

providing clients with a high level of individualized client

service, full service brokerage services, and investment

strategies consistent with their individual financial goals

and needs.

RolloverSystems, Inc: Wholesaler, Charlotte, NC, 2008 - 2009

> Increase sales through the Advisor, Plan Sponsor, and TPA

channels by focusing on relationship building, product

knowledge, and rollout preparation.

> Develop marketing campaigns and sales strategies to reach

potential clients, increase profit, drive sales, and promote

proprietary partnerships.

> Effectively reach potential clients using internet campaigns,

tangible mailings, and cold call marketing to increase sales

and exceed expectations.

> Use of existing client relationships to form new sponsorships

and lead referrals to drive potential sales and increase

customer loyalty.

> A continuous top sales performer by exceeding sales goals and


Wachovia Bank: Insurance Wholesaler, Charlotte, NC, 2007- 2008

> Support financial advisors, financial specialists, and

independent contractors throughout Wachovia's network in

facilitating and processing annuity sales.

> Assist in creating new and managing existing accounts with

representatives to increase profitability, customer loyalty,

and competitive advantage.

> Provide sales support, applications, and forms to Financial

Advisors while building relationships with carriers, specific

sales territory representatives, and brokerage support.

Wachovia Bank: 401k PAS Representative, Charlotte, NC, 2006 -


> Service clients retirement accounts and implement

withdrawals, trades, beneficiary inquiries, statements,

prospectus requests, loans, 1099 inquiries, initiating

rollovers, and enrollment for Wachovia's retirement services

client base.

> Analyze applicant's financial situation and suggest

appropriate measures needed to make a sound loan while

adhering to secondary market guidelines.

> Continuous top five performer in Wachovia's asset retention

program, "PAS Referrals", by initiating customer's investment

allocations within the Wachovia IRA department.

> Coordinate customer's financial investments in accordance

with their retirement goals and provided exceptional customer

service to clients, while serving accounts.

Wilkinson and Associates Real Estate: Broker, Charlotte, NC,

2006 - 2009

> Assist with the listing, showing, and lease preparation of

area properties while accommodating tenants in various

aspects of the transaction.

> Assist clients with sound real estate advice and preparation.

> Provide well organized information and documentation in all

Real Estate transactions while abiding to all local, state,

and federal laws.

> Contribute to the success of Wilkinson and Associates by

providing the utmost customer service to our clients in all

Real Estate transactions.

Cape Fear Commercial: Asst Property Manager, Wilmington, NC,

2005- 2006

> Contributed to the success of Cape Fear Commercial by

coordinating and preparing successful marketing campaigns to

increase buyer awareness and to expand orientation.

> Aided developers with the evaluation of conceptualized land

development projects.

> Monitor development projects, organize internal project

files, and previewed potential properties with clients to

increase sales potential and profitability.

Affiliations: Pi Kappa Phi Fraternity Alumni Assoc., UNCW

Cameron School of Business Alumni Assoc., North Carolina

Forestry Assoc., North Carolina Vegetable Growers Assoc.

Computer Skills: Proficient in Microsoft Excel, Outlook, Powerpoint,

Word, Reutors, Salesforce.

*References provided upon request*

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