Sales Customer Service

JASON H. MUDD

240-***-**** *** Penfield Road, Fairfield, CT 06824

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

SENIOR SALES & SALES MANAGEMENT EXECUTIVE

SENIOR VICE PRESIDENT / BUSINESS DEVELOPMENT OFFICER / ASSET RAISER

Results-driven Business Development Executive with 20 years of sales and

sales leadership experience within Fortune 500 Companies. Demonstrated

track record of raising assets from high net worth families and

individuals. Successful at identifying prospects and centers of influence,

developing targeted sales initiatives and building long-term relationships

that result in significant AUM growth. Ability to assess complex client

issues and execute tactical sales initiatives. Passionate individual with

high energy and ambition to dramatically impact business. A highly

credible presenter with strong interpersonal skills and committed to

excellence. Notable successes include:

1. Increased market share and delivered top line deposit and credit

growth to $2.7B Retail Banking Business

2. Senior Vice President who lead 46 direct reports and 450+ employees

to a top 20 national market ranking within Bank of America

3. Business Development who delivers results:

a. Top 5% nationally for net new asset acquisition (2008)

b. Ranked #1 in Greenwich office for net new asset acquisition

(2010)

PROFESSIONAL PROFILE

BUSINESS DEVELOPMENT OFFICER, Morgan Stanley, Greenwich, CT

June 2009 - Current

Senior Partner T - M Group, Private Banking

Business Development leader who raises new assets from ultra high net worth

families, individuals and Foundations/Endowments. Responsible for

developing and leading prospective client meetings within Ultra High Net

Worth Circles. Focus on Business Owners, Private Equity Executives,

Fortune 500 Executives, Wealthy Families/Individuals and

Foundations/Endowments with $10MM+ investable assets. Win new business by

demonstrating and understanding the critical factors considered by

investors in deciding where to place their assets and trust. Strong

network within key Centers of Influence (Estate Attorneys, CPAs, M&A and

Divorce Attorneys) to effectively build new client acquisition thru

referrals.

Deliver Top Line - Demonstrated Success in New Client Acquisition from

UHNW

Sales Growth - Delivered (3) $10MM+ clients

- $65.4MM in new AUM

Business - 91% of T-M Group net new assets

Development Leader - Ranked #2 out of 39 Advisors for New

Household Assets in 2009 (in 6 months)

- Ranked #1 out of 39 Advisors for New Household

Assets in 2010

VICE PRESIDENT, Merrill Lynch/Bank of America, Washington, DC

January 2007 - May 2009

Wealth Management Advisor and Partner Pagnato Karp Group, Private Banking

Team

Business Development leader brought on board to expand Private Banking

relationships in Washington, D.C. Leader of business development/client

acquisition focusing on business owners: succession planning and advanced

wealth planning strategies. Within Pagnato Karp, formed private banking

subsidiary team Holt - Mudd Group, a partnership aimed at servicing and

acquiring high net worth clients with investable assets ranging from $2MM -

$25MM.

Increase Market - Ranked top 5% Firm Wide for First Year Wealth

Management Advisors

Penetration

- Exceeded 1st Year Annuitized Asset Goal by 389%:

$18.7MM vs. $4.8MM

Deliver Top Line - Exceeded 1st Year Total Asset Goal by 271%:

$25.7MM vs. $9.5MM

Sales Growth

- Attended Circle of Champions Group Seminar for Top

Performers

- 3 Day Seminar recognizing "Top Achievers" Firm

Wide

PROFESSIONAL PROFILE (continued)

SENIOR VICE PRESIDENT, Bank of America, Washington, D.C.

July 2004 - November 2006

Consumer Market Executive 2005 - 2007

Divisional Sales Executive 2004 - 2005

Consumer Market Executive: Senior Banking executive with leadership

responsibility for Sales, Operations, Personnel and Marketing. Team

consisted of 46 direct reports and 462 employees across 39 Banking Centers.

Total deposit base: $2.7B. Measured on increasing profitability, sales

performance and customer service. Successes include: Driving sales

strategy and executing consistent sales processes to improve national

market ranking from #112 to #18 within 2 years (out of 145).

Divisional Sales Executive: Owned delivery of sales strategy and sales

processes aimed at growing core retail banking products (deposits, loans,

credit) within the Mid Atlantic Region Retail Banking channel. Successes

include: Increasing market share (+0.7 pts) and Deposit Sales (+$500MM) in

17 markets within 5 states: MD, VA, DC, NY & PA.

Deliver Top Line - Senior Executive managing 462 employees, 46 direct

reports and Deposit Base of $2.7B

Sales Growth

- Increase Market Share +0.7 pts and Deposit Sales

+$500MM

Coach and Develop

Top Talent - Improved Product Sales +109%

- Checking Accounts +133% / Credit Cards + 186% /

Loans & Mortgages +246

Senior Sales - Successfully Improved National Market Rank from

#122 to #18

Leadership - Chairman's Club Member

DIRECTOR, Pepsi-Cola North America, Purchase, NY

March 2000 - March 2004

Director Business Development 2002 - 2004

Senior Manager Sales Strategy 2000 - 2002

Director Business Development: Lead National Sales Execution of Pepsi-Cola

North America's Strategic Plans and Initiatives. Coached National Account

Teams on identifying strategic sales opportunities. Collaborated with

Senior Management at Pepsi-Cola North America and Anchor Bottlers to align

on action plans for corporate initiatives. Successes include: Delivering

increased volume, profits and market share in 2003 - 2004.

Senior Manager Sales Strategy: Strategic Sales leader for Pepsi-Cola North

America's 2001 - 2002 Annual Operating Plan. Delivered sales priorities

and target objectives for Grocery Channel and Wal - Mart.

Business - Delivered Diet Cola Growth +29% vs. Company target

+10% in 2700+ stores

Development Leader

- Identified shelf space opportunity accounts, secured

funding to deliver +3.0% space gains

Develop & Deliver

Strategic Sales Plan - Targeted 14 key accounts and secured $8MM funding

for increased Ad Activity/Exposure

- Volume +2.2% / Profits +9.7% / Market Share +0.9

Effective

Presenter - Awarded Distinguished "Ring of Honor" - PepsiCo Global

Award

- 360 Performance Review (2004) ranked in top 10% of

Director peer group company-wide

PRIOR EXPERIENCE

Leadership positions in Sales & Sales Management for Anheuser-Busch (1991 -

1998) and Heineken USA (1998 - 2000)

EDUCATION

WASHINGTON UNIVERSITY, St. Louis, MO (1987-1991)

B.A. English Literature/Writing Minor

Securities Licenses: Series 7 & 66

2 - Time Collegiate All American - Tennis

Rush Co-Chair & Intramural Chairman - Beta Theta Pi

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