Sales Management
Resume:
Trevor M. Perry
** *. **** ** *** *R ( New York, NY 10028 ( ************@*****.*** (
Business Development Professional
Business Development / Consultative Sales / Relationship Management
Dynamic Business Development Associate with a proven track record of
surpassing sales quotas within a highly competitive market of recruiting
Registered Investment Advisors. Exceptional communicator with a
consultative sales style, Fortune 500 account management skills,
exceptional problem-solving abilities and a keen client needs assessment
aptitude. Aggressively identify opportunities, develop focus and provide
tactical business solutions. Available for relocation and travel.
Core competencies include:
Strategic Market Multimillion-Dollar Prospecting & Lead
Positioning Negotiations Generation
Solution Selling Territory Growth/Development Relationship Management
Strategies
Team Building High-Impact Sales Budgeting & Planning
Presentations
Professional Experience
BUSINESS DEVELOPMENT, RIA Channel, iShares, 2009 - Current
Blackrock - Jersey City, NJ
Direct day-to-day business management and territory planning of the New
York and New England territory for iShares ETFs. Daily activities include
lead identification, follow-up activity, client profiling, setting up
meetings, and sales execution with RIA firms and Independent advisors
managing over $100 million in assets. Travel to industry conferences
promoting iShares to RIAs and Independent advisors delivering in-person
meetings. Develop, grow and maintain advisor relationships with a specified
segment of territory. Develop and leverage key internal relationships to
aid in providing solutions to advisors. Successfully deliver educational
sales presentations over telephone and in person on exchange traded funds,
specifically iShares.
BUSINESS DEVELOPMENT ASSOCIATE/CONSULTANT, INVESTMENT ADVISORS DIVISION,
2007 - 2009
Raymond James Financial Inc.--San Francisco, California
Report to Senior Vice President / Managing Director of the Investment
Advisors Division. Direct day-to-day activities involving sourcing and
prospecting Investment Advisors containing a portfolio of minimum
$30million in assets through cold calling, in person sales proposals and
home office visits. Identify revenue opportunities with new and prospective
clients. Structure strategic proposals and negotiate business terms.
Prepared payout analyses and proposals based on prospect's production and
mix of business. Hold P&L and budget responsibilities. Travel to multiple
industry conferences to promote RIA platform and recruit new advisor
affiliations. Leverage market knowledge to devise and implement marketing
strategies and campaigns.
Selected Achievements:
o Devised and negotiated final contract terms with multiple external
search firms to aid in division recruitment efforts.
o Met or exceeded all quotas throughout tenure, instrumental in
acquiring over $100 million in new assets in RIA business.
o Leveraged market knowledge to create and implement Fiscal Year 09
strategic sales vision and recruitment goals.
FIXED INCOME TRADING ASSOCIATE, FIXED INCOME TRADING DESK, 2006 - 2007
Raymond James Financial Inc.--St. Petersburg, Florida
Execute and confirm daily Fixed Income trading on a principal and agency
basis. Research trade activity utilizing Security Industry Software,
Bloomberg, and Electronic Pool Notification systems. Prepare analysis of
P&L and commission figures. Develop and implement large scale department
technology and regulatory initiatives. Liaise with broker dealers and
Investment Advisors to resolve trading issues.
Selected Achievements:
o Consistently saved thousands of dollars per month for the
organizations by identifying and preventing costly trading errors and
potential compliance related fines.
o Designed and led large scale system implementation and training for
new trade monitoring application to be adopted by entire institutional
trading desk.
ACCOUNT SPECIALIST, 2005 - 2006
John Hancock Insurance and Financial Services - Tampa, Florida
Hold day-to-day account management responsibilities and primary point of
contact for mutual fund account owners. Hold account opening and client on-
boarding responsibilities. Maintain and deepen relationships with
partnering broker dealers and investment advisors.
BUSINESS INTERN, SUMMER 2005
Morgan Stanley Financial Services - Tampa, Florida
Support sales team consisting of multiple financial advisers by performing
various sales and recruitment tasks. Track clients, referrals and clients'
portfolios and relay summary of findings to executive team. Participate in
the preparation and launching of Initial Public Offerings. Source potential
companies to effectively recruit and acquire 401(k) plan assets. Prospect
clients through cold calling efforts to exceed weekly quota goals.
Education & Training
Bachelor of Science in Business Administration (BS), Economics 2006 -
University of South Florida - Tampa, Florida USA
Licenses/Certifications:
FINRA Series 7- General Securities Representative
FINRA Series 66- Uniform Combined State Law (Series 63- Securities Agent
State Law & Series 65- Investment Adviser Law combined)
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