Sales Vice President
Resume:
PAUL F. SULLIVAN
Tampa, FL 33615
abjkk7@r.postjobfree.com
PROFESSIONAL EXPERIENCE:
*/****-**/**** *** Mutual Investment Partners
Regional Vice President
. North Florida Wholesaler covering all channels.
. Selling both Mutual Funds and SMA's
. Representing 19 money managers
2/2005-6/2008 GUARDIAN INVESTOR SVS/RS FUNDS
Regional Vice President RS Funds (2006-2008)
. Posted 705% sales increase # 1 in the Company
from 2006-2007.
. Marketed a new fund line up to all of the major
broker dealers
Throughout West Florida and lower Alabama
Regional Vice President Guardian Variable Annuity's
(2005-2006)
. Covered West Florida including lower Alabama
2nd highest variable annuity sales in wire houses 2005.
Promoted to Regional Vice President based on 9 months of
production.
. Hand picked to start the RS Funds mutual fund
sales team. (2006)
10/1997-9/2004 COLUMBIA FUNDS, Boston, MA
(Formerly Liberty Funds Distributors) Mutual Funds & VA
Vice President, Regional Sales Director of Florida/PR (2000 -
2004)
Posted percentage increases year over year: Merrill Lynch
(80%),
AG Edwards (17%), Wachovia (91%), Smith Barney (100%), UBS
(60%)
Exceeded company mean in Morgan Stanley and Legg Mason sales.
Recognized as the forth highest sales within Legg mason 2003.
. Conducted 4 to 5 quality sales meetings reaching
approximately 50 brokers per day.
Organized sales territory into seven zones to provide
consistent accessibility to clients.
Provided product knowledge, sales ideas and financial support
to help clients grow their assets.
Entertained top clients at dinners and cocktail hours, the
annual Disney Christmas Party, golf tournaments and other
sporting events.
Received the Outstanding Sales Professional Award for highest
percentage sales increase of UBS sales, 2003
Internal Wholesaler (1998 - 2000)
Inside partner for the second highest sales team in the
broker/dealer channel for 1999.
Conducted daily outgoing sales calls to multiple territories
in Florida and Puerto Rico.
Conducted follow up and thank you calls.
Cross sold mutual funds, variable and fixed annuities.
Handled service issues on mutual funds, variable and fixed
annuities.
Participated in annual sales presentations contests and
weekly role play sales training.
Product Specialist (1997 - 1998)
Received inbound sales calls.
Applied in depth knowledge of entire product line to give
quotes and send hypothetical illustrations to clients.
Communicated potential sales leads to respective wholesalers.
Participated in quarterly national sales meetings.
1994 -10/1997 FIDELITY INVESTMENTS, Boston, MA
Registered Representative (1995 - 1997)
Provided quality service in a timely manner to a diverse
clientele.
Prioritized customer needs with needs based selling process.
Provided information on 401K plan rules and IRS regulations
Trained and well-versed on over 20 different 401K plans.
Conducted liaison duties for several large accounts
including: American Home Products, Natwest Bank, Keane Inc.,
ocean Spray Inc., and Giesinger Inc.
Support Staff (1994 - 1995)
Equity Research Group: Support staff and computer operations
specialist.
Proxy Research Group: Computer operations specialist.
Fidelity Advisor Funds: Hypothetical illustration processor
using Morning Star.
EDUCATION:
1993 Framingham State College, Framingham, MA
BA, Sociology
LICENSES:
NASD Series 6 & 63
FL Insurance
Florida Securities Dealer Association Member 2000 - Present
Completed presentation training with Fusion, 2000
Completed Sequoia Top Gun training 2007
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