Sales Manager

Ian Bruce Stephens

** ***** ******, *********, **. 01949

617-***-**** - ***.********@*****.***

PROFESSIONAL EXPERIENCE

Merrill Lynch & Co., Boston, MA

August 2008 - March 2010

Financial Advisor, The Bergstrom Group

. New business development cold-calls of 75-150 per day

. Built forward looking financial plans to analyze opportunities to

lower portfolio risk, diversify concentrated stock positions, and

increase tax efficiency

. Prepared quarterly and annual client portfolio performance reviews,

including asset allocation model comparisons, and asset manager

assessments

. Modeled expected future growth and cash flows for high net worth

investment portfolios

. Proficient in using proprietary Options Trading Platform and

strategies

Anixter International, Woburn, MA

August 2007 - August 2008

Industrial Sales

. Achieved 24% sales growth in New England Territories by executing

tailored marketing plans and field promotions

. Consultative interaction with purchasing managers of mid-sized to

large companies including, The Shaw Group, Pratt and Whitney, and

MASSPORT

. Held face-to-face meetings with high-profile clients to negotiate

pricing and determine inventory requirements and logistics

. Weekly meetings with suppliers to discuss pricing, new products and

marketing initiatives

. Attended relevant trade shows in New England

First Data, Merrimack Valley Territory, MA

April 2006 - August 2007

Outside Sales

. First year achieved 126% of sales quota

. Daily prospecting entailed leveraging existing client and bank

relationships, along with aggressive cold-calling

. Scheduled appointments with small to medium sized businesses to

perform needs-based analysis on electronic payment processing

. Resolved payment disputes in a timely manner to mitigate risk to both

parties

Eagle Investment Systems, Newton, MA

September 2003 - April 2006

Network Administrator

. Member of 6 man IT Team providing network support for 300 users/1000

nodes in a mixed mode MS Windows and UNIX environment

. Completed various network wiring and configuration projects for

company expansion

. Managed access control for network resources and users

. Maintained proper documentation for Sarbanes-Oxley compliance

Fidelity Brokerage Services, Boston, MA

November 1999 - October 2002

Sales Trader, Spartan Brokerage Group

. Performed High-frequency equity and options trading for high net worth

individuals

. Held Series 4 Registered Options Principal

. Maintained account margin requirements in tumultuous market conditions

. Strong client interaction in negotiating and resolving trade disputes

and margin calls

. Prioritized and resolved account maintenance issues in a timely manner

Waterhouse Securities, New York, NY

June 1996 - November 1999

Registered Representative, Web-Broker Group

. Aided retail clients with online stock trading features and services.

. Help test and improve Waterhouse's new Web Broker software.

. Maintained client database of Web Broker flaws and issues for

management and customers

EDUCATION

The University of Vermont, Burlington, VT

Bachelor of Arts, 1996

Boston University Career Program, Boston, MA

MSCE Training Program, May 2003

SECURITIES LICENSES

. Series 7

. Series 66

. Massachusetts Life/Health Insurance

COMPUTER SKILLS

. Thomson One Wealth Management

. Bloomberg

. Sales Force CRM

. MS Office Applications

. MS 2000 Active Directory

. TCP/IP Networking

. Hardware troubshooting

MEMBERSHIPS

. Mass Audubon Society

. The Trustees of the Reservation

VOLUNTEER WORK

. Middleton Youth Soccer Coach

. Provide elderly assistance to various families on North Shore

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