CHAD M. THEDE
*** **** ****** *******, ** *****
ablaos@r.postjobfree.com
HEADLINE ____
Qualified and versatile sales professional with solid analytical skills and
financial knowledge as well as dedication to results; offers over fourteen
years of sales, finance and managerial experience.
SKILLS & STRENGTHS_______________________________________________
Sales Relationship Problem Leadership Recruiting
builder solver
Communication Analytical Training Organization Results
driven
Self-starter Budgeting Management Detail-orient Team player
ed
C-level Financial Negotiating Commercial Visionary
clients Statements Banking
EXPERIENCE
Waddell & Reed, West Des Moines, IA 1/10 -
current
Financial Advisor
. Cultivating and developing my own client base
. Analyzing investment opportunities and client needs, as well as
recommending appropriate strategies
. Marketing and selling diverse investment products, financial and
wealth management services to clients
. Creating a marketing and sales strategy for new client
relationships
Market of Madrid, Madrid, IA
Consultant
11/08 - 1/10
. Collaborated with management to help develop more current and
unique marketing ideas in the grocery industry
. Finance background provided extensive assistance with bookkeeping
and accounting
Dice.com, Urbandale, IA
Account Executive
12/06-11/08
. Manage a book of business worth $4 million, upselling Dice services
and cross-selling other products to new and existing clients
. Negotiated contracts with clients for the use of Dice products
worldwide
. Performed WebEx demonstrations to potential new customers to show
them how the websites function and how the services would benefit
them
. Provided superior customer service
CitiFinancial Mortgage, Minneapolis, MN
District Sales Vice President
2/05-11/06
. Sourced, hired, trained, and managed 11 account executives in the
Minnesota, Wisconsin, Iowa, North Dakota, South Dakota, and
Illinois markets
. Increased loan volume from zero to $2 million per month in less
than 3 months with limited products
. Standard managerial responsibilities as well as preparing
quarterly/annual reports, budgeting, and forecasting
. Frequently conducted presentations to an audience of Executives and
Sales Representatives regarding certain products, services and best
selling practices
. Helped guide the company's region through a corporate integration
All-Star Mortgage & Real Estate, Lakeville, MN
Owner
2/02-2/05
. Ran the day to day operations of a successful mortgage company
. Recruited and trained loan officers and processors to help make the
company more profitable
. Maintained strong working relationships with 3rd party vendors
. Recorded accurate bookkeeping and all financial statements using
GAAP principles; income statements, tax documents, balance sheets,
profit and loss statements and cash flow statements
. Performed conforming and sub-prime underwriting of loan files
before being submitted to banks and other lenders - gave written
recommendations on approvals/denials and appraisal reviews
Guaranty Bank, Lakeville, MN
Area Sales Manager/Account Executive 9/99-2/02
< Promoted to sales manager after 6 months of being a successful
account executive
< Made successful outside sales calls to large mortgage companies,
banks and credit unions to promote the banks products and services
and developed personal relationships
< Managed 3 account executives, 2 loan processors, a closer and total
loan operations successfully in the state office
< Tripled loan volume to $9,000,000 in 2001 from 2000
< Trained new employees successfully and efficiently
< Pre-underwriting of loan files before being submitted
USBank, Burnsville, MN
Personal Banker/Account Executive 4/96-9/99
< Responsible for direct sales, production and customer service for
the bank and marketed banking products and services to new and
existing customers, including commercial lending
< Analyzed and interpreted financial statements and credit bureaus of
business owners; made recommendations of further documentation
needed
< Responsible for making effective outside sales calls to mortgage
brokers and generating loan volume in the non-conforming markets
< #2 Sales Rep throughout the entire bank in 1998
QUALIFICATIONS
. Proven professional with over 14 year of sales and finance
experience
. History of increasing revenues and cutting costs resulting in
increased profits
. Excels in: budgeting/forecasting, customer relations, negotiations,
recruiting, team building, training and problem solving
. Business to business, solution based sales skills
. Extensive communication skills both written and verbal
. Strong interpersonal skills
. Proficient in Microsoft Word, Excel, Power Point, Outlook
EDUCATION AND LICENSING
Licensed: Series 7, Series 66, Life and Health
University of Iowa, Iowa City, IA B.B.A. Finance 1995
Dowling Catholic High School, Des Moines, IA
Member of West Des Moines Chamber of Commerce