Sales Manager
Resume:
John R. Davidson
Marstons Mills, MA 02648
508-***-**** (h), 508-***-**** (c)
*********@*****.***
PROFILE Dedicated and proven financial services professional with
experience and success in the distribution and sale of
investment products and services. Innovative and technically
strong sales/distribution executive specializing in exchange
traded funds.
EXPERIENCE State Street Global Advisors
Boston, MA
June, 2001-Present
Sales/Senior Relationship Manager
Regional Relationship Manager covering the HNW, Private Wealth
and Family Office channel. Target advisors using a consultative
solutions based strategy. Specialize in offering Exchange
Traded Funds, Mutual Funds and Separately Managed Accounts to
advisors working with both retail and institutional clients.
Partner firms include Fidelity, Charles Schwab, TD Ameritrade
and numerous regional B/D's.
Cross selling State Street's suite of products to existing
client base. Specifically, Exchange Traded Products, Mutual
Funds, Separately Managed Accounts, Commingled Funds, Common
Trust Funds and Limited Partnerships. Educate the benefits and
applications of using these products within current asset
allocations.
Strategize with senior management, product management and
marketing in developing and executing successful ETF sales
strategies/campaigns.
Continuously develop and strengthen key account relationships in
order to meet quarterly and annual sales goals.
Provide ETF and other financial product expertise with internal
portfolio managers and regional consultants in order to increase
assets under management with existing and new clients. Address
each client's/prospect's unique needs in order to drive growth.
Rydex Global Advisors
Boston, MA
June, 2000-June, 2001
Internal/External New England Wholesaler
Utilized knowledge of mutual fund products and the financial
industry to develop and maintain relationships with Broker
Dealers, Registered Investment Advisors and Bank intermediaries
in the highly coveted New England and Mid-Atlantic territories.
Developed and grew strong relationships with Pinnacle clients
such as Merrill Lynch, UBS Paine Webber, LPL and First Union
Securities - all of which utilized Rydex mutual funds in their
proprietary fee based/wrap platforms. Delivered sales to meet
territory goals and served as internal point of contact to
customers and field sales. Accomplishments included:
Increased assets in the broker/dealer channel from $100 million
to $275 million in fiscal year 2001.
Assisted in the roll out of new mutual fund products, which
included leveraged portfolio.
Delivered value added strategies to help transition brokers from
commission to fee based.
Developed and implemented business plans for the territory.
John Davidson
Page Two
Fidelity Investments
Boston, MA
June, 1998-May, 2000
Internal/External Wholesaler
Worked closely with fee based Registered Investment Advisors by
providing detailed information on all aspects of Fidelity's
Retail and Advisor funds. Educated and presented advisors the
benefits of Fidelity funds, the FMR story, portfolio
construction and other product offerings. Promoted Fidelity's
products and special offerings and promotions to enhance sales
and retain assets. Other responsibilities included:
Developed marketing strategies to manage assigned territory.
Provided hypothetical illustrations and organized sales
proposals for large potential accounts. These reports included
portfolio composition, relative performance and product design.
Prepared weekly action plans and reviewed it daily to determine
each day's call plan.
Completed the world-renowned Miller-Heiman sales training
program.
Instrumental in growing territory by $100 million in new mutual
fund sales in 1999.
Eaton Vance Distributors,
Boston, MA
September, 1996-May, 1998
Internal Wholesaler
Primary contact for Regional Representative in the New
Jersey/Delaware territory. Responsible for developing and
maintaining existing relationships, as well as identifying and
acquiring new business within the territory to meet sales goals.
Provided any and all information needed in order to increase and
retain assets. This included:
Prospected and cultivated relationships with outside partner in
the broker/dealer and independent channels.
Conducted conference calls with brokers, agents and their
clients to discuss Eaton Vance products.
Instrumental in increasing sales by 45% in 1997.
20% of time was spent traveling in territory learning
influential selling techniques.
EDUCATION Northeastern University
Boston, MA
Bachelors of Science: Economics - Dean's list
June, 1988
LICENSES &
AFFILIATIONS NASD Series 7 & 63
Cannon Financial Institute, Trust Investments 1
Completed the Miller-Heiman Sales Training Program
Contact this candidate