Jennifer Rosen

**** * ****** **** **** Cell: 208-***-****

Meridian, ID 83642 abmakq@r.postjobfree.com

Senior Account Manager Senior Business Development Manager Lead Generator

Accomplished, results driven sales professional with over 10 years of sales experience focused on

financial services companies. Expertise in prospecting, account management and development, strategy

implementation, and follow-up. Proven ability to prospect for accounts, close the sale, and develop the

relationship. Strong communication skills and success with building relationships with upper

management of Broker Dealer firms.

Qualification Highlights

• Account Management • Planning and Goal Setting • Professional Demeanor

• Presentation Skills • Strategy Implementation • Series 7 and 63 licenses

• Strong Negotiator • Sales Forecasting • Quota Attainment

Professional Experience

IMH Family of Companies, Scottsdale, Arizona June 2009-June 2010

IMH is one of the leading sources of non-institutional, short-term, real estate lending capital specializing

in private money loans.

Sr. National Account Manager

• Hired to help raise money for new $700 million Debt Fund by bringing on new broker-dealer and

registered representative relationships. Was able to get the Fund documents i n review with over

25 Broker Dealers in first 6 months of hire.

• Responsible for setting up meetings and conference calls with top exe cutives of broker-dealer

firms in the independent broker-dealer channel.

• Responsible for identifying and researching industry conferences that might allow us to gain

exposure to due diligence officers and Reps along with making s ure we get the best speaking and

booth spots, arranging dine arounds, and appropriate follow-up.

• Plan meetings at home office for due diligence officers and reps to meet CEO, President, and hear

the company story.

• Travel frequently to meet with prospective broker-dealer firms and cu rrent firms to further the

relationships and to build marketing plans including sales forecasting.

• Track and maintain a system for follow-up and accountability with all broker-dealer relationships

• Helped company get majority vote of current Fund members (over 4700 members) in order to

proceed with IPO through presentations and conference calls to investors and their

Representatives explaining all aspects of the IPO process and the advant ages and opportunities it

will bring.

Thompson National Properties, Irvine, California November 2008- June 2009

T hompson National Properties, LLC, is a Delaware limited liability company that

specializes in providing value-added real estate investment opportunities and asset

m anagement to high net worth domestic, foreign and institutional investors.

Vice President National Accounts- West

• Hired as first member of national accounts team to expand broker-dealer s elling group and put

processes into place.

• Brought several broker-dealers on board to bring total from 45 to 60 resulting in increased

revenue.

• Developed marketing/business plans with top 20 broker-dealers th rough key account planning

meetings at the broker-dealer home offices as well as build profiles for the wholesalers to use in

the field.

• Successfully planned a due diligence meeting in Las Vegas in January where I was able to get 60

due diligence officers from over 50 firms to attend.

• Travel 50-75% to meet with key broker-dealer executives to build relationship, secure sales

agreements and ultimately build better shelf space for TNP.

• Developed a tracking system for broker-dealer production, conferences, tiered sponsorships, and

marketing opportunities.

• Put conference proposals together with key information and reco mmendations for National Sales

Manager to make decisions.

• Provide direction to two national account coordinators.

DBSI Group of Companies, Boise, Idaho April 2006- September 2008

D BSI Securities is a provider of real estate investment opportunities for broker-

dealers, their registered representatives, and their investors.

Director of National Accounts

• Responsible for continued development and expansion of the Broker-Dealer

Relations Department in order to increase overall revenues of the company by

i ncreasing the number of broker-dealers in the company network and drive fur ther

penetration with existing broker-dealers.

• Developed and maintained relationships with all essential contacts at various

b roker-dealers (owners, CCOs, due diligence officers, CEOs, COOs, and marketing

managers); provide detailed profiles of broker-dealers to Sales staff and identify key

sales executives by ter r i tory to assist sales staff in expanding sales.

• Managed current broker-dealer “Tier” System to prioritize the level of focus and

management needed at the various Tier levels; allows Sales staff to better manage

t heir relationships to increase overall sales of the company.

• Developed and implement sales and marketing strategies, in conjunction with the

M arketing Department, to utilize all available resources to create and expand the

awareness of current programs to all broker-dealer representatives within a given

selling group.

• Responsible for attending regional and national conference to maintain existing and

develop new broker-dealer relationships.

• Managed production t rend and variance matrix regarding offerings and

communicate those t rends and information to the sales staff.

• Coordinated specialized company due diligence meetings for senior management of

current and new broker-dealers to meet key DBSI employees and owners.

Westaff, Boise, ID October 2005- April 2006

Recruiter and Job Consultant

• Sourced, screened, qualified and staffed candidates for sales, marketing and accounting position

in various industries.

• Established relationship with potential employment candidat es to provide them employment

opportunities; developed a tailored hiring strategy for each candidate that allowed us to identify

their strengths and weakness and to find the right company to best fit their employment needs.

• Negotiated contracts with prospective companies including rates, guarantee periods, and pay

terms.

• Negotiated employment contracts on behalf of the candidates we placed.

Payette Group, Boise, Idaho October 2004- October 2005

Sr. Technical Recruiter

Qwest Communications, Boise, Idaho October 2003- October 2004

Sales Consultant

Education

Bachelor of Business Administration: Business Management

Boise State University, Boise, Idaho, 2003

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