James Giuffre
Capitola Ca *****
831-***-**** *.*********@*****.***
SUMMARY OF QUALIFICATIONS
Results-oriented Sales executive with more than 10 years of increasing
responsibility and experience in product management and client service.
Proven abilities to win and develop customers in the Business to Business
sectors. Recognized for organization and planning skills, and the ability
to lead multiple projects of varying size. Successful record of developing
positive client relationships and improving operational effectiveness. A
focused and committed professional with demonstrated ability to work
successfully both independently and in diverse teams.
WORK HISTORY:
Shea Financial July 2008 - Present
Business Development Manager
. Manage sales process for team of associates
. Contact a variety of business for financing opportunity
. Travel extensively to attend Broker Dealer conferences
. Conduct presentations for sales process
Wachovia November 2006 - June
2008
Senior Mortgage Consultant
. Conducted presentations for the bank at a variety of events from Board
of Realtor meetings to Home buyer seminars
. Focused on 1031 Exchange Transactions
. Prospected for and cultivated Realtor and Broker relationships
. Trained Realestate agents and brokers for Continuing Education Credits
James Giuffre Page Two
Heritage Plaza Mortgage December 2005 - November 2006
Wholesale Account Manager
. Managed Accounts from Pleasanton to San Jose Ca
. Top Account Manager from February to September 2006
. Won a trip to Vegas for production and presentations
World Savings August 2001 - December 2005
Wholesale Account Executive
. Ranked in the top 5% of all account executives for Northern
California.
. Managed and trained hundreds of clients via PowerPoint presentations.
. Trained Real estate Agents and Broker for continuing education credits
SBC Corporation/ Pacific Bell September 2000 - August
2001
Account Executive
. Responsible for prospecting and service of business accounts
. Generated leads through presentations and cold calls
. Accounts ranged from Sun Microsystems to Salinas Office of Education
EDUCATION, Training & Certifications
California Insurance License to sell Life, Disability, Long Term care and
Fixed Annuities
Film/Business Administration 1993-1998 San Francisco State University
Associate Course work 1993 Cabrillo College
Advanced Sales Training 2003 World Savings and Loan
Sales Elite Training Program 2005 World Savings and Loan
PROFESSIONAL AFFILIATIONS (Past & Present)
Santa Cruz Chamber of Commerce Santa Cruz, CA
Capitola Chamber of Commerce Capitola, Ca
FSX Investment association San Francisco, Ca
PERSONAL
My wife Gretchen administrates an educational outreach program for
Chartwell School in Monterey. She is passionate about her work for teacher
development and is active in our community with a number of school
districts. I have two wonderful children that keep me laughing all the
time.