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Sales Manager

Location:
Jackson Heights, New York, 11372, United States
Posted:
June 01, 2010

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Paul **********

**-** **** ******, ******* HEIGHTS, NY 11372 . ********@*****.*** . 347-***-

****

________________________________________________________________________

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EXPERIENCE

MORGAN STANLEY SMITH BARNEY, Global Wealth Management, Purchase, NY

December 2008- Present

Associate Product Manager Banking Services, Associate Vice President

. Subject matter expert for (FMA, Citigold) the Sales Team, Service Centers

and Operations. Handle issues related to technology, operations,

escalated client issues and compensation.

. Develop project plans to test new product enhancements by coordinating

various businesses across MSSB to meet deliverables.

. Lead MSSB Basic securities account annual fee process, generating $40MM

in revenue for the firm.

. Produce and analyze Cash Management monthly metrics for senior

management.

. Manage Financial Advisor and Client Service Associate compensation for

Citigold product by creating training documents, reconciling monthly

compensation payments and resolving field issues.

. Work with Project Management Office to coordinate the integration of

legacy Morgan Stanley and legacy Smith Barney under one platform for

Banking Services.

CITI SMITH BARNEY, Global Wealth Management, Warren, NJ

October 2006- December 2008

FMA & Banking Services Sales Desk Manager

. Managed, mentored and trained a team of 5 liaisons within the FMA &

Banking Services Sales Desk providing sales support to Smith Barney

Financial Advisors; products include FMA, Reserved, Bank Deposit Program,

ThankYou Network and Credit Cards.

. Analyzed sales desk call statistics using a call management system to

track liaison efficiency and overall support levels.

. Resolved FMA escalations regarding sales, operations and system issues

internally and externally.

. Collaborated with departments such as corporate insurance, risk

management and legal counsel within Smith Barney and Citigroup to review

firm financial figures required by Lloyd's of London Insurance Company

for the purchase of excess SIPC Insurance during our required annual

renewal process.

. Conducted presentations to Smith Barney Financial Advisors and Support

Staff to train on the sales and marketing of FMA and banking related

products.

AssetOne/ FMA Marketing & Banking Services Sales Associate, NY, NY

March 2006 - October 2006

Observed monthly client activity reports in order to track sales

trends, client activity, and ensure the firm and our clients are

observing regulatory laws.

Provided sales and marketing support to the Smith Barney branch system

for various products associated with money management accounts through

maintaining the highest level of support and confidence with our

clients via conference calls, individual phone support, and web casts.

Educated the field on a proprietary non-discretionary commission

replacement account with the capability to purchase equities, mutual

funds, and fixed income securities to maximize individual accounts

held in Smith Barney.

CITIGROUP, CITIBANK NORTH AMERICA Hicksville, NY

July 2004 - March 2006

Personal Banker/ Business Banking Officer

. Instituted comprehensive financial plans, identified problem areas, and

made recommendations for improvement based on the client's goals,

attitude toward risk and expectations combined with an expected need of

return on particular investments.

. Provided analysis and guidance to individuals on a wide range of retail

banking products, including but not limited to alternative investments,

insurance, mortgages, and retirement plans.

. Conducted presentations to prospective business clients offering

financial education seminars pertaining insurance, mortgages, and

retirement plans.

EDUCATION

STONY BROOK UNIVERSITY, Stony Brook, NY

August 1994- May 1998 Multidisciplinary

Studies- Psychology, History, Anthropology

ADDITIONAL

. Series 6, 63, L/H Licenses

. Fluent in Spanish, conversational in Italian

. Windows 95/98/00/Xp, Microsoft Office, PowerPoint, Outlook, Excel,

Photoshop



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