Manager Sales

PATRICK B. BUGGY

*** *** ****** ****** **** abmr9b@r.postjobfree.com Cell 717-***-****

Mechanicsburg PA, 17055

OBJETIVE

To obtain a position within a Property and Casualty Insurance Company that

can utilize my professional experience to assist in achieving its goals and

objectives.

PROFESSIONAL EXPERIENCE

WACHOVIA BANK, a Wells Fargo Company 2005 - Present*

Financial Specialist - Mechanicsburg, PA

. Provide solutions for existing clients' long term financial goals

through numerous products and partners within the bank

. Responsible for achieving and exceeding monthly consumer loan goals

. Deepen and enhance relationships with new and existing customers

through cross selling

. Develop new small business clients by way of referrals and outbound

calling efforts

. Provided field underwriting for consumer loans and communicate with

loan decisioners consistently to ensure timely customer satisfaction

. Aligned with Branch Manger in an effort to acquire new deposits to

grow the Financial Centers

*The branch I currently work is slated for closing effective 7-22-2010

due to consolidation.

CITIZENS BANK OF PENNSYLVANIA

2001 - 2004

Banking Sales Specialist - Harrisburg, PA

2002 - 2004

. Proactively assisted the Financial Consultant with new investment sale

development efforts

. Facilitated training and meetings with branch team regarding referral

identification and other investment related initiatives

. Achieved and exceeded assigned branch goals through cross-selling

appropriate investments, loans, checking and business products to

existing and new customers

. Assisted management in reinforcing and strengthening sales behaviors

of team members

. Understood the competition and assisted the branch on how to respond

to customer feedback in regards to other institutions

CITIZENS BANK OF PENNSYLVANIA

2001 - 2002 Assistant Branch Manager -

Mechanicsburg, PA

. In addition to Assistant Branch Manager, held the title and performed

the responsibilities of the Business Branch Banker and Branch

Registered Representative

. Assisted Branch Manager and Business Development Officer in soliciting

relationships with targeted business prospects

. Utilized the financial profile process to uncover needs to make

appropriate product and service recommendations to customers

. Took ownership of the customer experience and managed financial market

place to maximize positive customer experience

. Leveraged relationships with internal business partners to strengthen

existing customer contacts and target new prospects

Patrick B. Buggy

Page 2

MELLON BANK

2000 - 2001

Financial Relationship Manager- Harrisburg, PA

. Responsible for identifying clients financial goals and develop a plan

to meet those needs using various investment products

. Coached Branch Associates on identifying potential investment

prospects

. Prospected for Banking and Investment business through telemarketing,

referrals and interactions with current bank customers

. Developed and maintained excellent rapport and working relationships

with branch staff

CONSUMERS INSURANCE AGENCY, INC

1997 - 2000

Account Executive- Harrisburg, PA

. Developed new Property and Casualty business with prospective clients

by formulating insurance and financial plans to meet their goals and

objectives

. Presented various lines of business to existing clients and new

accounts, for the purpose of cross-selling to meet both the agency and

clients needs

. Promote business development through a marketing plan that utilizes

existing clients, client referrals, centers of influence and agency

personnel

MID ATLANTIC MEDICAL SERVICES INCORPORATED

1996 - 1997

District Supervisor Harrisburg, PA

. Trained and monitored the development of 6 new account executives, in

conjunction with supervisory duties, responsible for prospecting and

business development

. Assisted the Manager in completing corporate sales reports

SWEETWATER INSURANCE AGENCY

1992 - 1995

Agent Rock Springs, WY

. Established the Property & Causality Division in an existing Life and

Investment Agency

EDUCATION

Indiana University of Pennsylvania, Indiana, PA

Business Management

RECOGNITION / PROFESSIONAL LICENSES

NASD Series 6, 63 Licenses / Pennsylvania Life and Health Insurance License

Property and Casualty Insurance License

COMMUNITY INVOLVEMENT

Tour-de-Cure for Diabetes team coordinator

Big Brothers Big Sisters - Volunteer and Big Brother

March of Dimes- Walk for life Coordinator

"PAWS" Preservation of Animal Welfare and Safety

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