Resume

Sign in

Sales Vice President

Location:
2169, United States
Posted:
May 26, 2010

Contact this candidate
Sponsored by:
TalentDesk
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

*********** John ********

** ****** ******

Quincy, MA 02170

Mobile 617.***.****

*************@*******.***

Alpha Annuity Solutions RVP (1099 Consulting Position): Jun 09 – Feb 10

• Responsibilities included sales of Mutual Funds, Bonds, Fixed Income Securities and/or annuity (VA and

Fixed) to RIAs nationwide.

F-Squared Investments Business Consultant/Vice President of Sales Jun 08 – Jan 09

• Responsible for all SMA sales throughout the Unites State in the RIA marketplace.

Old Mutual Investment Partners Regional Business Consultant/V.P. Jan 07 – Sep 07

• VP of all Institutional sales encompassing RIA, Bank Trust, Family Office and Consultants.

• Territory includes WA, OR, CA, AZ, NV and ID.

AFBA 5 Star Funds Regional Director Jun 05 – May 06

• Responsible for driving RIA & Broker Dealer/Independent business in MA, NY, NH, CT, RI, ME, WA,OR, CA.

Fiserv ISS Regional Vice President Feb 05-Jun 05

• Responsible for driving all new custody business as well as maintaining existing accounts in the N.E. territory.

Pioneer Investments Regional Vice President Feb 03- Nov 04

• Responsible for driving all RIA sales in Western Region (all states west of the Mississippi River).

• Achieved 145% of the 2003 sales goal, sales over 304m.

• Generated over 100% of the 2004 sales goal.

State Street Research Jan 00- Feb 03

Regional Vice President

01/02 – 02/03

• Responsible for all aspects of Western Region Territory business (CA, OR, WA, CO, NV, UT) working with RIAs

who custody their business through various Supermarket platforms (Schwab, Fidelity, TD Waterhouse, Pershing,

Datalynx etc).

Regional Sales Associate

08/00 – 01/02

• Outside Sales position covering both wire house & independent firms (wholesaling mutual funds & 401k plans) in

CA & AZ territory. Sales over 100%.

Team Leader

06/00 – 08/00

• Named Team Leader for all inside wholesalers covering the Western United States.

• Dually covered TX region by means of inside/outside sales resulting in sales of over 100%.

Internal Wholesaler

02/00 – 08/00

• Internal Wholesaler for (TX, AZ, NV, UT, NM).

• Responsibilities included outbound prospecting calls, sales calls, building new relationships and maintaining existing

ones in order to drive business.

First Call (Thomson Financial) Account Services Manager Nov 1998-Jan 2000

• Responsibilities included instructing clients on proper use of portfolio tracking software.

• Assisted clients with proper use and understanding of buy/sell recommendations.

• Responsible for training financial professionals on how to use/understand real time earnings.

Scudder Kemper Investments Registered Representative Sept 1997-Nov 1998

• Appointed Fund Specialist for the family of Large Cap Funds.

• Executed outbound specialist calls to shareholders requiring a more precise explanation of fund performance and

holdings.

• Implemented training program to educate coworkers about Scudder’s family of Large Cap Funds as well as the mid

year report.

Catholic Memorial High School (Intern) Economics & Psychology Teacher Jan 1997-May 1997

• Designed curriculum for four classes that challenged and motivated top ranking students as well as underachievers.

• Incorporated the Boston Globe’s stock market game into two economic classes in order to teach about the market

with hands on approach.

Education

Suffolk University Boston, MA

Bachelor of Arts: Major: Criminal Justice & Law/Sociology, Minor: Secondary Education

Varsity Baseball: 1993-1996. Elected team Captain 1996.

Precision Wholesaling in the New Millennium 2001

Licenses: Series: 6, 63



Contact this candidate