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Sales Project Manager

Charlotte, North Carolina, 28269, United States
May 24, 2010

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Hilary Daniel

**** ****** **** ** . *********, NC 28269


Career Summary: I have exceptional knowledge of investment market and

regulatory requirements as well as a proven track record in meeting sales

objectives. I have great organization and analytical skills accentuated

with oral and written communication abilities. I have demonstrated

accomplishments in business finance, including financial management

responsibilities in portfolio suitability and wealth building needs

assessment. I have proven leadership abilities which have been used to

train junior staff, direct the development of new processes and procedures

in order to increase productivity and corporate profitability.

EDUCATION MBA - Finance (2009)

BA- CIS (2004)

LICENSES Series 7, Series 63, Series 65


WEALTHY AND PROSPERITY.COM 2009 - Present Charlotte NC

Owner & Executive Director: Responsibilities include sales and marketing,

product research and new business development, creation of new process

improvement modules and:

> Formulating and implementing online marketing programs such

as search engine positioning. Increased visibility rate by

53% in one month;

> Function as project manager with responsibility for developing and

implementing online and traditional marketing communications programs.

Increased contact activity by 25%.

> Initiate and implement advertising and e-mail campaigns


> Write blogs and reviews to promote sales

WELLS FARGO ADVISORS 2006 - Present Charlotte NC

Financial Advisor: Responsibilities include managing client financial

portfolio, client retention and strategic wealth building initiatives for

customer base:

> Drove revenue and sales in fast paced environment and

became a leader in obtaining new assets exceeding goals by


> Analyze market trends and consult clients on portfolio


> Identify and mange opportunities to grow clients'


> Reached out to existing clients to evaluate needs and

solutions, and identify opportunities to grow assets under


> Identified suitable investment strategies and translated

them into profit;

> Performed cross-sales to assure that clients' full

financial needs were being met and;

> Took part in committee to increase peer efficiency,

assisted in training and development of peers to help in

increase sales and enhance clients' experience

WELLS FARGO ADVISORS 2006 - 2007 White Plains, NY

Sr. Registered Account Administrator: Performed administrative functions

for Financial Advisors including sales support and administrative support

for Operations Manager and Branch Manager. Responsible for establishing

and maintaining records to meet regulatory requirements:

> Prepared and originated client correspondence;

> Handled requests for research reports;

> Organized wholesaler meetings to assist in the increase and development

of product knowledge for Financial Advisors

> Research account problems to maintain quality assurance expectations

MORGAN STANLEY 2005 - 2006 White Plains, NY

Financial Advisor: Responsibilities included conducting seminars to educate

public in financial wealth building strategies in order to acquire new

business. Instrumental in creating partnerships to identify new business


> Prepared business development material and procedures for cold calling,

follow up processes and portfolio diversification;

> Assisted credit analysts in monitoring ongoing credit lines

> Acquired and maintained customer accounts and;

> Acquired licensing including NY State Life, Accident and health Insurance

ZL ENGINEERING PLASTICS 2004 - 2005 Peekskill, NY

Accounts Manager: Responsibilities included management of inventory,

tracking inbound and outbound deliveries while in route and maintaining

customer databases:

> Created databases and spreadsheet to aid in organizational development of

the firm;

> Created balance sheet and income statements for accounts' maintenance


> Managed and grew customer accounts through customer interactions and



Microsoft Office suite including Excel, Access, and PowerPoint,

WordPerfect, Lotus Notes, Oracle, Oracle CRM, Dreamweaver, HTML

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