Sales Manager

Terence J. Conway

*** ********** ***** **.

Naperville, Il 60540

Home: 630-***-****

Cell: 312-***-****

CAREER SUMMARY

Financial services relationship manager specializing in marketing

investment products to institutional investors, corporations and high net

worth individuals. Greatest strength is in developing and maintaining

close client relationships.

Throughout career primary focus has been on understanding the needs of

clients and then providing the most with the most appropriate solution.

This has allowed me to develop deep long standing relationships with my

clients, and repeat sales. By focusing on the client first, trusting

relationships were built, which translated in business growth and long-term

business retention.

EXPERIENCE

Commerce Bank, Bloomington, Illinois 2009 to date

Vice President, Capital Markets Group

Commerce Bank is a multi-billion dollar financial institution that provides

a full array of services to individuals, corporations and financial

institutions. The Capital Markets Group sells fixed income securities to

high net worth individuals, corporate banking customers and institutional

investors. Calling efforts centered on high net worth business owners,

chief executive officers and chief financial officers.

MarcusEvans, Chicago, Illinois 2007 to 2009

Sales Manager

MarcusEvans is the world wide leader in providing investment managers with

business introductions to institutional and high net worth investors. In

this role, called at the CEO and/or managing principal level to sell

MarcusEvan's business introduction services.

Past fiscal year, was second in new business sales in North American. This

was accomplished with laser focused work ethic and an ability to identify

my clients pain points and provide the most appropriate solution. In

addition, recruited, trained and managed a team of sales executives that

are now established, contributing members of the sales group.

Wells Fargo Institutional Brokerage, Chicago, IL

2005 to 2007

Vice President

Wells Fargo is a multi-billion dollar financial institution that provides a

full array of services to individuals, corporations and financial

institutions. The Institutional Brokerage Group sells fixed income

securities to corporate banking customers and institutional investors.

Called on chief investment officers, finance directors and chief executive

officers to offer investment solutions.

Key to my success was the development of centers of influence amongst the

Bank's commercial bankers, out side lawyers and accountants. By leveraging

this network, I expanded Wells Fargo's reach into the Chicago marketplace.

JP Morgan, Chicago, Illinois 1992 to 2005

Vice President

JP Morgan is a multi-national, multi-billion dollar financial institution

that provides a full array of financial products to individuals,

corporations and financial institutions. Was a legacy employee of Bank

1/First Chicago/American National Bank capital market group. As a

relationship manager, called on chief investment officers, finance

directors and chief executive officers to offer investment solutions.

I built strong, long lasting relationships with clients, commercial bankers

and centers of influence in the legal and accounting sector. As a result,

my sales production increased, on average, over 10% per year. In addition,

I was a member of the million dollar production club.

EDUCATION

St. Louis University, St. Louis, Missouri

Master of Arts in Finance

St. Louis University, St. Louis, Missouri

Bachelor of Science in Business Administration

SPECIAL LICENSES

Series 7

Series 63

Series 65

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