Sales Customer Service
Resume:
Thomas J. Kacin
** ******** **** **., ********,
Ct. 06611
********@***.***
EXPERIENCE:
V.P. Private Banking Relationship Mgr. Wachovia Wealth Management.
**** **** ****, **ite 204, Southport, CT. March 2008 -Dec 31, 2009
Licenses Held: Series 6, Series 65, Series 63 and CT Insurance Life
and Health
Actively acquire and manage a portfolio of new and existing
affluent consumer clients with $250,000-$5MM in investible assets.
Provide financial solutions to include deposit, loan, mortgage, small
business, and investment services.
Perform exceptional customer service in every client interaction.
Work to build a long-term advisory relationship with each client by
profiling situations from the client's perspective and with the goal of
achieving results that are in the best interest of the client and the bank.
Develop sales strategies for maintaining and further penetrating existing
client relationships including pre-call planning and post-call follow-up
activities.
Execute market sales and service strategies. Proactively seek business
through referrals from existing client relationships and external
networking opportunities. Combine consultative sales approach and financial
expertise to create value-added
solutions for clients..
Proactively developed effective partnerships with internal lines of
business.
A.V.P. Premier Client Manager, Bank of America, Premier Banking and
Investments.
445 Boston Post Rd, Orange CT. August 2006-April 2008
Licenses Held: Series 6, Series 65, Series 63 and CT Insurance Life
and Health.
Provide financial consultation to high net worth Premier Banking clients by
assessing their current financial conditions while suggesting solutions to
help them achieve both their short term and long term financial goals.
Proactively manage a book of 420 clients with approximately $146mm A.U.M...
Work with FA partner on investment product penetration within the book.
Actively work with local C.O.I.s to develop new relationships through
outside referrals.
2007 Top Producer for Organic Growth in a Deposit and Investment Portfolio
Manage client contacts thorough computer based program.
Responsible for attaining goals for Organic Growth, Product Penetration
Credit, and Client Delight.
Co-Founder/Partner, Old Harbor Outfitters LLC.
540 Barnum Ave. Bridgeport, CT. March 2006-Present.
Created new apparel and gear company for the Saltwater Fishing Industry
Involved in all aspects of starting of a new business.
Serve as the company spokesperson, promoting and speaking publicly about
the company at industry functions and boat shows including Miami 2007.
Actively participated in creating website content including press releases
and website design.
Started merchant network in the North East by selecting and signing up new
merchants to sell OHO product lines in given territories.
Responsible for the building the Pro-Staff by carefully selecting fishing
professionals to promote the OHO brand and product lines.
Proactively work with staff members on improving product design as well as
creating new designs.
To learn more visit www.oldharboroutfitters.com
Financial Specialist, Wachovia Bank N.A.
422 Post Rd. East, Westport, Ct. February 2002-August 2006
Licenses Held: Series 6, Series 65, Series 63 and CT Insurance Life and
Health
Provided financial consultation to bank customers by assessing their
current financial conditions while suggesting solutions to help them
achieve both their short term and long term financial goals.
Proactively call on both prospective bank customers and non customers to
either introduce or cross-sell new bank products or investment concepts.
Responsible for attaining goals in Investments, Loans, Deposits and Small
Business categories.
Work in conjunction with other team members of a bank branch to attain
these goals
Conduct business mainly in an office setting through face to face client
meetings
2005 #1 Top producer in new deposits for market area
2005 #4 Producer in total revenues for market area
Wholesaler, American Skandia Inc.,
Three Corporate Drive, Shelton, Ct. March 2000-January 2002
Securities Licenses Held: Series 6 and Series 65.
Responsible for all internal proactive sales and marketing of variable
investment products in the geographical territory of Central/North
Florida. Investment products including Variable Annuities, Mutual Funds,
Variable Life Insurance, Qualified Plans, Wrap Fee Mutual Fund Programs
with all related riders and features.
Developed and managed business relationships with investment professionals
via telephone, including sales support and service.
Worked directly with an external partner in a continuous effort to
cultivate new business while increasing and developing existing producers.
Conducted four one hour product presentations at the Money Concepts
Regional Broker Dealer Conference in Jupiter, Florida, in December of 2001.
Held training classes on Variable Annuity products for First Union Bank
representatives in Sarasota, Florida in November 2001.
Attended and worked booth at the Locust Street Securities Conference in
Palm Harbor, Florida in November 2001.
Travelled numerous times with external partner conducting office meetings
for both individuals and groups.
Responsible for planning and setting up several road show CE meetings for
independent Financial Planner Representatives.
Claims Adjuster, Progressive Auto Insurance,
Norwalk Branch, Norwalk, CT. April 1999-April 2 000
Connecticut licensed Independent claims adjuster
Handle all aspects of inside claims rep. duties, database, hard files,
inbound telephone queue.
Managing claim files from first report to closure, including initial
investigation, statement taking, and scene investigations.
Negotiating and paying claims involving property damage and bodily
injuries.
General Manager, Bridgeport Air Center, Inc.,
Sikorsky Memorial Airport, Stratford, CT Sept. 1996-Feb. 1999
Supervision of all aircraft refuelling, maintenance, storage and general
care
Responsible for the training and supervision of all flight line crew
members and aircraft maintenance crew.
Catered to high end clients/Private Jet owners.
Complied with all F.A.A. and Airport Administration regulations in
preparation for inspections, including safety and Haz-Mat procedures.
Responsible for accounts receivables for flight line, and maintenance
services.
Prepared all employee payroll data and file tax information.
Managed all aspects of the flight training dept. including hiring and
supervision of flight instructors.
Managed a total of 14 employees.
Computer skills in Excel, Word, and Quick Books
Responsible for generating new accounts for fuelling and maintenance
services, as well as hangar tenants.
EDUCATION:
B.S., Criminal Justice, University of New Haven, West Haven, Ct.
Jan. 1994 Dean's List G.P.A.: 3.60
Area of study: Law Enforcement Administration
Minor: Forensic Science
US COAST GUARD 100 Gross Ton Master Captains License
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