Sales Real Estate

JACKIE MIJOL

** ********* ***** 682-***-****

Trophy Club, Texas 76262 Email: *******@*****.***

CAREER SUMMARY

A well-organized, strategic and creative sales and management professional. A proven

leader with the ability to influence decisions, analyze alternatives, provide creative

solutions, motivate teams to action and provide profitable results. Key skills included:

• •

Financial Planning Staff Management

• •

Financial & Real Estate Sales Organizational Development

• •

Client Management Event Planning

• •

Trading Policies & Procedures

• •

Project Management Operations

PROFESSIONAL EXPERIENCE

Merrill Lynch - Bank of America, Fort Worth, TX 2008 - present

Financial Advisor - Certified Special Needs Advisor

Merrill Lynch is a global leader in investment management, wealth management, private

banking and retail brokerage.

Prospect and use consultative selling to acquire business and build client base. Use

holistic financial planning approach including retirements, investments, insurance, tax, and

estate planning. Perform holistic financial reviews and provide financial advice and

guidance using the full array of Merrill Lynch and Bank of Americas expansive products

and services. Target markets are special needs families and 401k plans and their

participants. Results: Built book of business of high net worth clients.

Realty Capital Partners, LLC, Colleyville, TX 2007

Securities offered through Cullum & Burks Securities, Inc. Dallas, TX

Vice President, Investors Services – Private Equity Wholesaler

Director of Compliance

Realty Capital Partners is a provider of private equity.

Multiple roles including financial sales wholesaler, head of compliance, and relationship

manager of firms top investment professional clients. Results: Negotiated new

broker/dealer relationship with Cullum & Burks Securities, Inc. in order to comply with

securities laws. Established compliance procedures for firm. Brought on new investment

professional clients. Fully placed each direct placement real estate deal brought to

market.

DFW Fine Properties, Southlake, TX 2005 - 2009

Real Estate Sales

DFW Fine Properties is an independent real estate brokerage firm.

Built real estate business through referrals and innovative internet marketing. Results:

Saved clients over $200k on the purchase of real estate in the last 12 months.

Fidelity Investments, Westlake, TX & Merrimack, NH 1986 - 1998 &

Vice President - 401k Relationship Management - Direct & Advisor 2000 - 2006

Sold Platforms

Manager - Brokerage, Mutual Fund Trading & Service, 401k

Participant Services

Manager - Financial Operations

Financial Sales, Trading, & Client Service Representative

Fidelity Investments is an international provider of financial services and investment

resources that assist individuals and institutions meet financial objectives.

Over 23 years in the financial industry. I've spent over 15 years working with employer

sponsored retirement plans ranging from start ups to jumbo plans. Worked with Fidelity

Investments 13 years and Universal Pensions, Inc. (formerly Bisys,currently Ascensus) for

2 years in the 401k area. Currently, I'm a financial advisor with Merrill Lynch. Early in my

career, I worked with participants and spoke at employee meetings to encourage plan

participation and discuss investment options. I worked directly with large plan - plan

sponsors to help in the administration of the plan. I have worked on the direct sold and

advisor sold platforms. I have managed relationship managers handling start up to $100

million plans. I managed participant service representatives supporting large plans such

as, Delta Airlines, Verizon, Deloitte. I was very involved in the day to day activities of

these plans as well as the initial sales process, implementation, and strategic planning of

servicing the plans and their advisors. The day to day activities involved plan design, plan

compliance, the implementation process, testing and 5500, and any amendments or entire

document restatement. We assisted advisors in their sales process and ongoing

management of their plans through training, education, and one on one consultation. I

have Series 7, 9/10, 66, 63, and Life/Health Insurance. I am currently taking classes for

my CFP.

Oversaw 1200 defined contribution plans ranging in size from start up to over $100 million

in assets. Developed and managed new service model for small market 401k product.

Increased number of relationship managers from 3 to 14. Actively involved in sales

process and large client annual reviews. Results: Experienced a major growth spurt of

customer base

from 300 to 900 over a two-year period. Improved and maintained client satisfaction

scores of 90% - up from 86% during the same time period.

Initiated and designed a client retention program. Developed comprehensive training plan

and tools for employees to use to keep clients from leaving. Influenced cross-functional

senior management and sales force to assist in client retention. Results: Saved over $82

million in assets. Created awareness and proactive approach to client retention.

Established new product segment. Hired, trained, and developed 14 relationship

managers. Wrote job descriptions and created three job levels within the group.

Developed service model to support increased client base. Results: Increased

relationship managers’ productivity by 60%. Increased relationship managers' book of

business by 250% to $40 million in assets.

Launched pilot program to increase department productivity. Centralized tasks and

created specialized roles. Results: Improved turnaround time on market sensitive issues.

Lowered risk to company. Implemented workflow process within business unit following

successful pilot.

Created and implemented employee development program. Determined competencies for

job roles and established behaviors needed to become proficient in role. Created tools and

training materials and provided links to online resources. Results: Increased employee

satisfaction as demonstrated by survey feedback.

Led successful employee development program rollout. Results: Recognized by senior

management for imagination and creativity demonstrated in presentation of program.

Program became model for future rollouts.

Successfully educated clients on benefits of establishing brokerage account with Fidelity to

house Fidelity and non-Fidelity mutual funds, and trade stocks, bonds, and options.

Results: Recognized as top producer of new brokerage accounts opened.

Universal Pensions, Inc., Brainerd, MN 1998 - 2000

Director - Client Services

UPI is a provider of retirement plan services supporting thousands of financial institutions.

Oversaw Client Services business unit supporting plan sponsors, investment professionals,

and plan participants. Responsible for support of alliance relationships and involved in all

sales, ongoing relationship, and retention of clients and alliances.

Managed consolidation project merging two departments. Led the newly organized

business unit of 45 employees. Results: Improved turnaround time on product

enhancements. Lowered payroll costs by $80k. Reduced rollout of product services by 3

months time. Involved in sales process of bringing on new DC plans and new financial

alliance relationship. Results: Small third party administrator of 401k plans established

partnership with major financial player, GE.

EDUCATION COMMUNITY ACTIVITIES &

HOBBIES

Eastern Illinois University BS – Home Economics Board Member – Families for

Effective

Business Administration minor Autism Treatment, North Texas

Real Estate Investor &

Property Mgr

REGISTRATIONS AND LICENSES

NASD Registered - Securities Licenses: 66,7,8 & 63 CFP Candidate

Life/Health Insurance License CSNA - Certified Special

Needs Advisor

Texas Real Estate License

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