Customer Service Manager
Resume:
Steve J. Casull Cell Phone: 801-***-**** Email:
"***********@*****.***"
PROFESSIONAL EXPERIENCE
FINANCIAL PLANNER / TEAM LEADER
SALT
LAKE CITY, UT
Sentry Finance
. Top Producing and Least Error Rate team leader of the Intermountain
Division.
. Present Asset Allocation programs to affluent clientele and
prospective clients. Submitted ALL securities transactions.
. Conducted and excelled at establishing 'creative' alignments to
prospective client networks.
. Perform Intermountain mass cold/warm calling campaigns to "C-Level"
decision makers for employee 401K and personal finance consultation
services. Excelled at establishing 'gate keeper' alliances and
relationship building.
. Acknowledged by Senior Management for territory success, positive
customer feedback and marketing surveys/research implementation.
Asset Allocation Officer, Financial Planner Salt Lake City, UT
Lefavi Securities 11/2004 - 4/2007
. Conducted various cold/warm/referral calling campaigns with
subordinates. I hired and managed a great team.
. Presented Asset Allocation programs to affluent clientele and
prospective clients.
. Met with high net worth prospects. Conducted follow-ups with non-
signers. Appointments attracted through radio show.
. Broad knowledge of financial industry regulations, Series 7 and Series
63 licensed, Life and Health
. Coordinated/conducted various key topic seminars with radio show
format and current media affairs.
. Built assets under management to $15 million in 4 years.
Area Manager Salt Lake City, UT
Bank One Securities Corporation
01/2001-10/2003
. Met with existing Bank One 'Private Banking' clientele. Held
counseling seminars on various leading edge financial topics.
. Received an endorsement from the Intermountain Area Bank Operations VP
for my abilities and reputation in the branches.
. Orchestrated branch COLD CALLING nights with my branch and series 6
subordinates. Maintained training on all topics.
. Orchestrated investment cross selling training to branch personnel
(tellers, new accounts, loan support/officers).
Investment Representative Salt Lake City, UT
Piper Jaffray 02/1997-08/2001
. Recruited into the Piper Jaffray Financial Planning training program.
. Commended by Piper Jaffray CEO for creativity. Some of my ideas are
still in use there.
. Offered a position as Trainer in head office.
. Maintained a strong focus towards excellent customer service.
Conducted seminars, formulated cold/warm calling campaigns, networked
through civic programs.
Education and Additional Experience
2 YEAR EXTENSIVE PROGRAM, BY INVITATION KOWLOON, HONG KONG
Hong Kong Polytechnic School of Industrial Engineering, Oxford University
Extension 1988-1990
. I lived in Hong Kong and the PRC for 3 years while managing the
development and manufacture of various products
I hold patents on. While there, I was referred to HKP by senior
management at Mattel Toys.
UNIVERSITY OF UTAH 1980-1983
. Academic scholarship recipient
FOUNDER OF THE NAFTA CORRIDOR RESEARCH TEAM Salt Lake City, UT
Utah Economic Development 1995-1998
. Compiled data from various US think tanks regarding NAFTA's impact on
Utah's economy.
Professional References:
Dan Martincic, Director of Sales, Midwest Division, Cardinal
Health 602-***-****
Kim Isaacson, former supervisor VP, Morgan Stanley Smith
Barney 801-***-****
Gayle Heuer, Director, Heuer Family Farms, former client
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