Gina D'Alessandro *** Altondale Ave ( Charlotte, NC 28207( Cell (310)
***-**** ( ********@*****.***
SUMMARY
A resourceful, enthusiastic marketing executive with extensive experience
promoting financial products. Possess a demonstrated talent for assessing
situations, problem solving, and implementing innovative, systematic
solutions. Direct experience in process improvement, marketing analysis,
strategic planning, business development, sales and all facets of marketing
communications. Expertise includes:
Strategic Planning Financial Consulting Employee Development
Market Analysis & Competitive Analysis Road Warrior
Projections
Business Plan Development Process Improvement Professional Speaking
Skills
EDUCATION
The Pennsylvania State University, State College, PA
Bachelor's of Science, Finance 1996
PROFESSIONAL LICENSES
Series 7, NASD
Series 63, Blue Sky Laws Exam
Series 22, Direct Participation Programs Exam
Life Agent, License Number 0F65384
EXPERIENCE
ATEL Securities, San Francisco February
2008-September 2008
Regional Vice President
Built up the independent channel from last place to third in seven
months
Developed excellent relationships throughout the entire southwest in a very
short time frame
Facilitated theme seminars for brokers on a weekly basis
Rapidly learned the ins and outs of the alternative investment arena with
little training
AXA Equitable, New York, NY March 2007-
October 2007
Regional Investment Specialist, Vice President
Responsible for educating and training 25 regional annuity wholesalers
on the AXA investment platform
Networked with third party sub-advised wholesalers to assist in
conducting seminars and regional sales meetings
Conducted presentations on investment strategies during regional sales
meetings, client seminars and national sales events
Assisted sales representatives in increasing their sales by participation
in seminars for their clients
MainStay Investments, Parsippany, NJ November
2005 - December 2006
Regional Vice President
Continually leveraged existing relationships to expand sales within a
start up territory in Southern California
Introduced the MainStay/MacKay Shields separate accounts to the major
wirehouses
Increased sales by over 70% in the first year from $17 million to $29
million
Gartmore Investments, Conshohocken, PA March
2004 - March 2005
Regional Sales Director, Vice President
Introduced the Gartmore product line, including mutual funds and
separate accounts, to existing broker relationships within the
wirehouse channel
Demographic responsibility includes Southern California, Arizona,
Nevada and Hawaii, with heavy concentration within the Los Angeles
wirehouses
Increased sales from $22 million to $58 million from March 2004 to March
2005.
Credit Suisse Asset Management, New York, NY November
2002 - March 2004
Senior Investment Specialist
Leveraged upon existing relationships to increase separate account and
mutual fund sales within the broker/dealer wirehouse channel
Transitioned a territory with non-existent sales in both mutual funds
and separate accounts into a top three producing territory within the
firm
Assisted top financial advisors in the implementation of successful
seminar themes and strategies and the final presentation
Consistently in the top 5 monthly sales producers
ING Funds, Scottsdale, AZ November 2000
- November 2002
Regional Sales Director, Vice President
Continued to build and encourage supportive working relationships with
financial advisors throughout Southern California to improve product
knowledge
In a shrinking distribution environment, I was given more geographical
responsibility by merit in the managed money distribution channel
Top sales producer in a companywide sales contest of the launch of a
new product.
Federated Investors, Pittsburgh, PA June
1996 - November 2000
Senior Sales Representative
Developed strong relationships with financial advisors within the
various regional firms and wire houses to further expand knowledge of
the mutual fund and variable annuity product lines
Chosen as part of the executive mentor program; hand picked to assist
in the transition of staff from internal to external sales
Youngest sales representative to be promoted into external sales to
the west coast.
Top producer in a companywide month long sales contest of the launch
of a new product.
Consistently ranked in the top 5 of my class.
Increased sales each year 1997( $13 million 1998( $29
million 2000($46 million
References Available Upon Request