Manager Sales
Resume:
Michael R. Meyer
Sioux Falls, SD 57108
Investment Consultant
Minneapolis, MN
Attention: Human Resources
I feel that my background and experience make me an ideal candidate for
your Investment Consultant position. I have an extensive financial
services background, a dedicated work ethic and proven communication
skills. I hope to relocate to Minnesota as I am originally from there. I
feel I have the necessary qualifications for your consideration and would
appreciate the opportunity to demonstrate this in a personal meeting.
I am very interested and enthusiastic about learning. I am an outgoing,
friendly individual who would enjoy developing the necessary personal
relationships you seek. I am an energetic motivator with excellent problem-
solving and decision-making abilities. I am a conscientious and insightful
professional with the ability to take initiative as well as follow
direction. I have a proven record as an articulate and effective
communicator.
As a Financial Advisor, my background has strengthened my ability to work
well under high-pressure and crisis situations. I am able to maintain
organization, focus and composure in demanding circumstances. My jobs have
required the ability to communicate effectively and professionally with all
types of people. My background has honed not only my knowledge of people
and their needs, but also my abilities to organize and manage information.
I am highly entrepreneurial and pride myself on extensive client
development, prospecting and consultative selling. As a Financial Advisor,
I listen to my client's goals and objectives to leverage the power of the
financial institution and develop planning ideas to meet their goals. I
have participated in training and development throughout my career to
improve my knowledge and strengths to provide the best advice and services
for my clients.
I have ten years of experience as a Financial Advisor. As a Financial
Advisor, I provide and implement a philosophy of personal service and
dedication to the investor. I have built a sound and ethical business by
always striving to do what is right for the customer. I have established
relationships based on trust, service, education and performance. Overall,
my clients are satisfied and have rewarded me with new dollars and
referrals.
I believe in excellence and have always dedicated my talents and creative
abilities to assure the success and accomplishment of company goals. The
ability to work well with people, to have the drive and interest to
accomplish the work and a positive attitude make me uniquely qualified for
this position.
Thank you for your consideration.
Sincerely,
Michael R. Meyer
7601 South Hughes Avenue
*********@***.*****.***
Michael Ronald Meyer
Summary Energetic motivator with excellent problem-solving and decision-making abilities.
Conscientious and insightful professional with the ability to take initiative as
well as follow direction Articulate and effective communicator.
Professi 2004-Present 2004-Current UBS Financial Services
onal Sioux Falls, SD Account Vice President/Financial Advisor
Experien
ce Part of a team managing $300 million in client assets.
Define and develop wealth management techniques.
Help clients determine their investment objectives and formulate specific
guidelines for expected returns as well as risk tolerance.
Financial Planning
Monitors the investment performance of the manager as well as ensuring the strategy
of the manager is consistent with that of the client.
Deepen client relationships with investment advice and services.
Consistently and successfully stayed above top-tier gridlines for performance.
Target-marketing business owners.
1999 -2004 Edward Jones Investment Sioux Falls, SD Investment
Representative
Managed a book of business with three hundred active accounts and
assets-under-management of 25 million dollars.
Provided long-term financial planning and investment opportunities.
Continued to build new clients while managing the expectations of others.
Marketed through seminars, advertising, phone calls and personal visits to
prospects and clients.
1998-1999 AmeriStar Mortgage Corporation St. Paul, MN
Vice-President of Sales
Managed a team of ten loan officers.
Consistently increased volume while maintaining current growth rates.
1996-1998 Carlson Companies Corporate Minnetonka, MN
Technical Support
Technical Support
Built teams through different business units for the implementation of Tivoli
Systems.
Traveled to companies who have implemented Tivoli Systems to study how it increased
business productivity.
Extensiv Extensive knowledge of stocks, bonds, mutual funds, annuities, options, individual
e Skills retirement plans, business retirement plans, money markets, mortgages and asset
based managed money.
Expansive understanding of estate planning, asset management, diversification,
marketing and business development.
Solid understanding of Microsoft Office and computer issues.
Educatio 2002-2007 Concordia University
n St. Paul, MN Bachelor of Arts, Marketing Management, Summa Cum Laude
1993-1996 Saint Cloud State University St.
Cloud, MN General
Licenses General Securities License---Series 7
Uniform Securities Agent State Law Examination-Series 63
Uniform Combined State Law Examination-Series 66
Life / Health Insurance License
CFP---Certified Financial Planner -currently enrolled at the College of Financial
Planning
Training Sales I, II, III
Client Development
Asset Management I, II, III
Retirement Planning
401k Administration
Marketing Equities and Bonds
Fundamental and Technical Analysis
Alternative Investments
Contact this candidate