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Sales Marketing

Location:
Spring, TX, 77382
Posted:
March 09, 2010

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Resume:

Sean M. Lynch

** * ****** ***** ******

The Woodlands, TX 77382

773-***-****

abni1q@r.postjobfree.com

OBJECTIVE

To obtain a sales position in the financial services industry where my skills and experience can be effectively utilized for increased profitability.

EXPERIENCE

August 2009 - present

BFS Financial, 3100 N Rocky Point Dr, Tampa, FL

Regional Vice-President - Texas

• Marketed to RIAs, Broker Dealers and Hedge Funds in territory and in numerous other states

• Marketed and sold various products including Hedge Funds, REITs Private Placements and Separately Managed Accounts

April 2009 - July 2009

Energy Trading Advisory (ETA), 1940 Fountain View Road, Houston, TX

Director, Business Development

• Developed and implemented a sales and marketing process

• Contracted, managed and completed project for new logo, website and marketing literature

• Sourced and engaged executives of numerous multinational and national oil and gas companies

September 2005 - April 2009

Claymore Securities, 2455 Corporate West Drive, Lisle, IL

Regional Vice-President: - Connecticut, Westchester County N.Y. (Sept 2005 - Dec 2005)

- Northern Ohio (Jan 2006 - Dec 2007)

- Southern Texas (Jan 2007 – March 2009)

• Built top five territories for two different regions, Northern Ohio and Southern Texas

• Marketed and sold various products including Closed-End Funds, ETFs, Structured Products, Separately Managed Accounts, Mutual

Funds and Unit Investment Trusts

• Developed marketing strategies based on territory demographics and market conditions

• Partnered with numerous institutional asset managers including: Advent Capital, Zacks Investments and Guggenheim Partners

• Marketed across all financial channels including Wire Houses, Independents, Regionals, Banks and RIAs

January 2004 - August 2005

AG Edwards, 222 S. Riverside

Financial Consultant

• Accumulated 7.5 million in account assets in first year of production.

• Designed and implemented comprehensive Financial Plans for clients

• Created various marketing campaigns to prospect new clients

• Received certifications for Series 7, Series 66, and insurance licenses

• Completed Financial Consultant training course

October 1997 - December 2003

Self Employed, Member of Chicago Board of Trade, 141 W. Jackson

Financial and Agricultural Futures Trader

• Six consecutive years of at least 100% return on margin equity

• Independent market maker in fast paced, volatile markets

• Initiated, negotiated, and closed numerous trades on a daily basis

• Traded individual front month contracts as well calendar spreads

September 1996 - September 1997

Klee Trading Group, Chicago Board of Trade, 141 W. Jackson

Trader Assistant

• Successfully completed options trading training program

• Interacted with numerous Traders to facilitate, clear, and reconcile a heavy volume of transactions on daily basis

August 1994 - August 1996

Iowa Grain Company, Chicago Board of Trade, 141 W. Jackson

Phone Clerk

• Acted as liaison between customers and brokers

• Provided vital market information to customers in order to support their trading decisions

• Placed and confirmed commodities futures orders per customers requests

EDUCATION

1993 University of Kentucky Bachelor of Science, Economics

LICENSES

Series 7 and 66

REFERENCES

Available upon request



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