Sales Management

ERIC L. BJORNSON

*** ********, #*

Arlington, MA 02474

Mobile: 617-***-****

*******@*******.***

QUALIFICATIONS

Results-oriented professional with investment sales, marketing, and management consulting experience,

including:

• Client Relationship Management

• Consultative Sales and Marketing Skills

• Extensive Research Skills

• NASD Series 7, 66, 31

• CFP Candidate

PROFESSIONAL EXPERIENCE

TD AMERITRADE, INC., Boston, MA

Investment Consultant March, 2005 – December, 2007

Served as relationship manager for high-net-worth Boston area client base. Conducted needs-based consultative

approach to determine appropriate product and service delivery. Developed deeper relationships via cross-selling

and business development activities. Acted as Branch Advice Coordinator whose chief role is to serve as primary

contact between branch and multiple relationships with independent, fee-based money management firms.

Coordinated sales efforts and provided coaching for branch associates.

BANC OF AMERICA INVESTMENT SERVICES, INC., Cambridge, MA

Senior Financial Consultant, Premier Financial Services April, 2002 – February, 2005

Provided needs-based financial solutions in three banking center locations for individual clients, families, and

businesses, including retirement and estate planning, mutual fund, insurance and managed money investment

strategies. Responsible for balancing business development, referral activities, customer follow up, prospect

building, administrative compliance. Generated new business through leads generated from partnering and

relationship building skills. Enhanced the lending/investment relationships within our current branch

clientele. Conducted branch training sessions and in-branch coaching with banking center employees.

MORGAN STANLEY, Boston, MA

Financial Advisor, Private Client Group May, 2001 – January, 2002

Provided high-net-worth clients and individual businesses with customized investment advice utilizing a broad

array of sophisticated financial products and services. Responsibilities included prospecting to appropriate target

markets, identifying specific client needs and objectives, and recommending appropriate action.

HOFFMAN ASSOCIATES, INC., Boston, MA

Search Consultant September, 2000 – January, 2001

Conducted full life-cycle recruiting including sourcing, screening interviews, salary negotiations, and account

development for a leading Boston-based recruiting firm.

INFORMATION TECHNOLOGY RESOURCES, INC., Boston, MA

Executive Search Consultant April, 2000 – July, 2000

Sourced, identified, and screened top-quality management and executive level candidates for leading IT/e-

commerce consulting firms.

BACK BAY CAPITAL FUNDS GROUP, INC., Boston, MA

Managing Director September, 1998 – March, 2000

Developed, marketed, and prepared to launch an offshore hedge fund designed for family office, institutional, and

high-net-worth investors. Responsible for all aspects of operations, marketing, presentations, term sheet, PPM,

etc. Liasoned with legal, accounting, prime brokerage, performance measurement and other outsourced service

providers. Wrote, designed and produced corporate brochure as well as several ancillary marketing pieces.

BACK BAY MANAGEMENT CONSULTING GROUP, INC., Boston, MA

Consultant September, 1998 – March, 2000

Worked closely with several entrepreneurs and e-business companies to develop marketing and alliance

strategies. Wrote and developed business plans, reports, and presentations for clients. Assisted clients in

obtaining preliminary funding from angel investors. Worked closely with management teams to develop e-

commerce strategies for an Internet company offering allergy control products and services as well as an Internet

company dedicated to best-of-breed home improvement products and design. Coordinated and supervised due

diligence processes.

SCUDDER, STEVENS & CLARK, Boston, MA

Investment Professional, High Net Worth Department May, 1997 – November, 1997

Aided in the execution and development of a brand new high-net-worth investment program designed exclusively

for physicians and their families. Conducted outbound sales and subsequent client service using needs-based

consultative sales skills. Sold and serviced a wide array of products and services, including mutual funds,

brokerage, variable annuity, retirement plans and private investment counsel.

Registered Representative, Investor Relations Department January, 1992 – May, 1997

Used proactive, needs-based sales and marketing techniques with investment prospects and current shareholders.

Position required extensive knowledge of investment products and economic conditions, including global credit,

equity, and currency markets. Served as the Domestic Equity Specialist, the Asset Allocation Specialist, and as a

Retirement Specialist for entire department. Wrote and produced a daily global market review with company-

wide readership.

PUTNAM INVESTMENTS CO., Boston, MA

Operations Specialist, Broker Operations Department November, 1989 – July, 1991

Provided operational assistance, sales, and marketing guidance to broker/dealer community.

FIRST NATIONAL BANK OF BOSTON, Boston, MA

Product Services Representative, Shareholder Services Dept. November, 1988 – June, 1989

Provided timely investment information and research on individual accounts, company reorganizations, and

security transfer requirements for brokers/shareholders.

EDUCATION

Denison University – Granville, Ohio

Received Bachelor of Arts in English, May 1987

Deerfield Academy – Deerfield, Massachusetts

References available upon request

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