Sales Management
Resume:
Clarke M. Payne, CFP®
Virginia Beach, VA 23454
abnlvm@r.postjobfree.com
SUMMARY
** ***** ** *********** ********** in investment consulting, sales, and management.
Expertise in:
• Training and Inspiring Others Towards Higher Levels of Asset Growth
• Sales Prospecting
• Industry Presentations and Training
• Portfolio Research
• Portfolio Management
• Client Sales and Service
PROFESSIONAL EXPERIENCE
SUNTRUST INVESTMENT SERVICES, Atlanta, GA April 2003 to present
ASSET MANAGEMENT CONSULTING
Vice President, Regional Consultant
• External wholesaler of SunTrust Investment Services advisory fee-based
investment and asset management products in the Mid Atlantic Region.
• Worked closely with my team to develop and execute an appropriate business
plan to maximize regional sales.
• Responsible for building relationships within SunTrust Investment Services and
SunTrust Bank Wealth Management to increase sales of advisory fee-based
products.
• Organized and implemented sales incentive programs.
• Scheduled and conducted meetings and seminars to train, motivate, and increase
revenue.
PINNACLE FINANCIAL STRATEGIES, Houston, TX July 2001 to April 2003
Account Executive
• Managed a 14 state territory.
• Responsible for the sale of fee-increasing products to bank and credit union
officers, requiring CEO and CFO approval, including presentations, proposals,
counter objections, price and contract negotiations.
• Developed relationships with business partners to gain access to their clients.
• Prospected for new clients through seminars, conventions, and cold calls.
BB&T INVESTMENTS, Charlotte, NC July 1998 to June 2001
Investment Officer
• Planned, implemented, and monitored investment accounts (401K, IRA, mutual
fund, annuity, stock and bond) for individual and business clients.
• Trained and educated bank employees on investment choices for their clients.
• Conducted investment seminars for prospects, clients, and bank employees.
• Organized and implemented sales incentive programs to motivate bank employees
to increase revenue.
• Continually developed business independent of the bank structure.
CRESTAR SECURITIES, Richmond, VA July 1996 to June 1998
Investment Counselor
LICENSES AND DESIGNATIONS
• Certified Financial Planner (CFP)
• Professional Financial Planner (PFP)
• Series 7, 66, and 6
• Life and Health
EDUCATION
EAST CAROLINA UNIVERSITY, Greenville, NC December 1992
Bachelor of Science, Human Environmental Sciences
• Varsity Soccer
• Lambda Chi Alpha Fraternity
OLD DOMINION UNIVERSITY, Norfolk, VA May 1999
Professional Financial Planning Courses I-VI
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