Sales Training

PAUL D. KELLER

** ********** **** • Yardville, NJ 08620 • *********@*****.*** • 609-***-****

TRAINING DEVELOPMENT & INSTRUCTION PROFESSIONAL

Expertise teaching personnel Strategic Sales Initiatives, Total Quality Management (TQM), and related

courses

INSTRUCTIONAL DESIGN ● PROFESSIONAL DEVELOPMENT ● PERFORMANCE IMPROVEMENT

PUBLIC SPEAKING / PRESENTATIONS ● TRAINING PROJECT / PROGRAM MANAGEMENT

PROFILE SUMMARY

• 15+ years of training and sales experience in the financial services industry resulting in a solid understanding of what

professionals in the field need in terms of appropriate training development to succeed and consistently exceed client expectations.

• Chosen to serve as primary PR liaison due to exceptional teaching and training development skills – strengthen the

bonds between employers and internal / external business partners through on-site training presentations.

• Stand apart from other trainers in the financial services industry based on knowledge and experience from working as a sales

associate and as a professional training manager; understanding training needs from both an employee and employer perspective.

• Demonstrated ability to provide award-winning training programs which have produced top-level managers and

highly productive employees for high profile domestic and international global corporations.

• Expert in project management of enterprise-level training rollouts and accomplished in a wide range of learning

mediums that include multimedia and Internet/Intranet technologies.

• Computer proficient in: Windows XP/Vista; Microsoft Office: MS Word, Excel, Outlook Express, PowerPoint, Publisher; Learning

Content Management Systems; Internet/email.

RECENT ACHIEVEMENTS

• Top Achiever – Winner of 5 Merrill Lynch ‘Special Achievement’ awards – 3 training related / 2 special projects.

• Played an integral role in the successful launch and branding of the new ‘Beyond Banking’ account that offered customers:

Unlimited check writing on money market No annual account fee

accounts Overdraft protection

Relationship based interest rates paid on

Separation of cash management needs vs.

balances investments

Nuisance fees waived

Free VISA signature rewards card for one

Free web bill pay (1) year

Four (4) free wire transactions per year Reimbursement of ATM fees

• Recognized and compensated for successful delivery of ‘Beyond Banking’ presentations from Merrill Lynch in the form

of a monetary bonus and a commemorative plaque.

• Increased number of clients who signed up the new ‘Beyond Banking’ account by 55% and totally new customers by

15% at the branch offices that received ‘Beyond Banking’ training presentations.

• Highest Customer Service Quality ratings in the Merrill Lynch Direct Call Center 10 of 12 consecutive months as

measured by an independent 3rd party rating agency, AON.

FORMAL EDUCATION

M.B.A. DEGREE COURSEWORK - UNIVERSITY OF SOUTH DAKOTA Vermillion, SD

23 Post Graduate Credits (To date)

B.S. DEGREE – HOTEL / RESTAURANT MANAGEMENT - SOUTH DAKOTA STATE UNIVERSITY (SDSU) Brookings, SD

Dean’s List ● Honor Roll

SCHOLARSHIPS

• Academic Scholarship, Princeton University.

• Athletic Scholarship (Football), SDSU.

TRAINING EXPERIENCE

ASSOCIATE DIRECTOR – WEALTH MANAGEMENT PROGRAMS January 2009-May 2009

& PARTICIPANT SEMINARS MANAGER

UBS FINANCIAL SERVICES, INC. Weehawken, NJ

A premier global financial services firm offering wealth management, investment banking, asset management, and business

banking services to its clients

• Effectively developed/delivered strategic Corporate-to-Corporate executive stock option plans training and financial

education programs for UBS Client Relationship Managers (CRMs) who delivered them to their own corporate clients.

• Generated customized financial education training materials for individual corporate clients and on several occasions, per

CRMs request, assisted them in the delivery of presentations to their corporate clients.

• Developed custom sales training modules for clients such as Intel; in their case, the module was designed to highlight what

the UBS corporate stock option platform could do for their executives and employees; the presentation included:

A dedicated call center team with a vanity phone number for their executives and employees to call 24X7 for

stock options help/questions.

Accounting software designed to make it easy for Intel and their employees to record stock option sales for tax

purposes.

Outreach programs for existing and retired Intel executives, as well as, recently terminated executives, etc.

• Designed one-on-one coaching sessions for UBS Financial Advisors on conducting impactful client presentations, consultative

selling, and sales closing techniques; for CRMs, how to deliver impactful presentations to corporate clients/Board members.

• Created highly successful new business development presentations for CRMs to use with existing and prospective corporate clients;

utilized PowerPoint (PPT) expertise to develop presentations and also provided a matching hard copy presentation manuals.

CORPORATE TRAINER – LEARNING CENTER OF EXCELLENCE (LCOE) September 2003-December 2008

MERRILL LYNCH Somerset & Hopewell, NJ

A global financial services firm owned by Bank of America that provides capital markets, investment banking, advisory, wealth /

asset management, insurance, banking, and related financial services worldwide

• Provided superior leadership, direction, and supervision for a team of 4 Trainers located in NJ and FL which included

technical guidance, performance evaluation and problem resolution.

• Designed and delivered training curriculum and implemented strategic initiatives for the Merrill Lynch call centers

worldwide, in addition to offering continuous employee education, coaching, sales training and mentoring.

• Effectively developed, managed and conducted internal/external employee education with regard to Merrill Lynch products,

services and technology enhancements.

• Strengthened internal business partner relationships with the Merrill Lynch Service Network, Tax Reporting Svcs., Financial

Advisory Center, Total Merrill Svcs., Retirement Education Svcs. and domestic Merrill Lynch Branch Ofc. training initiatives.

• Conducted external business partner training sessions in the U.S. and globally with companies that included: the Bank of

America, SYKES Latin America, Carlson Leisure Travel Services, Circles, Experian, SkyMall and PHH Mortgage Company.

OTHER EXPERIENCE

• Beyond Banking Specialist, Merrill Lynch, Somerset & Hopewell, NJ.

• Asset Retention Team Member, Merrill Lynch, Somerset & Hopewell, NJ.

• Merrill Lynch Direct Representative, Merrill Lynch, Somerset & Hopewell, NJ.

• Financial Specialist, First Union National Bank, Lambertville, NJ.

• Investment Manager – Insurance Unit, Summit Bank, Cherry Hill, NJ.

• Financial Consultant, John Hancock Financial Services, West Trenton, NJ.

PROFESSIONAL ASSOCIATIONS / LICENSURE

• Member, International Association of Financial Planners, 1996-Present.

• FINRA Brokerage Licenses: Series 7 & Series 66.

• Recently enrolled in CFP (Certified Financial Planner) program through Boston University.

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