Sales Manager
Resume:
Scott C. Waskey, MBA,CFP®
**** ********** ****, ***************, ** 22911
*******@*****.***
http://www.linkedin.com/in/scottwaskey
Executive Profile
Private Banking, Wealth Management, Financial Planning, Insurance Advisor
Certified Financial PlannerTM professional with solid background in relationship management, financial
analysis, trust planning, risk management, lending and financial product sales. Marshals skills and resources to
increase revenue and drive profit growth. Conversant in Web 2.0 technologies. Excels in partnering with
internal and external partners to find win/win solutions. Consistently exceeds goals and client expectations.
Experienced in evaluating client suitability for alternative investments. Expert in use of Internet research
technologies. Energetic team leader and manager who truly enjoys mentoring and guiding junior team
members.
Areas of Expertise
Financial planning for high net-worth individuals and closely-held businesses
Portfolio analysis and asset allocation across a wide range of asset classes, including alternatives
Relationship building and client management of a professional client base
Risk assessment and development of risk reduction strategies
Consumer and commercial lending (real estate, cash flow, structured financing)
Legacy management techniques ensuring efficient generational wealth transfer
Professional Experience
Consulting and Freelancing Charlottesville, VA
Distressed Asset Evaluation/Investment Consulting July 2008-Present
Partner and consult with former wealth management clients to evaluate opportunities to invest in distressed
assets, including investment real estate, loan portfolios, residential mortgages, and small businesses.
Uncovered opportunities and recruited syndicate investors, and brokered syndicate contacts with sellers
and professional advisors
Wachovia Wealth Management Charlottesville, VA
Vice President September 2002-June 2008
Utilized a solution-centered process based on holistic financial planning to advise high net-worth clients and
closely-held businesses, delivering a wide range of solutions for building, maximizing and preserving financial
success. Mentored and trained new relationship managers and administrative personnel. Led team of 10
professionals.
Increased client portfolio revenue over 300% in five years
Upgraded average client revenue by a factor of three
Established proper asset allocation and consulted on manager selection for over $100MM in assets
Developed and implemented strategies to integrate client investment, insurance, and charitable planning in
a tax-efficient manner
Developed and implemented trust and estate planning strategies
Led/participated on multiple cross-functional teams to examine and improve: client acquisition and
retention policies, information flow for new account opening, introduction of new loan/deposit products,
and rapid dissemination of rate change information
Northwestern Mutual Financial Network Charlottesville, VA
Financial Consultant October 2000-September 2002
Formulated insurance, investment and employee benefit plans for individuals and small businesses. Leveraged
internal and external partners to formulate and present best in class solutions.
Developed and implemented marketing plan to more than double sales revenue year over year
Awarded Pacesetter First 40, a national sales achievement award achieved by only 3% of first-year
representatives
Nominated and selected to attend Fastrack Academy, a national sales school for top sales performers
RESUME OF SCOTT C. WASKEY Page 2
J. W. Sieg & Company, Inc. Charlottesville, VA
Operations Manager September 1988-October 2000
Managed all marketing, financial, logistics, technology, warehousing, and trucking operations for this very
successful Anheuser-Busch distributor. Accountable for overall corporate P&L performance. Supervised over
25 employees.
Successfully analyzed sales performance to recommend product line extensions/eliminations to senior
management, resulting in 15% increase in gross margin
Instituted management and review process for all vendors and insurance providers which led to a 10%
decrease in variable expenses in the first year
Revamped stale advertising program which led to a dramatic increase in company visibility and a 10%
increase in year over year sales
Created sales forecasting system which reduced forecast error by 30%, enabling agile inventory
management and product quality during seasonal slowdown and inventory build periods
Education
James Madison University Harrisonburg, VA
Master of Business Administration May 1999
3.9 GPA (out of 4.0)
University of Virginia Charlottesville, VA
Bachelor of Arts, Foreign Affairs May 1988
Sigma Chi Fraternity
Designations and Licenses
Certified Financial PlannerTM practitioner
FINRA Series 7, 6, 63 and 65
Virginia Life and Health Insurance
Virginia Variable Life and Annuity
Community Activities
Chairman, Board of Trustees, National Multiple Sclerosis Society, Blue Ridge Chapter
Leadership Charlottesville 1997
Commissioner, Governor’s Community Integration Advisory Commission for Virginians with Disabilities
Charlottesville-Albemarle Chamber of Commerce
Past President, Charlottesville Young Professionals
References
Excellent professional references available upon request
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