Sales Management

Joseph J. Dankowski, CFP®

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

Baltimore, MD 21230

703-***-****

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

Sales/Business Development • P&L • Strategic Planning • Marketing •Training/Development

Accomplished financial services executive with proven ability to create and implement strategic business

plans complementing ten years of exceeding sales goals. Attributes include specific skills in building,

energizing, and leading effective teams with an exceptional track record for generating revenue growth.

Possesses an effective combination of sales and financial planning expertise, organizational management

experience, and leadership skills. Recognized among colleagues and senior management for strengths in

cultivating relationships, communication, closing, recruiting, training and development of advisors and

staff, client acquisition, asset gathering, and leading a committed and productive sales team.

Licenses: Series 7, 66, 24, 9, 10, Life/Health and Variable licensed

Professional Experience

Field Vice President- (June 2006 to Present)

Ameriprise Financial, Baltimore, Maryland

• Responsible for increasing revenue and staff productivity by creating a compelling business plan

for an office of 30 financial advisors and staff

• Initiated the execution of a business plan; increased site production by 113% to date

• Increased net assets under management by nearly 50%

• Created and implemented a strategic marketing plan for the site; increased client acquisition by

over 38% to date

• Developed an investment management sales process and trains advisors across the region on the

process

• Provides ongoing coaching and leadership to district managers, advisor coaches, financial

advisors, and operational staff

• Manages all functions for the site’s production, business development, recruiting, planning, P&L,

compliance, training and development of financial advisors

District Manager- (September 2002 to June 2006)

Ameriprise Financial, Vienna VA

• Built and developed a committed and high performing team of 20 financial advisors

• Increased production of the team by 380% in four years

• Consistently ranked in the top 10% producing district managers in the country and top 5% in the

region--many times #1 in the region

• Coached financial advisors on all aspects of operating a financial planning practice

• Created and implemented a client acquisition training program across the region

• Invited to serve as a spokesman at multiple national sales conferences on the topics of leadership,

sales, and recruiting

• Maintained 100% client satisfaction and retention of clients

Financial Advisor- (September 1999 to September 2002)

American Express Financial Advisors-(Became Ameriprise Financial in October 2005), Vienna VA

• Implemented a strategic marketing plan to acquire financial planning clients- #1 in region for

clients acquired in training class in first year

• Prepared customized investment and financial planning strategies for individuals and businesses,

for retirement income strategies, wealth management, and estate planning

• Successfully acquired over 100 client groups

• Ranked within top 10% of training class

• Became an advisor coach within eight months of employment and was the #1 advisor coach in the

region in 2002

Education and Credentials

• Providence College Bachelor of Science in Health Policy & Management

Double minor: Economics and The Development of Western Civilization

• CERTIFIED FINANCIAL PLANNER™ Practitioner

• Series 7, 66, 24, 9, 10, Life, Health and Variable licensed

Professional Affiliations

• Financial Planning Association, The Center Club of Baltimore, Catholic Charities of Maryland,

and Providence College Alumni Association

Leisure Activities

• Fitness, reading, volunteering, competing in triathlons, golf, cooking and spending time with

family and friends

Contact this candidate