Manager Sales
Resume:
Lori Grasham
Email: *********@********.***
Address: ***** * ******* ***** ****
City: Boise
State: ID
Zip: 83714
Country: USA
Phone: 208-***-****
Skill Level: Management
Salary Range: $70,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
LORI GRASHAM
Bachelor of Science: Business, Finance
12899 N. Schicks Ridge Road* Boise, Idaho 83714 * *********@********.***
EXECUTIVE LEVEL EXPERIENCE
* Public Relations * Community Marketing * Sales & Project Management
* Community College Instruction * Personnel Management/Coaching
KEY SUCCESSES
* Managed a successful business and doubled the revenue in the first month as Manager
* Maintained an 80% or better closing ratio and trained others to do so as well
* Oversaw all Branch activity as a Registered Principal and ensured regulatory compliance for six years
* Presented a daily live stock market report on the radio for two years
* Won a sales contest for a trip to the Marina Cay Resort
* Analyzed stock market trends and executed an options trading strategy yielding 12% per month
PROFESSIONAL HISTORY
Onyx Equity Traders 2010-Present
Independent Options Trader/Asst. Relationship Manager
Traded index options, managing all risk, capital, and executing trades using electronic screen based technology
* Trained new traders via weekly conference calls in the Onyx Equity Strategy
* Analyzed the stock market executed trades yielding at least 12% per month
Cantella & Co., Inc. 2003-2009
Senior Financial Consultant/Branch Principal
Provided financial advice to clients, recommending the appropriate fee-based accounts, stocks, bonds and mutual funds
* Prospected for clients through professional alliances, marketing, and networking
* As Branch Principal, reviewed all marketing, advertising, and sales literature successfully ensuring FINRA compliance
Cantella & Co., Inc. Continued
* Active in the Community, including instructing two financial courses at the local community college/workforce training center, member of Rotary International, and Business Networking International
D. A. Davidson & Co., Inc. 2000-2003
Financial Consultant
Focused on Client Acquisition and Retention by delivering high quality financial advice/service, community marketing, and teaching investment seminars
* Presented a daily live stock market report and financial planning segment on a local radio station
* Constructed financial plans using asset allocation techniques and Morningstar Principia Pro.
* Instructed the courses -Women and Wealth- and -Portfolio Building- at the North Idaho College Workforce Training Center
ADDITIONAL RELATED EXPERIENCE
Nutri/System Weight Loss Center
Center Manager/Sales Consultant
Began employment as a part-time Sales Consultant, then a full-time Assistant Manager, and finally the Center Manager
* Directed all staff development programs, including hiring, training, and coaching
* Doubled the Center Revenue in the first month as Center Manager
* Presented the program to prospects maintain an 80% or better closing ratio
* Ensured accurate and timely processing of all center revenue and paperwork.
* Managed all inventory including the purchase of all Nutri/System food for the Center weekly
EDUCATION AND LICENSES
Bachelor of Science - Business, Finance
University of Idaho Moscow, Idaho
Idaho Life Insurance License
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