Sales Manager
Resume:
donna norton
Email: *********@********.***
Address: **** *. **** **
City: Tempe
State: AZ
Zip: 85283
Country: USA
Phone: 480-***-****
Skill Level: Experienced
Salary Range: $50,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Donna M. Norton
6519 S. Rita Tempe Az. 85283
Email: *****.******@******.***
OBJECTIVE
I am seeking a solid opportunity to pursue a career utitilizing my 22 years of industry/sales/trading and managerial experience as an Active Trader Consultant., Sales representative, Team Leader, and Acting Manager. Through strong personable, effective mentor, approachable and communication skills, I will excel at any opportunity presented, with great knowledge of Schwabaaiais procedures and guidelines, I will appreciate the opportunity to demonstrate those stellar skills within in a strong team environment.
QUALIFICATIONS
Twenty two years brokerage experience
A. 8 years as individual Financial Consultant
A. Thirteen years business development experience with full commission and full service firms
A. 5 years experience with the Business Development Committee in Active Trader
A. 4 years daily operations and accounting experience
A. 5 Acting Managers on various S500/Platinum Teams
A. Extensive experience with Mars
. Extensive experience with Lynx, Client Central, Manager Source, CEOS and SWISS
Schwab Institutional Team Lead 2005-Present
Team Lead, Managed Account Servcie Team 2009 aaiaii present
Colaborate all other IST and Mid Market Teams in terms of training, mentoring, and being part of the review process. I am responsible or the call monitoring in addition to staying on the phones as a rep taking calls as well. I am the point person to disseminate any changes or deletions to both Marketplace and Select/access money managers as well as help edit any changes that directly impact the SAC.com page particularly in the managed account sector. I am also in charge of any call campaignaaiais with respect to managers being removed from Select to access, or being completely removed from our platform altogether. In this position, it is crucial that I communicate with all aspects of the various departments of Schwab..ie..Managed account operations, Retail Managed Accounts, PCRA, IMCS in San Francisco, RPS,PCRA Designated Brokerage and many more.
Senior Registered Representative, Charles Schwab and Co. 2000 - Present
A. Administered and promoted all equity and options products for platinum dedicated client base.
A. Built and maintained ongoing relationships by advising clients on active trader principles and strategies, including all use of fundamental and technical analysis.
A. Oversaw and represented the team as the Streetsmart Pro subject matter expert, business development SME, and facilitated in coaching our Reps and Managers on the applications of MARS.
A. Served as acting team manager on several teams. This included call monitoring, facilitating team meetings, coaching, evaluations and demonstrating overall leadership skills.
A. Responsible for ongoing communication and promotion of the new AT-OFFERS contest for all of Phoenix Active Trader.
A. Selected for a 6 month tag for the Active Trader Sales Rotational Sales Team resulting excellent closings and Streetsmart Pro conversions.
A. Interviewed and accepted as a Premier Representative in Active Trader .
Financial Consultant, Salomon Smith Barney 1998 - 2000
A. Developed and oversaw an account base of $14million in assets through outbound calling campaigns, referrals and seminars.
A. Demonstrated an in depth knowledge of all aspects of investing including insurance and retirement planning with a large focus on portfolio allocation and re-balancing through promotion of effective communication, utilizing professional negotiation skills with market knowledge through quarterly client reviews etc.
Senior Registered Representative Schwab 500, Charles Schwab & Co. 1995 - 1998
A. Developed, evaluated and executed trading techniques and strategies for the current client base. One of my responsibilities was to cultivate new relationships through welcome calls for newly qualified Active Traders.
A. Worked with a team of 8 Reps and acted as the business development SME for the team. During that time, I was also selected to join the leadership development group for an approximate six-week commitment.
A. Selected to join the IPO Berkshire Hathaway Secondary IPO Team, which entailed contacting Schwabaaiais client base and verifying indications of interest and confirmations through an outbound calling campaign and follow-up.
Registered Sales Assistant, Rauscher Pierce Refsnes 1993 - 1994
A. Executed all incoming and outgoing correspondence, telephone communications, cashiering payouts, incoming funds, and order entry for another Financial Consultant.
A. Marketed and solicited a set account base for municipal bonds, annuities and insurance products. Reviewed and evaluated all potential clients vs. required product minimums and company guidelines.
Financial Consultant, Merrill Lynch 1983 aaiaii 1993
A. Initiated employment as a Cashier/Wire operator, which entailed order monitoring, auditing, verification and process.
A. Responsible for receiving in and paying out funds as well as receiving in securities of all types by daily use of a recap blotter.
A. Promoted to Client Service Representative and served a large base of the small low revenue accounts including quarterly reviews, and asset allocation and evaluation.
A. Initiated a new account base as a financial consultant and obtained over 20 million in assets under management by cold calling campaigns, referral programs, seminars and school speeches.
A. Facilitated all quarterly investment performance reviews via face-to-face appointments. This included an extensive amount of continual research, ongoing investment monitoring and evaluation. Although versed in all aspects of investing, my primary focus was on equities as well as fixed income and retirement planning.
TRAINING
Trading Consultant Training (Premier)
Schwab 500 Training
Active Trader Training and Upgrade training
Active Trader Academy
RCS Leadership Development Program
Salomon Smith Barney Sales Training, Hartford CT.
Merrill Lynch Sales Training and Advanced Sales Training, Princeton NJ .
Schwab Yield Plus Client Advocacy Team 6 week Tag Assignment
Chairmans Club Winner - Hawaii 1 week
Key Contributor Award 400 Stock options
LICENSES
Securities Series 7, 9/10, 63 and 65, 66
AWARDS
Platinum Chairmanaaiais Club
Regional Team of the Year, Platinum Trader, 2001
Excellence in Service Award, Platinum Trader, 1st Quarter, 2001
Team Risk Management Award, Platinum Trader, 2000
First Place Streetsmart Pro Contest, Platinum Trader, 1st Quarter, 2001
Excellence in Service Award, AT Sales Team, 3rd Quarter, 2002
Level III Broker, May, 2003
Level III National Award July 2004
Excellence in Service Award, Quarter 3 Campaign Champions
Star Award Yieldplus 2008
Chairmans Club 2009
Key Contributor Award 2009
Contact this candidate