Management Sales

Stephen Wall

Email: abqc7p@r.postjobfree.com

Address: **** ****** ****

City: Helotes

State: TX

Zip: 78023

Country: USA

Phone: 210-***-****

Skill Level: Management

Salary Range: $90,000

Willing to Relocate

Primary Skills/Experience:

Business Development Analysis/Problem Solving Financial Management Project Management Training/Development

Educational Background:

Masters Degree, Business Administration

University of the Incarnate Word, 09/1998 - 05/2001

San Antonio, TX

Not Selected,, Not Selected

Job History / Details:

Stephen Wall

8738 Sonora Pass Cell 210-***-****

Helotes, TX 78023 Email: abqc7p@r.postjobfree.com

Versatile, seasoned executive professional with 15+ years experience in sales, business development, relationship management, resource planning, data analysis and training. Dynamic communicator equally effective in group or one on one setting. Proactive solution provider adept at effectively handling operational challenges. Extensive experience dealing with executive level decision makers, stakeholder buy-in and a diversified customer base. Skilled at building and developing strong customer relationships that lead to increased revenue. Team builder with excellent training and liaison skills.

Professional Strengths

General Management Financial Management Business Development Relationship Building

Strategic Planning Analysis/Problem Solving Profit and Loss Budget Planning

Public Speaking Operations Management Training and Development Process Improvement

Team Building Change Management Project Management Program Management

Selected Achievements

* Recognized the centralized operations of the Private Banking group created isolation with other departments and did not encourage cross-selling opportunities for the organization. Requested to move my office to the company headquarters where I would interact directly with the CEO and other executives, as well as other lines of business. Result: Immediately began receiving high profile referrals, increased business to over $47MM in assets, a 25% increase in two years, and strengthened customer relationships with the bank's top customers and prospects. Established precedent which became policy that is in place today. Consistently promoted three times in three years.

* Pioneered an internal network to expedite and resolve member conflict. Became the lead liaison with operations area to improve communication between sales team and administrative personnel. Result: Action allowed for improved customer experience which in turn led to increased sales and customer satisfaction. Business model led to the development of a specialized team of conflict experts. Organization is consistently ranked number one among brokerage firms for customer satisfaction by Consumer Reports.

* Expanded a portfolio of multimillion dollar clientele by exceeding customer expectations utilizing relationship management skills. Result: Contributed to the development of the largest portfolio in the organization with a customer retention rate exceeding 99.5%.

* Envisioned and developed a network of professionals from varying backgrounds to handle the complex needs of high net worth customers. Created the network of specialists from highly regarded professionals in their field. Arranged various social functions and informative meetings to bring the group together and network with coworkers. Result: Established a credible source for referrals internally, which in turn helped others in the department to achieve a similar level of customer satisfaction.

* Researched and assisted in the implementation of a new relationship management software program. Served as a subject matter expert on project team to evaluate and recommend a new product to allow for better communication across various lines of business. Result: Better communication led to increased cross sell opportunities, thereby increasing assets and deepening customer relationships.

Stephen Wall 210-***-**** Page 2

Professional Experience

USAA Financial Planning Services 2011-2012

Financial Advisor, San Antonio, Texas

J. P. Morgan Wealth Management 2010-2011

Vice President, San Antonio, Texas

Frost Bank 2004-2010

Vice President, San Antonio, Texas 2008-2010 Assistant Vice President, San Antonio, Texas 2007-2008

Private Banking Officer, San Antonio, Texas 2006-2007

Investment Representative, San Antonio, Texas 2004-2006

Four Degree Fencing 2002-2004

Owner

USAA Investment Management Company 1997-2002

Assistant Manager, San Antonio, Texas 1999-2002

Preferred Trader, San Antonio, Texas 1998-1999

Investment Representative, San Antonio, Texas 1997-1998

Texas Farm Bureau 1996-1997

Agent, San Antonio, Texas

The Copeland Companies 1994-1996

Account Executive, South Texas Region

Education/Licenses

M.B.A., University of the Incarnate Word, San Antonio, Texas

B.B.A., Finance, University of Texas at San Antonio, San Antonio, Texas

Chartered Retirement Planning Counselor

Financial Industry Regulatory Authority Series 7, 63, 65 and 24 licenses

Texas Department of Insurance Group 1 Life/Health/Annuity license

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