Sales Management
Resume:
Matt Dickey
Truro, NS B2N5R1 ************@*****.***
Business Development Officer /Investment Executive Professional with six years of progressive accomplishments leading business operations, Planning, and Sales Management initiatives for a financial services dealer. Strong strategic planner, problem solver, and persuasive leader. Dedicated to managing operations and projects while consistently delivering desired results and contributing to revenue building plans.
Cross-Functional team building, communication, and interpersonal skills. Interact well with stakeholders, and small to medium enterprises. Keen ability to see the overall picture while abreast of business details and tight deadlines. Recognized for consistency in developing systems, processes and procedures to streamline our core service to clients, while increasing revenues, and enhancing profit.
Core Competencies
Financial Planning, Account Management, Strategic Planning, Logistics Management, Multi-Site Operations, Staff Motivational training, Project Management, Compliance and Regulations, Budgeting and Cost Controls, Forecasting and Trend Analysis, Process Improvement, Administrative Systems.
PROFESSIONAL EXPERIENCE
2007-Present
Scotiabank (Scotia Capital)
Portfolio Advisor
-Execute channel partner sales strategies for financial service solutions to our
book of business, meeting financial estate needs for clients that include small businesses with revenue over five million.
-Scheduled daily operational tasks and defined the sales team targets on a weekly basis.
-Utilized tax strategies and insurance planning to help our clients build, protect, and transfer assets.
-Managed accounts and orchestrate post-sale professional services and resources.
-Grew investment sales internally and grew asset base year over year organically.
-Researched and utilized financial data modeling on publicly traded companies using excel spreadsheets.
-Successful in creating and implementing strategic marketing plans, administrating budgets, and developing improved processes to meet short and long term objectives of company.
-Trained and developed administration and sales staff on performing daily tasks.
-Researched the local and regional market to analyze the potential sales of services and product
-Designed presentations based on market research and client feed back.
2003-2006
Maitland Farms/Summer Employment
Farm Manager
-Maintained inventories and requisitions of such items as fertilizer, seed, pesticide and ingredients for animal feed.
-Supervised and managed daily farming operations with a staff of five.
-Thorough knowledge of safety precautions
-Understanding of animal and plant diseases and the proper treatments.
-Plan activities to minimize environmental degradation, monitor environmental effects of farming activities and repair existing damage.
-Great ability to plan and direct farm operations.
-Strong ability to train, instructs, and supervises farm personnel
Showing strong mechanical aptitude with heavy equipment, was responsible for maintenance and repair.
-Plant, spray, fertilize and harvest crops.
-Handle, load and transport livestock for showing or sale.
Education/Training
Cobequid Educational Centre 1998-2001
Saint Francis Xavier University 2002-2006 Bachelor of Business Administration with Major in Operations Management
Pfpc (Professional Financial Planning Course) 2007
Canadian securities course 2007
First Aid Course 2007
Wealth Management Essentials July 2011
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