Sales Management

Brendan Daly

Email: abqqk7@r.postjobfree.com

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

City: Westwood

State: MA

Zip: 02090

Country: USA

Phone: 413-***-****

Skill Level: Director

Salary Range: $80,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

BRENDAN M. DALY, CRPC(R)

17 ELDRIDGE PLACE * WESTWOOD, MA 02090 * 413-***-**** (C) * abqqk7@r.postjobfree.com

SUMMARY

Highly motivated self-starter with extensive experience in 403(b) retirement planning for education professionals, 457 retirement planning for municipalities, wealth management for clients within the banking channel, and mutual fund distribution. Successfully managed client portfolios with high net worth ranging from $500,000 to $3,000,000 in assets. Received accolades and consistently placed in top quartile for total revenue production. Managed and trained over 120 employees ranging from newly hired financial planners, regional bank managers, branch managers, and teller personnel.

PROFESSIONAL EXPERIENCE

METLIFE FINANCIAL GROUP OF MASS, Norwood, MA 2010 - present

Full service financial services company; leader in in-force insurance and broker/dealer operations

Financial Services Representative/Registered Representative/Investment Advisor Representative

* Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients

* Develop and cultivate client base. Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.

* Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan.

* Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services. Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge.

LINCOLN INVESTMENT PLANNING, INC, Waltham, MA 2008-2010

Full service broker/dealer with a nationwide presence in the 403(b) marketplace

Financial Representative/Registered Representative/Investment Advisor Representative

* Provide financial planning solutions to a wide range of clients, including public school educators and municipal employees

* Utilize a range of vehicles to provide general financial, charitable gift, and non-profit continual business planning strategies

* Experience in fee based planning, mutual fund portfolios, individual securities, risk management, annuities, estate planning, 403(b) retirement planning and 457 retirement planning

* Present at retirement education seminars with focus on MA pension exiting strategies

* Represent Lincoln at benefit fairs to educate and acquire new clients

* Meet regularly with City Treasurers, Superintendants, Chief Financial Officers and Principals to gain entrance into school districts and discuss policies regarding payroll distribution

BANCNORTH INVESTMENT GROUP, Framingham, MA 2006-2008

Wealth management services to personal investing and institutional or nonprofit organizations

Senior Financial Consultant II

* Provided strategic, comprehensive wealth management for high net worth clients

* Over 60 million in total assets under management

* Exceeded client objectives for retirement planning, estate planning and charitable planning

* Managed, coached, educated and trained over 100 bank employees and newly hired financial consultants

* Produced $685,000 in total revenue over course of employment

* Placed first in firm for total production with over $60,000 in revenue in one month

* Consistently placed in top quartile for production among 300 representatives

CITIZENS INVESTMENT SERVICES, Medford, MA 2004-2006

Comprehensive solutions including investment management, deposit and loan services, custody and

escrow accounts, and fiduciary and administrative services for high net worth and institutional clients

Financial Consultant I

* Represented 24 in-store branches in territory

* Managed, mentored, and trained 120 bank employees

* Managed portfolios for nearly 200 clients in bank platform

* Experience with 529 education savings, asset manager accounts, and individual and employer sponsored retirement plans

EATON VANCE DISTRIBUTORS, INC., Boston, MA 2001-2004

Worldwide distributor of investment solutions to individuals and institutions

Regional Representative

* Marketed, educated and influenced the sale of mutual funds to registered representatives in the broker/dealer channel covering NY, MA, and VT territory

* Traveled extensively using past experience in territory management and marketing/sales techniques

* Worked in concert with east coast regional manager for corporate monetary support and procedural advice

* Produced $87.9 million in closed end offering sales during 2003

* Produced $39.5 million in closed end offering sales during down market of 2002

* Consistently surpassed twelve month rolling average during 2001-2003 in open ended sales

PUTNAM INVESTMENTS, Andover, MA 1999-2000

Worldwide distributor of investment solutions to individuals and institutions

Specialist, Financial Advisors Division

* Provided top performing registered representatives with the highest level of sales, marketing and operational support

* Developed and enhanced relationships through the application of listening, probing, and analytical skills in regards to sales, marketing, and operational inquiries

* Performed quarterly presentations to senior management on existing and new products

* Attended weekly teleconferences with fund managers and top economic advisor, Dr. Bob Goodman

EDUCATION

Merrimack College, B.S.., Political Science major, Business Administration minor 1998

Dale Carnegie, Public Speaking Mastery 2003

Dale Carnegie, Effective Leadership and Communication 2002

PROFESSIONAL LICENSES AND AFFILIATIONS

FINRA Security Licenses, Series 7, 6, 63, 65 1999-present

Massachusetts Life Insurance 2003-present

Chartered Retirement Planning Counselor, College of Financial Planning 2008-present

Speaker, Toast Masters Boston 2001-2003

COMPUTER SKILLS

Microsoft Office, Avenue Territory Management, ING Smartworks Client Management and World Wide Web

References available upon request

Contact this candidate