Customer Service Sales

**** **** ***** *****

Charles W. Heinzelman IV, J.D. Round Rock, TX 78665

512-***-**** *****************@*******.***

Executive Management

An action oriented and experienced leader with a track record of significant achievements and results delivered

through driving for success, aligning cross-functional teams, and empowering individuals. An effective leadership

personality that provides clear guidance and expedites decision-making and action within dynamic organizations.

Demonstrates the unique combination of high-level vision, creativity, and operational experience required to

develop as well as to implement strategic plans for growth.

Functional and General Management Experience

Leadership Strategic Planning Customer Service Marketing

Team Building Business Development Forecasting Client Management

Professional Experience

Trajan Insurance Services, Inc. Round Rock, TX

Wealth Management & Income Planning Company

Executive Director (2002 - Current)

Currently leading new business development, InterSecurities Compliance and management of the sales force in

multiple offices. Responsible for marketing strategy, pricing and promotion, channel development, sales training,

product launch and financial forecasting.

Launched a profitable office within first year of operation with novice representatives.

Full P&L responsibility for all offices: Tampa Fl, San Antonio/Houston/Austin, TX & Scottsdale, AZ

Managed multiple aspects of running a company including budget, forecasting, payroll and compensation .

Developed targeted direct-marketing campaigns to reach the most profitable customers.

Jack Kenney Leadership Award winner for Financial Services industry

WRL Champions Award for highest sales

Simmers Capital Management, Inc. Phoenix, AZ

Full Service Wealth Management Company

Vice President (1998-2002)

Managed all aspects of sales and customer service for investment and insurance products. Responsible for

interviewing, hiring, training, and motivating employees.

Instrumental in the implementation of procedures and concepts from the company’s start -up.

Created $500,000 in revenues and profitability in excess of $100,000 in the first 12 months.

Assistant Vice President (1996-1998)

Responsible for training, managing and motivating staff for investment sales. Learned compliance procedures

and obtained additional securities licenses to allow supervision of sales staff while still working with clientele.

Financial Consultant (1995-1996)

Developed new accounts and managed a viable network of contacts. Negotiated and secured sales, monitored

accounts and ensured client satisfaction.

Promoted to Assistant Vice President within one year of service.

1027 Dyer Creek Place

Charles W. Heinzelman IV, J.D. Round Rock, TX 78665

512-***-**** *****************@*******.***

Edmond Anderson Law Offices Phoenix, AZ

Attorneys at Law

Attorney (1994-1995)

Worked directly with clientele with regard to estate planning, case work and document preparation.

Education

Ohio University BS Psychology, English, History, 1990

University of Dayton Juris Doctorate, 1993

Licenses: Series 6, 63, 26, 65, Life/Annuity/Health/Property & Casualty licensed in numerous states

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