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Sales Management

Location:
Littleton, Colorado, United States
Posted:
August 28, 2017

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PROFILE

I have extensive background in Sales, Finance, Relationship Management, Acquiring new clients and leading others in these respective areas.

Job Experience

Waddell & Reed, Denver CO 10/2014-Present

Sr Financial Advisor

I have run my own financial advisement practice for almost 12 years Currently holding a Series 6, 7, 66, Life, health and annuity and CSNA I have acquired, grown and maintained client base

Expertise in the ability to sell and maintain financial solutions Superior Sales experience, financial portfolio experience, marketing experience, client management, relationship management and referral sources experience

MERRILL LYNCH, GREENWOOD VILLAGE CO 1/2011-10/2014 Sr Financial Advisor VP

Worked on a team environment to develop and run a successful financial advisement practice Currently holding a Series 6, 7, 66, Life, health and annuity and CSNA I have acquired, grown and maintained client base

Expertise in the ability to sell and maintain financial solutions Superior Sales experience, financial portfolio experience, marketing experience, client management, relationship management and referral sources experience

WELLS FARGO, DENVER CO 5/2007-1/2011

Financial Advisor

Worked on a team environment to develop and run a successful financial advisement practice Currently holding a Series 6, 7, 66, Life, health and annuity and CSNA f

10128 Bluffmont Lane

Lonetree, CO 80124

720-***-****

HEATHER ROENTZ

I have acquired, grown and maintained client base

Expertise in the ability to sell and maintain financial solutions Superior Sales experience, financial portfolio experience, marketing experience, client management, relationship management and referral sources experience

JP MORGAN & CHASE CO, DENVER CO 01/2005-05/2007

Licensed Personal Banker

Acquired and held Series 6, life, health and annuity licenses Worked in a team environment to build and grow client base as well as maintain current and new relationships Expertise in the ability to sell and maintain financial solutions Superior Sales experience, financial portfolio experience, marketing experience, client management, relationship management and referral sources experience

EDUCATION

CSU- Fort Collins Business Administration/Marketing/Finance SKILLS

Extensive background in sales, finance, leadership, client building, relationship management, networking, hold license series 6, 66, 7, life, health and annuity and CSNA. REFERRALS

Joann Lair 303-***-****

Kyle Harris 303-***-****

Anne Halouska 720-***-****

Jeff Anderson 303-***-****

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