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Sales Manager

Waxhaw, North Carolina, 28173, United States
November 29, 2017

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Marvin, NC *****

Mobile: 848-***-****


Financial Services professional with 10+ years of proven success in end-to-end process management and strategic solutions delivery. The position of Project Manager aligns with my interest, and I welcome any opportunity to interview for this exciting role. Results-driven professional with process improvement and project management experience. Areas of expertise include Strengths include:

Business Process Design

Data Analysis and Reporting

Business and IT Improvement

Product/Project Management

Systems Implementation & Technical Design

Continuous Improvement Measurement


Call Center Technology


Wells Fargo Wealth and Investment Management – Charlotte, NC 2008 – 2017

Annuity and IRA Product Consultant

Managed multi-site teams, including current Manager

Consistently met and exceeded goals including periods of personnel, territory and channel transitions

Used data analysis to identify market trends and generate new sales ideas

Managed technology projects for our Multi-site Contact Centers, including MS Dynamics, Sales Force, CTI

Led team to win Wells Fargo’s Excellence First recognition award 4 consecutive years

Built and maintained strong relationships with business partners leading to better communication and increased sales

Championed sales campaigns with Channel Management and Marketing departments

Developed and managed Marketing Campaigns educating advisors on products that led to increases in sales

Wachovia Trust Operations – Charlotte, NC 2007 - 2008

Mutual Funds and Income Servicing Unit Manager

Led merger integration projects between Wachovia Trust and AG Edwards Trust

Reduced expenses by increasing staff’s time management skills, minimizing errors while handling increasing volumes

Raised quality scores across all teams

Decreased financial risk exposure

Facilitated and reported monthly project status including metrics, dashboards and Balanced Score Cards

Wachovia Securities - Charlotte, NC 2005 - 2007

RIG - Rapid Rollover Supervisor


Assisted in the creation of Internal Service performance measurements which resulted in Service Level process enhancements and quality score improvements

Partnered with IT Department, to develop new SQL CRM Database for tracking caseload, timeliness and results, creating 20% greater efficiency

Identified marketing process improvement opportunities which lead to a 40% increase in sales


Associates Degree in Biology, Middlesex County College, Edison, New Jersey


Series 7, 24, 63, 65, Life Insurance: Accident, Health/Sickness and Variable, CRC, Diversity and Inclusion.

Working towards completion of PMP Certification


Strong knowledge of retail retirement and investment products, the Spanish language, MS Office Suite, MS Dynamics

Sales Force, Hyperion, Genesys, Avaya, Aspect, BETA, Clarity.

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