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Sales Manager

Cincinnati, Ohio, United States
February 02, 2018

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Accomplished Regional Vice President, Director of Sales and company President that has run inside and outside sales teams. Successfully managed territories and increased sales and client growth. Have run sales for small and large companies from the ground up and in established sales teams.

Professional Experience:

2005- Present Haven Acquisition Management, LLC

Director of Sales/Operations. President. Selling, managing, and running a Sales Consulting firm specializing in the sale of: investments, real estate, distressed assets, and commodities. Worked with a client base of thousands of Buyers, Sellers and suppliers.

Created sales and operations procedures, products, and goals.

Closed sales in the millions of dollars every year.

Consulted and sold to and for a division of a Foreign State Monetary Fund

Managed a team of sales consultants and service/operations staff.

Deal sizes ranging from $1000 to $50+ million.

2003 - 2005 Unifund Corporation

Portfolio Sales Manager. Sold alternative investments, loans, and notes for an industry leader in distressed asset investing. Worked with banks and lenders to sell their assets.

Sold to and managed hundreds of existing and new clients.

Closed millions of dollars every month in Sales.

Increased sales revenue to over $190 million annually.

Increased sales client base from two dozen to over 1000+ clients.

Sold billions of dollars of face balance debt.

1996 – 2003 John Hancock Investments. Private Client Group

Regional Vice President. External Wholesaler. Regional VP for sales, marketing, and servicing of John Hancock’s Managed Accounts to the broker/dealer, Institutional, RIA channels. Sold to high net worth clients.

Set 1st month and 1st year RVP/External Wholesaler sales record.

Set quarterly RVP/External Wholesaler sales record.

Achieved 1996,1997,1998,1999,2000,2001,2002 sales goals.

Exceeded guaranteed bonus in first 4 quarters in new region. Increased sales over 250% in new region.

Coverage territories included: Midwest and Northeastern regions of the United States. Promoted within position. Travel rate 95%.

Met with direct customers on behalf of FAs to assist in closing business.

1995 – 1996 Sovereign Asset Management Corporation/NM Capital Management

Managing Director Private Client Sales/Key Account Manager/External Wholesaler. Director position in charge of the sales, marketing, and service for John Hancock Investments Asset Management Subsidiaries. Sold to the

broker/financial planner channel, managed a group of sales and operations associates.

Created value added presentations and sales ideas.

Hired inside sales team.

Worked with Department heads of broker dealer firms to increase market share in their organizations, and created relationships with new firms.

Increased sales over 150% in one year.

Created the marketing material for mailing campaigns and distribution.

1994 – 1995 John Hancock Investments. Internal Wholesaler. Sold John Hancock Funds to the broker dealer/financial planner market.

1995 – Winner of fourth quarter sales promotion.

1995 – Winner of contest, largest increase in sales, one quarter.

1994,1995 Exceeded sales goals.

Territory included: California, Hawaii, Nevada and Guam.

1992 – 1994 John Hancock Investments. Dealer Liaison. Managing and troubleshooting the backoffice relationship for John Hancock Funds and broker/dealer firms.

Managed a small team of service and operations staff.

Promoted within position

Managed a portfolio of more than two dozen wirehouse and financial planning firms to insure proper handling of daily business and transactions.


FINRA Series 6, 63, 7, 65, and Life, Accident and Health

University of Illinois at Champaign/Urbana

Degree: Bachelor of Arts

Major: Business Communication Minor: Marketing


Two-time Big 10 Conference Champion Athlete at

The University of Illinois Urbana/Champaign

Volunteer for Boston Partners in Education

Junior Achievement

Big Brother/Little Brothers Organization

Special Olympics

References available upon request

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