Sales Manager
Resume:
FRED SLAUGHTER
NEW YORK, NY ***26
Tel: 646-***-**** / Email: **************@*****.***
PROFESSIONAL EXPERIENCE
MET FUNDING SOLUTIONS – New York, NY 4/2014-Present
ISO/ Associate Broker & Underwriting Specialist
Identify and qualify small business owners seeking short-term funding by analyzing financial statements, credit reports and Westlaw background checks.
Manage logistics to ensure timely delivery and properly document approved funds.
Educate existing customers about other financial products on a continuing basis. Topics include business lines of credits, factoring, equipment leasing and asset based funding.
In recognition of meeting funding goals, was promoted to Team Leader/Senior Underwriting Specialist.
SAKS 5TH AVE -- New York, NY 4/2011-2/2014
Polo Ralph Lauren/ Brand Specialist
Established deep relationships with clients and cultivated repeat business, exceeding management sales and event goals by 80% quarterly.
Became thoroughly knowledgeable in the menswear field, particularly high-end men’s designer suits and sports apparel, demonstrating a strong understanding of current and emerging fashion trends.
Attended designer workshops to address client wardrobe needs in various apparel categories.
Assisted new hires with identifying and executing brand visions/guidelines.
Arranged fitting/alterations for apparel and coordinated pickup and delivery of purchased items to ensure client satisfaction and gain repeat business.
BLOOMINGDALES Hackensack, NJ 9/2009-3/2011
Ralph Lauren/ Sales Associate
Consistently delivered a memorable shopping experience for all clients and planned client appointments to maximize sales results.
Skilled at using multiple channels of technology to strengthen existing relationships and drive new client acquisitions.
Developed a book of business in which 30% of quarterly sales consisted of high value customers and opened 15 new credit accounts weekly.
Operated, maintained and reconciled a super-cash register at the beginning and end of each shift.
PNC BANK Tenafly, NJ 1/2005-6/2009
Relationship Manager/ Private Client Group
Managed 50+ high-net-worth clients with $53 million in assets under management, including deposits and alternative investment products. E.g. certificates of deposits, mutual funds, annuities and money market accounts.
Established relationships with individual and family members of significant wealth to create and implement financial planning strategies.
Worked with a multi-disciplinary team of advisors to examine such topics as risk tolerance, long and short-term investment options, retirement planning, employee benefits, income tax planning, insurance and estate planning strategies.
Participated in requirements gathering and other SDLC functions on various software improvement projects for proprietary software systems.
FLEET/ BANK OF AMERICA Fort Lee, NJ 6/2001-11/2004
Senior Investment Representative
Responsible for generating $425,000 in monthly revenue, exceeding quarterly goals by 119%.
Created incentive-based sales contest with branch employees that identified investment opportunities, resulting in a significant increase in investment referrals, booked appointments and implementation of retail products.
Assisted branch customers with all aspects of consumer products including checking and savings accounts, certificate of deposits, credit cards, home equity lines of credit, installment loans, insurance products and alternative investment options.
As a direct result of meeting and exceeding the responsibilities of a Senior Investment Representative, received several awards of recognition, including the assignment of an additional branch that increased in investment revenues of over 98% for six consecutive quarters.
PRUDENTIAL SECURITIES Bedminster, NJ 02/1999-4/2001
Investment Advisor
Acted as a registered broker-dealer analyzing and trading in various investment products for an average of 32 clients per quarter with total assets of approximately $5.6 million annually.
Utilized internal systems: AML and KYC regulatory processes to onboard clients, to construct personal financial statements, which addressed such topics as the time value of money, budgeting, long and short-term goals, educational financing, income protection and retirement and estate planning.
Implemented personal and employee sponsored retirement plans including IRA’s, tax sheltered annuities, qualified retirement plans, distribution options, tax deduction/benefit limitations and key man insurance options.
Maintained an open line of communication with clients and served as a resource for questions and concerns.
EDUCATION/LICENSING
MOREHOUSE COLLEGE
Atlanta, GA
Bachelor of Arts/ English Literature
As an active Broker Dealer, held these licenses:
Series 7 & 66
Health, Life, Property and Casualty
Pursued CFP Certification at NYU Continuing Educational, Midtown NY
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