Sales Inside
Resume:
Daniel J. Moniz
Hanover, MA **339
**************@*****.***
OBJECTIVE
Enhance sales through customer management, business development, product knowledge and solutions. Increase sales goals with existing clients through cross-selling and networking. Develop qualified pipelines of referrals and prospects through solution based marketing. EXPERIENCE
Vice President 2015-2016
Revere Securities LLC, Boston, MA
• Increased production from zero to $302K over 10 years.
• Traded in the IPO and secondary syndicate markets.
• Drove sales through face to face client meetings. Senior Vice President, Retail Fixed Income 2014-2015 Newport Coast Securities, Boston, MA
• Managed the Boston branch retail fixed income department including idea generation and sales meetings.
• Proactively managed 47 family’s financial assets. Also consulted on consumer finance.
• Averaged $25K monthly production.
Associate Vice President 2012-2014
Ameriprise Financial, Boston, MA
• Achieved 97% client satisfaction rate per corporate survey.
• Increased production 25% and assets 39% in 2 years.
• Increased assets under management from $17 to $27 million.
• Managed $7.8 million for the Rhode Island Public Transit Authority retirement plan.
• Increased the Rhode Island Public Transit Authority 457 retirement plan from
$2.4 million to $7.8 million through client seminars and investor education. Vice President 2010-2012
Moors & Cabot, Boston, MA
• Increased assets under management from $10 to $17 million.
• Achieved production goals of $271K. 17% above quota.
• Implemented tailored portfolio construction through various financial instruments including stocks, bonds, mutual funds, exchange traded funds, insurance products and options, dedicated to each client’s risk tolerance, objectives and long-term goals. First Vice President 2006-2010
Winslow, Evans & Crocker, Boston, MA
Product support Specialist, Inside Sales 1999-2004 Putnam Retail Management, Boston, MA
EDUCATION & PROFESSIONAL
Rhode Island College, Providence, RI 1995-2000
• Economics
• NASD License Series 6, 7, 63, 65
• Massachusetts Life and Health Insurance Licensures
• Wealth Management Specialist (WMS)
• Lend-A-Hand Therapeutic Riding Foundation, Treasurer 2012-2013
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