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Sales Manager

Hartland, Wisconsin, United States
December 20, 2018

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Matthew Mullen

Pewaukee, WI ***** 414-***-****


Energetic and entrepreneurial professional with a long and established track record of success in financial planning and financial sales, product development, banking, business development, and product management. Proven performer with an exceptional reputation for articulate communication and team building. Demonstrates superior customer focus and delivers first-class value in both retail and corporate environments. Team leader and valued partner in multiple disciplines. Proven expertise in:

Sales Growth Financial Planning Banking Product Development

Planning Prospecting Team Leadership Business Development

Customer Focus Relationship Building Establishing Trust Persuasive Selling Strategies

Business Sales Cash Flow Financial Planning Dynamic Rapport Building


PNC BANK, Muskego, WI 2016 – 2018

Relationship Manager - Private Client Group

Nurtured and grew financial relationships with more than 320 affluent customers utilizing specialized financial skills and associations and improved product penetration

Surpassed revenue and targets each year by more than 14% on a volume of more than $27.8 million

Delivered superior customer experiences and ranked in the top 20% of all peers

Exceeded revenue goals and placed in top 40% of peer ranking with four star ranking

Attained a reputation of being detail oriented in the most complex trust and estate planning processes

JP MORGAN CHASE, Brookfield, WI 2009 – 2016

Financial Advisor & Private Client Banker

Created customized financial solutions for individuals, families, and small businesses through a myriad of financial vehicles, investments, credit, and banking solutions

Brought in more than $6.3 million in new sales in first 18 months of production; managed a greater than $33 million book of assets in total

Surpassed all expectations by developing and delivering more than twice the market average of personal and family financial plans

Obtained series 7 and series 66 licenses

PRUDENTIAL FINANCIAL, Wauwatosa, WI 2008 – 2009

Financial Services Associate

Generated new sales in the field of investments, insurance, and financial planning with a diverse prospecting list of individuals, families, and small businesses

Named “Rookie of the Year” in 2008

BRADY CORPORATION, Milwaukee, WI 2000 – 2007

Global Strategic Account Manager, Global Products Sales Manager

Managed a worldwide team and drove corporate strategy for the design, prototyping, and sale of pressure sensitive die-cut and identification parts into large multi-national telecom and electronic manufacturers, contract manufacturers, and their supply chain

Introduced a global account map to facilitate the development of customer requirements and resource allocation while capitalizing on company strengths

Earned President’s Value Award for outstanding leadership and performance with unprecedented growth in sales three consecutive years, 2004 - 2006

Championed successful transition of manufacturing and sales process to China from North America while maintaining a measurable 100% customer satisfaction


US Naval Officer, Surface Warfare Specialist


MBA, University of Wisconsin, Oshkosh, Wisconsin – Valedictorian

BA, Government and International Studies

University of Notre Dame, Notre Dame, Indiana – Naval ROTC Scholarship


FINRA, Series 7

FINRA, Series 66

NMLS Registration 426929

Wisconsin Life Insurance

Wisconsin Accident and Health Insurance

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