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Sales Manager

Cincinnati, Ohio, United States
November 14, 2018

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**** **** **** #****

Cincinnati, OH 45242

513-***-**** (phone)

e-mail address:

Accomplished Regional Vice President, Director of Sales and Managing Director 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

Managing Director. Director of Sales/Operations. 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 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 distressed assets, loans, and notes for an industry leader in distressed asset investing. Partnered 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.

Part of a team that increased sales revenue to over $190 million annually.

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

1996 – 2003 John Hancock Investments. Private Client Group

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


4900 Hunt Road #1128

Cincinnati, OH 45242

513-***-**** (phone)

e-mail address:

1995 – 1996 Sovereign Asset Management Corporation/NM Capital Management

Managing Director Private Client Sales/Key Account Manager/External Wholesaler. Director of sales, marketing, operations and service for John Hancock Investments Asset Management. Sold to the broker/financial planner channel, managed a group of sales and operations associates.

Created value added presentations and sales ideas.

Managed inside sales team.

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

Increased sales over 150% in one year.

Created marketing material for mailing campaigns and distribution.

1994 – 1995 John Hancock Investments. Internal Wholesaler. Sold John Hancock Funds mutual 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. Managed the backoffice operations for John Hancock Funds and broker/dealer firms.


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

Editor of a department newsletter at John Hancock Funds

Member of John Hancock Funds Employee Activities Committee

Volunteer for Boston Partners in Education

Big Brother/Little Brothers Organization

Special Olympics. Junior Achievement

References available upon request

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