Christopher S. Jacklin
**** **** ****** ** *******, WA 98116 Cell: 206-***-**** *******@*****.***
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Career Profile
** ***** ** ********* in directing relations with business owners, presidents, and C-level officers (B2B); sales, marketing, and operations functions for companies in diverse industries. Startup experience. Excelling in improving rapid growth settings, identifying and creating ways to improve operations and positioning companies in a positive light to consumers. Achieved demonstrated success in producing significant and sustainable impact on revenue generation and bottom-line performance.
Business Development Team Leadership & Development Project Management
Operations Management Technology Planning B2B
Contract Negotiations Procurement Marketing/Sales
Series 7, 6, 63, 65 Life Licensed Strategic Planning
Professional Overview
Built multiple books of business from the ground up, offering management and business development solutions (B2B) for retirement plans and high net worth individuals; securing new clients and services totaling $400 thousand in annual revenue.
Directing and growing multiple departments including sales and operations staff; created incentives for top performance and increased revenue above targeted goals by 20% in first two quarters of leadership.
Experience
Key Investments F.A. March 2015 – July 2018
Engineer and manage existing clientele for five branches.
• Researched, improved, and implemented sales process.
• Increased revenue by 12% in first six months.
Sales
Action Tax February 2014 – March 2015
Engineered and managed specific objectives and sales pipeline and increased clientele by 20% in 6 months.
Researched and implemented sales methods and negotiated contracts
with clients.
Owner offered to double salary on the spot when I submitted resignation.
Sales April 2013 – January 2014
Handyguyz.com
Provide market analysis, market implementation and leadership of sales team
for a rapid growth environment with little foundational background data.
Create and maintain a market database for new clients and employees.
Developed and executed sales strategy well over forecasted revenue of $100K in first
quarter.
Engineered incentives and support program for sales team.
Executive Officer September 2007 - June 2013
CSJ Consulting
Secured and managed fund of $350M in offshore account.
Engineered and managed sales pipeline over $80M.
Researched and implemented sales methods and negotiated contracts
with/for clients.
Consulted for two start-ups (technology companies).
Sales April 2003 – Sept. 2007
AOR
Initiated RIA firm’s successful campaign capturing over $100M in 401k business; this position was 95% B2B.
Introduced and initiated the use of MPT.
Captured 85% of revenue.
Engineered successful sales and management methodology.
Managed seventeen plans between $5 and $20 million as well as largest individual account.
Vice-President April 2000 – April 2003
Piper Jaffray
Successfully rebuilt and managed $80M book of business.
Helped secure capital funding in conjunction with investment bankers
and venture capitalists.
Supported Board members and led technical, marketing, operational, and
financial teams.
Took on inactive accounts and revived spending to produce upwards of $200K in additional revenue.
Additional Professional Activities
Lake Washington College, Kirkland WA 2001 – 2003
Instructed classes on investment terminology, theory, and application.
Albert Ltd. 1995 – 1997
Led team which analyzed, created, and integrated a highly successful turnaround business plan for one of the region’s oldest retailers.
Volunteer Work
Seattle Brain Cancer Walk 2008 - Current
HopeLink 2000 - Current
Invest in Youth 2001 - Current
Education
Seattle Pacific University 1992 - 1995
B.A. Business, Finance Major, Economics Minor