Sales Management

JOSHUA A. SCHUETTE, CLU ****.*.********@*****.***

*** ********* ****** 618-***-****

Alton, IL. 62002

EXECUTIVE PROFILE:

Analysis / Problem Solving / Business Development / Management

Highly competent and analytical financial services professional with an extensive track record of consistently exceeding stated

objectives, efficiently developing new business, and effectively managing others. Over 13 years of combined accounting and

financial services experience; accounting skills and analysis are utilized in the areas of preparing asset allocations, budgets, financial

consolidations, modeling, reporting and forecasting to support a thorough decision -making process for clients, prospects and

management. Budget-oriented and intuitive problem-solver, with high capacity to work proficiently under time constraints in a

dynamic, fast-paced environment. Adept at fostering solid, long-term relationships, thus drastically increasing company revenues in

short periods of time.

QUALIFICATIONS / AREAS OF EXPERTISE

- Quantitative Financial Analysis - Budgeting / P & L / Ad hoc Reports - Account Acquisition / Maintenance

- Project Management - PeopleSoft Workflow / SAP - Strategic Planning / Forecasting

- Insurance Licensed, Series 6 & 63 - Million Dollar Roundtable Producer - CLU, Chartered Life Underwriter

- High Service Level Expectations - Excellent Interpersonal Communication - Team Building / Relationship Building

- National Quality Award (2007-12) - National Sales Award (2007 - 12) - Lead Prospecting and Client Conversion

(Note: willing and able to complete additional certifications, licensing or degrees upon employer’s need or request)

PROFESSIONAL EXPERIENCE

2003-2013 NORTHWESTERN MUTUAL Edwardsville, IL

A mutual company founded in 1857, was named as one of the St. Louis areas Best Places to Work in 2012. It is

a leader in the financial services industry with over $250 Billion in Operating Assets.

Financial Representative (September 2003 – August 2013)

Gathered data and compiled Monte Carlo Analysis for client presentation; this complex process takes into

consideration a current client’s financial position, relative to stated goals, and then introduces multiple

variables to stress-test the plan and calculate the probability of the plan’s success.

Met with prospects to understand stated goals and brought those objectives into a visual concept using

tools such as NaviPlan, Morningstar, and Principia Pro; to evaluate existing asset allocation and then

make proper adjustments to balance and diversify for optimal performance.

Extremely proficient in Microsoft Excel, Access, Word, PowerPoint. Developed Microsoft Excel

spreadsheet to track and automatically update actual performance results of the office to stated goals,

currently adopted and utilized by several other advisors.

Brought over in excess of $9 million in assets under management, consisting of: mutual funds,

annuities and securities in all sectors by implementing a comprehensive planning process with clients.

Put in place on average between $20 million to $25 million of life insurance face amount annually.

Earned the distinct honor of being recognized with the top 6% of producers internationally, membership

to a premier association of financial professionals, Million Dollar Roundtable. [Ladue News 2009 -2010]

Highly developed interpersonal skills; verbal and written presentations prepared and delivered in

individual or group settings; in-person, via conference call or go-to-meeting applications all utilized to

foster long-lasting relationships with managers, advisors and clients.

(Continued, page two)

(Joshua A. Schuette, CLU page two)

2001-2003 INCYTE GENOMICS, INC. St. Louis, MO

This bio-tech company was credited with significant research and development crucial to the mapping

of the human genome. Genomic data was stored, and delivered to colleges, universities and other

research facilities world-wide, until the company was sold for their research to Syngenta.

Senior Staff Accountant (March 2001 – August 2003)

Utilized PeopleSoft Workflow software in the invoicing and billing of genomic data to pharmaceutical

companies, academic research facilities and universities.

Prepared journal entries to close monthly, quarterly and annual financial statements.

Updated pricing figures, terms and conditions to correlate with frequently negotiated contracts.

Engaged, trained and managed a team of two accounting clerks in carrying out billing to our core business

and educational clients. Evaluated performance based on completion of stated objectives, adherence to

personnel procedures, and alignment with our company core values.

2000-2001 THE GSI GROUP, INC. (GRAIN SYSTEMS INC.) Assumption, IL

Multi-national manufacturing company specializing in the fabrication of grain bins, feeders, dryers in the

agricultural sector.

Corporate Accountant (February 2000 – March 2001)

Prepared, checked for accuracy and then presented Financial Statements (Cash Flow, Trial Balance, Income

Statements) for the Executives and Managers of the company.

Presented a weekly Throughput Report to the CEO, CFO and President of International Sales detailing sales

less expenses to evaluate the weekly throughput of all manufacturing components of GSI.

Reconciled daily loan activity and cash balances in excess of $12 million.

Assisted in design and development to implement a perpetual inventory control system to more precisely

determine actual inventory, instead of solely relying on an annual physical count.

Analyzed currency exchange variations for international sales and made proper adjustments.

Established on-going benchmark analysis of GSI key competitor, CTB (Chore Time Bins); providing insight

crucial to the decision making process in forming strategic mergers and acquisitions made by GSI.

EDUCATION / PROFESSIONAL DEVELOPMENT

2010-2012 THE AMERICAN COLLEGE Bryn Mawr, PA

Chartered Life Underwriter – CLU designation, online & textbook coursework

Concentrations in risk management for individuals, partnerships and businesses. Estate Planning.

1995-1999 SOUTHERN ILLINOIS UNIVERSITY Edwardsville, IL

Bachelor of Science in International Business, Minor in Finance

Attended University of Northumbria in Newcastle, UK as a student in SIUE Study Abroad Program.

*Some Coursework: Multinational Financial Reporting & Analysis, European Economic Integration

Maintained a 3.5 GPA while being elected to SIUE Student Government.

*Some Coursework: Financial & Managerial Accounting, Computer Management Information Systems

UNITED STATES MARINE CORPS – RESERVES

1997- 2003 St. Louis, MO

Corporal, E-4; Honorable Discharge, May 2003

National Service Medal, Sharp-Shooter Medal

Transmitted procedure and orders from command elements to supporting units.

Discovered the capabilities of discipline, teamwork and effectiveness of good leadership.

(Extensive technical and professional education, seminars and references list provided upon request)

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