Management Sales
Resume:
DAVID R. LOCKEY
**** **** ****, **********, ** **010
*********@*****.***
www.linkedin.com/pub/david lockey/16/974/a38
Experienced professional with a successful career in investment management,
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Profile Summary
business development, and administration.
1. Proactive approach has resulted in developing client relationships with
approximately 100 households and small businesses.
2. Possess excellent interpersonal, analytical, and organizational skills.
3. Excel within highly competitive environments where leadership skills are the
keys to success.
4. An effective manager with the skills necessary to direct, train, and motivate
staff to its fullest potential.
Investment 2012
Employment Lockey Wealth Management, Dallas, TX Present
President/Financial Advisor
1. Management of private practice accountable for soliciting
businessfor new accounts and developing strategic alliances
with clientele.
2. Develop tactics to increase assets and profitability of private
practice.
3. Devise and implement marketing strategies to further support
financial growth.
4. Counsel high net worth individuals and corporate clients with
regard to investment opportunities, risk analysis, and monetary
returns.
Highlights:
1. Generated more than $200,000 in revenue and fee income
within a 12 month period, while raising assets under
management by $10 million.
2. Developed a strategic marketing campaign through networking
and receiving referreals from existing client base.
Edward Jones Investments, Plano, TX 2009 2012
Financial Advisor
1. Served on leadership team within region to support regional
goals in recruiting, and new advisor development
2. Developed referral network from accountants, real estate
agents, and mortgage professionals to strategically and
reciprically grow client base
3. Conducted periodic investment seminars to the public.
Highlights:
3. Recipient of Regional Leader Award and A. F. McKenzie
Award in 2010 for exceptional performance in sales
4. Recipient of “Blue Blazer” Award in 2011 for continued
performance growth.
JPMorgan Chase, Chase Investment Services Corp., Richardson, TX 2005 2009
Financial Advisor
4. Lead team of up to 10 bankers in driving investment sales
within 3 bank branch locations
5. Grew Assets Under Management by $25 million in 3 years
Education Bachelor of Arts in Economics 2000
College of the Holy Cross, Worcester, MA
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