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Customer Service Sales

Location:
Oceanside, CA
Posted:
September 18, 2014

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Resume:

Ben Malone

Oceanside CA

760-***-**** cell

*********@*****.***

Experience

Investments, Financial Advice, Real Estate, Mortgages, Banking, Property

Management, Marketing, Business Development and Direct Sales.

Voodoo Viral Marketing Company

Business Development Director

July 2013 - June 2014

My primary responsibility is to source new clients in the

telecommunications sector for present Voodoo Viral's Automated Marketing

system with video enhanced message links.

MARCUS EVANS

Senior Consultant/ Team Lead

December 2011 - July 2013

M.E. Corporate is the global leader in Fortune 1000 Executive Summits

across all major vertical markets. I managed The Chief Litigation Officer

Summit, which provide a platform for corporate clients to engage

prospective vendors in strategically aligned meetings. $340k in sales first

year, no client retention due to bad business ethics.

Mortgage Banker & Realtor

U.S. Bank Home Mortgage, Hamilton Truman Inc. and Sundance Mortgage & Real

Estate

October 2002 - December 2011

Responsible for originating mortgage loans and representing buyers and

sellers in Real Estate transactions while developing new clients. I worked

directly with secondary market for wholesale broker relationships. Over $50

million in sales over 9 yrs. Built and managed a Real Estate portfolio of

13 rental properties.

Bank of America & BAISI

Client Manager/Financial Advisor

March 1997 - July 2004

Developed and managed a 180 million-dollar portfolio, consisting of more

than 500 clients. Specializing in; first mortgages, second trust deeds,

lines of credit, checking, money market accounts, CD's, savings account,

UTMA and 529 accounts, consistently in the top tier of client recognition.

Promoted to Financial Advisor for their Brokerage division; managed $300mm

portfolio of 600 clients.

H.J. Meyers & Company, Drake Capital Securities, Fortress Securities, Inc.

Stockbroker

March 1994 - March 1997

Managed, developed and improved investment portfolios.

Prospected for new clients and identified investment objectives with proven

strategies to suit long term goals. Researched and recommended publicly

traded companies for investment and trading opportunities. Built three

books of 50+ clients and successfully traded for profit and loss.

Proficiencies Include: Multiple software programs for CRM, MS Office suite,

Internet searches including Boolean and social media

Education: City College of San Francisco & GED.

References upon request.



Contact this candidate