Financial Sales

Robert Blair Buchanan

**** ******** ***** ( Cameron Park, CA 95682 530-***-**** (

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

Qualifications for Sales/Financial Management

15+ years of success in corporate financial management/analysis and

financial/investment advising. Leverages knowledge of customer-focused

sales strategies, along with outstanding relationship building and

presentation skills, to analyze client needs, develop and execute

customized short/long-term financial strategies, and market/sell

appropriate products/services, such as variable annuities, mutual funds,

UITs, ETFs, and managed monies. Functions well independently and as a team

player/leader to achieve aggressive goals for growing revenue, profits, and

market share. Expertise encompasses:

Financial/Business Account Proposal Recruiting Mentoring/Coa

Planning Management Preparation ching

Credit Client Business Team Process

Analysis/Management Relations Development Building Improvement

Highlights

. Established immediate personal ranking of 1st place in group of 15

advisors based on revenue during first twelve months at Cal Fed Bank

achieving Circle of Excellence status.

. Delivered significant year-over-year revenue growth at Cal Fed Bank,

Citigroup, World Savings, and Wachovia financial centers expanding

existing assets under management over eight years.

Career Track

Golden1Investments Services, Financial Consultant

2/11-

Provided financial planning services to branch members and mentored in

training and licensing of branch personnel

Wells Fargo, Financial Consultant 7/08-5/10

Provided financial planning services to branch clients and mentored in

training and licensing of branch personnel

Wachovia Securities, Financial Advisor 2/07-7/08

Built teams to cross-sell investment products within various bank

platforms. Managed financial advisory business for an existing base of

personal and bank clients. Established bank/investment synergies and

relationships.

World Savings/Atlas Advisors, Financial Advisor 1/05-2/07

Provided financial counsel, investment advisement, financial analysis, and

risk tolerance assessment for clients. Integrated, coordinated, and

supervised marketing and referral activity amongst financial center staff.

Mentored new bankers and facilitated seminars to build business as well as

educate clients.

Citigroup, Financial Advisor 2/03-1/05

Provided financial counsel, investment advisement, financial analysis, and

risk tolerance assessment for clients. Integrated, coordinated, and

supervised marketing and referral activity amongst financial center staff.

Mentored new bankers and facilitated seminars to build business as well as

educate clients.

Cal Fed Bank Financial Advisor 5/00-2/03

Provided financial counsel, investment advisement, financial analysis, and

risk tolerance assessment for clients. Integrated, coordinated, and

supervised marketing and referral activity amongst financial center staff.

Mentored new bankers and facilitated seminars to build business as well as

educate clients.

Credentials

Series 7, 66, and Life Licenses

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