Sales Manager

Patrick F Gaffney

** * ******* ** #**** Chicago, IL 60611 703-***-**** ***.********@*****.***

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Employment

Licenses held: Series 7, Series 66, LAH Insurance, willing to obtain CFA

Proficient with: Money Guide Pro, SalesForce.com, Netx360 Investment Platform, Microsoft Office (Excel, Access)

ING Financial Partners, McAdam Financial Group Chicago, IL 02/2013 - Present

District Manager

• Promoted to a District Manager position with McAdam Financial Group in our Chicago office with over 20 financial

advisors. Managed 7 full time employees, and 26 sponsors while also maintaining a book of over 30 clients.

• Mastered Salesforce.com, utilizing it to track client relationships, manage complex workflows, and report on revenue

• Supplemented responsibilities by serving as a lead recruiter, evaluated applicants, trained new advisors, facilitated

advisor meetings, and managed the professional growth of 32+ new hires

• Led team to 1st place finish out of 16 Districts in sales for the 4th Quarter; prior to promotion the team was 15th out of 16

the previous quarter

• Independently directed the development of custom financial plans for clients obtained through referrals and marketing

• Acquired and developed a trusted advisor relationship with over 42 clients and managed $6.3 Million+ in assets

• Gained 12 referrals as clients and held referral classes for advisors after the office had none the previous year

ING Financial Partners, McAdam Financial Group Tysons Corner, VA 01/2011 – 01/2013

Financial Advisor

• Independent Contractor and Financial Advisor with McAdam Financial Group

• Directed every aspect of obtaining and maintaining clients including: planning, establishing, and executing marketing

events, contacting leads, facilitating meetings, consulting with clients on financial intentions, developed and maintained

trusted advisor relationship with clients

• Developed personalized asset allocation portfolios and presented / implemented strategies to maximize client value

• Finished first year ranked 9th in total production within the firm of over 100 advisors for the year of 2012

• Personally obtained and managed 36 clients with assets in excess of $5.4 Million

• One of four advisors chosen as a “coach” to mentor new advisors

• Coached fellow advisors and assisted in acquisition of $43,000+ in additional sales

ACE Group, Wilmington, DE 06/2009 – 08/2009

Financial Analyst Intern

• S&P 500 global commercial insurance company with offices in more than 50 countries and clients in over 140 countries

• Performed Loss Audit Reviews with my division which involved our outsourcing partners in Jaipur, India. I also

worked with Internal Audit and PricewaterhouseCoopers on Sarbanes-Oxley controls.

• Completed over 200 Loss Audits and developed a Time Management database which allowed our employees to input

how they spent their hours. I also accomplished several other tasks handed down by senior management

Education

Penn State University, State College, PA 09/2006 – 12/2010

Bachelor of Science: Major Finance Minor International Business

University of Cape Town, Western Cape, South Africa 01/2010 – 06/2010

Semester Abroad

Volunteer Work/Activities

• Volunteered at the Ark City of Refuge in South Africa which involved tutoring 8-15 year olds with their school work

• Volunteer Head Coach for Youth Basketball: (8th – 11th Graders) for 8 seasons. Organized practices, 3 finals

appearances, 2 championships, and finished in the top 4 in the playoffs every season.

• Attended the FIFA World Cup 2010 in South Africa and the FIFA World Cup 2014 in Brazil

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