Sales Management
Resume:
S later Welte
Houston, TX *****
********@*****.***
EXPER I ENCE
KB Home
Sales
●New home sales, involving high end properties, responsibilities include presentation, closing, and
negotiations, as well as follow through to the completion of the project.
●In top 10%.
2010-2012
Online T rading Academy
Consultant
●Identified and recruited financial instrument traders and managers, focusing
primarily on equity and leveraged markets.
● Position required consistent monitoring and prospecting of clients and future
clients, involving numerous negotiations and consultations.
2009-2010
Vacations To Go
Consultant
●Operated and managed a vacation portfolio of high net worth individuals and
famil ies, focusing on very high-end travel destinations and arrangements,
combining a detailed and imaginative approach with a creative and complex
solution directed towards the clients’ wants and needs.
● P laced in the top 3% of agents.
2006-2009
I ndependent F inancial Consultant
●Opened Houston office of an oil and gas development partnership.
●Recruited and managed six salesmen.
●Raised over 5 mil l ion dollars for new dri l l ing projects in Ohio, Texas and
M ichigan.
●Duties consisted of prospecting executives, small business owners and wealthy
famil ies for oil and gas direct investments.
●Responsible for introducing clients to programs and leading them through
investment process.
● Accomplished with existing clients as well as new clients brought in by
cold-calling, prospecting and referrals.
● Rose to Sales Director in 3 months.
2003-2005
Oxford Securities
Senior Advisor
■Stock and bond sales. Portfolio management. Clients were executives of
corporations, owners of small businesses and members of wealthy famil ies.
Over 70 mi l l ion dollars under management. New clients acquired by referral.
■Solid track record of increasing sales. Increased revenue by 30% each year. Top
salesman in office.
1997-2003
Sanders Mo r r is H a r r is
Senior Advisor
■Stock and bond sales. Portfolio management. Clients included corporate
executives, small business owners and wealthy famil ies. Over 100 mil l ion dollars
under management. New clients acquired by referral.
■Firm-developed private placement sales, focusing on mezzanine financing.
Placements included: Metals USA, Eastern Environmental, H itachi Cancer Center
and many others.
■Solid track record for increasing sales. Revenue increased, 1997-2000, by 60%
each year. Always in the top 5 salesmen.
1986-1997
Smith Ba rney
F inancial Consultant
■Investment sales. Clients brought in from all walks of l ife, primarily through
cold-calling, seminars and networking.
■Exceptional sales record. In top quinti le of revenue for the fi rm. Recognized
twice by the fi rm for sales excellence.
ED UCAT ION
New York University
New York, NY
M.A. 1985
Hampshire College
Amherst, MA
B.A. 1979
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