VP Sales

*****.*****@*****.*** http://www.linkedin.com/in/nancysobin 678-***-****

Nancy Sobin

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EXPERIENCE

College Savings Bank (CSB) Atlanta GA 2012 to Present

National Sales Director, 3/12-Present

Acting Chief Marketing Officer, 3/12 to 2/13

Reported to the CEO of this $500M B2C organization which is program manager for three State

Tax Advantaged College Savings Plans.

• Developed sales function by building and spearheading all sales operations, including direct

and broker channels. Developed job descriptions for various roles, goals, expectations,

measurements, compensation and recruited new key players.

• Responsible for state relations and ensured College Savings Bank (CSB) conforms to sales

and marketing requirements of each state for which CSB acts as the 529 program manager

• Significantly reduced operational costs by reviewing existing, and negotiating new, supplier

agreements

• Increased sales by expanding distribution and creating partnerships with other firms.

• Worked with IT to develop the underlying CRM infrastructure required for CSB to broaden

distribution, including implementation of a proprietary CRM solution.

• Successfully negotiated a broker agreement with Merrill Lynch which when implemented will

bring several million dollars of sales into the bank.

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Achievement: by successfully increasing sales and reducing costs, positioned CSB for highly

favorable acquisition.

Director, Financial Blueprints, LLC, Atlanta, GA 2001 to 2011

Small Business focused on Employee Benefits and financial solutions

• Sold insurance and securities solutions to individuals and small business owners based upon

analysis of goals and needs

• Forged alliances with Attorneys, CPAs and other client advisors throughout the region to

integrate and streamline client strategies and business plans.

• Lead educational seminars targeting Small Business Group Benefits, Women Facing Divorce,

Individuals affected with Job Loss, and Retirement Planning. Educate clients on the effect of

economy on finances and portfolio results, and advised them on ways to protect assets in

volatile markets.

Achievement: Helped small businesses reach their financial goals by developing financial

analysis, presenting recommendations and helping them implement strategies

Consultant, Marketing and Sales Success Strategies, Marietta, GA 1997 to 2000

• Provided strategic business planning, marketing and sales services to large and small

businesses, ranging from developing marketing plans to providing sales and marketing

services on an outsourced basis

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Achievement: Assisted an over the counter (OTC) health care company by identifying unmet

consumer needs, developing a business plan, and implementing the strategy from concept to the

point of product creation. Successfully packaged the offering to attract investors.

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EXPERIENCE (continued)

Eastman Kodak Company Atlanta, GA 1982 to 1997

Promoted through a series of positions of progressively increasing responsibility, ranging from

Market Planner and National Sales Liaison to Regional Manager and Vice President

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Developed and honed key skills in Sales Management, Operations Management, Product

Development, Performance Planning, Recruiting & Retention, Team Development, and Training

• Regional Manager and Vice President (Atlanta). Built Team, led sales and all business

functions for the Southeastern US business unit, and subsequently the Southwest.

• Based in San Francisco, Regional Manager leading sales activities in seven Northwest states

for the Professional Photography Division (San Francisco).Region won National Sales award

for largest percentage sales increase (8%)

• As the National Sales Liaison, assisted the VP of US marketing and acted as liaison between

field sales and marketing

• Market Planner with full P&L responsibility for Kodak’s most profitable product line, the $80

million Professional Color Film business. Managed a diverse line of color film products, and

successfully launched many new professional film and laboratory products. Responsibilities

included new Product development, building field sales tools and developing communications

for account executives and clients.

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Achievement: Competitively selected to attend the Executive MBA Program at the William E.

Simon School of Business. First person in division to receive this honor. Completed this

demanding full time graduate program while working full time.

PROFESSIONAL DEVELOPMENT AND COMMUNITY INVOLVEMENT

Board Member & Treasurer, Buckhead Business Association, Atlanta, GA 2007 to 2011

• Evaluate financial reports and make monthly recommendations for improving financial health

• Set up QuickBooks reporting, to work with bookkeeper in order to evaluate systems and

make changes based on Business needs

• Recommend supplier and activity changes to save money for organization

• Instituted new procedures for member retention based on analysis of data

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Achievement: Helped recruit new Executive Director and hire new Bookkeeping service,

successfully enabling organization to better meet goals.

• CEO roundtable, NAWBO (National Association of Women Business Owners) 2008, 2009

• Participant, 3 Day Walk to raise funds for Brest Cancer 2000, 2010,2011

• Board Member, College Savings Foundation, 2012 - 2014

• Member, College Savings Professional Network, 2012 to present

• Volunteer, Special Olympics Opening Ceremony, Newark, NJ 2014

• Volunteer, Mercer County Friends Food Bank 2014

EDUCATION

University of Rochester, Rochester NY, MBA

Full time Executive Development Program at the William E. Simon School of Business.

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SUNY College New Paltz, NY, BFA Photography

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