Sales Management

[pic]CHRISTOPHER TAYLOR

Phone: 403-***-**** Email: ****************@****.**

Career Focus

. Eighteen years plus in the financial services industry, top five in

sales for three years in branch head office.

. Strong communication and interpersonal skills with counter parties and

management teams directly at all levels.

. Ability to see and create new business opportunities and respond

effectively to changing conditions

. Demonstrated flexibility in problem solving abilities and

organizational skills that balance work and support in a methodical and

professional manner. Able to work independently and as a part of a

team to ensure performance at a high level of accomplishment.

Core Competencies

Project Management

. Account Management and Reporting

. Product Development

. Relationship builder

. Proficient at Word, Excel, FPS2000

. Client acquisition

. Sales and Budgeting

. Territory Sales and Marketing

. Tax Preparation

. Bilingual in French and English; basic Spanish

Professional Experience

Castle Mountain Properties- Investor Relations; Calgary, Alberta

July 2014-

Operating throughout Western Canada since 1985, Castle Mountain Properties

Ltd. is a private equity real estate investment firm actively engaged in

acquiring and optimizing commercial properties.

Core Responsibilities

. This position focuses on prospecting private Real Estate owners and

bringing them together with CMP to bring them on as clients.

Prospecting, Creating Value, Discovery, Negotiation, Close.

Social Gaming - Business Development Officer; Bismarck/Williston, ND

Feb 2013 -Mar2014

Social Gaming, a Pari-Mutual Gaming Company, headquartered in Vancouver,

(BC) was responsible for Business development, throughout the state of

North Dakota.

Core Responsibilities

. Routinely participated in the sales process, project management and

served as primary liaison between clients and internal groups to ensure

clarity and quality of goals. Planned and executed with company

executives new business opportunities in Canada and the Unites States,

Key Achievements

. Traveled throughout the state, and cold called 287 locations, closing

ratio was over 80%.

. Was in part tasked with the second round financing. The company has now

successfully secured its fourth round Institutionally.

Portfolio Strategies Corp - Senior Investment Planner; Calgary, Alberta

May 2008 - Jan 2013

Core Responsibilities

. Advised individual and Corporate clients. Personal Management,

performed cash flow analysis and financial statement analysis using

advanced planning skills

. Managed over 169 accounts as an Investment Adviser

. Understanding the essential facts relative to every client, maintaining

superior knowledge of Investments and socio economic factors

affecting client performance

Key Achievements

. As a dynamic speaker, engaged large groups on topics ranging from Socio-

economics to Wealth Management Essentials and Analysis.

. Advised individual and Corporate clients. Personal Management, Business

Ethics and Insurance options, performed cash flow analysis and

financial statement analysis using advanced planning skills.

. Consistently provided absolute service and demonstrated the highest

level of ethics and integrity

Partners in Planning - Senior Investment Adviser; Calgary, Alberta

Jul 1994 - May 2008

Core Responsibilities

. Successfully grew business by 40% year over year for the first 5 years,

and achieved Top Sales Awards three years in a row

. Strong communication and Interpersonal skills evidenced by working

independently, and as team member.

. Highly motivated to contribute these career assets while being employed

within your Corporation

Key Achievement

. Acted as Managing Director for the largest privately owned investment

firm in Canada.

. Within my team, I led the modeling, planning and execution of all

financial processes

. Prepared full financial plans for small Corporations and individuals

including tax planning, investment planning, retirement planning, risk

management and cash management.

. A qualified Financial Service Professional with a successful record in

Business Development, marketing, planning and sales. Acknowledged for

foreseeing and creating business opportunities with the ability to

respond effectively and efficiently, maintained accounts daily.

Condor Valley - Owner, Sales and Marketing; Dundas, Ontario

Jan 1985 - Jun 1990

Condor Valley manufacturers of Fine South American Handicrafts, developed

and created industry specific House and Home decor, created color

catalogue, wholesaled and retailed132 stores across Canada and the United

States.

Core Responsibilities / Key Achievement

. Increased annual gross/net sales consistently, grew sales from 18,000$

first year to over 450,000$ within 4 years

. Executed direct mass mailings which resulted in significant growth of

customer base.

. Developed a highly effective sales team by introducing influential

sales techniques while constantly developing new markets,

. Responsible for marketing product launch, public relations, trade

shows.

. Responsible for growing sales exponentially. Planned and executed

special events and trade shows.

Education

. Canadian Securities Course (CSC)

Sept 2014

. Exempt Market course (EMD)

Sept 2012

. Certified Financial Planner (CFP) Mount Royal college Sept

1998

. Alberta Insurance Council (LLQP) Feb 1995

. Investment Funds Institute of Canada (IFIC - MFDA) June

1994

. University of Windsor (Faculty of Sciences) (BSC) April

1986

Professional Affiliations

. Calgary Estate Planning Council Sept 1997 -

Jan 2011

Contact this candidate