Sales Manager

Phillip A. keck

**** ** ********* **. **** CITY FL 34990; C-480-***-****;

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

Education

FORT LEWIS COLLEGE

DURANGO, CO

BA, Fine Art June,

2006

PROFESSIONAL EXPERIENCE

June 2013 - Present Financial Advisor

McAdam Financial Advisors

Chicago, IL

. Helped clients develop comprehensive wealth management strategies for

retirement and estate planning and provided comprehensive insurance

strategies. Acted as a full service financial advisor.

. Developed goal based strategies to show clients step by step process

needed to accomplish current and future financial goals such as college

planning, wealth accumulation and wealth preservation as well as spend

down strategies. Utilized cutting edge financial planning strategies and

products.

. Developed strategies to approach various potential customer segments such

as agriculture, education, young families and executives.

. Hold Series 6 & 63 Securities Licenses, Life, Accident, Health, Variable

Lines, Licensed in Illinois, Arizona, Texas, Georgia and Florida.

. Acting Team Sales Lead, Covering meetings and helping to develop young

advisors sales and marketing skills.

. Preformed 401k plan analysis and reallocations for clients, taking into

account current market conditions and future retirement goals.

. Implemented targeted marketing strategies based on work related benefits,

401K/403B, profit sharing, employee stock incentive plans and pensions.

Allocated all plans to work in a cohesive holistic way to accomplish

current and future financial goals.

. Built and developed mutual fund portfolios taking into account market

conditions, performance and individual wealth building and retirement

goals.

January 2008 - June 2013 Vice President of Sales and Logistics

William T. Keck Inc.

Crystal Lake, IL

. Developed new freight routes for prospective customers allowing for

expansion into new markets

. Oversaw pricing and brokerage of raw alfalfa

. Negotiated freight pricing between carriers and customers

. Created a positive open dialogue with customers to ensure satisfaction

throughout the sales and delivery process

. Worked closely with farm management to ensure all parts of the shipping

and logistics operation ran efficiently

. Utilized third party and independent logistics providers, such as CH

Robinson, Melton Trucking, and Total Quality Logistics, to insure timely

and efficient delivery to our customers

. Managed all customer accounts, billing, accounts receivable, and

initiated new customer credit applications

. Developed marketing strategies and goal-oriented sales plans focused on,

long and short-term growth initiatives

. Maintained a complex inventory, ensuring customer satisfaction throughout

the sales and delivery process

May 2007 - December Shipping Manager

Atlas Galleries

Chicago, IL

. Managed shipping budgets, billing and relationships with freight

companies, such as Bax Global, Fed Ex, UPS, DHL, Rim Logistics

. Created new shipping cost structures, client responsibility guidelines in

order to replace outdated shipping parameters

. Facilitated set-up and take-down of exhibitions, arranging the delivery

schedules of art materials and ensuring that the displays were prepared

according to artists' and gallery director's specifications

. Oversaw warehouse materials inventory, including materials budget and

purchasing

. Supervised the installation of monumental bronze sculptures

. Trained part-time staff

August 2006 - May 2007 Stock Coordinator

Cardinal Liquors

Chicago, IL

. Managed daily stocking responsibilities, including supervising deliveries

. Assisted with store inventory and ordering

. Organized store floor and beverage coolers

Additional Skills and Experience

. 5 YEARS, EXPERIENCE IN FREIGHT AND LOGISTICS SALES/ BROKERAGE OF RAW

COMMODITIES

. Account management, customer relations, client services

. Strategic consulting, including business plan and sales strategy

development

. Knowledge of the Stock, Futures and Commodities Markets

. Extensive knowledge of Investment Products, Insurance Products and

Strategies, Alternative Investments

REFERENCES

. Travis Wolfe, Regional Manager, McAdam Financial, 845-***-****,

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

. Paul Evans, Farm Operations Manager, Ute Mountain Farm and Ranch, (970)

749-1794 ****@***********************.***

. William Keck, Owner/ President, William T Keck Inc., 480-***-****

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

. Paul Hixon, Financial Administrator at Northwestern University, Feinberg

School of medicine

312-***-**** *********@*******.***

. Dave Garfield, Owner, Cardinal Liquors, 773-***-****

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

. Bill Roenbaugh, Owner JW Roenbaugh Farms, 620-***-****

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

. Erik Primosch, Senior VP of Major Markets at Cole Capital, 602-***-****

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

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