Sales Manager

Leon (Lee) J. Wayne

**** ******** **** **** *********: 630-***-****

Naples, Florida 34110 E-mail: *******@*****.***

Results proven sales and management professional within commercial and business banking, financial services and insurance industries. Extensive experience in operations, sales and portfolio management, investment planning/consulting, marketing and business development. Proven abilities in the development of successful sales and marketing programs focusing on maximizing profits and improving client relations.

>> 20+ year, progressive career encompassing relationship banking, credit analysis, financial

advisement and long-term insurance planning with a proficiency in stocks, bonds, options,

securities, mutual funds, insurance (life, health), short and long-term retirement planning,

due diligence, portfolio management, annuities, IRAs, etc.

>> Combine general, key account, staff and operations management experience with proficiencies in marketing and business development. Identify new market opportunities: research

strategies, assess needs, manage risk and create financial and implementation planning.

EXPERIENCE:

CAMCORP ADVISORY SERVICES

6080 Highwood Park Lane, FL 34110 630-***-****

Start-up investment advisory firm and insurance agency offering a comprehensive

list of commercial and residential financial services

Founding President/Owner 2011 to Present

Designed and implemented all administration, sales, marketing, trading models and

business development strategies for starting-up and growing firm, which has built

and maintained a strong book with exceptional retention numbers.

- Market and sell investment strategies and insurance products consisting of stocks,

bonds, options, mutual funds, annuities, short and long-term retirement planning,

IRAs, etc.; focus on annual asset management fees.

- Penetrate accounts through networking, cold-calling, group presentations, previous

contacts, etc. Secure and service clients from contact to close and long-term servicing.

REGIONS BANK

4851 Tamiami Trail North, Naples, FL 34103 239-***-****

Vice President – Business Banking/Relationship Manager June 2010 to November 2011

Business Banking Officer/Relationship Manager responsible for managing a $55 million dollar loan portfolio and a $75 million dollar core deposit portfolio. Responsibilities include generating additional core deposits and loan growth through the addition of new customers to Regions Financial throughout South West Florida and the greater Naples/Marco Island area.

FLORIDA COMMUNITY BANK

5240 Golden Gate Parkway, Naples, FL 34116 239-***-****

Vice President - Director of Business Banking. August 2007 to May 2010

Vice President – Director of Treasury Management Services

Chairman – Florida Community Bank Investment Committee

Senior Business Development Officer responsible for generating core deposit growth while developing new customer relationships with business customers in the greater Naples area. Responsibilities’ include managing the Business Banking Department and overseeing 3 additional Business Bankers. Director of Treasury Management Services providing new and existing customers with an extensive array of treasury management products Additional responsibility will be to establish an investment advisory affiliate offering a wide variety of financial products including investment and insurance services to individual customers and local businesses. Chairman of the Florida Community Bank Investment Committee overseeing the bank’s 401-k pension plan and policies.

FIFTH THIRD BANK September 2005 to August 2007

999 Vanderbilt Beach Road, Naples, FL 34108 239-***-****

Business Banking Officer/Assistant Vice President. Relocated by Fifth Third to Southwest Florida following the sale of Camcorp Financial Group to develop customer relationships with business customers in the greater Naples area. Responsible for generating core deposit and loan growth. In 2007, core deposits grew +$10MM with loan growth up $4MM. Total customer relationship portfolio exceeded 180. Received the Presidents Circle award for 2006. This award is presented to the top 5% producers for the Fifth Third Bancorp..

CAMCORP FINANCIAL GROUP, LTD., Lombard, Illinois

33 West Roosevelt Road, Lombard, IL. 60148/630-***-****

Start-up investment advisory firm and insurance agency offering a comprehensive

list of commercial and residential financial services

Founding President/Owner 1987 to September 2005

Designed and implemented all administration, sales, marketing, trading models and

business development strategies for starting-up and growing firm, which has built

and maintained a strong book with exceptional retention numbers over 18 years.

- Market and sell investment strategies and insurance products consisting of stocks,

bonds, options, mutual funds, annuities, short and long-term retirement planning,

IRAs, etc.; focus on annual asset management fees.

- Penetrate accounts through networking, cold-calling, group presentations, previous

contacts, etc. Secure and service clients from contact to close and long-term servicing.

- Utilize refined technical analysis skills and strong trading models to effectively

manage risk, ensuring the achievement of a profitable, speculative trading book.

- Manage all areas of firm administration, from general accounting through

regulatory compliance reporting and audits. Compile and analyze market trends.

Summary of Accomplishments • Recruited, trained and support six CPAs/independent contractors; initiative has been instrumental in increasing company market share and profits.

• Grew firm from $0 at start-up into a strong, client-centered operation with a book of

business exceeding $6 million with individual assets exceeding $10 million; secured

and manage more than 200 accounts.

• Recipient of several sales awards from vendors, including “#1 Sales Producer for

Annuities”; “Outstanding Sales” from Wood, Logan & Associates; “Outstanding

Annuity Sales in one Month” ($500K+) from American National Brokerage.

EDUCATION: TRITON COLLEGE, River Grove, Illinois

Associate of Science, Business Administration

LICENSES: - Series 7 and 63 Licenses.

- Insurance Producer (Life and Health), State of Illinois.

- Licensed Insurance Agency, State of Illinois

ORGANIZATIONS: President of the Rotary Club of Villa Park, IL 1992-93. Member since 1987

President of the Woods of Wayne Homeowners Association 1995-2005

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