Sales Management

Christopher T. Brant

224-***-**** ************@*****.***

CAREER SUMMARY

Result producing, detail-oriented, collaborative professional with 20+ years proven experience in developing, implementing, and managing organizational process improvements. Proven leadership ability to proactively analyze and evaluate situations, offer thoughtful solutions, and work with cross-functional teams with the organization’s best interests in mind. Solid interpersonal skills and dedication have been key to my building trusting relationships. My goal is to utilize these skills toward increasing sales and controlling balance sheet considerations.

CORE COMPETENCIES

Sales

Experienced with C-level executives

Positive attitude

Sales Management

Effective and ethical sales professional

Proven ability to sell and promote a wide range of technical products and services.

Ability to manage and promote a professional local sales office

Ability to motivate others

Numerous sales awards (Albert Gallatin Club, Gold Crest Club, Chairmen's Council, Top 20, Top 30.)

Effective network operative

Finance

Experience in portfolio management

COMPUTER SKILLS

MS Word MS Excel MS PowerPoint MS Project

PROFESSIONAL EXPERIENCE

Self employed Management Consultant

Area of expertise: Debt securities (Bonds) management. Successfully provided advisory services for portfolio

transitioning. Portfolios comprised of Collateralized Mortgage Obligations were successfully remediated.

Assistant Branch Manager, Insurance Liaison, Continuing Education Coordinator, Corporate Finance Associate, Public Finance Associate

A.G. Edwards, Inc. (nka Wells Fargo Advisors), Chicago, Illinois (1984 - 2005)

Provider for full range of financial products and services to individual and institutional investors

Series 7 License

Series 63 License

Life & Variable Contracts

Co-directed the day-to-day operation of the Chicago branch office, one of the largest branch offices in the system, with 119 producers and staff. Responsibilities included encouraging sales production by keeping the sales force up-to-date with product changes and market developments and supervising the creation of sales materials, to ensure strict compliance to NYSE and FINRA requirements.

Coordinated insurance/annuity vendor visits. Provided guidance to producers with illustrations, materials, and interfaced with carriers. Provided local administration of insurance / annuity applications for the branch, assuring proper preparation and routing of applications to the various carriers.

Conceived, developed and administered an effort to provide accredited continuing education hours to insurance and annuity producers. This was a very successful initiative accommodating both the individual producers and the insurance wholesalers, with the net affect of increasing the stream of insurance / annuity applications

Prospected and fielded inquiries regarding Investment Banking Services offered by the firm. Served in the "Lead Contact" capacity for Mergers & Acquisitions resulting in a number of relationships being established and a net increase in the number of Chicago area firms being served by A.G. Edwards Investment Banking.

Provided coverage to municipalities and municipal authorities with regard to revenue projects. This resulted in the firm’s inclusion in the selling group for revenue bond issues and provided the firm with increased contact with municipalities domiciled in northeastern Illinois.

BUSINESS SKILLS

Sales: Extensive experience with selling tangibles (i.e. capital equipment) and intangibles (i.e. financial products and services). Developed an effective consultative sales technique with a polished, professional demeanor. Provided sales training to provide associates with a proven methodology for closing contractual sales.

Relationship Management: Coupled with sales skills this is the key to success in the brokerage industry. The long -term maintenance of business relationships is fundamental to growing a service oriented business. I maintained client / broker relationships far longer than than the average (Many relationships continued more than 15 years). This made for a very profitable association for all parties.

Sales Management: This skillset includes both the administration of a sales development effort and the day-to-day responsibilities of operating a successful, local sales organization. Organized and administered an ongoing Continuing Education program for producers. This program was successful in retaining producers and keeping their licensing current. This methodology was superior to other forms of continuing education in that it provided for interaction with representatives of various carriers.

Business Analytics: The pursuit of perfection driven by the continuous iterative investigation of business performance. This provides for a statistical approach to balance sheet management. My knowledge in this area was greatly enhanced by exposure to the Six Sigma philosophy and discipline. The Six Sigma perspective provides quantifiable results and returns through responsive process improvement. The benefits of a lower cost coefficient per transaction delivers directly to the bottom line and helps establish the firms competitive position.

Mentoring: Providing guidance and encouragement to neophyte sales producers. Aiding the the newest of sales producers results in a higher ROI from the training / licensing expenses. Additionally, it contributed to higher success rates among trainees and first-year hires.

Finance: Thorough understanding of capital sourcing. This skill set can provide for a lower cost of capital and optimize the utility of varied sources.

Needs Analytics. This approach addresses analyzing operations with regard to prioritizing each units requirements to operate at optimal efficiencies. Also, may enhance planning and forecasting resulting in a positive impact on EBITDA.

Skilled in Securities Analytics.

Treasury Management:

Strategic Allocation. Traditional treasury management, utilizing highest quality financial assets.

Tactical Allocation. These techniques are best utilized in situations where a substantial portion of the assets are of a highly liquid nature. Higher total returns are anticipated when practicing the more pro-active approach of tactical allocation.

Core - Satellite Allocation. This is the logical outgrowth of the above cited approaches. It is a blend or hybrid approach. Applicable when and where the Investment Guideline document allows.

EDUCATION

University of Montana, Missoula, Montana

General Studies

Southern Illinois University, Carbondale, Illinois

Major area of concentration : Administration of Justice

J.L Kellogg Graduate School of Management, Northwestern University, Evanston, Illinois

Non-Certificate managerial seminars.

Attended several seminars each year. The following list is indicative of the nature of the subject matter for such seminars.

Human Resource Management for financial managers.

Exploring Your Options : The Black -Scholes Model of valuation

Macroeconomics of the Modern Age: Exploring Supply Side Economic Theory

Wa is Happening ! An Exploration of the Japanese Industrial juggernaut and the cultural phenomenon at its center.

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