Financial Representative
Resume:
Thomas P. Heenan
*** * **** **. ************, PA 19130
*******@*****.***
EDUCATION
• Iona College- New Rochelle, NY
• Bachelor of Science Major in Business Administration
• Graduate of the Hagan School of Business
KEY STRENGTHS
• Building clientele
• Maintaining and growing relationships with clients
• Over 12 years experience in all aspects of the service industry
• Organization and time management
EMPLOYMENT
Northwestern Mutual: May 2013- Present
Financial Representative
• Responsible for acquiring, maintaing, and growing personal book of business
• Structure and implement financial plans for individuals/small business
• L/H/A&D & Series 6 certified
SMGI : March 2013- May 2013
Gateway Direct Energy Account Manager
• acquired and managed numerous accounts in various territories for Gateway Direct Energy
• Excelled in cold-calling and led sales team in production H2 Construction, Inc. : Spring 2011- Spring 2012
Part time On-Site Manager
• Participated in various time sensitive projects varying from small elementary schools to major universities.
• Projects involved installing solar panels to provide electricity to the business structures. Public House, LLC : March 2010- 2013
Sales Manager
• Promotional event planning; consistently generating most revenue per employee.
• Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
• Review operational records and reports to project sales and determine profitability. Princeton Bar and Grill : Summers 2007- Summer 2014 (Seasonal) Bar Tender/ Sales Promoter
• Multi-task to meet the needs of thousands of patrons per night.
• Confer and consult with management team to plan advertising services and to secure information on equipment and customer specifications.
COMMUNITY LEADERSHIP
• Volunteer basketball coach.
• Coordinate philanthropic events: Kelly Rooney Breast Cancer Walk and Golf Outing.
• Managed and participated in numerous fundraisers with the Friends in Need Foundation
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