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Sales Manager

Irvine, CA
April 12, 2016

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** **** ******

Irvine, CA 92620

Cell: 949-***-****



Sales & Marketing Management

Marketing Campaign Dev

Expert Negotiator

Business Intelligence

5 Active Federal Licenses, 2 Active State Licenses

Financial Services Expert

Industrial Engineering

Fully Bilingual (Eng./Spa.)

Sales Tools Development

Business Process Management

Technical Marketer

Policies & Procedures Development


Spearheaded and developed a successful new District in Southern California emanating from a promotion that brought me from South Florida to Southern California.

Managed one of the largest MicroAge store in the nation.

Successfully launched a brand new start-up computer distribution corporation and managed every aspect of running a business: HR, accounting, purchasing, scheduling, warehousing, contract negotiations with clients and distributors, sales management, etc.

Attained all the Federal Licenses required to run/manage a Wall Street firm. All these licenses are current and in good standing with the Federal Government FINRA, NASD, SEC.

Sales and Operations Management

Created, managed successful start-up specializing in computer wholesale distribution and evolved it to include distribution management of the finest computer brands including IBM, Hewlett Packard, NEC, Epson, Okidata and Packard Bell to name a few.

Utilize management skills for the development of a brand-new District for AXA in southern California. Contract knowledge and negotiation skills allowed for the skillful harvesting of top talent from other reputable players in the industry.

Success driven by in-depth knowledge of sales training best practices, knowledge of sales processes, implemented tools & technology, extreme product knowledge, superb presentation skills, effective leadership, attention to detail, multi-tasking capabilities, problem resolution assertiveness, work-load prioritization, always meeting or exceeding sales goals, hiring goals, and operational goals while using sound judgment.

Staying one step ahead of industry trends, federal regulation hot topics and consumer priorities.

Marketing Expertise-Business Focus Expertise-Personality Traits

Multi-Channel, Technical Marketer, Design-Focused, Lifecycle Marketer, Data-Driven, Proactive Marketing Management

Growth Marketer, Revenue Focused, Customer Champion, Cross-Department Liaison, Amplifier, Completion of Assigned Projects within or under timeframe and budget.


Industrial Engineering

Florida International University, DNG

General Studies

Miami Dade Community College


Series 24 Registered Principal - FINRA/NASD

Series 7 General Securities Representative - FINRA/NASD

Series 65 Uniform Investment Adviser Law - FINRA/NASD

Series 63 Uniform Securities Agent State Law - FINRA/NASD

Series 6 Investment Company Products/Variable Contracts - FINRA/NASD

CA & FL Life/Health/Disability License - CA Dept. of Insurance – Risk Management

Private Pilot Instruction - TAC Air


AXA Advisors, LLC 1997 - Present

Divisional Vice President/Financial Consultant

Sales, Project and Marketing Manager, Team Building, Cross Pollination of Critical Thinking within Business Units, Development of Sales Tools, Conversation Tools, Marketing Materials, Sales Messaging, Improving Sales Processes and Organizational Structures, Implementing Best Practices, New Curriculums, Constant Training.

The key to building, growing and managing an extremely large & profitable division for AXA rests in the fusion of four macro areas including enabling the sales force, crystal clear knowledge of your product line/positioning, marketing superiority and sweeping knowledge of the financial services arena.

Current lead a team of 21 Financial Advisors. Review numbers for each advisor on a weekly basis and provide one on one mentoring and any additional company resources to make sure advisors are well trained in product, marketing, sales ideas, procedures and compliance.

Develop and launch trainings on a wide variety of financial services, including, investments, mutual funds, life insurance and retirement while adapting to the needs and wants of clients for an ever changing market.

Constant collaboration with marketing, compliance, and sales team.

Other Employment 1987 - 1997

Wholesale World

Business Owner/Sales Manager

Managed team of 8 technology consultants, authorized distributor of Hewlett Packard, Compaq computers and servers, IBM computers & servers (system 36/38/as400), Okidata, Epson, etc. responsible for sales procedures, marketing campaigns & strategies, employee training, institutional accounts

Sales Management, Vendor Management, Personnel Management, Contract Negotiations, HR Functions, As a Small Business Owner one wears Many Hats.


General Manager

Manager of the largest MicroAge store in the US, providing IT Solutions to a wide variety of clients

Product Certification, Technology Insights & Research, Marketing, Operations, Meet Sales Quotas, Hiring/Firing

DOS Computer Center

Sales Manager

Holiday Inn

Food & Beverage Director

San Marco Italian Restaurant


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