Sales Microsoft Office
Resume:
Robert G. Trontz
*** ***** ****** **** **. Apt. *A
Great Neck, NY 11021
********@*****.***
A results-oriented sales and planning executive with extensive experience in financial services. A solid track record for increasing profitability and market share, identifying business opportunities, competitive positioning and scalability. Exceptional strategic planning and analytical abilities. Proven leadership and business acumen with a strong customer focus and successfully building long-lasting client relationships. PROFESSIONAL EXPERIENCE:
RGT Financial, LLC, Great Neck, NY October 2006 – Present President
Converted high net worth clientele over to my independent financial practice due to strong client relationships and consistent portfolio growth
Complete financial planning of high net worth estates including but not limited to insurance, investments and trusts
Extensive knowledge of key man life insurance for small businesses
Successfully solidify new personal relationships with prospective clientele through networking and referrals
Create and distribute email and direct marketing campaigns to promote new product offerings and relevant seminars
Morgan Stanley, Beverly Hills, CA & New York, NY August 1999 – October 2006 Senior Vice President, Investments
Extensive CRM knowledge as the head of syndicate offerings for the Beverly Hills Branch during Salesforce.com’s Initial Public Offering
Successfully utilized CRM in my own practice to greatly increase lead generation, new client conversion, and tremendous sales growth and profitability
Managed and developed a diversified client base primarily consisting of high net worth individuals
Lead, train and motivate the new sales teams on the Salesforce.com platform to successfully achieve higher revenue targets and objectives throughout the entire East Coast region
Successfully conducted all types of sales and marketing to generate new business, including effective networking, monthly seminars, mailers and telephoning new prospective clients
Acquired a Retirement Planning Specialist and Rule 144 designation UBS PaineWebber Inc., New York, NY May 1996 - August 1999 Vice President, Financial Executive
Successfully attracted a client base of high net worth households and businesses looking to preserve wealth, grow, and diversify their investment portfolios
Expanded relationships and contacts to increase a referral base that further assisted me in exceeding monthly goals and quotas
Achieved Series 7, 63, 65 licenses as well as becoming a registered Life and Health Insurance agent
Ranked in the top one percentile of my registered representative trainee class EDUCATION:
University of Miami, Coral Gables, FL August 1992 - May 1996
Bachelor of Science with Honors. Majors in Finance and Business Management.
Highly proficient level computer skills - Microsoft Office and Enterprise Software References available upon request
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