Sales Executive / Business Development

Daniel J. Herzog

**** ****** ** - *******, ** ***38 - 248-***-**** - *******@*****.***

Business Development Officer

Experienced and motivated sales executive with extensive background in prospecting and uncovering sales opportunities. Strong communication skills and ability to collaborate in a team structure. Majority of career focused and profiling and closing high net worth clients.

Professional Experience

Lincoln Financial Advisors

Private Wealth Advisor Southfield, MI July 2015- present

Fee based financial planning and investment services for high net worth individuals.

JP Morgan Chase Securities Saginaw,MI June 2014 – July 2015

Vice President – Financial Advisor

Responsible for servicing an existing book of over 300 clients and growing the book by covering three branches in the Saginaw, MI market.

Chemical Bank Midland,MI January 2013 – June 2014

Financial Advisor

Provided investment and insurance products to customers in mid-Michigan. Covered seven branches in three counties, working primarily with branch staff to identify cross sell opportunities.

Wells Fargo Advisors Farmington Hills,MI January 2011- January 2013

Financial Advisor

Covered a book of clients between the Birmingham and Farmington Hills,MI offices, servicing a book of over 200 clients.

National City/PNC Wealth Management Troy,MI March 2006 – January 2011

Client Advisor/Relationship Manager

Managed a team of professionals, Private Bankers, Portfolio Managers and Trust Officers to provide wealth management solutions to high net worth customers of the bank. Worked primarily with commercial lenders to identify customers with a minimum of $1 million in liquid assets.

Education

Central Michigan University – Mt. Pleasant,MI

1991 – BAA: Organizational Communication/Marketing

Certifications and Licenses

Series 63,65 and 7

Variable and Life Insurance

CMU Alumni Association – Board of Directors

Boys Hope Girls Hope Detroit – Board of Directors – Emeritus status

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