SEAN R. FITZSIMMONS

New Hope, PA ***** • 609-***-****

acwm2g@r.postjobfree.com • LinkedIn

BUSINESS DEVELOPMENT DIRECTOR

Sales & Strategic Planning • Account Management • Sales Management Highly accomplished visionary Business Development Director with over 20 years of expertise in organizational leadership within multi-channel product distribution, strategic positioning, and short- and long-range tactical planning with both startup and growth organizations. Results-oriented and decisive leader, with proven success in establishing a lasting presence in new markets, identifying growth opportunities, and initiating strong business alliances. Develop business partnerships to drive bottom-line profits. Thrive in dynamic environments requiring focused decision-making.

CORE COMPETENCIES

PROFESSIONAL EXPERIENCE

WESTOVER ASSET MANAGEMENT, LLC New Hope, PA

Business Development Director, Advisory Services - 2006 - Present Hold full responsibility for bottom-line factors, providing advice and expert management of over $34M in annuity and equity assets. Redefine organizational structure, oversee major financial decisions, and perform consistent financial evaluations of company performance. Key Achievements:

Exceeded targeted sales goals by acquiring over 100 new client households and $34M in assets under management.

Increased assets under management by over 20% each year.

Secured over $500,000 in individual insurance premium sales.

Direct the entire sales process from identification of new leads, pursuit of opportunities, the delivery of unmatched presentations, and strategic closing methods.

Million Dollar Round Table level producer (2010 - 2015), 2015 membership based on minimum $92,000 of paid first year commissions.

Midland National ‘President’s Club Award’ for individual annuity sales 2011-2015.

Annual recipient of the ‘Gold Club Producer Award’ for individual annuity sales- Allianz Life Insurance Company.

• Innovative Leadership

• Change Management

• Operational Budgets

• Product Management

• Cross-selling Techniques

• High-impact Presentations

• P&L Management

• Mergers and Acquisitions

• Mentoring and Coaching

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SEAN R. FITZSIMMONS - PAGE TWO

AUST, CARMIGNANI, FITZSIMMONS & VENANZI Mercerville, NJ Founder & Partner - 2000 - 2006

Spearheaded the vision, strategy, and execution of business development, operational budgets, and capital requirements to include forecasting, expenditure approval, and departmental accountability.

Key Achievements:

Triggered a 15% increase in annual firm revenue each year.

Spearheaded cross-selling strategy to accounting clients, leading to an increase of over

$20M in assets under management and over $350,000 of targeted life insurance premium.

Played critical role in expanding business plan designed to increase profitability and track performance, adjusting plan to optimize results.

Achieved extraordinary talent through strenuous recruitment, interviews, and hiring.

Analyzed competitive business trends in collaboration with partners to ensure successful outcomes to partnership strategies.

PREVIOUS CAREER EXPERIENCE

JOHN HANCOCK FINANCIAL SERVICES West Trenton, NJ Sales Manager & Trainer - 1996 - 2000

EDUCATION AND CREDENTIALS

BACHELOR OF SCIENCE - Law & Justice

COLLEGE OF NEW JERSEY

SERIES 65 - UNIFORM INVESTMENT ADVISOR - LAW EXAMINATION SERIES 63 - UNIFORM SECURITIES AGENT STATE LAW EXAMINATION PA & NJ LIFE, ACCIDENT & HEALTH INSURANCE LICENSED

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