Sales Representative

TIMOTHY J. MURPHY

**** ****** ********* ******, **** Island City, NY 11109 H: 516-***-**** *********@*****.***

PROFESSIONAL SUMMARY

Highly-accomplished and detail-oriented financial services professional successful at attaining business goals anddeveloping customized financial plans while working extensively with investment products and solutions

SKILLS

FINRA Series 7 License, Series 63, Series 65 Energetic and proactiveExpert in financial analysis, financial planning and Strong problem-solving capabilitiesinvestments Exceptional sales skillsStrong problem-solving capabilities

WORK HISTORY

Investment Product Specialist, 09/2014 to CurrentAXA Advisors – Jersey City, New Jersey

Provided wealth management solutions that accounted for $500 million in assets per year for Northeast branchesof NYC, Long Island, Boston, Connecticut, EmpireProfiled and analyzed investment products to develop customized financial strategies for clients' financial needs.Identified problem areas within the clients current portfolio, analyzed risks and suggested appropriate solutions.Work with Branch and District managers to educate AXA advisers on the advisory platforms and investmentproducts available at AXA through branch meetings, webex training and phone campaigns

Assistant Vice President, 04/2012 to 08/2014UNITED REALTY COMPANIES – New York, NY

Assisted Regional Vice president to manage top sales territory in the company and increased sales in theNortheast territory by over 900% in less than one yearHelped to secure new selling agreements with independent broker dealers and registered investment advisorsAssisted senior management in creation of marketing and sales literature Attended broker dealer conferences andtraveled in territory assisting external wholesaler with outlier zones of sales territoryDaily contact with financial advisors and registered investment advisors to promote the sale of United RealtyTrust and other United Realty platform products.

Broker, 10/2011 to 04/2012MAXIM GROUP LLC – New York, NY

Raise capital for early stage venture capital companies through private placement or PIPE financings.Promote the sale of portfolio companies to high net worth and accredited investors.Prospect for potential investment banking opportunities to add to portfolio.

Assistant Vice President, 04/2011 to 09/2012PLYMOUTH REAL ESTATE INVESTORS – Boston, MA

Sales Partner with senior sales persons to develop relationships with Registered Investment Advisors to promotesale of Plymouth Opportunity REIT Prospect high net worth individuals and Registered Investment AdvisorsGather market intelligence for Plymouth Real Estate Investors through call campaigns Help to coordinate travelplans for senior level sales persons.

Assistant Vice President-Regional Sales Representative, 11/2009 to 12/2010REALTY CAPITAL SECURITIES – Boston, MA

Helped to increase Realty Capital Securities territory product sales from $1.5 million to $9.5 million in GreatLakes region.Developed relationships with independent financial advisors to promote sale of Realty Capital Securities REITproduct platform.Coordinated call campaigns for scheduler and special events personnel of external wholesaler.Developed weekly and monthly sales pipeline reports for upper management.

Regional Sales Representative, 10/2008 to 05/2009GUARDIAN INVESTOR SERVICES – Quincy, MA

Equity Sales Partnered with external wholesalers to promote sale of RS funds in assigned sales territoriesProspected for new financial advisor relationships through the use of value added information to help meetterritory sales goals Work closely with sales managers on sales and call campaigns Report weekly businessactivities in contact management system.

Internal Wholesaler, 01/2006 to 04/2008MFS Investment Managment – Boston, MA

Work with wholesalers to develop strategic marketing plane to manage sales territories.Place calls to provide information about portfolio composition, relative performance and product design.Cultivate and maintain relationships with registered representatives to promote the sale of MFS products.

EDUCATION

Bachelor of Arts: Political Science,HOFSTRA UNIVERSITY - Hempstead, NY

Vice President Sigma Alpha Mu Fraternity

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