Sales Administrative Assistant

David J. Norwood

De Pere, WI ***** 920-***-****

***************@*****.***

Proven Sales Professional

Experienced and accomplished, results producing in investment MANAGEMENT, automotive aftermarket and retail management

executive with rare combination of client-facing experience, analytical skills, and deep product knowledge

• Polished and professional communicator with the ability to articulate complex topics with clarity.

• Long track record of consistency for increasing sales and building strong productive territories.

• Known for ability to create strong client relationships.

• Strategic thinker with deep understanding OF DISTRIBUTION, marketing and product design.

Maverick Trading

Equity Options Trader (August 2016-Present)

RESPONSIBLE FOR A SUB-ACCOUNT IN THE FIRM’S GENERAL ACCOUNT TARGETING OPTION TRADING, HEDGING AND OVERALL PORTFOLIO MANAGEMENT.

West Corporation

Account manager ( May 2016 – August 2016)

Responsible for Business to Business sale of AT&T technology, Mobility and communication

Products including Fiber Optics, Wire Line and Cloud Based communication.

Key Accomplishment:

While still in on-the job training, led the Green Bay office in Fiber Optic sales in June

and July of 2016

Waddell & Reed Financial Advisors

FINANCIAL ADVISOR (January 2012 – October 2013)

Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed.

Key Accomplishment:

Credited with keen ability to establish rapport and build strategic partnerships with clients, promoting open communication and demonstrating attentiveness to their needs.

Valic Financial Advisors

FINANCIAL ADVISOR (February 2011 – July 2012)

Conducted financial planning services and successfully managed portfolio of high net-worth clients. Handled new enrollments at hospital and clinic levels. Provided comprehensive financial advising and planning, assisting clients in capitalizing on investment opportunities.

Key Accomplishments:

Recruited & on boarded within two weeks based on reputation for consistent performance.

Held responsibility for a $45M retirement plan within healthcare industry.

Banker’s Life & Casualty

FINANCIAL ADVISOR (September 2010 – February 2011)

Served as financial advisor, life insurance agent, and long-term care specialist. Cultivated effective business relationships with clients and provided exceptional service.

Key Accomplishments:

Recruited as High Net Worth Advisor.

Ameriprise Financial Advisors, Inc.

FRANCHISE OWNER / INDEPENDENT CONTRACTOR (March 1993 – August 2010)

Directed office of advisors managing a portfolio of 353 clients and $50M in assets, while maintaining a clean compliance record. Provided services including retirement planning, retirement distributions, investment taxation, asset allocation, and portfolio management as well as estate planning, 401(k) plans, and retirement plans for small business owners. Directly supervised two associate financial advisors and one administrative assistant.

Key Accomplishments:

Served as Platinum Advisor in the top 5% of all Ameriprise Advisors.

Trained and developed six advisors and support staff of 12. Implemented streamlined procedures and wrote an office manual.

Recognized with annual qualification for National Conferences every year since 1996.

Received President’s Recognition Award (2002) for Financial Planning Excellence and was Diamond Ring qualifier (2010).

GENUINE PARTS COMPANY, INC., ATLANTA, GA (March 1988 – March 1993)

DISTRICT SALES MANAGER, WISCONSIN AND UPPER PENINSULA OF MICHIGAN

Responsible for total sales of $50 to $75 million in the Automotive Aftermarket

Responsible for representing nineteen (19) separate manufactures in the NAPA system

Provided service to eighty (80) NAPA stores and two (2) distribution centers throughout Wisconsin and the Upper Peninsula of Michigan

Conducted product information meetings and clinics to educate current and prospective customers

Education & Credentials

Bachelor of Science in Business Administration

University of Wisconsin, Stout, Menomonie, WI

Chancellor’s Award for Academic Excellence

Hall Council Representative; Inter-residence Hall Council Member

College for Financial Planning

Certified Financial Planner 1997

CRPC Certification (In Progress)

Series 7, 66, 63, Life, Health, Long-Term Care, Variable Annuity and Property & Casualty Licenses

Professional Development

Advanced Options Training, Chicago Board Options Exchange (CBOE)

Advanced Advisor Training Annual Conferences, Qualified Annually Since 1997

Lenneck/Aberman Group Behavioral Advisory Service Workshops

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