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Sales Representative Account Executive

Location:
Chicago, IL
Posted:
February 09, 2017

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Resume:

MICHAEL E. PLAWECKI

Email: *********@*****.***

Telephone #: 248-***-**** Current Address: Chicago, IL 60614

OBJECTIVE

To obtain a challenging position that will provide significant learning experiences along with opportunities for growth and professional development.

PROFESSIONAL EMPLOYMENT EXPERIENCE

MORGAN STANLEY, Chicago, IL

Registered Service Associate, (April 2012-present)

-Provide operational support on all trading levels.

- Portfolio Analysis, Trading support.

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MF GLOBAL/LIND-WALDOCK, Chicago IL

Senior Account Executive, (December 2008-November 2011)

-Provide clients with information needed to make investment decisions regarding commodity futures trading.

-Negotiate rates/set commission with customers that will lead to profitable client relationships.

-Generated $9.5 million in client equity for new commodity future accounts for 2011.

- Promoted to senior position within first year.

-Consistently exceeded 100% of sales goals.

TRADEPRO/Maximum Financial, Troy, MI

Registered Representative/Software Sales (January 2004-April 2008)

-Promoted on-line trading business and direct access trading software for active day traders.

-Acquired new active day traders though Internet, phone, email and direct mail campaigns.

-Placed orders, provided financial advice, provided all levels of trading support,

-Educated prospective customers on trading software through on-line demonstrations.

NATIONAL CITY BANK, West Bloomfield, MI

Licensed Financial Specialist (February 2003- January2004)

-Generate new business through presentation of bank products to customers.

-Advised and educated bank customers on various financial products. (Mutual funds, annuities, HELOC, checking accounts, savings accounts, credit cards, business accounts, business lending, life insurance)

ABN-AMRO FINANCIAL SERVICES, Novi, MI

-Associate Sales Representative, (June 2002- February 2003)

-Assisted Senior Financial Consultants generating new business through direct mail and telephone.

FINANCIAL LICENSES

Series 3 Commodity Futures

Series 34 Forex

Life, Accident, & Health Insurance in State of Michigan

- Studied for licenses while working in full-time job.

Series 7 General Securities Representative

Series 66 Uniform Combined State Law

EDUCATION

CENTRAL MICHIGAN UNIVERSITY Mt. Pleasant, Michigan

Bachelor of Science in Business Administration Concentration: Finance, December 2001

COMPUTER

Skilled in Excel, MS Word, Access, Power Point, Email, Internet, Outlook, Real Tick trading software, Sun Guard, Windows, Salesforce.



Contact this candidate