Sales Manager

Terry “Brady” Stoor

**** ***** ****** **. ** 678-***-****

Atlanta, GA 30324 *******@**.***

FINANCIAL CONSULTANT

Business Development Organizational Leadership Revenue Generation Master’s educated, certified financial planner (CFP) professional with extensive experience driving increases in sales and overall bottom-line profit. Recognized for the ability to lead increases in assets under management through the use of proven sales strategy. Able to develop and maintain strong relationships with high net worth clients/institutional investors to maximize sales potential. A strong communicator, able to present highly complex financial concepts in an easy to understand manner while engaging individuals of differing backgrounds.

Areas of Expertise

Wealth Management

Financial Strategy & Execution

Financial Consulting

Sales Coaching

Client Relationships

Holistic Financial Planning

High Net Worth Relationships

Client Retention Strategy

Service Excellent

Financial Planning

Sales Presentations

Portfolio Management

PROFESSIONAL EXPERIENCE

CHARLES SCHWAB, ATLANTA, GA/PEACHTREE CITY, GA 1998 - 2016 Vice President – Senior Financial Consultant (2006 – 2016)

Led the growth of the affluent assigned practice from $253M to $800M+ among 425 separate households.

Successfully doubled per household revenue from 30 basis points (BPS) to 62 BPS.

Drive growth in advised practice from the ground up to over 230 families totaling well over $235M in assets under management (AUM).

Recognized as a consistent “Top Branch Performer” for average daily contacts and in-net new client assets enrolled in advised products and services.

Finished in the top 3rd of all Financial Consultants in terms of annual ranking during all but 2 years.

Consistently ranked as a “Top Performer” in Client Experience Surveys within the branch.

Award the “Key Contributor Award” for 6 of the past 8 years.

Provided holistic financial planning and wealth management guidance for 400+ households annually, employing a planning first mentality.

Served as the Atlanta Perimeter Wealth Planning Champion and Annuity Champion. Vice President, Investor Center Manager (2003 – 2006)

Developed and executed a highly successful branch improvement plan that exceed expectations while turning around an underperforming branch within a 1-year timeframe.

Utilized impactful sales coaching and management to increase client retention/asset consolidation, resulting in assets under management (AUM) growth of 34% from $300M to $401M.

Increased referrals to Schwab Advisor Network and Private Client offers by 250%+ and conversations by 200%+

Led several successful regional initiatives including the Southeast Regional Job Fair and speaking at the Townhall to kick-off

“Personal Choice”.

Averaged $2.5M per quarters in production while in the position. Investment Consultant/Sales Manager (1998 – 2003)

Established a proactive branch business development plan, which drove a 99% asset target from 0%.

Consistently led the branch in new assets attained through structured and successful business development.

Performed the duties of Acting Branch Manager including successfully resolving complex “manager escalation issues, in addition to Series 9/10 duties.

Served as the branch TOA Retention Specialist, developing a theme of “relationship” calls to help future retention.

Promoted to Sales Manager within 2-years based on on-the-job proficiency. Previous Charles Schwab Positions: Registered Representative III/Schwab500, Representative I TERRY STOOR Resume, Page 2

EDUCATION

Master of Science, Financial Planning – The College for Financial Planning, Greenwood Village, CO Bachelor of Arts, Finance – Michigan State University, East Lansing, MI PROFESSIONAL LICENSES

Series 7, 63 and 9/10 – NASD

Georgia Life and Health License

CERTIFICATIONS

Certified Financial Planner (CFP)

Master Planner Advanced StudiesSM (MPAS®)

Accredited Asset Management Specialist (AAMS)

Registered Paraplanner (RP)

COMMUNITY INVOLVEMENT

Mentor – Boys and Girls Club of Atlanta

Habitat for Humanity

Blue Ridge Arts Association

FPA of Georgia

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