John A. Lindgren

*** ********* ***** ******, ** *6033

Phone: 317-***-**** E-Mail: ad1lqz@r.postjobfree.com

Objective

To join a world-class company that focuses on customer satisfaction and metric driven performance goals. I am looking for the career opportunity that matches my skill set with a company that values building loyalty and trust with customers. This will foster long-term partnerships that benefit both sides and will result in a collaborative approach that is financially beneficial to both parties.

Qualifications and Strengths

•FINRA Series 7 License

•NASAA Series 66 License

•Experienced C-level business-to-business sales professional

•Comfortable in high pressure/time sensitive environments

•Proven leader that gets results and is goal oriented

•Needs assessment and product education professional

•High-impact presentations to executive level audiences

•6 years private banking management

•Excellent interpersonal communication skills

Experience

Financial Solutions Advisor – Merrill Lynch / Bank of America, Indianapolis, IN October 2022 – Present

■Responsible for identifying investment needs, developing relationships, reviewing investment goals, and preparing investment recommendations for clients.

■Received FINRA Series 7 and NASAA Series 66 Licenses.

Account Executive - Metronet, Carmel, IN July 2021 – October 2022

■Fiber optic internet and telecommunication sales to small and medium sized companies.

■Successful in hitting the budget for the last year.

Account Executive - Sprint Business, Indianapolis, IN (Covid related layoff) March 2019 - October 2020

■Small and medium size business development, focused on technology solutions that help clients improve productivity and reduce costs.

■Tailored technology solutions including IoT opportunities that allow customers to more effectively run their business.

Senior Business Consultant, First Data, Indianapolis, IN June 2017 - December 2018

■Responsible for managing the Huntington Bank merchant processing partnership with First Data.

■Focused on new business development with a consultative approach to help business owners with their credit card processing and other application needs.

Account Manager, ERS-OCI Wireless, Indianapolis, IN (Merger related layoff) April 2015 - October 2016

■Responsible for government sales of mission critical communication systems used in law enforcement, fire departments, 911 centers, and other first responders.

■Sold over $3,000,000 of equipment and services in 18 months.

■Successful in proposing and closing two new 911 communication systems for Cass and Miami counties.

Senior Account Executive, Gordon Flesch Company, Indianapolis, IN November 2012 – April 2015

■Responsible for sales of managed IT services as well as hardware and software sales.

■Salesman of the year for 2013.

■Top managed IT salesman for 2013 and 2014.

Practice Director/Banking and Finance, Princeton One, Indianapolis, IN August 2010 – November 2012 ■ Responsible for developing new business recruiting opportunities.

■Forged relationships with senior level managers at Merrill Lynch, Raymond James, Morgan Stanley, Key Bank, Merchants Bank and Centier Bank.

President/CEO, Team Flag Gear, Carmel, IN July 2009 – August 2010

■Responsible for strategic planning, business plan development, and capital raising efforts.

First Vice President, Stifel Nicolaus, Indianapolis, IN May 2002 – July 2009

■Work mainly with private banking clients focused on individual portfolio management.

Vice President, Paine Webber, Indianapolis, IN November 1999 – May 2002

■Grew my book of business from $15MM to $28MM. Produced over $500K in commissions in 2000.

Investment Executive, Nat City Investments, Indianapolis, IN August 1998 – November 1999

■Moved with another private banker from Key Bank to develop the integration of the brokerage and private banking arms of the bank. Worked with the heads of commercial banking and private banking to develop a cross-selling platform.

Investment Executive, Key Bank, Indianapolis, IN June 1997 – August 1998

■Became a licensed investment executive and worked with the private banking department providing investment management for their individual clients.

Private Banking and Investing, Fifth Third Bank, Indianapolis, IN May 1991 – June 1997

■Managed the private banking department as the bank grew from 9 offices to over 30 offices.

Education

Indiana University, Kelley School of Business, Bloomington, IN May 1991

•BS in Finance

•Indiana University football (1987-1990). Played for Coach Mallory as a strong safety with appearances in the Peach and Liberty Bowls.

Community Service

•Coach at Carmel Dads’ Club for 14 years for multiple sports.

•Commissioner of Coaching for all of Carmel Dads’ Club football. Introduced USA Football Heads Up training.

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