Asset Management Sales Executive
Resume:
Joseph P. Hodgkins!
Southborough, MA 01772!
617-***-**** cell!
Professional !Sales executive Summary!with over 30 years ! in financial jphodgkins1@services ! gmail.industry. com! Recognized as having excellent communication, interpersonal, organizational and platform skills. Results oriented, dedicated and determined. Desire a wholesaling position with a competitive asset management organization which values !Career !Delaware !Regional experience Experience! Sales & Ivy Funds Director! and / the Macquarie ability to Investments, achieve results.Philadelphia, ! PA! ! 5/2021 - Present!
• Wholesale 254 billion dollar asset management firm (mutual funds, separate managed accounts & alternative investments) to all Broker/Dealers (Wire-house, Regional, Financial planners and
!Ivy !Regional Independent Funds Sales Distributors, firms) Director! throughout Kansas City, MA, MO! NH, ! ME and ! VT.! ! ! 2/2006 - 5/2021!
• Wholesale 130 billion dollar mutual fund family to all Broker/Dealers (Wire-house, Regional, Financial Planning, Bank and RIA firms) throughout MA, CT, RI, NH, VT and ME. Conducted public speaking, seminars and group presentations on various products and topics. FA training and shareholder topics.!
• !Accomplishments:Responsibilities included ! extensive travel, scheduling, direct mail and territory management.! 2006 #3 in company sales, IMC (Ivy Master Council Award)! 2007 #2 in company sales, IMC!
2008 #1 in company sales / Wholesaler of the Year Award! 2009 #1 in company sales / Wholesaler of the Year Award! 2010 #2 in company sales, IMC!
2011 #3 in company sales, IMC!
2012 Presidents Club Sales Award!
2014 #3 Eastern Divisional Sales, IMC!
2015 #2 Eastern Divisional Sales, IMC !
2016 #2 Eastern Divisional Sales, IMC!
2017 #1 Eastern Divisional Sales, IMC!
2018 #2 Eastern Divisional Sales, IMC!
2019 !Highland !Regional #2 Eastern Capital Sales Director! Management, Divisional Sales, L.P.IMC!, Dallas, TX! ! ! ! ! 8/2004-2/2006!
• Wholesale 18 billion dollar hedge fund, private account and mutual fund family to Broker/Dealer, Financial Planner and Bank channels throughout MA, CT, RI, NH, VT and ME!
• Conducted public speaking seminars and group presentations on various product line services!
• ! Responsibilities included extensive scheduling, travel, direct mail and territory management! 2
Accomplishments:!
2005 !Columbia !Senior #2 Vice in Fund company President Distributors, sales! Regional Boston, Sales MA!Director! ! ! ! ! ! ! ! ! 1992 2/1990 - 7/- 2004! 7/2004!
• Wholesale 180 billion dollar mutual fund family to Broker/Dealers (Wire-house and Regional firms) throughout MA, CT, RI, NH and VT!
• Conducted public speaking seminars and group presentations on various product line services!
• !Accomplishments! Responsibilities included extensive scheduling, travel, direct mail and territory management.! 2003 #1 in company sales, Broker/Dealer Division!
2003 #1 in sales, UBS/PaineWebber August Focus!
2002 #1 in company sales, Broker/Dealer Division!
2001 #1 in company sales, Broker/Dealer Division!
2000 #1 in company sales, Broker/Dealer Division!
1999 #1 in company sales, Broker/Dealer Division!
1998 #2 in Company sales, Broker/Dealer Division!
1997 #1 in company sales, Broker/Dealer Division!
1996 Promoted to Senior Vice President!
1995 Company Sales Leadership Award!
1994 Wholesaler of the Year Award - #1 in Company! 1993 !Eastern “Big Division Hitters” Award Regional Eastern Marketing Division! Representative! ! ! ! 2/1990-1992! Increased sales production by 110% during employment term! Successfully co-managed 4-state territory via extensive out-bound telemarketing and travel throughout New England!
Directed nationwide and regional sales contest for broker community! Scheduled !Accomplishments! and conducted client seminars with Portfolio Managers! 1992 Promotion to Wholesaler and Vice President!
1992 !Licenses/Employee Training! of the Month (February)! Series 7, 6, 63 & 65 Licensed!
Fusion !Education! !Framingham ! Presentation State College, Workshop Framingham, ! MA, BA Economics and BA Political Science! 2
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