Sales Manager National
Resume:
Craig Patey
Happy Valley, OR 97086
971-***-**** *********@*****.***
Objective – To assist in growing a world-class organization that offers superior products and/or services. Summary of Qualifications – Track record of success in sales, sales management & sales training. Can sell, build, manage, and train sales organizations to achieve success. Experienced in dealing with upper management and regulatory agencies.
Education – B.S. Portland State University, Business/Finance (degree). Professional Experience:
Sales, Sales Management, Sales Training – 2011 – 2018 – Dolan Capital, Safelight Insurance, Copeland Asset Management, Pacific Bonding
National Sales Manager/Supervisory Principal, HighMark Capital (Union Bank) – January 2008 – January 2011.
Was recruited from AIG/SunAmerica, to Highmark Capital (Union Bank). I saw it as an opportunity to grow yet another struggling company. They were on the brink of failure, but they had two good mutual funds, and 4 good wholesalers. Within 3 years, we took sales from net redemptions, to a positive $24 million per month, and 12 GREAT wholesalers. I restructured the compensation plan so that my top wholesalers would make more than me, I gave up 20 bps.
o Highmark offered me a guarantee that was equal to what I had been making at AIG/SunAmerica, plus a signing bonus & stock options.
o HighMark was based in San Francisco, vs. my prior home-office in NYC, dramatically reducing travel. o I worked with the board of HighMark Capital, and directly with our CEO & Portfolio Managers, going over investment, marketing and investment Ideas, in essence serving as CIO as well as National Sales Manager.
National Sales Manager, AIG/SunAmerica Asset Management – March 2002 – Jan 2008 (my total tenure at AIG/SunAmerica was over 11 years, Oct 1996 – Jan 2008). Sales grew from $300 million to over $4 Billion during my tenure. As a result, I was aggressively recruited by HighMark Capital & several other firms. Divisional Sales Manager, AIG/SunAmerica Asset Management –January 2000 – March 2002. Gave up half of my territory to manage the Western U.S. Sales grew by 2X in two years. I was then promoted to National Sales Manager.
Mutual Fund Wholesaler, AIG/SunAmerica Asset Management – October 1996 – January 2000, took my territory from net redemptions (last in the company) when I took it over in 1996, to the #1 territory (of 24) in 2000. As a result, I was promoted to Divisional Sales Manager. Financial Consultant/Associate VP, Merrill Lynch/Prudential Securities – January 1989 – October 1996. o Hired by Merrill Lynch the day I graduated in business from Portland State University (PSU). o Developed a large book of business through cold-calling, holding seminars & networking. o Managed large accounts using primarily stocks, bonds & options. o Consistently a top producer, in production & new accounts. Employment History:
o Guitar Teacher/Professional Musician – 1978 – 1996 o Nordstrom (Men’s Clothing) – 1996 - 1989
o Merrill Lynch – January 1989 – March 1994
o Prudential Securities – March 1994 – October 1996 o AIG/SunAmerica – October 1996 – January 2008
o HighMark Capital – January 2008 – January 2011
o Sales, Sales Management, Sales Training – 2011 – 2018 o Dolan Capital, Safelight Insurance, Copeland Asset Management, Pacific Bonding Best,
Craig Patey
*********@*****.***
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