Human Resources Financial Advisor

Jeffrey L. Sanders

**** *. ********* ****. *** **5, Foster City, CA 94404 H:650-***-**** ***********@*****.***

Professional Summary

* ***** ** * ********** in for profit and non-profit sectors.

Key accomplishments: Consultative Selling

• While working at Merrill Lynch as a Financial Advisor, prospected and established a relationship and built rapport with small company with a 401k plan of assets in excess of 20 million dollars. Established and Managed cross-functional relationships with c-level executives, employees and Human Resources. We were able to reduce their 401k fees by 15% and increased portfolio return of the plan by 23%. Assisted individuals and companies with planned and in-kind giving utilizing annuities and trusts.

• As the Director of Development (as a consultant) with Avanti Sports Medicine, I was employed to help expand Avanti’s brand. Established a relationship with the San Francisco Symphony. As a result, the SF Symphony will be placing Avanti’s brochure in the program for the performers.

• As a parent, asked to chair the “Men’s Breakfast” for the Rosa Parks Elementary School PTA. With a budget of $200, we were able to raise $6100 in the span of 5 hours serving pancake breakfast. We served the community as well as the school families.

Experience

RELEVANT LEADERSHIP

CDO/Founder

OurMall LLC 08/26/2018 to Present

I started an LLC to develop a cross-platform shopping application for android and apple phones. I filed my documents with the assistance of Legal Zoom and received my EIN number, I became incorporated in 2018. I am currently in the development stages and next we will beta test. It is my intention to approach local and national businesses to subscribe to the app.

Regional Development Officer 02/25/2019 to 08/13/19 Mothers Against Drunk Driving

As the Development Officer for the Northern California region for the Mothers Against Drunk Driving I am responsible for strategic outreach, cultivation, and solicitation of donors giving $5,000-$99,999. In this role I work to grow the portfolio of major donors by prospecting among new contacts and lower-level donors; support organization-wide stewardship strategies; utilize the organization’s Salesforce database to maintain detailed records of donor relationships to build and support institutional collaboration; and help organize and support major-donor and prospect cultivation events in the Northern California Region. I am also asked to research, write and submit grants for possible award money: ie., State Farm Neighborhood Assistance Grant for $25,000.00.

In addition to the planned outreach, My focus is also on prospecting and acquisition of planned and in-kind giving donations. More importantly, it is my responsibility to help bring awareness to the Power of You(th) and Victim Impact programs. These programs are 100% free to the victims and the youth we educate.

Director of Development (consultant) 04/2016 - 08/04/2017

Avanti Sports Medicine San Francisco, CA

Support the CEO in pursuing relationships with current and potential promoters (notably: SF Symphony will be placing our brochure in their program)

oBe a persuasive advocate; intelligently and enthusiastically convey the value and importance of Avanti’s programs

Work with CEO in developing new sustainable support for Avanti

Work with CEO in the building upon existing relationships

Research upcoming concert series and performing arts/symphony events

Assume a hands on role in the identification, cultivation, solicitation and stewardship of major Promoters (i.e. Live Nation, AEG, Another Planet)

Work with the CEO and the Communications Manager to develop materials (on-line and published; text and multi-media)

oNarrate Avanti’s mission and work to prospects and clients

oCollaborate with event staff to ensure that current and future programs are sufficiently resourced.

oLiaison for the concert production staff and Avanti (concerns, damage control)

oGather and stockpile client stories as well as Media and cataloguing event as a means to connect to potential promotors

Superintendent 03/2014 – 07/2014

Ports of America Oakland, CA

The Superintendent is a part of the operations management team and is responsible for the direction and supervision of Longshoremen. Responsible for hiring Longshoremen. Under my supervision, we reduced distribution time of labor by 16% equating to approximately $15,000 / ship loading/ unloading 1 - 4 ships per day. Responsible for filing longshoremen/women jobs from the hiring hall

worked closely with terminal staff to prepare department plans while determining the appropriate workforce to hire for an efficient and cost effective completion of plan.

daily responsibilities were to complete various reports and forms such as shift production, payroll, and safety summaries; Produced reports to respective parties within required deadlines

Financial Advisor 08/2007 - 01/2009 Merrill Lynch Berkeley, CA

I worked with a team in 401k assets as well as consulted on individual portfolios,

Organized and co-managed investment symposiums

Education

Bachelor of Arts: Economics

San Francisco State University San Francisco, CA United States

Licenses: SERIES 7, 63, 65, LIFE AGENT LICENSE (Licenses are currently inactive)

Professional Affiliations

Member: San Francisco State University Alumni Association

Board Member for the Berkeley Black Reparatory Group

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