Business Development High Net
Resume:
CHRISTOPHER SHEA SOMMER
Oak Island, NC 28465
Email: *****.*********@*****.***
PROFILE: Fifteen years of experience in sales and relationship management achieving 240% of goal and increasing revenues by 50%, combined with major awards for performance excellence. COMPETENCIES: • Strategic Planning • Superior Product Knowledge
• Market Penetration • Solutions/Consultative Selling
• Relationship Management • Team Coaching & Development
• Customer Loyalty • Continuous Improvement
WORK EXPERIENCE:
2015 – Current DUNMORE FINANCIAL, Salisbury, Vermont An independent financial agency clearing through National Life Group. PRESIDENT
• Market and manage investment products and services to high net worth clients and institutions raising.
• Organize, lecture and participate in both small and large seminars to engage new investors.
• Highly effective in procuring new business in new marketplaces.
• Developed and implemented market penetration strategies, including cold calls, C-level presentations, email broadcasts, web conferences, educational forums, and establishment of a referral network. 2013 - 2015 DAVID LERNER ASSOCIATES, Westport, Connecticut. A privately held broker/dealer providing investment advice and consulting services to high net worth and institutional clients.
BUSINESS DEVELOPMENT
• Market and manage investment products and services to high net worth clients and institutions raising.
• Organize, lecture and participate in both small and large seminars to engage new investors.
• Achieved top new advisor for 2014 and qualified for the top producers awards weekend.
• Set company record for new advisor achieving top producers status.
• Selected to coach and mentor new hires.
2012 - 2013 FROGWORKS, Washington D.C. Metro Area. Providers of comprehensive Network Support, IT support management, computer network maintenance and cloud computing.
DIRECTOR OF BUSINESS DEVELOPMENT
• Responsible for leading sales and solution activities associated with the acquisition of new clients.
• Sold IT services, including: managed services, back-up disaster and recovery, IT consulting, Hardware as a service, VoiP, network support, network security and cloud computing.
• Closed Trinity Applied Strategies, the largest account in company history representing a 50% increase in total gross revenue based upon 2012 total company revenue.
• Attracted and maintained multiple accounts with high MRR under contract.
• Cross-sold services using B2B multi-channel strategies and peer networking
• Maintained detailed database of prospects and customers, documented sales to facilitate follow-up.
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2008 - 2011 PREMIERE GLOBAL SERVICES, Melbourne, Australia & New York, N.Y. Providers of state-of-the-art communications software, teleconferences, web conferences, and voice and message applications.
BUSINESS DEVELOPMENT MANAGER
• Managed, coached and developed high performance teams.
• Used goal setting and performance metrics to encourage team ownership and accountability for results.
• Utilized ongoing data collection, analysis and trending to take a proactive versus reactive response to problems and opportunities.
• Developed and implemented market penetration strategies, including cold calls, C-level presentations, email broadcasts, web conferences, educational forums, and establishment of a referral network.
• Established relationships with over 25 Fortune 500 clients, achieving 150% and 240% of goal.
• Developed monthly and yearly sales and budget forecasts. 2005 – 2008 Career Hiatus to Travel &Teach English to Middle and High School Students in Asia. 2004 - 2005 JPMORGAN CHASE & COMPANY, New York, N.Y. VICE PRESIDENT/FINANCIAL ADVISOR
• Marketed multiple investment products and services to high net worth clients and built a portfolio of over $100 million in assets.
• Used market, industry, economic, and corporate analysis to develop positioning strategies.
• Provided value-added services to corporate clients, including business plans, business models and investment strategies.
• Selected to coach and mentor new hires.
• Achieved a 50% growth rate within twelve months. 2000 - 2002 WACHOVIA SECURITIES, Washington, D.C.
FINANCIAL ADVISOR
• Managed institutional and investment portfolios in excess of $70 million in assets.
• Functioned as a solution/consultative seller.
• Established client-focused partnerships by sharing accountability for achievement of customers' expectations.
• Grew assets under management by $50 million and won top producer on two occasions. 1997 - 2000 MORGAN STANLEY, Washington, D.C.
VICE PRESIDENT & FINANCIAL ADVISOR
• Grew assets under management by 400%.
• Recipient of company's National Sales Director Award.
• Selected as #1 among 450 Financial Advisors.
EDUCATION: FORDHAM UNIVERSITY, Bronx, N.Y.
Bachelor of Arts
VICTORIA UNIVERSITY, Melbourne, Australia
Ongoing Master of Business Administration (MBA) Coursework LICENSES: Series 7, 63; Life & Health
COMPUTER SKILLS: Windows XP; Microsoft Word, Excel, PowerPoint, Access and Outlook; Netsuite References available upon request
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