Financial Services Team Members
Resume:
Shaun L. Nelson
**** ******** **** ****, **********, FL 32068
*****.**********@*****.*** 214-***-****
Hard working, goal oriented, leader with a proven track record in leading teams and developing team members. Acknowledged by peers and upper management as a strong leader with the ability to coach specific skills in the areas of sales, process, and organization.
Marketing Manager Field Engagement
Ameriprise Financial Services, LLC – Remote Position, March 2023 – September 2024
Provide strategic direction to advisors and field leaders in order to drive growth measured by Target Market Client Acquisition, Net Flows, and Client Retention.
Led Marketing Forum call where marketing resources are discussed with implementation strategies to assist with contact with clients and prospects.
Created individual Marketing Plans for specific Advisors and Financial Institutions.
Developed referral trainings for Financial Institutions.
Assisted with creation of newsletters / monthly content for the field and field leaders which focused on new and existing marketing resources.
Regional Sales Manager
Ameriprise Financial Services, LLC – Remote position, January 2022 – March 2023
Responsible for engaging and coaching advisors in the area of client acquisition with emphasizes in Marketing On Demand, GoSocial, Client Contact, and establishing an effective follow up process.
Featured on Regional Leader call (monthly) where I present a topic in Client Acquisition.
Led Quarterly Region Power Hour where I worked with advisors and staff on specific processes and activities in Marketing, Events, and Client Acquisition.
Increased YOY Growth in High Value Client Acquisition by 14.5%
Held biweekly meetings with advisors.
Served on Regional Marketing Committee with RDO and Regional Coordinator.
Operations Leader
Ameriprise Financial Services, LLC – Jacksonville, Daytona Beach, & Ocala, FL – September 2016 – January 2022
Led a team of 12 operations team members. Manages activities that support business results, revenue growth, client experience, and efficiency in advisor practices. Oversees and leads EAR transitions to Ameriprise.
2017 Chairman’s Award Honoree
2018 AAG Impact Award Honoree
Operations team consistently finishes year in the top 5 in region and top 25 in company for overall performance.
Drives activities to increase advisor production in financial planning, net flows, and GDC
Retail Branch Manager
WoodForest National Bank – Jacksonville, FL – October 2015 to September 2016
Manage a team of 4 team members in the areas of operations, account acquisition, and cross selling. Responsible for leading team to profitability while keep expenses and charge off at the required level.
Had Retail Banker promoted to Assistant Manager.
YTD 14% account growth (corporate goal is 12% for the year).
25% ahead of pace to hit profit goal for 2016.
127% of loan application goal YTD.
Have achieved 85% of business account goal YTD.
Personal Banker
SunTrust Bank – Jacksonville, FL – January 2015 to October 2015
Responsible for acquisition, cross selling, and servicing current customers. Referred customers to partners (Business Banking, Mortgage, and Investments). Helped coach tellers and other bankers in sales and cross selling.
Top referring banker in the branch.
Top 10 banker in the city in value points (sales products).
Assisted manager with meetings and acquisition strategy.
Assisted teller manager with sales coaching of tellers.
Store Manager III
Wells Fargo Bank – Jacksonville, FL – March 2009 to August 2014
Managed staff of up to 16 which included Tellers, Lead Tellers, Personal Bankers, and Licensed Bankers. Responsible for operations, sales productivity, and account growth.
Developed new bankers in the areas of loans, partner referrals, profiling, and sales.
Consistently among the district leaders in credit sales.
2012 Finance Captain for Tri-County District, responsible for overtime budget and fee income thresholds.
2013 IES Captain for Tri-County District, responsible for coaching managers on specific skills. around financial priorities, Customer Needs Assessments, Mid-Session Reviews, and Customized Summary.
2013 and 2014 Credit Captain for Tri-County District
Senior Credit Analyst
Nuvell National Auto Finance – Jacksonville, FL – May 2008 to March 2009
Experienced member of the Illinois credit team. Services the western area of Chicago and other surrounding areas. Worked with Area Sales Manager to build an under preforming territory.
Responsible for servicing 85 dealerships
Negotiated credit applications with Finance Directors
Created a territory development plan to increase territory market share by 30% over a 90-day period.
Lending Manager I
Wells Fargo Auto Finance – Lake Mary, FL – January 2007 to January 2008
Managed 6 to 8 direct reports that covered the areas of Alabama and the Pan-Handle of Florida. The team would generate between 8 to 12 million dollars in volume a month. Maintained a high level of efficiency, quality, and developed underwriting skills of direct reports.
Increased market share in all Alabama territories.
Increased volume over entire territory while maintaining low delinquency and charge off.
Increased volume in the Pan-Handle territory by 25% over a 90 day period.
Had the highest dealer penetration rate in the center at 75%.
Team had the highest compliance ratings along with phone service ratings in the center throughout the year.
Education
Alabama A&M University, Bachelor of Science in Marketing
Affiliations
BEACN, Financial Literacy Committee Chairman
Family Promise of Jacksonville, Board Member
Kappa Alpha Psi, Fraternity Inc., Polemarch
REFERENCES
Kimberly M. Sterling
Sr. Director Marketing – Client Acquisition and Retention
Ameriprise Financial Services, LLC
Katherine Regna
Senior Operations Leader
Ameriprise Financial Services, LLC
Kindell Anderson
Deputy Administrator
Montgomery County
(706) 402 - 0447
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