Account Executive II

Kerry M. Richardson

*** * **** *** ****, NY ***10 508-***-****

***************@*****.***

EDUCATION

Quinnipiac University, Hamden, CT, Fall 2010-Spring2014

Bachelor of Science in Management, Minor in Marketing

Dean’s List Student; Major GPA 3.4

Richmond University, Florence, Italy, Winter 2013-Spring 2013

EXPERIENCE

Justworks, New York, NY

Account Executive II, September 2019- Present

Prospect and develop relationships with C-level executives

Manage multiple deals at once through multi-stage sales cycle from prospecting to onboarding

Drive revenue in an exploratory market as part of an expansion team

Wells Fargo, Boston, MA

Financial Consultant, November 2016- September 2019

Exceed quarterly goals based on net new assets, referred business, and commissions

Identify new business opportunities from existing clients with assets between $100k-$500k

Consult and advise in collaboration with senior partner

Worked with senior partner with $250 million under management; $2M in production

Top 10% of production in office

Wells Fargo, Boston, MA

Registered Sales Associate, October 2015- November 2016

Develop strong client relationships to increase client retention and to help Financial Advisors in growing their business

Collaborate with senior FAs to develop financial plans for HHs up to $20M AUM

Trade securities for clients in FAs absence to help advisors meet goals

Fidelity Investments, Merrimack, NH

High Net Worth Associate (BDR II), March 2015- September 2015

Consult with HNW day traders on using Fidelity’s Active Trader Platform

Exceed monthly sales goals by bringing new assets onto trading platform

Top team performer April, May, June, and July for closed business

Fidelity Investments, Merrimack, NH

Financial Business Dev. Representative, September 2014- March 2015

Meet monthly goals by referring business to be closed by debt, annuity, and active trader teams

Top team performer January and February for most closed new business

PROFESSIONAL LICENSES+ CERTIFICATIONS

Series 7, January 2015

Series 63, January 2015

Series 66, November 2016

Life Insurance, November 2016

Value Selling, April 2020

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