Sales Manager

AMANDA POTESTATO

**** **** ***** ******, ** ***** · 303-***-****

******.*********@*****.*** · www.linkedin.com/in/amanda-potestato-52a0a829 Highly accomplished Regional Planning Director with expertise in strategy development, sales, relationship management, client solutions, and marketing management with a track record of exceeding business goals. EXPERIENCE

DECEMBER 2019 – CURRENT

REGIONAL PLANNING DIRECTOR, EDELMAN FINANCIAL ENGINES Responsible for platform sales with custodial partners in the Rocky Mountain, Pacific Northwest and Northern California regions.

- Managed relationships with over 50 retail branch locations with E*TRADE and TD Ameritrade

- Partnered closely with 12 financial advisors to drive sales and close referred business from retail branches

- Presented at over 20 prospect and client facing events both in person and over WebEx to help drive firm sales

- Ran over 60 branch engagement sessions each quarter with retail branch locations

- Exceeded yearly territory sales goal by over 150%

- Exceeded yearly territory referral goal by over 200% JANUARY 2017 – NOVEMBER 2019

LEAD BUSINESS DEVELOPMENT SPECIALIST, E*TRADE ADVISOR SERVICES Responsible for managing, enhancing, developing, and distribution of various strategic programs that align with the company's strategic plan for fee-based advisors that:

- Have a financial or stakeholder perspective (such as revenue generating or revenue

- growth efforts),

- From the customer perspective (such as efforts to improve customer loyalty), or

- From an internal or process perspective (such as a strong product ownership approach to

- support the financial and customer perspectives),

- Increase the platform's total addressable market.

- Examples of these programs include; a proprietary third-party money manager program

- (Money Manager X-Change), an NTF ETF program (ETF Custody Advantage), and an

- annuity integration with Nationwide Advisor Solution's Monument Advisor product. DECEMBER 2014 – JANUARY 2017

ADVISORY CONSULTANT, NATIONAL PLANNING HOLDINGS

Responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within the territory to meet advisory sales goals for the NPH Broker/Dealers.

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- Delivered effective presentations promoting advisory services and benefits through the

- Envestnet platform

- Shared knowledge and insight with colleagues, management and advisors to enhance

- efficiencies and productivity

- Consulted 850+ advisors and sales assistants on practice management and efficiencies,

- managed account solutions and transition to advisory during implementation of the

- projected DOL rules

- Established and maintained relationships with nine institutional money managers while

- providing on-going market insights

JUNE 2011 – DECEMBER 2014

ANNUITY WHOLESALER, JACKSON NATIONAL LIFE DISTRIBUTORS

- Built new and maintained existing advisor relationships while serving as an annuity

- wholesaler

- Developed over 120 brand new advisor relationships with over $60M in new production

- while supporting current producers

- Held over 300 WebEx meetings in support of relationship building and client solutions

- Implemented strategy that successfully grew the organization's market share in territory

- from ~52% to ~68%

EDUCATION

APRIL 2011

BANKING & FINANCE/MANAGEMENT, NORTHWOOD UNIVERSITY BBA, GPA: 3.8, Magna Cum Lauda

Activities: Delta Mu Delta: Honors Business Society, Delta Zeta: Vice President 2009-2010, Northwood University Cheerleading Team, Finance Association of Northwood University (FANU) President's List, Dean's List

SKILLS

• Presentations

• Public Speaking

• Financial Services

• Data Analysis

• Market Research

• Microsoft Office (Excel, OneNote, PowerPoint)

• WebEx & Zoom

• Business Relationship Management

• Interpersonal Communication

• Business Case Design

• Sales Prospecting/Cold Calling

• Program Management

• Leadership

• Territory Management

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