Head of Business Development

Peter A. Brown

*** ****** ***** ****

St. Louis, MO 63122

314-***-**** adjdlw@r.postjobfree.com

http://www.linkedin.com/in/peterandrewbrown

Qualifications Profile

Accomplished wealth management leader with over twenty years of developing sales forces, driving revenue and obtaining and exceeding sales targets. Focus has included leading and managing teams with an eye toward new business development, relationship management and client service with major Wirehouses, National & Regional Broker Dealers, Fee-only RIAs, and Independent Broker Dealers. Focus on technology, wealth planning, investment management, banking and lending.

Proven success maximizing revenue potential, expanding client base, driving revenue growth, and increasing client and employee retention.

Expertise in wealth management, commercial and retail credit and the development and recruiting of financial advisors.

Professional Experience

2008-Present Wells Fargo Advisors/First Clearing www.wellsfargoadvisors.com St. Louis, MO

Senior Vice President – Director of Growth & Productivity

Responsible for the product marketing, financial advisor recruiting services and overall responsibility for driving adoption of investment products, technology, lending & banking services, professional development capabilities and recruiting.

Manage and set the strategic direction of a national sales team made up of 15 Regional Business Directors. Accountable for the management and deployment of resources with regard to assessment, development and implementation of the strategy to achieve our stated growth goals.

Increase sales through field activity and one-on-one coaching. Provide sales ideas and solutions. Build a results oriented strategy for implementation.

Strategically plan and manage deployment of national resources through marketing and sales initiatives, and budgeting and expense responsibility.

Set business development, revenue and satisfaction goals. Track performance vs. goals.

Effectively manage the capacity and mix of resources (direct and matrixed) across recruiting, advisor development, product service and platform marketing.

Develop a tactical set of action plans and activities designed to increase awareness and utilization of our platform and technology.

Design and implement a system of metrics and controls that track the quality of our growth, product and service measured by the ROI of the business.

Serve as spokesperson for business unit growth, investment products, and service platform capabilities with client firms, prospects, and with the industry to drive and reinforce our value proposition.

First Vice President – Divisional Lending Specialist

Increased High-Net worth portfolio by 38%.

Planned and executed activities and projects that directly supported the implementation of efforts to increase FA adoption of lending to High-Net worth clients.

Expedited lending processes and maximize potential revenue by building key relationships with Securities Based Lending Team, Operations, Custom-Lending Team and Wells Fargo Bank (commercial).

Personally responsible for spear-heading the High Net Worth Initiative between Wells Fargo Advisors and Wells Fargo Private Bank.

Collaborated with internal WFA resources to ensure goals and objectives were met.

Achieved 118% of Divisional Sales goal.

First Vice President – Regional Manager, Banking Services

Managed a multi-state territory including 9 Regional Banking Consultants.

Responsible for Home/Central Region covering 1468 Financial Advisors in 6 states.

Achieved $24MM of net interest income to the bottom line of my region.

Successfully rolled out “College of Lending” training curriculum in 6 markets with 98% of advisors recommending to other advisors.

Achieved 113% of Regional Goal.

Recruited 9 Regional Banking Consultants in 3 months and maintained 100% retention for all employees in the region with 7 employees at 100% of goal.

Vice President - National Sales Director, Banking Services

Exclusive responsibility for lending sales and goals in all IBG (Independent Brokerage Group) businesses; FiNet, Latin America, and First Clearing Correspondent Services.

Supported over 15,000 financial advisors nationwide with both consumer and commercial lending products.

Supervised all IBG Channel Managers and supported their sales efforts.

Served as Business Product Head and acted as the primary liaison between Wells Fargo Advisors and Wells Fargo Bank NA.

Managed a team of Product Consultants who support over 15,000 financial advisors on all business related questions and referrals.

Responsible for negotiating commercial/business referral agreements between Wells Fargo Advisors and Wells Fargo Bank NA.

2007-2008 Bank of America www.bankofamerica.com St. Louis, MO

Vice President – Commercial Business Development Manager

Managed a portfolio of 30-50 clients with annual revenues ranging from $20MM to $500MM, who require financial services and products to meet their needs.

Developed and was responsible for 5 Business Development Officers monthly and annual performance goals.

Prospected and closed new accounts by leveraging existing relationships, building external referral sources, and establishing new contact networks.

Forged relationships with decision makers, analyzed the client’s/prospect’s financial and operating strategies, and recommended alternative or additional financial services to best meet their immediate and long term business needs.

Achieved in excess of 145% of annual sales quota.

Increased the banks revenues by maintaining and deepening commercial loans and deposit growth with an emphasis on penetrating accounts with Bank of America product offering.

Top 10% in portfolio revenue growth.

2005-2007 GE Commercial Finance www.gecommercialfinance.com St. Louis, MO

Vice President – Business Development

Exclusive responsibility for initiating, underwriting, and closing new business in Midwest territory, by cultivating sales pipeline and managing complex sales cycle.

Major financing products included asset-based financing (Loans, leases, related services) along with cross-sell initiatives to other GE Commercial Finance divisions (credit lines, tax-exempt financing).

Managed a multi-state territory, prospecting companies with $100MM-$1B million in revenue.

Achieved in excess of 123% of annual sales quota.

Extensive cold calling and networking to C-level executives to exceed annual volume expectation of $30 million.

Negotiated contracts with C-level executives, deal sizes ranging from $5MM -$100MM.

2004-2005 Colliers International www.colliers.com St. Louis, MO

Vice President - Industrial/Office Broker

Licensed Missouri Broker, specializing in industrial/office sales and leasing.

Negotiated contracts with corporate executives for real estate transactions ranging from $1MM to $50MM.

Determined leasing plans, rental rates and negotiated transactions for institutional property owners, developers, business owners and private investors.

Leased over 100,000 square feet of industrial/office space within 8 months of hire date.

Developed strategic relationships with middle to large market Midwest based companies.

1999- 2004 Nationwide Funding, LLC www.nationwidefunding.com Chicago, IL

V.P. of Sales /Managing Director

Delivered greater than 50% of company-wide sales.

Developed and monitored 8 Account Executives monthly and annual performance goals.

Negotiated contracts with corporate executives for transactions ranging from $250M - $10MM.

Developed client relationships, obtained corporate financial information, structured asset lending transactions, and negotiated terms.

Responsible for credit review, addressing asset, accounting, tax, and legal for loan evaluation, approval and processing.

Individually delivered in excess of 150% of annual sales quota.

Salesperson of the Year in 2002 and 2003.

Education

Bachelor of Arts; Major Communications Management, Minor in Marketing

University of Dayton – Dayton, OH- 1999

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