Sales Branch Manager
Resume:
A.Jay Fox
South Florida
*.******@*******.***
SUMMARY
Seasoned Real Estate/ Finance Sales Executive with 20+ years experience providing B2C guidance.
LICENSES & EXPERTISE
New Construction Home Sales, Wealth Management, Subprime Lending.
Florida Real Estate Sales Associate License #SL3401766
Series 7, 63, 65, 31 (Expired)
EXPERIENCE
Licensed New Home Sales Consultant Assistant December 2018-Present
JWilliams Staffing Inc.,,Palm Beach, FL
Assist the on-site sales team in coordinating all aspects of presenting new construction homes to prospective buyers.
Commercial Banker April 2015- November 2018
GoKapital Inc., Miami, FL
Provided alternative funding to business owners by gaining a deep understanding of the customers’ business challenges and proposing the best solution(s) to help them grow their business.
Vice President of Investments, Financial Advisor July 1996 – February 2014
Morgan Stanley Wealth Management, Boston, MA
Registered with NASD: Series 7, 31, 63, 65 (Expired)
Built my own book of business through telemarketing, networking and referrals.
Combined technical analysis with fundamental research to identify investment opportunities.
Developed a investment policy statement for clients based on their goals, time horizon and risk tolerance.
Reviewed and determined the appropriate investment products in accordance with the client’s investment
policy statement to implement their asset allocation strategy.
Provided quarterly reviews with clients to identify whether short-term or long-term changes are needed in
asset allocation strategy.
Exercised restricted stock and option transactions for clients.
Earned Director’s Club membership based on production..
Senior Executive Branch Manager September 1992 - July 1996
Transamerica Financial Services, Westwood, MA
Originated, underwrote, serviced and closed real estate, automobile and signature loans.
Expanded client base through telemarketing, referral sources and marketing campaigns.
Provided financial counseling.
Resolved 60 day plus delinquent accounts.
Prepared foreclosure analysis and marketed REO properties.
Hired, trained and motivated sales and clerical staff.
Monitored and enforced proper underwriting guidelines.
Insured accurate daily reporting and performed forecasting.
Earned a incentive trip based on overall branch performance
Education
University of Massachusetts, Dartmouth, Bachelor of Science, Finance
Contact this candidate