Financial Services Professional

Charles S. Caesar, Jr.

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

Fredericksburg, VA 22407 317-***-****

PROFESSIONAL PROFILE

Talented and focused Professional with numerous years of experience transforming corporate goals into profits, utilizing innovative sales strategies and managing dynamic, solutions-focused sales teams. Recognized for leadership by example, outstanding work ethic and strong interpersonal communication skills. Builds and maintains excellent business relationships. Mentors/develops others to succeed through developing talent as a “player coach.” Disciplined professional who sets high standards and consistently achieves goals.

WORK EXPERIENCE

CHARLES SCHWAB & CO., INC.

Charles Schwab Retirement Services

Indianapolis, IN Sept. 2012 – Present

Operations Specialist

Responsible for providing expertise on complex product and service questions for IRA’s and Qualified Retirement Plans. Also handles certain retirement account processing. Inspires client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration. Works directly with retail clients, internal Schwab representatives, and Schwab Advisor Services representatives, as well as the outside advisory firms they service.

NEW YORK LIFE INSURANCE COMPANY

Carmel, IN December 2011 – Sept. 2012

Financial Services Professional

Responsible for sales of proprietary financial service products to current clients and potential new clients. Also responsible for marketing and prospecting for new client business for the company.

*Series 6 Investment License and Indiana Life & Health Insurance License

CARDINAL FITNESS

Fishers, IN April 2008 – October 2011

General Manager

Responsible for overseeing daily operations and staff hiring & training. Manages budget for facility and directs sales of memberships, amenities, and personal training packages.

GOLDEN RULE / UNITED HEALTHCARE INSURANCE COMPANY

Indianapolis, IN October 2007 – April 2008

Product Advisor

Responsible for the sales of individual healthcare insurance policies and the advising of these products to potential policy holders throughout the United States. Life and Health Insurance licensed in 45 states.

FOUR QUADRANT WEALTH ADVISORS, INC.

Indianapolis, IN October 2006 – June 2007

Corporate Liaison

Responsible for generating and establishing new client relations within the local dental and medical communities. Serve as a “relationship manager”/liaison for the newly established client. Also responsible for developing effective networks within the dental community.

YAMANOUCHI PHARMA AMERICA/ASTELLAS PHARMA US, INC.

Indianapolis, IN July 2004 - September 2005

District Sales Manager

Responsible for hiring entire sales team of 10, training/mentoring sales representatives. Managed budget, performed competitive analysis, and monitored sales activities.

*Developed/initiated strategic sales goals to launch Flomax and Vesicare with newly trained sales force.

*Earned district rank of 6th out of 20 in nation for Q4 2004 sales of Flomax.

*Successfully launched new product (Vesicare) to market.

PROFESSIONAL DETAILING, INC.(PDI), Cleveland, OH and Indianapolis, IN

March 1999 - July 2004

Division Sales Manager, Indianapolis, IN, May 2003 - July 2004

Responsible for driving sales initiatives in half of IN, OH and part of MI. Managed 12 sales representatives. Hired/trained/mentored reps, monitored performance, set frequency goals, and oversaw division budget.

*Consistently ranked #1 Division of 9 in region for 4 consecutive quarters

*Consistently ranked #3 Division of 29 in nation for 4 consecutive quarters

*Consistently met/exceeded established target goals for 2003

*Achieved 134.27% performance for Nexium sales in Q1 2004.

Division Sales Manager, Cleveland, OH, August 2001 - May 2002

Responsible for driving sales in KY, IN, and part of OH. Managed a sales force of 10.

*Promoted to Division Sales Manager after agreeing to work as a sales representative when Lotensin

contract ended in 2002.

Served as sales rep to demonstrate loyalty; promised a management position when one opened.

Pharmaceutical Sales Representative, Cleveland, OH, March 1999 - August 2001; June 2002 - May 2003

Responsible for serving as Northern Ohio Team Leader and Lotensin Product Champion for 2002/2003. Worked with other sales reps to articulate goals/strategies to call on physicians including IM, FP, Cardiologist, OB/GYN, Urologists, and Primary Care to introduce/provide additional information/ samples for Lotensin as well as other products including antibiotics, cardiovascular, urology, and women’s health products.

*Earned division rank of # 1 out of 12, regionally ranked 19 out of 80, and nationally ranked 59 out of 446.

*Consistently met/exceeded target goals and attained more than 100% of quota for two consecutive

trimesters (104.5%).

SMITHKLINE BEECHAM PHARMACEUTICALS, Cleveland, OH January 1998 - February 1999

Pharmaceutical Consultant

Responsible for introducing/providing information on pharmaceutical products including antibiotics, CNS/anti-depressants, NSAIDS, calling on physicians in IM, FP, Psychiatrists, Rheumatologists, and Primary Care.

*Improved Territory ranking from 25 (Last) to 19.

KEY BANK, NA, Cleveland, Ohio May1994 - January 1998

Branch Sales Representative March 1997-January 1998

*Earned President’s Sales Club Award

Direct Investment Services Sales Representative/IRA Liaison June 1995 - March 1997

*100% Club *Award Recipient (4 Consecutive Quarters)

Investment Sales Assistant May 1994-June 1995

BANC ONE, NA, Dayton, OH October 1987 - May 1994

Investment Sales Specialist May 1993 - May 1994

*Successfully Obtained Series 7 & 63 Investment Licenses

*Successfully Obtained Ohio Life & Health Insurance License

Loan Originator/Equity Lending Department & Research Analyst October 1987 - May 1993

*Consistently Ranked in the Top 3 Out of 15 Originators

*Consistently Exceeded Established Target Goals

EDUCATION

B.S. in Business Administration, Wright State University, Dayton, OH December 1990

Completed three quarters Graduate Studies in Business Administration at Central Michigan University

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