Management Analyst Vice President

QUENTIN ANDERSON

**** *** *******, ***** *****, CA 92886 1-949-***-**** *******.*.********@*****.*** Professional Summary

A Results-Driven Leader Who Leverages Years Of Leadership, Strategic Planning, Marketing And Communications Expertise Which Facilitates Record Growth. The Intellectual Capital Acquired Over My Career Allows Engagement With Clients, Vendors And Co-Workers In Unique Ways Which Provides Them The Insights Necessary To Unpack Complex Concepts So That They Are More Effective In Achieving Both Their Long & Short Term Goals. Skills

Public Speaking Events

Self Starter, Team Leader & Player

Presentation/Proposal Development

Critical Thinker

Excellent Organizational And

Communication Skills

Adaptable And Remain Current On Trends

Identify, Develop And Articulate Creative

And Winning Sales Strategies

Manage Multiple Timelines

Lead, Persuade And Build Consensus

Expert in Environmental, Social And

Governance - ESG

Work History

Relationship Manager - Business Development 02/2022 to Current First National Capital Corporation – Irvine, CA

First National Capital Is A Leading Provider Of Equipment And Project Financing To Clients Ranging From Public And Private Middle Market Clients to Fortune 1000. First National Has Expertise In Aviation, Construction, Private Equity, Energy Services, Industrial Manufacturing. Developed Expertise To Structure All Types Of Equipment Financing Transactions To Meet Companies Specific Tax, Accounting And Compliance Requirements. Demonstrated How Finance And Leasing Options Can Be Effective In Managing Balance Sheet Ratios, Staying In Compliance With Financial Covenants, Improving Cash Flow, Minimizing Taxes And Effectively Managing Business Assets Life Cycle.. Researched And Identified Opportunities For Account Growth, Account Penetration And Client Expansion.

Negotiated And Closed Long-Term Agreements With New Clients In Assigned Account Group. Performed Research To Uncover Potential Target Areas, Markets And Industries. Financial Consultant - Business Development 08/2019 to 01/2022 Appreciation Financial – Henderson, NV

Helped Individuals And Families Build And Execute Wealth Management Strategies Based On Unique Goals And Objectives.

Assisted Public Sector Employees Secure Their Financial Future. Established Plans For Seniors And Their Families So They Never Run Out Of Money. Educated All Clients On Retirement Planning, Tax-Free Retirement And Retirement Restructuring Through 403(b), 457, Roth IRA, IRA, etc. Senior Financial Consultant - Business Development 09/2017 to 07/2019 TD Ameritrade Inc. – Chino, CA

Educated Clients On Various Financial Matters And Provided Professional Recommendations On Investment Opportunities, Products And Services Based On Each Clients' Individual Needs. Established Process That Helps Individuals And Families Build And Execute Wealth Management Strategies Based On Unique Goals And Objectives. Educated Clients To Support Understanding Of Rationale And Details Of Financial Strategies. Assisted Clients With Preparing Financial Plans, Conducting Investment Research And Completing Trades And Transactions To Assess And Meet Financial Goals. Committed To High Quality, High Touch Client Services And Strategic Delivery Of Sound And Prudent Advice.

Increased Existing Book Of Business by 35% Through Use Of "Smart Marketing" Program. Regional Senior Vice President 01/2014 to 08/2017

Calvert Investments – Bethesda, MD

Calvert Investments Is The Leader in Responsible Investing - ESG. Integrating Impact Investing, Environmental, Social, And Governance Factors In Global Equity And Fixed Income Investment Management Process.

Created Service Based Business Development And Client Relations Sales Models That Were Implemented Firm Wide In 2016 - Decreased Redemptions By Over 80% YOY 2016. Increased Sales from $54 Million to $112 Million 2015 Thru 2017. Assisted Environmental Media Association: EMA Mobilizes Entertainment Industry Members To Educate People About Environmental Issues. Which In Turn, Inspires Them To Take Action. Senior Vice President - Director of West Region 01/2005 to 12/2013 Eagle Asset Management – St Petersburg, FL

Responsible For Mentoring, Training, Equipping And Empowering - Team Of Five Wholesalers To Meet Expectations And Deliver Results.

Ranked #2 In Total Sales Of 15 Regions In Both Separately Managed Accounts And Mutual Funds (2010-2013).

Assisted Eagle Asset Management In Assets Under Management Growth From $12 Billion To $28 Billion.

Success Driving Double-Digit Retail Asset Management Growth From Wire Houses, Regional Broker/Dealers, Independents, Banks And RIA Channels In Both Separately Managed Accounts And Mutual Funds Through Development And Execution Of Cross Selling Strategies. Professional Basketball Player

Milwaukee Bucks - NBA

Professional Basketball Player

Club Nautico - Tenerife, Spain

Professional Basketball Player

Eastside Specters - Melbourne, Australia

Education

Associate of Science: Finance

The University of Alabama - Tuscaloosa, AL

MBA

California State University, Long Beach - Long Beach, CA Certifications

CIMA - Certified Investment Management Analyst

University Of Pennsylvania - Wharton

State of California Insurance License

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