Frank J. Caolo

** ******** *****, ******, *********** 06883 203-***-**** advpvt@r.postjobfree.com

CORPORATE SALES / LUXURY AUTOMOTIVE SALES / SALES MANAGEMENT PROFILE

Automotive Sales Revenue Goals ● Sales Team Leadership & Training ● Client Relationship Retention

Highly accomplished senior sales professional with diverse experience transitioned to a solid experienced background in Luxury Automotive Sales, New Car Sales, Certified Pre-Owned Marketing and Financial Warranty Sales to excel in a selling position within the retail Automotive industry. Offer outstanding sales team leadership, client management, and long-term relationship building skills. Exceptionally organized and disciplined; possess well-developed interpersonal skills and the ability to motivate and direct others in a team environment. Business administration expertise; coordinate with management and vendors in maintaining and upselling client base. Generated, developed and maintained new clients with a continuous referral system and selling skills developed through experience and course work; known for introducing and establishing new and long standing client relationships to company.

CORE COMPETENCIES

Exceeded Revenue Goals Strategic Automotive Marketing Forecasting Market Trends Client Referrals Automotive Luxury Sales

LUXURY AUTOMOTIVE SALES

BMW of Westchester White Plains, New York

Luxury Automotive dealership in Westchester County

Senior Client Advisor 2021 to Present

Work client portfolio Mastermind, Desking own deals, personal client base and in store walk ins /phone ups.

Result

• Plug and Play advisor… from vehicle presentation, desking own deals, credit application, credit approval and delivery.

• Sales included new and pre-owned vehicles.

• Ranked within the top 10 percent on closing client sales.

BMW of Mt. Kisco, Mt Kisco, New York

Luxury Automotive dealership in Westchester County

Client Advisor / BMW Trained Sales Advisor 2017 –2019 and 12/2019 to Present

Started in the Pre-Owned sales department and transition into New Car Sales (Inventory and Build Sales) and Orphaned Lease sales.

Result

• Work along side Pre-Owned Sales manager to learn the buying and selling of off lease vehicles.

• Established large client base with major referral sales.

• Maintained and preform high level of New and Pre-Owned sales base each month.

• Trained to sell, finance and deliver BMW vehicles and products.

BMW of Greenwich, Greenwich, CT

Luxury Automotive Dealership in Greenwich, Connecticut

Senior Client Advisor 1/2019 –12/2019

Worked in New Car Sales (Inventory and Build Sales) and Orphaned Lease sales.

Result

• BMW Product Specialist

• BMW Certified Senior Salesperson

• Established large client base with major referral sales.

• Maintained and preform high level of New and Pre-Owned sales base each month.

FINANCIAL EXPERIENCE

CastleOak Securities Inc., New York, New York

A regional Minority Owned brokerage firm headquartered in NYC.

Director-Institutional Fixed Income Sales 2012-2013

Institutional Investment Grade and High Yield Corporates, Money Market and Overnight Investment Fixed Income Division.

Result

• Accounts traded with included University Investment Portfolios, University Systems daily management portfolios, Commercial Bank Risk Management Departments, Trust Departments, Insurance Company portfolios and their risk management desks and Asset Managers.

• Products traded included: Corporates, Agencies, Money Market and Treasury Investments, Mortgage Backed Securities,

• Established risk management/ trading relationships with major banks and brokerage firms.

UBS FINANCIAL SERVICES, INC., Stamford, Connecticut

Premier Global Financial Services Firm

Financial Advisor / NFA Program / Institutional Fixed Income Consultant 2009 - 2011

Recommended to firm. Established book of business composed of University Investment funds, high net worth clients, risk management investment funds, small bank trust departments, credit unions and retirement accounts. Joined an established team in the Stamford branch to increase market share in fee based investment products.

Results

• Utilized my expertise in Fixed Income products to trade and manage a portfolio of risk based Fixed Income investments.

• Based upon expertise and extensive knowledge in capital markets and the contacts in that marketplace assimilated to the philosophy and dynamics of the team/advisors and their investment philosophy for their client base, and help develop the client's needs to use managed assets in Mutual Funds and other fee based investment products.

• Using strong business acumen, created a marketing seminar curriculum to professional women in the Educational field.

Merrill Lynch, Fairfield, Connecticut

A major financial company providing global wealth management services.

V.P. Financial Advisor / PMD Associate 2008-2009

Joined the Financial Advisor training program of Merrill Lynch and started a marketing program to introduce and achieve a large portfolio of high net worth individuals, profit and not for profit organizations.

Results

• Established a program to introduce high net worth financial executives to the firm.

• Started a marketing program to capture individual; corporate investment portfolios and retirement plans of not for profit public service organizations.

• Introduced long-term Tier 3 financial institutional relationships to the firm.

STERN AGEE & LEACH, INC., New York, New York

A regional brokerage firm headquartered in Birmingham, Alabama.

Senior Vice President- Fixed Income Institutional Sales 2006-2007

Senior Salesperson of an Institutional Fixed Income Sales Team recruited to start a New York Trading Desk.

Management and Sales team has been producing and recruited as group since 1994.

Results

• Introduced an established account base trading in Risk management, Treasury Services, Overnight and letters of credit for University Systems, Corporates, Agencies, Mortgage products, Municipal Securities and high yield bonds.

ADVEST, INC., New York, New York

Advest was acquired and became a subsidiary of the MONY Group, Inc. in 2002.

Senior Vice President-Institutional Sales / National Sales Management 1995-2006

Established an Institutional Fixed Income Division and created an account base for the Fixed Income trading desks.

Management and sales team recruited together to start the institutional desk.

Results

• Institutional New York Sales Manager / National Fixed Income Sales Manager

• Accounts traded with included Commercial Banks, Trust Departments, Insurance Companies, Asset Managers and Mutual

• Products traded included: Corporates, Agencies, Mortgage Backed Securities, Asset Backs and Preferreds.

• Maintained Top 10 Producer Status annually.

EDUCATION

St. John’s University, Jamaica, New York

B.S. Degree, Communications Arts and Sciences

Professional Licenses

Series 7, 63 & 65, Health, Accident & Life Insurance Licenses

PROFESSIONAL AFFILIATIONS

Weston Volunteer Fire Department- Nationally Certified Firefighter II and Connecticut First Responder, Certified Connecticut Hazardous Materials Operational (HazMat).- Certified Medical Response Technician (MRT) & Fund Drive Chairman. Connecticut Freemason.

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