JEFF QUINN

Regional Sales & Compliance Director

Little Silver, New Jersey

PROFILE

A proven leader and

innovative sales management

professional with more than 19

years of experience in the

financial services industry; a

successful track record of

surpassing corporate goals for

existing and startup divisions.

Expertise in developing and

implementing sales and

marketing programs focusing

on customer retention,

relationship management and

cross-selling opportunities with

attention to Compliance and

Surveillance.

FINRA Series 9/10, Series 24,

Series 53, Series 7, Series 66

NJ Life & Health Insurance

CONTACT

PHONE:

732-***-****

EMAIL:

adzseb@r.postjobfree.com

HOBBIES

US Sailing

Junior Lacrosse

USPHL Ice Hockey

Volunteer Fire Department

Chess

Guitar

EDUCATION

Monmouth University, West Long Branch, New Jersey

Bachelors, Communication

WORK EXPERIENCE

Northeast Financial Network, New Business and Operations, Exec Dir 2021 – Present

-Rebuild process and Team to improve efficiency, quicker account opening, increased customer satisfaction 30% and improved Adviser retention Merrill Lynch, Wealth Management Banking Specialist 2019 – 2021

-Introduce and integrate Banking opportunities to Advisers, clients and prospects in the Princeton Complex

Dow Jones, Team Lead Customer Service (Contract)

2018 – 2019

-Developed strategies to increase sales 22% and increase customer satisfaction 31%

Morgan Stanley, Financial Planning, National Sales Desk Manager 2017 – 2018

-Oversee all sales and support of Financial Planning and Goals Planning for entire Financial Adviser population

MassMutual, Managing Director (Contract)

2017 – 2017

-Top quartile in recruiting external hires

Mid Atlantic Resource Group, Managing Director

2016 – 2017

-Branch Manager responsible for office 38% lift in sales of 35+ Advisers and Support staff while maintaining low attrition

JP Morgan, Supervisory Manager, Investment Manager 2010 – 2015

-Branch Manager of two flagship offices in NYC and Manager of two National call centers in Kansas City & Denver

Merrill Lynch, Regional Trust Sales Manager

2006 – 2010

Merrill Lynch, Financial Adviser

2004 – 2006

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