Account Executive Customer Experience

John P. Stapleton

** ***** **** **. **** River NJ, 08753

(C) 732-***-**** * **************@*****.***

EXPERIENCE

PNC Bank Brick NJ 2/24 -present

Branch Banker

Acquire and deepen the branch customer base through a variety of proactive sales and service activities.

Drive proactive sales conversations through internal and outbound interactions with a defined sales process.

Create Customer loyalty and grow customer share of wallet through a differentiated Customer experience.

United Parcel Service Edison, NJ 07/17-12/23

Account Executive

Manager over 75 accounts and successfully implement a 25% growing in volume and 6% in revenue per piece.

Responsible for existing client growth, onboarding new clients that will generate $100 to $250 thousand in revenue.

Foster positive and trusting client relationship, resulting in 100% customer satisfaction rating.

Uncover opportunities to further the client experience with UPS by introducing them to our business partners.

UBS Financial Services Inc. Red Bank, NJ 04/11-12/17

Wealth Strategy Associate

Analyze and interpret portfolios in excess of $500 to $2million to create meaningful reports to improve portfolio.

WM Research and other external parties to make recommendations that resulting in 8% total return.

Develop customized asset allocation strategy and investment solutions for clients and prospects.

Leverage firm platform and develop appropriate financial plans for clients and prospects.

MERRILL LYNCH Hopewell, NJ 06/09-12/10

Investment Center

Accurately process financial transactions including stocks, bonds, mutual funds, loans and options.

Offering world-class customer service by providing complete and accurate information to clients in a multi-task,

high-pressure environment that requires attention to detail.

UBS Financial Services Inc. New York, NY 03/06-12/08

Branch Analyst

Provide extensive comparative analysis of money managers using PSN, Bloomberg, Lipper and Morningstar.

Develop and maintain critical relationships with portfolio managers, product managers and financial advisors.

Develop strategies with financial advisors to re-engineer their business and provide value in every aspect of the

client’s financial life.

UBS Global Asset Management New York, NY 07/03-03/06

Private Wealth Solutions Specialist

Prepare commentary on specific stocks, portfolio characteristics and market environment.

Assist wholesalers in sales/retention via conference calls or client meetings.

BLACKROCK PRIVATE CLIENT GROUP New York, NY 12/02-05/03

Internal Sales Consultant

Prepare hypothetical portfolios and asset allocation models for sales presentations and proposals.

Provide market commentary to financial advisors and clients on the current market conditions.

PIMCO/ALLIANZ INVESTMENTS New York, NY 10/00-09/02

Investment Specialist

Communicate the investment process and philosophies of Dresdner RCM, NFJ, Nicholas Applegate,

Oppenheimer Capital and PIMCO to prospective clients and financial advisors.

MERRILL LYNCH PRIVATE CLIENT GROUP Princeton, NJ 10/09-10/00

Marketing Specialist, Advisory Service Group

Work with the designed Consults Champions within my eight districts.

Design training modules and create PowerPoint presentations for Advisory Services products.

skills

Morningstar, Ibbotson, Bloomberg, ConsultsWorks, APL, PSN, Word, Excel, PowerPoint and MAC OS.

education

saint peter’s university, Bachelor of Science Management Jersey City, NJ 10/93

Military

Fort Benning GA, School of Infantry, 1st of the 54th Infantry Bamberg, West Germany

References furnished upon request

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