** **** ******** ***** **** Jackson, NJ ***** 908-***-**** email:********@***.***
Career Objective- To utilize my experience in finance to offer a common sense approach to insurance protection
Retirement planning and investing, delivering integrity, service and dependability as my core business model.
JPMorgan-Chase – Licensed Banker -5/1/2010-7/1/2011
Selected as an outside hire for New Build in Manchester New Jersey
Exceeded sales goals by re-branding Chase with CRM data base to increase client contact
Spearheaded business development to build out services and focus on increased deposit base
Worked successfully with retail management team to implement and sustain new branch P&L
Used Advisor Training to introduce and launch investment platform to new and existing client portfolio
Leveraged Chase training behaviors to educate and provide the most efficient and effective services
Provident Bank-Financial Advisor-03/15/2009-03/01/2010
Hired to manage and grow non-performing territory consistently ranked bottom tier by management
Co-chaired weekly meetings with all territory teams to implement sales goals and quotas
Hit target commission goals 1st quarter and sustained revenue ranking each month (#1program ranking 8/2009-$450,000.00 GDC annually)
Effectively utilized outside investment vendors to increase program visibility and grow commission dollars organically
Re-instituted client appreciation events and ownership Top-Down of education and review seminars
Fulton Bank-Financial Advisor-01/15/2008-02/20/2009
Assigned thirteen branches as a licensed advisor-trainee CSR main contact
Coordinated all client meetings and reviews territory wide and updated Contact management process
Managed all vendor product seminars and new launch initiatives
Assigned territory when Advisor resigned generating revenue of $250,000. 00 in GDC
Successfully navigated broker dealer change and program wide repapering and account updating
Platinum Financial-Sales Consultant-02/01/2001-01/10/2009
Licensed Life insurance representative focusing on Long Term disability and Insurance related solutions
Worked with teacher and trade unions focusing on ancillary products and their benefits
Positioned secure college savings programs with Life Insurance for guarantees and safety
Introduced Life Insurance as a funding mechanism for tax efficient Trust architecture
Incorporated the tax benefits of Life Insurance as a necessary piece in retirement planning
Bear Stearns- Managing Director/Member N.Y.S.E -03/15/2002-07/23/2007
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Responsible for daily trade ledger of clients including hedge funds institutional finance companies and in house clients
Point contact for business plan retention and expansion providing cross sell solutions and trading integration maximizing technology
Recognized consistently as floor trader go-to in high touch break out situations requiring extensive client/trading expertise
Ranked top 5% in generating new business from 2003-2006 incorporating aggressive travel and meet schedule
Positioned the Bear Stearns model as a seamless all encompassing solution to meet and exceed all client expectations
Licenses and Certifications
New Jersey Life & Health Producer, with Variable Endorsement.
Series 7, 63 66
EDUCATION:
Rutgers University / Brook Dale College 1976-1981
Trustee NJ Alliance for Disabilities