RICHARD JOHN GIANNOLA
**** ***** ***** ****, ******, Texas 75034
************@*****.***
RELATIONSHIP MANAGER
QUALIFICATIONS PROFILE
Goal-oriented and self-motivated professional, offering extensive years of experience in sales, territory management, corporate communications, customer service, investigation, and conflict resolution focusing on relationship establishment and management; complemented with expertise in financial management. Exemplify strong background in formulating strategic development and plans. Thrive at delivering excellent performance and possessing initiative, sound judgment, and strong decision making skills. Demonstrate capabilities in directing multiple teams as well as coordinating advancement and developmental programs leading to repeat business and maximized sales.
AREAS OF EXPERTISE
Business Development
Sales & Marketing
Market Penetration
Territory Expansion
Customer Service
Relationship Building
Open Communication
Client Needs Assessment
Problem Resolution
RELATED EXPERIENCE
Internal Sales Consultant-Nations Funds, Bank of America ~ Charlotte, NC 2003-2004
- Established and cultivated strong partnership with new and existing brokers / financial planners to sell products, including mutual funds, variable annuities, and separately managed accounts.
- Promoted proactive communication to share sales ideas, provide product information, offer sales support, and identify new sales opportunities.
- Partnered with external sales organizations to develop and implement business plans and sales strategies.
- Executed effective sales presentations to promote products, services, and competitive advantages to financial advisors of industry leading financial services firms.
Highlights:
- Successfully increased territory sales by almost 25% in first year by cross-selling current clients and prospecting for new clients.
- Ranked 1st in sales territory for Nations Funds in 2003.
Internal Sales Consultant-Evergreen Investments (Charlotte, NC), Wachovia Corporation ~ Charlotte, NC 2000-2003
- Communicated with prospective brokers and financial planners to share sales ideas, provide product information, offer sales support, and identify new sales opportunities.
- Established and cultivated relationships with existing brokers to sell products, including mutual funds, variable annuities, 401(k) plans, and separately managed accounts.
- Developed and executed business plans and sales strategies in connection with the external sales partner.
- Carried out effective sales presentations to promote products, services, and competitive advantages to First Union brokers to overcome proprietary objections.
Highlight:
- Successfully managed and closed the largest separate account deal for Evergreen Investments in 2002, amounting to $110M in a six-month long sales process.
Financial Specialist-First Union Corp. (Jacksonville, FL), Wachovia Corporation ~ Charlotte, NC 1999-2000
- Promoted and represented all financial services offered by First Union, including deposit accounts, investments, insurance, and all loan products.
- Categorized and profiled existing customer base to determine financial needs and presented solutions offered by First Union.
- Rendered assistance with office management by resolving customer service issues, creating branch sales goals, and coaching other employees on reaching branch goals.
Registered Representative, Olde Discount Corporation ~ Apopka, FL 1998-1999
- Substantiated prospecting to clients, assessed financial needs, and presented investment strategies.
Highlight:
- Successfully generated $3M in assets in first year as a registered representative.
OTHER EXPERIENCE
Police Officer, Homewood Police Department ~ Homewood, AL 2006-2010
Police Cadet, Upper Moreland Police Department ~ Homewood, AL 2005
EDUCATION AND TRAINING
Bachelor of Arts and Science in Human Organization and Development
Concentration in Health and Human Services and Leadership
Vanderbilt University ~ Nashville, TN
Previously held 63, 7, 52, and Life Insurance License | FUSION Trained Presentation Skills