Sales Real Estate
Resume:
Kelli K. Leitschuh
Ormond Beach, Florida 32174
**********@***.***
Objective: To obtain a responsible position that will utilize my full potential.
Qualifications:
Strong background in Sales, Management, and Training make me a qualified
candidate for any sales profession.
Education:
Bowling Green State University: 1976-1980
Major – Gerontology Minor – Nutrition
Florida Real Estate Associate License
Ohio Real Estate Associate License
FINRA Series 7 General Securities License
FINRA Series 66 and Series 63 State “Blue Sky” License
Ohio Life, Health and Variable Annuity License
Florida Life, Health and Variable Annuity License
Employment:
11/2009 to 12/2010: Morgan Stanley Smith Barney, Ormond Beach, FL –
Financial Advisor - Hired onto an existing team to market Custom Portfolio
Management services for a discretionary portfolio manager. Responsibilities
Included seminar management, cold calling, and client presentation meetings.
07/2008 to 11/2009: Wachovia Bank/Wells Fargo, Daytona Beach Shores, FL –
Financial Specialist. Responsible for developing total financial solutions for every
client interaction. This would include store level products such as checking,
savings, CD’s, Money Market and transitioning up to investments, retirement
planning, and Estate planning. Consistently attained production levels in top 3 out of
16 Financial Specialists in my region.
09/2006 to 09/2007: MetLife Financial Services, Ormond Beach, Florida – Registered
Investment Representative. Responsible for developing a client base targeting
Financial planning candidates.
12/2005: Century 21 Sundance Realty, Ormond Beach, Florida – Licensed
Real Estate Professional.
05/2005-09/2005: Henkle Schueler Realtors, Lebanon, Ohio – Licensed Real Estate
Professional.
01/2005-05/2005: Northwestern Mutual Life Insurance Company, Kettering, Ohio –
Associate Financial Representative. As a member of a 3 Planner team, I completed
special projects on a part time basis.
2000-2004: St. Vincent’s Homeless Shelter, Dayton, Ohio – Responsible for sorting/
displaying clothing donations to the shelter. This is a non-profit organization. All
operations are through donations.
2003-2004: Hope United Methodist Church, Bellbrook, Ohio – Pre-school Teacher
Part time caregiver for 6-18 month age children.
1999-2000: Rio Ranchito - Albuquerque, NM – Assistant Dressage Trainer
Responsible for selection and training of German bred Hanoverian Dressage
Horses. Secondarily, sales and marketing of horses by means of extensive
Showing, marketing and developing a network among the horse community
at large.
1999: Aegon Financial, Minneapolis, MN – Vice President, International
Marketing Group. Responsible for successful integration of investment products in
3 major banking institutions; Keybank, NatCity Investments, and Fifth Third
Securities. Primary product line of Fixed and Variable Annuities, as well as, a
variety of insurance based investments. Training of individual Investment Executives
on product and sales was a large part of my responsibility. Managed approximately
1500 Investment Sales Representatives. In addition, required to approach new
Institutions with the intent of integrating our products into their system.
1994-1999: Independent Financial Marketing Group, Purchase, NY – Managing Sales
Director. Primary responsibility was to ensure the success of 300+ Investment
Banking Sales Representatives for NatCity Investments in Ohio, Indiana, Kentucky
and Pennsylvania. When I took over the account average monthly production was
$4,000,000 in Annuity sales. One year later average monthly production was up to
$13,000,000. As Managing Sales Director I was required to hire and motivate
successful sales people, develop goals, forecasting, track sales and implement our
system. Extensive training and marketing required to ensure immediate success.
Prior to running NatCity’s program, I was the Managing Sales Director for Keybank’s
Investment program. Keybank was comprised of 80+ Investment Representatives.
Key enjoyed rapid growth as a result of our program.
03/1998: Participated in Pride and Glory, Liberty Financial’s (parent company to
Independent Financial) incentive trip for top producers.
Personal Affiliatons & Activities:
Halifax Chamber of Commerce
Silver Sands Bridle Club
References available upon request.
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