Sales Project Manager
Resume:
Wayne P. Whittaker
*** ******* ******, ********, ** 11216
*******@*****.***
OBJECTIVE
Obtain a challenging position as an Account Executive/Manager in Financial Services/Sales with opportunities for growth utilizing my extensive experience in business development.
SUMMARY OF QUALIFICATIONS
•Sales management •Retail equities •Market research
•Marketing strategies •New business development •Consultative sales
•Financial analysis •Regulatory compliance •CRM Salesforce.com
•Hiring and training new staff •Creative problem solving •Microsoft office suite
Results driven achiever very adept at prospecting and closing sales face-to-face or via telephone with businesses; high net worth individuals; Presidents, VPs; effectively manage sales pipeline to optimize revenue and growth; team first attitude; self-motivated; interact effectively with all levels of management and the public; work well independently or as a project manager; strong analytical skills; take charge of situations to execute profitable results.
PROFESSIONAL EXPERIENCE
Optimize.com, Manhattan, NY 9/11 to present
Financial software sales/Business development
• Sold financial planning and management customizable software platform to financial advisors and institutions via web demonstrations and face to face presentations, for a start-up company .
• Trained new staff members in sales techniques and product knowledge regarding, SEO, SEM, CPC and
Strategic partnerships, liaised account aggregation .
Cape Securities, Inc., Brooklyn, NY 5/11 to 9/11
Branch Manager
• Responsibilities encompass all phases of operation for this retail investment bank.
• Management: Duties include maximizing service and profitability, financial product research, monitoring clients’ account activity, maintaining compliance with internal policies and regulatory standards, problem solving, and ensuring customers have a satisfactory experience.
• Managed a staff of 15 sales representatives, responsible for interviewing, hiring, conducting training sessions in sales and product knowledge, sponsoring junior brokers for Series 7 and 63 licenses, delegating assignments, monitoring productivity, approving trades, conducting staff meetings, coaching and motivation, and performance evaluations.
• Sales: Responsible for new business development, the research and sale of various investment products, such as IRAs, 401(k)s, individual equity accounts and mutual funds, to businesses, Presidents and VPs.
J.P. Turner & Company, LLC, Riverdale, NY 2/03 to 5/11
Branch Manager
• Handled all duties as detailed above at this retail investment bank.
• Achievements: promoted from initial position of Investment Advisor.
• Responsible for a branch generating more than $1 million in annual sales.
• Consistently met or exceeded productivity goals
• Increased branch volume by $5 million during tenure
Wayne P. Whittaker Page two
Evergreen International Foreign Currency Trading, New York, NY 1999 to 2001
Dalton Kent Securities Group, Inc., New York, NY 1997 to 1998
Duke & Company, Inc., New York, NY 1994 to 1997
Stratton Oakmont Investment Bankers, Inc., Lake Success, NY 1992 to 1994
Investment Advisor (held this position with various companies from 1992 to 2001)
• Responsible for the sale of various investment products, such as IRAs, 401(k)s, individual equity accounts and mutual funds, to businesses, Presidents and VPs of mid size to large companies.
• Specific duties included consulting with clients, discussing financial needs, preparing RFPs, analyzing spreadsheets, researching investments, recommending products, opening accounts, resolving problems, portfolio management, and developing and maintaining effective client relations.
• Achievements: helped develop and expand account base at all firms.
• Consistently met or exceeded productivity goals at all firms.
• Transferred a substantial client base from firm to firm.
• Positions required extensive research of financial markets and economic trends.
EDUCATION
NYS Life, Accident, and Health insurance license
New York Stock Exchange & NASD
Series 7, 63, 62 and 24 Licenses
Herbert H. Lehman College, Bronx, NY
Bachelor of Arts in Economics, 1991
Minor: Political Science
- Excellent references available upon request -
Wayne P. Whittaker
189 Madison Street
Brooklyn NY 11216
*******@*****.***
Please accept this letter and attached resume as my expressed interest in joining your organization in a position suitable to my professional qualifications.
As my resume reflects, I possess Series 63, 62 and 24 Licenses, NYS Life, Health and Accident insurance license. Furthermore, I have extensive experience in financial services, sales management, marketing strategies, new business development, quality customer service, financial analysis, regulatory compliance and staff development. These qualifications are complemented by strong interpersonal, supervisory and analytical skills. With this background, I am certain that I will make a valuable addition to your organization.
I would welcome the opportunity to meet with you to discuss my qualifications further. Please feel free to contact me at your earliest convenience so that we may schedule an interview. My salary requirements are
negotiable based on the total compensation package and career opportunity
Thank you for your time and courtesy in reviewing this material. I look forward to your forthcoming response.
Sincerely,
Wayne P. Whittaker
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