Key Account Manager, Sales Manager, Senior Account Manager

SUMMARY PROFILE

Highly articulate and performance-driven professional with broad experience in all aspects of financial services, sales and management. Played an integral role in the negotiation, acquisition and management of billion dollar assets from clients. Creative and resourceful with key talents in formulating and implementing initiatives to support territory management, tactical sales and marketing plans. Exceptional relationship builder with proven expertise in identifying new opportunities and turning potential client inquiries into sales.

KEY EXPERTISE

- Strategic Business Planning and Execution

- Sales Leadership / New Business Development

- Territory / Account Management

- Portfolio Analysis and Consultation

- Consultative and Solutions Selling

- Account Acquisition and Retention

- Client Education / Training and Presentations

- Independent Decision Making

- Leadership and Supervision

- Team Building / Staff Coaching and Mentoring

CAREER OVERVIEW

Invesco Aim Distributors - Houston, TX

BUSINESS DEVELOPMENT MANAGER Jan 2009-Present

Direct the strategic execution of national marketing initiatives to capture key-target audiences, such as broker-dealers and investment advisors. Leverage strong leadership skills to effectively manage the Business Development Group consisting of one internal associate and two external sales representatives. Serve as company representative; travel extensively to various locations throughout the country to attend conferences and meetings for top level financial and investment organizations, such as Edward Jones and Ameriprise.

REGIONAL INVESTMENT CONSULTANT Jan.2005- Dec.2008

Provided consultation services to high net worth clients that are based in Central, Southern and Southeastern regions throughout the United States. Oversaw the aging of institutional and retail accounts in the mutual fund as well as managed account areas. Assumed full responsibility for the acquisition and management of client assets valued at more than $1.5B.

REGIONAL SALES DIRECTOR Nov 1997-Dec 2004

Outlined and executed innovative marketing plans to build relationships and increased market share with independent advisors in the Southern and Northeastern territories. Strategically devised plans in compliance with established quarterly and yearly production goals. Conducted individual / group meetings and live presentations to capture new business opportunities; developed and maintained long-term relationships with clients. Refined wholesale team’s knowledge on industry’s best practices to increase their productivity and competitiveness.

- Consistently positioned in the top quintile of performers on an annual basis for sales, increased market share and excellent client support

Jefferson Brothers / Laissez-Faire Capital Markets - Houston, TX

VICE PRESIDENT, MARKETING AND PUBLIC RELATIONS Oct 1993-Nov 1997

Partnered with the public sector and asset management communities in coordinating the firm’s marketing programs. Liaised between the firm’s decision makers as well as public agencies, banks and private asset managers. Managed internal sales/marketing staff.

- Instrumental in the acquisition and management of a $100M investment contract with the State of Texas Workers Compensation Fund.

- Represented G.R.W. Capital of Washington, D.C. as a consulting agent; led the negotiation and acquisition of trade agreements with various pension funds and institutions.

- Assumed the role of firm consultant with more than $3B worth of assets under management.

EDUCATION

Bachelor of Arts in Organizational Management with Distinction - Ashford University, Clinton, IA

Selected Coursework in Political Science - University of Houston, Houston, TX

PROFESSIONAL DEVELOPMENT

Currently holds Investment Industry Licenses Series 7, 63 and 66

Completed various sales training programs, including Fusion Presentation, Integrity Selling and Customer Centered Selling

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