Manager Management

ARMSTEAD HOLMES III

**** ******* **** ** *******, TX 77047 409-***-**** **********@*****.***

Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law (Series 63) and Life and Health Insurance License certified to function as a principal for the solicitation, purchase, and sale of redeemable securities, variable contracts and insurance premium funding programs.

Extensive background in sales and management, including experience in cross-selling, financial analyses, portfolio management, client retention management, recruiting, and employee management.

Demonstrated success in highly competitive and stressful environment, ranked top agent of the month in the base shop in insurance volume, ranked in the top 20 percentile among bankers in the district for the quarter, successful at recruiting and developing teams, .

SKILLS

Microsoft Office

Microsoft Outlook

Adobe PageMaker

Relationship Building Employee Management

Recruiting

Training

Cross-Selling Financial Analysis

Portfolio Management

Financial Management

Client Acquisition

Interpersonal Skills Cold calling Communication skills

PROFESSIONAL EXPERIENCE

PRIMERICA Friendswood, TX

Helps families become properly protected, debit free, and financially independent.

District Leader, 2011 to Present

Responsible for preparing financial analysis of clients’ financial position, designing and recommending a financial blueprint that will improve clients’ overall finances. Conduct seminars to educate clients on debt consolidation techniques, life insurance products and mutual funds. Successfully managed clients’ investment portfolios. Responsible for recruiting, training, and coaching new agents.

Key Results:

Successful at recruiting a team 11 agents within the first two months of performance and being promoted to District Leader.

Ranked #1 agent in insurance sales volume for month which resulted in prize of an IPAD.

JPMORGAN CHASE – Houston, TX

Leading global financial services firm with assets of 2.3 trillion, operating in 60 countries, with more than 240,000 employees.

Licensed Personal Banker, - 2007 to 2011

Recruited to retain and deepen banking relationships with existing customers as well as acquiring new customers. Maintained an active relationship management and customer contact while identifying and anticipating customer financial needs, matching products and services to help fulfill those needs, and assuring a high level of customer satisfaction.

Key Results:

Successful at passing securities and insurance license acquiring a Series 6, 63 and Life & Health Insurance license.

Acquired and managed a successful book of clientele

Ranked top 25 percentile for the month among bankers in the district.

Successfully managed an investment portfolio of over $200,000.

PROFESSIONAL EXPERIENCE (CONTINUED)

WELLS FARGO BANK Houston, TX

Diversified financial services company providing banking, insurance, investments, mortgage, consumer and commercial finance through more than 9000 branches with $1.3 trillion in assets and 270,000 employees.

Personal Banker, 2005 to 2006 Business Champion, 2006 to 2007

Promoted to acquire and deepen consumer and business relationships. Responsible for managing customer and business portfolio, servicing relationships and cross-selling all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers’ business. Used profiling analysis tools to identify cross sell opportunities and make outbound sales calls to increase product per customer ratio.

Key Results:

Successfully generated more than $300,000 in loan volume within a quarter.

Ranked among the top 10 bankers in the district within the quarter based on overall performance of cross selling of all products

Promoted to Business Champion to focus on acquiring, retaining, and deepening business relationships accounts.

WALGREENS – Houston, TX

Leader in providing the most convenient access to consumer goods and services, pharmacy, and health and wellness services in America with more than 7,000 stores.

Manager Trainee Internship, Summer 2001, 2002 Assistant Manager, 2002 to 2003

Trained in the area of operations, management, merchandising, and advertising through a 10 week training program, where I gained real world experience to succeed in Walgreens retail environment. Promoted to oversee the daily operations of the store and manage employees.

Key Results:

Responsible for closing and opening of the store, while managing employees (20 years old)

Successfully balanced cash vault and cashiers registers daily.

Promoted from Manager Trainee to Assistant Manager while continuing to pursue college degree.

EDUCATION & CERTIFICATIONS

TEXAS SOUTHERN UNIVERSITY Houston, TX

Bachelor of Business Administration (BBA) in Management, 2005

Activities: Worked concurrently during college as a student assistant in the School of Business and as an Assistant Manager at Walgreens.

OF NOTE

Professional Development:

Complete ongoing training in the areas of sales, profiling, client management and acquiring and retaining affluent clients.

Affiliations:

Texas Young Professionals and Houston Young Professionals

Bay Area Networking Group (BANG)

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