Sales Manager

Stewart M Morris

***** ******** *****, ********, ** 92592 Tel. 951-***-****

Medical Tourism Sales Executive

30+ years of highly successful telephone and person-to-person sales and training experience within the financial and oil industries.

Respected leader of community advisory groups, trusted financial advisor (prior to retirement 3 years ago).

Conceptualize and orchestrate marketing campaigns that effectively reinforce and built brand images within my own firm and national financial firms.

Skills

Marketing Strategies & Campaigns

Personal Sales Communications

Creative Team Leadership

Product Positioning

Market Research

Development of Training Materials

Sales Support

Consultative Sales Effectiveness

Recognitions

Numerous salesman of the year awards through Merrill Lynch, Morgan Stanley, LPL. Community service organizations president. Elected public school board member / president. Community leader. Avid tourist.

Professional Experience

RETIRED: 2009. LIVED IN MEXICO AND JAPAN SINCE.

MORRIS ROBERTSON WEALTH MANAGEMENT

Multimillion-dollar personal financial planning firm

President/ Manager, 2005-2008

Manage financial planning sales, marketing and communications functions, and 4-member team. Direct brand management, develop telephone sales marketing approach, community identity positioning, advertising, sales collateral and public marketing.

PARKER/HUNTER, MERRILL LYNCH, MORGAN STANLEY

Full-service financial brokerage sales and service

Assistant Vice-President, Sales Associate, 1983 to 2009

Developed portfolios for a variety of corporate and personal clients. Used a consultative approach to create personalized programs for clients to fulfill their respective wealth and financial objectives.

Selected Accomplishments:

Expanded clientele base, earned commendations from each firm for setting/generating annual sales increases by targeting desired audiences and articulated the value of products and services.

MOBIL OIL EAST, JAPAN ARAMCO, SAUDI ARABIA ELS, USA

Leading petroleum producing/ marketing / training organizations

Training Manager, Trainer, 1972 to 1983

Advanced through a series of promotions, culminating in oversight of training division and 20-member training team. Created training materials, direct mail campaigns and in-house training agenda for diverse employees and projects.

Selected Accomplishments:

Served as primary consultant and trainer on corporate needs –based training.

Generated training campaign response-rates of between 8% and 11% (up to 5 times the industry average).

Technology

Software: Photoshop, MS Office (Word, Access, Excel, PowerPoint)

Education

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA – Philadelphia, PA

Security Industry Institute, Summer Program 1983-1985

NORTHERN ARIZONA UNIVERSITY – Flagstaff, AZ

Master of Arts, 5/1974

Double Major: Teaching Minor: Social Anthropology

BRIGHAM YOUNG UNIVERSITY – Provo, UT

Bachelor of Arts, 1969

Double Major: Japanese Minor: Social Anthropology

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