Top producing financial specialist with over 20 years of success in sales. Consistently recognized as being in the top 5% of all salespeople in every organization since graduating the top 10% of my class in college. Successful in originating, negotiating, structuring, and closing the largest and most profitable deals of each company I have led over the past 15 years.
Highly motivated, results-driven financial professional. A very articulate, persuasive communicator able to convey complex information in meaningful terms. Proven ability to set milestones in sales. Successfully closed some of the very largest deals in oil & gas, financial services, as well as commercial & residential real estate. Proven ability to thrive in the most volatile markets.
Key Areas of Expertise
Finance/ Sales Management & Leadership/ Financial Markets/ Portfolio & Asset Management/ Sales & Marketing/ Market Research & Analysis/ Effective Negotiations
EXPERIENCE & ACHIEVEMENTS
Edward Jones Investments
June 2009- Present
Financial Advisor
Prospered by participating in community events to position myself as a leader throughout several territories.
Developed a strategic marketing campaign via successful seminars by targeting accountants, attorneys, and medical professionals resulting in substantial referrals.
Awarded milestone bonuses every quarter for soliciting business to high net-worth individuals and corporate clients while developing strategic alliances with clientele.
Powerful presentations led to awards for top prospecting most recently was in April 2010.
Hit milestone bonus in March 2010 and qualified to make the profitability development program.
First National Capital Lending Finance Company - Oil &Gas
May 2008- June2009
Account Manager
Set milestones in closing the largest and strongest investment grade accounts the company has ever been successful in executing.
Recognized for record breaking revenue which was more than half of the total amount for entire company.
Instrumental in breaking into the biggest accounts by convincing CFOs, controllers, treasury, etc. to utilize our services through cold calling.
Led the charge of successfully getting proposals done with the largest as well as strongest companies in the nation.
Raised the bar for everyone in setting examples of closing the largest deals with the biggest companies that my employer has never been able to accomplish until my arrival.
Novy Investments, Inc. & Condo Source, LLC.
2001- April 2008
Commercial Real Estate Sales & Sales Manager for Condo Source
∙Closed over $120 million in multi-family apartment complexes in past 18 months
∙negotiated contracts, acquired listings, established long term relationships with buyers and sellers
∙presented thorough and complex analysis to prospects and generated repeat business through referrals
∙Instrumental in converting more condominiums for Condo Source, LLC. than any other developer in Houston.
∙Responsible for hiring, mentoring, negotiating contracts, and mortgage lending for multiple properties
∙Closed the most deals to multiple investors via seminar presentations every two weeks.
UBS Paine Webber 2000-2001
Financial Advisor
∙Responsible for prospecting & acquiring clients through cold calling
∙Responsible for maximizing clients’ wealth via repositioning of stocks and reallocation of mutual funds and acquired referrals due to outstanding results in volatile markets
∙Ranked in top 10% of financial advisors in terms of production and acquiring assets under management
American Express Financial Advisors 1997-2000
Financial Advisor/ Manager/ Mentor
∙Promoted to the first position ever held in mentoring first and second year advisors by demonstrating successful cold calling techniques bi-weekly
∙Received Mercury Award as class leader in 1997
∙Recognized as one of the top 50 producers in the nation in both 1998 and 1999
∙Responsible for acquiring clients through cold calling
∙Responsible for maximizing clients’ wealth by successful trading of stocks, options, and repositioning of mutual funds
∙Implemented financial plans and made changes when there were opportunities to take advantage of in the stock market
∙Recognized for calling the stock market bottom on 10-8-1998 and persuaded others to advantage of that opportunity including my clients and my superiors.
PROFESSIONAL PROFILE
Education
B.A. Business Management, University of Houston 1994
G.P.A. 3.59 Major
Credentials
Series 3 Broker license 2008
Series 7, 65, 66, Group 1 Insurance -Clean U4
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