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Click here or scroll down to respond to this candidateCandidate's Name
Naples, FL, Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEFINANCIAL SERVICESSales Excellence Team Leadership Revenue Growth Highly motivated Lead Sales Associate with extensive customer experience and vast knowledge of stock portfolio sales. Exemplary track record of delivering strong sales numbers and exceeding targets. Known for having high standards, well accomplished in all phases of employee management and services. Recognized throughout career as a dedicated team member eager to learn, and consistently performed beyond expectations to produce the highest quality results within set deadlines. Expert in time management, organizational skills, and multi-tasking. Adept at working independently or within a team. Demonstrated expertise in: Financial Services Sales Consulting Product and Service Sales Sales Process/Strategy Execution Revenue Growth & Acceleration Talent Acquisition & Development Efficient Sales Transactions Project Management Cross-Functional Collaboration Client Relationship Development Team Building and Retention Multidisciplinary Team Leadership KEY COMPETENCIESCONSISTENT OVERACHIEVEMENT OF QUOTA AND REVENUE GOALS - Exceeds all sales targets throughout career progression, setting standards of achievement for others and raising performance standards across organizations.EXCEPTIONAL BUSINESS ACUMEN - Adept at assessing organizational goals and implementing strategies to ensure both day-to-day and long-term objectives are met.TEAM TRANSFORMATION - Remarkably talented at building, transforming, and scaling high-performance sales teams to fulfill corporate goals and objectives. Keen knack for developing, coaching and nurturing talent to drive consistent growth while maintaining a focus on a positive culture, integrity and balance.EXCELLENT LEADER AND COMMUNICATOR - Proven ability to build strong rapport with others, excellent at analyzing team strengths and leveraging individual assets to reach business goals efficiently. Superb presentation selling, multi-tasking, relationship development and analytical abilities. PROFESSIONAL EXPERIENCETRADING UP LLC, Naples FL 2011 - PresentPartnered with billion dollar health and wellness company to help people transform their lives physically and fiscally.Senior Sales Advisor Grew revenue base exponentially from zero to $2M+ and built customer base from zero to nearly 36,000 over the course of 10+ years Train sales team in policies, procedures and strategies for maximizing quarterly sales goals, monitoring performance and providing constructive feedback Enhance overall team performance by leading planning strategy sessions aimed at customer acquisition, retention and growth, implementing corporate marketing plans and initiating creative networking strategies for team to build company awareness and interest Leverage expertise in company CRM system to build successful sales pipelines, manage prospects and run reports, keeping detailed track of customer sales and all relevant customer information Prepare and share weekly/monthly reports on teams sales performance with upper management for review Consistent focus on identifying and developing future leaders, efficiently training business builders and preparing high-potential team members for advancement; Mentored 500+ people to new levels within the company to dateJNK SECURITIES CORPORATION, New York, NY 2007 - 2011 SEC and FINRA regulated broker-dealer offering clients value-add services with strict adherence to stringent compliance policies. JNK Securities was purchased by Uphold Securities Inc. in March 2021. Senior Equity Sales Trader Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations Collaborated with analysts and coverage traders to distribute relevant market information Coordinated purchase and sales of investment securities on behalf of individuals and businesses Executed purchases and sales of stocks, promoting advantageous opportunities to clients Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions Maintained detailed and accurate transaction records to meet industry regulatory requirements BLUEROOM SECURITIES CORP, New York, NY 1998 - 2006 Financial services company enabling the trading of securities. NYSE Floor Trader, CEO Owned commission based trading firm on the Floor of the NYSE, performing trade execution data analysis including broker due diligence, execution measurement and performance tracking and accountability, physically trading millions of shares of equities on a daily basis Built out company adding eight additional employees, managing a total of 10 brokers who interacted with leading Wall Street firm trading desks Grew revenue from zero to $1.5M annually by 2002 EDUCATION & TRAININGThe State University of New York (SUNY) at Albany, NY No Degree: FinanceDr. Joe Dispenza (2019-2020)Progressive and Intensive Online CoursesTony Robbins Training (2016-2019)Unleash the Power Within, Date with Destiny, Business Mastery, Leadership Academy, Life Mastery Synergy Education, Inc., NY (2011-2013)Leader in personal development and self-awareness education. Momentum Education, NY (2011)Organization for personal development, professional development, skill-building and coaching. |
