| | | 20,000+ Fresh Resumes Monthly | |
|
|
| | Related Resumes Digital Marketing Social Media Jacksonville, FL Sales Digital Marketing Jacksonville Beach, FL Digital Marketing Manager Ocala, FL Social Media Digital Marketing Yulee, FL Business Development, Business Management, Sales, Marketing Jacksonville Beach, FL Team Leader Business Development Jacksonville, FL Communications Manager Marketing Coordinator Jacksonville, FL |
|
Click here or scroll down to respond to this candidateCandidate's Name
Sales Management ExecutivePHONE NUMBER AVAILABLE Saint Augustine, FLEMAIL AVAILABLEDynamic and seasoned professional with extensive experience in leading high-performing teams and driving exponential growth. Proven success in devising productive strategies, augmenting digital/marketing platforms, and nurturing strong relationships with financial advisors, distributors, and key partners. Adept at creating wealth for investors, fostering positive impact on society, delivering innovative solutions, and contributing to launch of new products and tactics. Expert at streamlining process workflows, identifying new opportunities, expanding market reach, evaluating performance outcomes, and achieving organizational goals. Instrumental in providing exceptional client service, staying abreast of current industry trends, and promoting brand consistency.Areas of Expertise Strategic Planning & Execution Risk Assessment & Mitigation New Business Development Continuous Process Improvement Revenue Growth Optimization Budgeting & Forecasting Firm Compliance & Regulations Staff Training & Development Client Relationship BuildingProfessional ExperienceEaton Vance / Morgan Staley, Boston, MAManaging Director - East Coast Management (FL, GA, MA, MS, MI, OH, LA, HI)2000 2023Oversaw initiation of inclusive team training and growth programs for cultivating culture of continuous improvement. Fostered impactful relationships with partners to drive collaboration and mutual growth. Implemented thorough review of all submitted reports by wholesalers to recognize outstanding performance and proactively address issues. Provided oversight for initiatives to boost mutual fund and annuity, CEF, SMA, AI, and high net worth strategies, along with leveraging market insights and tailored approaches. Supervised successful initiatives for driving substantial growth in various financial strategies and market segments. Devised meticulous budget management strategies to streamline financial operations and optimize resource allocation.Demonstrated innovative market penetration and growth strategies by developing successful approaches to drive substantial increases in CEF sales.Raised significant growth in CEF sales for enhancing market penetration and contributing to overall business expansion.Achieved efficient and strategic territory sales management, contributing to increased revenue and market presence.Analyzed problematic situations and occurrences for devising solutions to ensure company survival and growth.Enforced company policies and legal guidelines throughout organization to promote transparency.Directed dynamic team of 15 Wholesalers to orchestrate day-to-day territory sales.Led recruitment processes to optimize team composition for peak performance.Additional ExperienceHead of Mutual Fund and Annuity, Prudential Securities, Southern CaliforniaExternal Wholesaler (Mutual Funds and Annuities), Putnam Investments, Southern CaliforniaHead of National Sales (Mutual Funds and Annuity), Prudential Securities, New York, NYInternal / External Mutual Fund and Annuity Wholesaler, Prudential Securities, Dallas, TX San Diego, CAEducation & CredentialsDekalb Junior College, License Series 6, 7, 24, 26, 63, 65, and 79AffiliationsMember, FINRA/SIPC at Eaton Vance |
