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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Catalina LaneCincinnati, OH Street Address
PHONE NUMBER AVAILABLE (phone)e-mail: EMAIL AVAILABLEAccomplished Regional Vice President, Director of Sales and Managing Director that has lead inside and outside sales teams. Successfully managed sales territories, increased sales and client growth. Directed sales departments for small and large companies from the ground up and in established sales teams.Professional Experience:2022-Present Tradesmen International. Sales Executive. Selling trades and staffing services to construction, light industrial and manufacturing companies.Led East Coast-Midwest region in sales growth in 1st year.Finished #1 in sales for region in 1st calendar year. Led region in new client growth in 1st calendar year2019-2021 Vents-US. Director of Sales. Selling, managing and running sales, marketing and outreach in North America for an HVAC product manufacturer, which is a subsidiary of The Blauberg Group a worldwide leader in ventilation products.2005- Present Haven Acquisition Management, LLCManaging Director. Director of Sales and Operations. Selling, managing, and running a sales consulting firm specializing in the sale of: investments, real estate, distressed assets, and commodities. Worked with a client base of thousands of Buyers, Sellers and suppliers.Created sales and operations procedures, products, and goals.Closed sales in the millions of dollars annually. Over 1000 annual sales.Consulted and sold to and for a Foreign State Monetary FundManaged a team of sales consultants and service/operations staff.Deal sizes ranging from $1000 to $50+ million.2003 - 2005 Unifund CorporationPortfolio Sales Manager. Sold distressed assets, loans, and notes for an industry leader in distressed asset investing. Partnered with banks and lenders to sell their assets.Sold to and managed hundreds of existing and new clients.Closed millions of dollars every month in sales.Part of a team that increased sales revenue to over $190 million annually.Increased sales client base from two dozen to over 1000+ clients.1996 2003 John Hancock Investments. Private Client GroupRegional Vice President. External Wholesaler. Regional Sales VP for sales, marketing, and servicing of John Hancocks Managed Accounts to the broker/dealer, Institutional, RIA channels. Presented to high net worth clients.Set 1st month and 1st year RVP/External Wholesaler sales record.Set quarterly RVP/External Wholesaler sales record.Achieved 1996,1997,1998,1999,2000,2001,2002 sales goals.Exceeded guaranteed bonus in first 4 quarters in new region. Increased sales over 250% in new region.Coverage territories included: Midwest and Northeastern regions of the United States. Promoted within position. Travel rate 95%.Met with direct customers on behalf of FAs to assist in closing business.1995 1996 Sovereign Asset Management Corporation/NM Capital ManagementManaging Director Private Client Sales/Key Account Manager/External Wholesaler. Director of sales, marketing, operations and service for John Hancock Investments Asset Management. Sold to the broker/financial planner channel, managed a group of sales and operations associates.Created value added presentations and sales ideas.Managed inside sales team.Worked with Department heads of broker dealer firms to increase market share in their organizations, created relationships with new firms.Increased sales over 150% in one year.Created marketing material for mailing campaigns and distribution.1994 1995 John Hancock Investments. Internal Wholesaler. Sold John Hancock Funds mutual funds to the broker dealer/financial planner market.1995 Winner of fourth quarter sales promotion.1995 Winner of contest, largest increase in sales, one quarter.1994,1995 Exceeded sales goals.Territory included: California, Hawaii, Nevada and Guam.1992 1994 John Hancock Investments. Dealer Liaison. Managed the backoffice operations for John Hancock Investments and broker/dealer firms.Licenses/Education:FINRA Series 6, 63, 7, 65, and Life, Accident and HealthUniversity of Illinois at Champaign/UrbanaDegree: Bachelor of ArtsMajor: Business Communication Minor: MarketingActivities/Awards:Two-time Big 10 Conference Champion Athlete atThe University of Illinois Urbana/ChampaignEditor of a department newsletter at John Hancock FundsMember of John Hancock Funds Employee Activities CommitteeVolunteer for Boston Partners in EducationBig Brother/Little Brothers OrganizationSpecial Olympics. Junior AchievementReferences available upon request |
