Senior Sales Relationship Professional
Demonstrated sales success across a broad market
spectrum. Retail, wholesale and
business to business platforms all with a proven track record for volume and
production. Strong relationship
skills have resulted in hundreds of lasting business partners producing
recurring sales and revenue.
Strengths include making persuasive presentations for sales and training
that lead to increased team volume and productivity.
WACHOVIA BANK (formerly World Savings), Lake
Managed more than 30
accounts on a weekly basis providing sales, training and customer service.
Volume Incentive Bonus four times in 2007.
regional presentation contest and presented at corporate HQ for national
strong relationships with accounts by implementing presentations and
training as well as quality customer service resulting in increased loan
AMERIPRISE FINANCIAL (formerly
American Express), Vancouver,
Sales and marketing
for financial services, client portfolio management.
more than 35 new clients in first year, resulting in millions of dollars
in assets under management for the firm.
calls for marketing events and assisted other advisors in meeting their
call quotas with strong phone skills.
strong client relationships and integrated a fellow advisor into my
practice to provide smooth transition when I left resulting in an incredible
95% retention and several million dollars in additional assets coming in
from my clients after I left.
BANKER’S LIFE AND CASUALTY, Vancouver, WA
Providing sales and service
on a full line of life and health insurance products.
hit appointment booking quota and assisted other agents in hitting theirs
with exceptional phone skills.
the entire office in 2004 in life insurance policy unit production.
MAC TOOLS, AUTHORIZED DEALER, Vancouver, WA 1997-2003
Owner / operator
Complete top down
management of small business enterprise with annual revenue of $500,000
Club Award Winner (top 5% in the
Nation, 2000 dealers) 1998, 1999, and 2000.
National Excellence Award every year (Top
20% in Nation).
Recognition for toolbox sales, 1998 and 1999 finished 2nd and 3rd
recruited professional retail sales professional in San Francisco Bay Area
with a proven track record of high volume sales and strong customer
experience as retail manager with as many as 30 personnel under my
manufacturer’s representative for numerous quality photo equipment
as Chief of Security with nearly 100 personnel under my supervision.
internet experience including launching several companies onto the
internet. Design and innovation of web presence for retail operations.
AA – recognized by the California Community Colleges
System Office, Sacramento, CA
Effective Supervisory Management, Leadership Management,
Inc. Waco, TX
Radio Announcing, Columbia School of Broadcasting,
San Francisco, CA
General Education, Santa Rosa
Junior College, Santa Rosa, CA
7, Financial Industry Regulatory Authority
66 – Uniform Combined State Law Exam, North American Securities
- Washington State Real Estate Salesperson License
computer operator, Excel, Power Point, Word, Windows, Mac, Publisher,
speaking and media address
Association of Realtors
- Oregon Mortgage Professionals
President of The Marin Photography Club
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