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SELECTED ACCOMPLISHMENTS
CONSULTATIVE SALES
* Established new account bases. Systematically called on high-net individuals,
attorneys, accountants, and doctors to bank. Introduce full-scale of company's
product services to enable them to meet their financial objectives. Opened 100
large and active accounts within two years, generating an increase of $250,000
in additional revenues for company, exceeding goals and projections.
* Took over the smaller territory in a two-person department. Thoroughly evaluat
ed existing accounts and become proficient in corporate business products. Commu
nicated effectively with clients to meet their financial goals. Prospected new t
erritories and new accounts. Developed an increase in gross income with 1/3 of t
he business from existing accounts and 2/3 from new accounts.
* Identified a potential major new source of revenue with an existing account. O
vercame resistance from decision makers within two months. Achieved $1 million i
n additional gross revenue for the company over a two-year period.
MARKETING/PRODUCT MANAGEMENT
* Promoted company's services and affluent clientele and medical professions. Co
nducted meetings, seminars and conferences to educate individuals on the feature
s and benefits of products. Provided sales ideas and helped identify target acco
unts. Developed specialized promotional support material. Increased new account
activity by 25% in the first year.
* Initiated a program to more efficiently market new product to major accounts.
Organized a luncheon program for over 25-targeted business customers and prospec
ts. Utilized this forum to answer questions regarding market and economic activ
ity, and generate marketing momentum. Increased corporate revenues by 25%.
* Introduced new investment product to organizations. Identified customer needs
for specific product and researched product's available. Educated relevant inte
rnal departments and spear headed efforts to develop marketable product. Develop
ed a strong account base including two large business and medical professionals
accounting for 30% of total corporate revenues.
TECHNICAL EXPERTISE
* Familiar with various aspects of marketing and sales techniques. Ability to q
uickly comprehend product and corporate policies. Knowledge of nuances and comp
lexities of small, medium and large businesses.
* Experience in introducing new products, features and benefits to account bases
. Expertise in verbal and written presentations to high-net individuals, profes
sionals and business owners, in small and large groups.
* Able to consult with assorted and diversified accounts in determining their sp
ecific needs and information. . Proficient in converting this information to so
lutions, while generating profits for accounts and corporations.
PROFESSIONAL EXPERIENCE
EDUCATION
* University of New Hampshire; B. A. - Business Management and Administration
* Award Winner - YellowBook Yellow Pages " Presidential Club" 2004 - 2007
* Successfully completed series of lending, cold calling, sales and marketing se
minars and classes; financial investments, commercial lending, residential loan
and mortgage formal training.
* Computer literate. Word and Excel proficient. Microsoft Office Suites.
* Active member of Northern Palm Beaches Chambers of Commerce.