Summary


SUMMARY accomplished Sales Development and Practice Management Officer acknowledged for Financial Services experience in growing market share by increasing sales productivity, recruiting and exceeding quotas. Skilled in motivating financial advisors into top 10% achievers through coaching for understanding, developing, acquiring and retaining clients. Key accomplishments include : Achieved sales increases from $25M to $350M with annual revenue growth > 27% by developing sales and operational staff from being re-active to pro-active.
Proficient at driving customer satisfaction with average scores > 90% resulting from creating and implementing client interaction standards.
Delivered consistent superior compliance performance, with average scores > 95% by focusing on advantages and implementing self-audits.
Motivated financial advisors onto President's Circle of top 10% producers and developed service assistants into managers by helping them focus on company goals and their ambitions.
Leadership consultant identifying and communicating ideas for $50M Market Area achieving national ranking and finishing # 6 of 44 markets in 2008 Key Performance Indicators.


Employment

2008 -  2009
Business Development Coach

Consulted and partnered with ranked Market Area Manager, 9 Branch Office Managers and 135 Financial Advisors.
Catalyst for increasing market share by 20% in delivering formal and informal coaching programs, along with effective national and market area sales initiatives.
Accelerated pace of sales development during difficult market environment by coaching high business momentum financial advisors and managers for specialized development and creating self-determination through best practices.
Helped achieve national recognition through programs that increased understanding for client development, acquisition and retention to amplify client loyalty and drive net new money.

2006 -  2007
Director

Introduced influential community resources to CEO and 4 financial planning and wealth management teams for consultative selling process.
Executed $50M business plan increasing 2007 assets under management by 10%.
Participated in Investment Committee decisions identifying ways to manage client portfolios.

Completed Executive Certification in Financial Planning.

2002 -  2006
Vice President

Facilitated Institutional product sales for existing client base through 200 person national distribution channel.

Enabled increase return on assets by identifying, via SEC reporting channels, potential client target market for strategic financial products offering solutions.

Introduced target market of 2000 client bank executive and boardroom decision makers to increase portfolio diversification and reduce volatility by training 200 person national sales distribution channel on sophisticated strategies, hedging.

Catalyst in selling > $250M annually by partnering with cross-functional team players to educate client target market on features and benefits.

1990 -  2001
Vice President-Branch Manager

Led and developed sales and business operations for team of 15 financial advisors and staff, operation and retirement consultants.
Created effective innovative marketing plans serving 12000 clients in 5 states.
Produced 120+ professional client service forums, focus groups and seminars that explored services to educate and penetrate new and existing client base.
Achieved 10 year sales increase from $25M to $350M by initiating 50 successful advertising campaigns, strategic community events and sponsorships.

Education

Training

Executive Certificate in Financial Planning , Christian Brothers University , School of Business
FINRA , Licenses 6 , 7 , 8 , 65 with Dispute Arbitration appointment
COMMUNITY INVOLVEMENT
Rotary Club of Memphis Board Member
Economic Club of Memphis
Neighborhood Association President
Memphis Museum System Trustee
Boys and Girls Clubs of Greater Memphis Board Member
Memphis Junior Achievement Consultant
Mystic Society of the Memphi
2
William T. Freebing 2