Senior Vice President
CurrentInvest and manage $300 million in AUM for institutional clients, including municipalities, credit unions, banks, and money managers. Identify, qualify, and secure new clients through focus on relationship management. Supervise and mentor up to 5 new brokers through onboarding and sales training. Consistent sales leader:• Top 10% of brokers, based on production, across full tenure.• Among top 5 producers for 6 years.• Produced $1+ million in annual sales in 2011 and… Show more Invest and manage $300 million in AUM for institutional clients, including municipalities, credit unions, banks, and money managers. Identify, qualify, and secure new clients through focus on relationship management. Supervise and mentor up to 5 new brokers through onboarding and sales training. Consistent sales leader:• Top 10% of brokers, based on production, across full tenure.• Among top 5 producers for 6 years.• Produced $1+ million in annual sales in 2011 and 2012.• Named New Accounts Leader in 2003, 2005, and 2007 for opening more new accounts than 60 other sales associates. • Recognized as Rookie of the Year in 2003 based on bringing in largest amount of business in rookie class.• More than doubled clients’ cash flow in first year of partnership through awareness of statutes and regulations, educating clients, and collaborating to maximize returns. • Projected to save $35,000 in investment management costs by identifying new 401k plan provider to reduce fees and increase employee returns. Show less
