Colin Lewis Email & Phone Number

Columbus, Ohio, Us

Columbus, Ohio, Us

Pittsburgh, Pennsylvania, Us

• Manage recruiting, EIQ, partnership communication, and marketing, working with the Operations Team to create efficiencies and monitor risk management and strategy.• Direct Section Managers to help their ISA Teams excel in call quality, activity, and revenue.• Recruit ISAs to support and deliver exceptional client experiences to ensure success. • Ensure ISAs delivered exceptional client experiences by achieving agreed upon results. • Provide consistent communication with partners at all levels within the organization.• Conduct monthly meetings with each Market Manager within PNC and several conference call meetings with several Senior Manager Partners to support the focus of PNC's Savings and Investment Strategy within their Markets. • Participate in preset calls with the FS Territory Managers each month to communicate updates, best practices, and answer questions from the Team.

New York, Ny, Us

• Managed all sales, cash flow, and recruiting objectives for 42 Chase Branches and 23 Financial Advisors. • Hired, trained, and developed Financial Advisors within the Chase Branch network. • Collaborated with licensed Financial Advisors and Personal Bankers to identify and meet with prospective and current clients to review investment goals and recommend investment products.• Developed call lists and scripts to target existing clients within a book of business as well as prospective clients through specific retail leads, significantly broadening client base and assets under management. • Provided ongoing monthly training to assist in the implementation of new sales ideas and processes. • Developed follow-up and sales strategies to ensure Financial Advisors had customized, individualized plans to achieve consistent success.

Cleveland , Ohio, Us

• Managed a team of licensed Relationship Managers to bring annuity, mutual fund, fixed income, and growth strategies to Key Bank Offices. • Provided asset allocation, portfolio optimization, retirement planning, and extensive research to brokerage clients. • Facilitated meetings for branch teams on product knowledge, product updates, and sales coaching. • Worked daily with bank Retail Management on sales practices, strategies, client education, and client and employee seminars to consistently achieve and exceed investment revenue commitments.

New York, Ny, Us

• Helped manage a team of Personal Bankers, ensuring monthly investment sales targets were achieved by carefully preparing individual financial plans. • Collaborated with Bank Managers to create calling and sales strategies for Banking Center Teams. • Conducted seminars and business meetings to educate clients and prospects. • Achieved personal YOY production growth of more than 150% (2005).• Ranked third in personal production in Northeast Ohio Market (2005).• Achieved strong investment revenue production for individual offices, leveraging rankings against peers across the country.

New York, Ny, Us

• Managed bank personnel ensuring increased levels of sales and service excellence. • Coached Personal Bankers and staff on production meetings, sales penetration focuses, and product education. • Collaborated with community members to achieve sales driven opportunities through community involvement and close relationships to city council members and business owners. • Ranked in the top 15% in the country in net revenue growth.• Charged with increasing investment and loan production to more than 200% against the prior year.

Bachelor Of Business Administration (B.B.A.), Finance

High School Diploma, College Preparatory