Derrick Cummings Email & Phone Number

Newnan, Georgia, United States

Norman

 Coached staff on investments, sales, and best business practices  Educated clients about market trends and stock analytics  Established and ensured branch met quarterly sales goals Increased Net New Assets by 20% in 2015  Created Excel spreadsheets and utilized Pivot tables to improve branch operations Reorganized branch files and implemented new filing procedures Annual Branch Audit score of 90% or greater 3 consecutive years  Responsible for hiring and training staff

Norman

 Collect and maintain files and documentation necessary for annual audit Met and exceeded quarterly sales goals Experience with margin calls and margin calculations Deliver presentations to existing and potential clients  Established new accounts for clients and performed follow up procedures