John Tolar Email & Phone Number

Fort Lauderdale, Fl, Us

Delray Beach, Florida, United States

Miami/Fort Lauderdale Area

Took on greater accountability managing a national fixed income sales team of 10 associates generating as much as XX% of the firm’s revenue. Responsible for sales revenue, expenses, staff management, performance evaluations, regulatory compliance, compensation structuring, budgets, and forecasting. Set and monitor sales goals for sales staff and manage internal relationships between multiple departments. Report directly to the CEO and manage XXX+ relationships. Select Accomplishments▬▬▬▬▬▬▬▬▬▬✓ Responsible for more than $XXB in notional YOY sales while in charge of Fixed Income Sales.✓ Accountable for over $XXMM in YOY sales revenue generated while in charge of Fixed Income Sales.✓ Worked with Capital Markets on bringing new issuers and new deals to market.✓ Member of Executive Committee and key contributor to long-term strategic planning and future direction of firm.✓ Direct sales for Agency desk on both new issue and secondary sales that is responsible for the most number of new issue prints in 2015-2016.✓ Manage new issue and secondary CD sales which has issued $XB. ✓ Served as the company MC at the 2016 annual conference.✓ The only salesperson within the organization to achieve a stretch goal selling more than XX% above budgeted sales goals for the year which resulted in a substantial monetary reward. ✓ Effectively manage sales organization through a significant downsizing initiative and retained a highly performing sales team. * continued below*

Miami/Fort Lauderdale Area

* continued from above*Senior Leadership Initiatives▬▬▬▬▬▬▬▬▬▬▬▬✓ Provide leadership for sales of new issue and secondary Structured Products, sales of new issue and secondary Agencies, sales of new issue and secondary Certificates of Deposit, sales of secondary corporates, secondary Mortgage Backed Securities; and new issue Syndicate Bonds such as Preferreds and Baby Bonds. ✓ Direct sales for Internote platform, which is a new issue corporate bond platform that issues retail bonds.✓ Ensure regulatory compliance of sales team and all transactions, communications, and presentations.✓ Forecast future sales and produce sales reports for the CEO.✓ Created and launched new products through multiple sales channels.

Miami/Fort Lauderdale Area

Promoted to manage team of 6 sales associates for Credit Sales marketing Structured Products, new issue corporates, new issue syndicate, and secondary corporates. Managed a large portfolio of sophisticated and sensitive accounts.✓ Championed the implementation of a new sales structure for the firm.✓ Re-assigned and organized over XXX accounts for the entire dealer sales team of twelve sales people. ✓ Produced more than $XMM in revenue for the firm in personal sales production.✓ Effectively managed staff and clients during a substantial change in management and company operations in 2015 and successfully retained XX%+ of customer base.

Miami/Fort Lauderdale Area

Promoted by CEO to Desk Manager overseeing day-to-day operations including client and/or trade issues. Provided leadership and support for a staff of 18 dealer sales associates and managed the most valuable client relationships. ✓ Effectively resolved conflicts between Incapital and customers that occurred during the sales process.✓ Generated $XXMM+ in personal sales revenue and over $XB in national sales.

Miami/Fort Lauderdale Area

Proactively recruited to spearhead the development of a Dealer Sales team with two other sales associates, accountable for one third of all broker/dealers in the United States. Utilized a consultative selling approach to identify and cultivate new business. ✓ Integral role in establishing new asset classes at Incapital including Agencies, CDs and Structured Products.✓ Grew asset classes from zero to multi-million dollar producing products for Incapital.✓ Developed new structured products for the dealer community and championed the development of education and training to grow asset class from its infancy. ✓ Selected as sales captain by peers to represent the sales team to senior management.

Miami/Fort Lauderdale Area

Developed a personal book of business from scratch selling Agency and Mortgage products for the dealer sales desk.✓ Prospected and opened new accounts in an effort to reach out to the smaller broker/dealers that had not done business with FTN Financial in the past. ✓ Worked closely with Agency desk to structure new issue bonds that would appeal to dealer community.✓ Established relationships with customers that are still active trading partners

Miami/Fort Lauderdale Area

Executed mortgage trades for one of the top institutional sales people at Countrywide. Developed new accounts and cold called for institutional sales team and acted as backup for dealer sales team. ✓ Initiated calling campaign to introduce structured products to the broker/dealer community.✓ Executed billions in mortgage trades during tenure as a top performer within the organization.

Miami/Fort Lauderdale Area

Managed over $100MM in assets in over 100 client accounts. Executed investment strategies for clients and conducted quarterly client meetings. Performed investment portfolio presentation to boards of directors of institutional accounts.✓ Selected for the management training program within the organization for leadership potential and outstanding performance.