Mark Halsey Email & Phone Number

• Responsible for building a prospect base and achieving client appointments• Worked with CPA’s and Attorney’s to build a large referral network• Joined multiple Networking Associations, including Rotary International, which has led to multiple sales opportunities• Work with principals of the firm to coordinate better business practices• Developed enhancements to the Corporate Website, and created a work related Blog (www.retirementdialog.com)• Worked with clients of the firm, to ensure client retention• Worked on financial plans, as well as Asset Allocation for client portfolios• Responsible for creating and releasing PR announcements.

Sales Manager/Vice President• Top performing Sales Manager for 2 consecutive years, out of 150 branch offices nationwide• Winner of several President’s Circle awards for outstanding sales performance• Increased Assets Under Management 200% in 5 years.• Managed a staff of 6 Investment Consultants, including overseeing 30 Investment Consultants• Hired, mentored and trained 5 Top Producing Investment Consultants, out of roughly 600 Investment Consultants Nationwide• Member of several company Focus Groups, in order to increase company productivity• Responsible for building and retaining $1.5 Billion in Assets Under Management• Maintained a Compliance culture, having passed all Compliance Audits, 6 of 9 which had been unannounced.• Played an integral role in the transition of the company acquisition of Jack White & Company

Directly responsible for transitioning the Discount Brokerage model towards a Sales model, which is now fully integrated into one of the best recognized sales business models by JD Power & Associates.Top producing Customer Relationship Officer for 2 consecutive years, out of 150 sales people. Acquired $60M in new assets in 2 years.Worked directly with Executive Management to assist with the transition to Waterhouse Securities, further acquired by TD AmeritradeManaged 30 Customer Relationship Officers, including training and managing productivity.Requested by Executive Management of Jack White & Company to create a universal Call Script, which is still being used as a training guide, in order to train new TD Ameritrade Investment ConsultantsProvide high quality service to clients by outbound calls, walk-ins and by appointment in a sales environment to retain and attract assets and new accounts.

B.A., Psychology

Education record