Sam Dickson Email & Phone Number

745 E. Mulberry Ave. Ste. 210 (P) 210-785-3400

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Oklahoma City, Oklahoma Area

Dayton, Ohio Area

Develop and Lead the Dayton Area branches in areas of client acquisition and client retention.Recruiting top talent from the competitive firmsMaintaining and allocate budgets for a multiple branch complex.Develop the Vision and implement growth within the local market.Manage 90+ direct reports.Responsible for designing and implementing professional development programs for producers and staff.

Directed revenue growth, created a market budget, maintained compliance standards and recruited, developed and trained new sales staff. Successfully operated an eleven branch complex and maintained a sales force of 100 sales people (recruited; Led a sales force managing over seven billion dollars of investable assets.Met with the complex's largest clients, maintained superior compliance audits, developed strategies for market penetration, and led the complex in charitable events. Developed and maintained one of the most successful new sales person training programs in the firm. Designed and implemented detailed profiling techniques that uncovered each sales person's motivations in order to coach them to higher performance standards. Selected as one of six managers to comprise a panel of Recruiting Specialist for the National Branch Managers meeting. Turned around the Oklahoma City complex from the largest percentage money loser in 2002 to the Number One most profitable complex in the firm. Received the only Major Market Perfect audit in the firm in 2008. Ranked first in the nation in Profit margin percentage among all major markets. Ranked first in the nation in Net new money flow per sales person. Ranked first in the nation for the percentage of sales force's total sales growing faster than firm average. Ranked second in the nation in same store sales growth. Selected to join the Premier Manager Program and 360 Review Program for Branch Managers.

Coordinated and executed corporate directives with branch managers throughout Texas, Oklahoma, Kansas and Arizona. Traveled extensively throughout the region.Worked with internal/external legal council to mitigate risk in lawsuits within the region.Maintained and adjusted individual branch budgets to comply with corporate standards.Advised and coached managers in recruiting experienced sales staff from competitive offices. The region finished first in the nation in recruiting experienced sales staff.

Managed sales, recruited talented employees from competitive firms, trained and monitored new employees entering the businesses. Supervised the Trade Blotter, maintained annual budget for the office, and managed the P&L. Recognized for ranking first in the nation in recurring revenue growth per Advisor. Increased salesperson productivity from 77% of the market average to 112% of the market average.Ranked first in the nation two times in targeted sales initiatives and three times in the top ten nationally.

Trained over 300 new Advisors joining the firm in the Southwest Region. Traveled a six-state region and incorporated different selling techniques to different geographic regions.Completely redesigned the training process for all of Prudential securities. Led classes of up to 100 new advisors in selling techniques. Coached small groups on delivering the sales process

Financial Advisor

Financial Advisor

Bachelor Of Science, Accounting, Business Administration

Education record