Wesley Dixon, Caia Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Boston, Massachusetts, United States

• Sell mutual funds, SMAs, 529s and 401(k)s to financial advisors in two major territories – New York Metropolitan area and southern Ohio
• Cultivate new relationships to expand the territory
• Manage existing client relationships through regular touchpoints to discuss portfolio composition, relative performance, market commentary, business development and portfolio management
• Conduct in-person product presentations with financial advisors to identify client challenges, present MFS’s solutions and share business building ideas

Boston, Massachusetts, United States

• Responded to inquiries on investment updates utilizing various internal resources
• Create sales leads by providing information on MFS fund family while engaging with an advisor
• Gain in-depth knowledge of Independent and Wirehouse firms including structure and home office beliefs

Boston, Massachusetts, United States

• Support multiple wholesalers by creating competitive analysis reports highlighting competitive differences between MFS and other fund families
• Schedule key appointments with high potential financial advisors to build reltationships and optimize our market share
• Worked closely with sales team, key accounts, and distribution analysis to expand the walletshare for our wholesalers

Canton, New York, United States

• Introduced new chapter on campus, received recognition from SLU and national WOC organization
• Ran the chapter meetings and new-member recruitment events, grew to 100+ members
• Oversee Treasurer to ensure money was properly allocated
• Maintained communication with national CEO of WOC through monthly calls to discuss strategic goals

St. Lawrence County

• Selected as one of five paid fellows
• Conducted weekly interviews and offer written and verbal recommendations regarding student fit
• Completed a series of professional development trainings
• Served as one of twenty Admissions Ambassadors from Sept 2019 to Sept 2021

Canton, NY

• Elected President by peers due to character, reliability and organizational skills
• Raised $10,000+ for the Teddy Balkind Charitable Foundation
• Led initiative to recommit to philanthropy on campus
• Enhanced leadership, public speaking, and goal setting skills at annual Beta National Conventions

Canton, New York, United States

• Sales Representative
• Generated $14k in year one sales by introducing two new product SKUs targeting college students
• Generated $24k in new sales through securing partnerships with two major universitiesBusiness Development Associate
• Tasked with expanding consumer base – analyzed existing customer demographics and targeted college students due to estimated market size and growth potential
• Attracted college students through pricing, new product offerings and forming strategic partnerships
• Negotiated 10% lower rates across two different product SKUs from wholesale distributors using data collected from analyzing competitors pricing, allowing Kunoco to widen margins while still charging lower prices

- Worked with children of varying age, interest, skill and developmental levels- Developed strong working relationships with campers, their parents, and other counselors through effective communication and active listening skills- Served as an exceptional role model throughout the session and associated activities

Bachelor'S Degree, Business And Economics

Education record