Win Smith Email & Phone Number

Valley Forge, Pa, Us

Austin, Tx, Us

•Prospected by phone, to set qualified appointments for 4 account executives in the field. •Averaged 65 outbound calls, to generate an average of 2 appointments per day, utilizing research reports, AE leads, and marketing campaigns. •Provided customer service to Southern California Muzak clients. Proactively contacted client base to deepen relationship.

Charlotte, Nc, Us

•Monitored a small business loan portfolio to determine risk rating.•Performed risk assessments through evaluation of credit, legal agreements, and financial analysis to determine appropriate course of action. •Managed a distressed small business loan portfolio by contacting business owners to determine best strategy to mitigate risk and maximize profitability for the bank.

San Francisco, California, Us

•Recognized by Evergreen Mutual Funds for outstanding sales and service for multiple years. On average generated $2.3MM per year in investable assets from 1999-2008•Provided information, recommendations and advice to clients and prospective clients on investment products; made referrals to Financial Advisor Team which generated an average of $2.4MM per year in investable assets from 2004-2008. •Facilitated smooth rollovers of qualified plans to IRA accounts and proactively reached out to my client base to build trust and deepen our relationship. •Provided monthly sales training to our Distribution Services team members from 2004-2008.•Promoted rapidly due to excellent customer relations and development of loyal clientele.•Sold bank deposit products as well as home equity lines of credit and loans.

Charlotte, Nc, Us

Performed corporate audits, handling several accounts concurrently, working closely with clients to obtain and evaluate needed financial information.

•Sold numeric and alphanumeric pagers to businesses and individuals in Charlotte Region: maintained highest level of customer retention through prompt service and effective problem resolution. Maintained base of over 200 accounts, through cold calls and referrals from customers.

Co-managed fourteen drivers providing waste removal service and provided speedy customer service.