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Summary
  • Proven interpersonal skills, able to establish credibility and influence the investor community 
  • Self managed and highly driven by relationship management and revenue generation
  • Excellent analytical and time management skills
Career Accomplishments
  • 2016 Fastest ETF Growth in RIA, Bank & Institutional Channel
  • 2014 Business Development Account Executive of the Year
  • 2012 PowerShares ETF Portfolio Consultant of the Year
  • Series 7, Series 6, Series 63, Series 65
  • CIMA® Certified Investment Management Analyst
Experience
Regional Director- Institutions & RIA Channel Jan 2016 to Current
 Invesco PowerShares － Chicago, IL
  • Responsible for the distribution of PowerShares ETFs and Invesco Mutual Funds in the Midwest covering RIAs, Institutions, Family Offices and Banks
ETF Director of Banks & Trusts Jan 2015 to Dec 2015
 Invesco PowerShares － Chicago, IL
  • Led the team responsible for distribution of PowerShares ETFs in the Bank channel throughout the United States
ETF Business Development Consultant Aug 2013 to Dec 2014
 Invesco PowerShares － Downers Grove, IL
  • Responsible for educating home offices on ETF trends, flows and strategies in order to place products on firm platforms, models and recommended ETF lists
Regional Portfolio Consultant Jun 2010 to Aug 2013
 Invesco PowerShares － Wheaton, IL
  • Developed and grew advisor relationships across all channels including wirehouses, RIAs and banks
Licensed Banker Jan 2008 to May 2010
 J.P. Morgan Chase － Chicago, IL
  • Achieved the top 15% sales for Personal Bankers
Education
Bachelor of Science, Business Finance & Real Estate May 2008 Indiana University, Kelley School of Business － Bloomington, IN

Study Abroad: University of Sydney, Australia
This resume is created in 7 minutes.
Professional Summary
Pursue growth-oriented career in the financial industry with a strong leadership/client service focus, produce in an individual/team environment.
Skills
Work History
Registered Client Associate 01/2008 to 01/2015
U.S. Bancorp Investments, Inc – MN
  • In charge of marketing for Private Client Group office.
  • Various office management duties including the organization and booking of informational investment workshops, administrative duties, coached branch staff to improve customer profiling and increase referral business.
  • Assisted in investment product paperwork, trade orders and sales, filing, phone prospecting, new client acquisition for three Financial Advisors.
Licensed Banker 01/2006 to 01/2008
Wells Fargo Bank – Lakeville, MN
  • Number one in branch/top five in district for sales performance.
  • Credit/Life/Health insurance licensed, Series 7 and 66 licenses.
  • Received many awards for sales performance, partnership and customer service.
Estee Lauder Sales Associate 01/2004 to 01/2006
Marshall Field's – Burnsville, MN
  • Consistently achieved highest sales among my colleagues.
  • Surpassed sales performance of colleagues with much more experience and larger client lists.
  • Developed extensive and loyal client base.
Assistant Store Manager 01/2003 to 01/2004
Victoria's Secret Beauty – Roseville, MN
  • Responsible for meeting daily store sales goals and overseeing six employees.
  • Consistently exceeded sales goals while ensuring smooth store operations and the growth and development of my team.
  • Strong focus on exemplary customer service/hands-on pampering while fostering loyal customer base.
Education
B.A: Political Science, Pre-Law 2000 Augsburg College - MN Political Science, Pre-Law 3.6 Graduated Cum Laude, contributing writer to campus Political Science newsletter, Dean's List six times.
Additional Information
  • More references available upon request
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Summary

Licensed sales professional who effectively multi-tasks and balances customer needs with company demands. Builds loyalty and long-term relationships with customers, while consistently exceeding sales targets.

Highlights
  • Persuasive negotiator

  • Trained in business development

  • Strategic account development

  • Strong interpersonal skills

  • Accomplished in relationship selling

  • Community Volunteer
  • Enthusiastic about networking

  • Accomplished in telemarketing

  • Excellent communication skills

  • Detail-oriented

  • Motivated team player

  • Sales management
Accomplishments

Obtained Licenses to become a Banker for Wealth Management. 

  

Created and developed a business plan and launched a high performing marketing company.


Hired and developed several sales representatives to address rapid market growth. 


Sold the business after five years based on y/y profitability and market growth.  

Experience
Citizens Bank November 2012 to July 2017 Banker II, Licensed Banker
Barrington, RI
​​Hired as Banker II, after 6 months promoted to Licensed Banker.
 -Obtained Life and Health Insurance Licenses in 2013.
 -Obtained Series 6 License in 2014.
 -Obtained Series 63 License in 2015.
Expanded business by targeting new growth opportunities.
Actively, prospected, recruited and prequalified new clients. ​
Primary point of contact of new and existing customers.
Helped ensure regulatory compliance within operations. 
Fostered a collaborative work environment with colleagues to develop better products and solutions.
Provided periodic analysis and reports.
Worked directly with the Financial Advisor to nurture and prospect clients for wealth management.
Achieved on average over 150%- 200% to goal year after year.
Inducted into the Million Dollar Club in 2016.
​
Tumber Marketing, Inc. March 2004 to April 2009 Owner/Publisher
Barrington, RI

Managed a portfolio of over 300 accounts

Executed daily cold calls to top level executives to increase client base.

Negotiated prices, terms of sales and service agreements.

Quoted prices, credit terms and other bid specifications.

Answered customers' questions regarding products, prices and availability.

Emphasized product features based on analysis of customers' needs.

Wrote sales contracts for orders obtained and submitted orders for processing.
C.R. Bard June 1995 to August 2000 Field Sales Support
Barrington, RI ​
Fleet Bank March 1993 to May 1995 Customer Service Representative
East Hampton, CT
DuBois Chemical September 1989 to February 1993 Marketing Coordinator for National Sales Department
Cincinnati, OH
Education
Morehead State University Bachelor of Arts: Journalism/Marketing Morehead, KY, USA

3.4 GPA

Member of Chi -Omega Sorority

Worked in the English Department for a Work Study

Inducted in to the National Honor Society

Public Relations Liaison for the Miss Morehead State University Pageant


Community Service
Volunteer, St. Andrew's School Development Committee 2014 -2017
Co-Chair St. Andrew's School Red and White Gala 2016 and 2017
-Gathered volunteers for the fundraiser which raised over $100,000 for the school. Planned, solicited donations, and formed an evening of dining, dancing, Silent Auction and Raffles.
Classroom Aide, Hampton Meadows School, Barrington, RI Sept. 2010 - June, 2012
Classroom Aide, Nayatt School, Barrington, RI 2001-2004 
Co-chair, Nayatt Fair, Barrington, RI April 2003
Secretary, Nayatt PTO, Barrington,RI 2003-2004
Co-Chair, Red Brick Silent Auction, Barrington, RI May, 1999
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Accomplishments
  • Excellent written and verbal skills.
  • Adept at time management.
  • Able to motivate and coach staff and peers.
  • Intuitive ability to see the big picture as it relates to the company.
  • Excellent with customer service and problem solving.
  • Licensed Insurance Agent (State of Florida).
  • Strategies to develop and maintain business relationships.
Experience
Vice President
January 2007 to January 2009 RBC Bank － Orlando, FL
  • Interfaced with affluent clients offering solutions that matched their needs.
  • Applied professional skills, knowledge and techniques to maximize business opportunities.
  • Very effective in a variety of formal presentation settings: one-on-one, small and large groups, with peers, direct reports and superiors.
  • Strong partnership with Banking Centers and all other Line of Business Partners which enhanced ability to identify client needs and offer appropriate solutions.
  • Ability to effectively cope with change.
  • Assisted Business Banking with transition of Special Asset loans.
  • Originated Business Banking Loans and processed renewals.
Vice President, Branch Manager
January 2006 to January 2007
  • Achieve production goals by expanding existing relationships and acquiring new targeted business, utilizing The Leading Edge/MZ Bierly techniques and leveraging all RBC Bank products.
  • Ability to make decisions by incorporating many data and reference points including those impacted by the decisions.
  • Established team communications where team members recognized each other's contributions and shared the team success across the region.
  • Interface with all Lines of Business partners to ensure ongoing communication with regard to existing and future customer needs.
  • Educated banking center employees about key business drivers and their impact on banking center profitability.
  • Consistently and accurately defined the tasks and time commitment required for projects.
  • Dedicated to meeting the expectations and requirements of internal and external customers.
Assistant Vice President, Branch Manager
January 2004 to January 2006 RG Crown Bank － Orlando, FL
  • Develop and maintain Consumer and Small Business relationships.
  • Oversee day to day branch operations including employee relations, retention and consistent coaching.
  • Work closely with line of business partners to contribute to the overall profitability of the financial center while strengthening the client relationship.
  • Identify and refer customers to all line of business partners.
  • Promote the bank through active participation with community organizations and events.
  • Led sales team while consistently exceeding company performance standards.
  • Develop and maintain active referral sources within the community.
  • Dually licensed banker (Series 6, 63 & FL.
  • Life, Health & Var.
  • Annuity).
Consumer Banking Officer, Assistant Branch Manager
January 2002 to January 2003 AmSouth Bank － Orlando, FL
  • Responsible for in branch sales to Consumers and Small Business clients.
  • Identify and close sales and cross sell opportunities based on customer need.
  • Promote company standard of customer service.
  • Actively worked with and supported line of business partners.
  • Active in local chambers and networking organizations (BNI) Promoted an atmosphere of employee excellence and high morale.
  • In branch coaching of employees.
Licensed Banker
January 1999 to January 2002 SunTrust Bank/Huntington Bank － Lake Mary, FL
  • Identify and close sales opportunities while maintaining high cross sell and customer satisfaction.
  • Exceeded assigned goals on a regular monthly basis.
  • Consistently among the company leaders in investment sales.
  • Established and maintained a strong referral base within market area.
Education
Bachelor of Arts : Psychology, May 2013 Rollins College

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