Sales, Marketing Resumes in US-New York: David

Sales, Marketing Resume

Contact Candidate

Name:

David

Location:

US-New York

Experience:

Most Recent Job Title:

Sales, Marketing

Objective:

Resume Text:

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Focus of Interests: Marketing / Sales

Proactive, detail-oriented, and results-driven professional with 26 years of extensive experience in the financial services industry; skilled at advising clients on financial plans utilizing consultative method acquired from diverse seminars, advertisements, and newsletters. Talented analyst with strong problem-solving abilities, competent at managing special projects as necessary. Hardworking and effective multi-tasker, with impressive background of improving efficiency and accuracy in accomplishing assigned tasks. Possess strategic perspective and long-term vision, combined with commendable implementation of initiatives. Strong marketing, sales, and writing abilities.

Technical Proficiency: Website Development - Microsoft Word Applications

AREAS OF EXPERTISE

- Investment Strategies

- Client/ Investor Relations

- Market Growth and Expansion

- Portfolio Management

- Relationship Building

- Strategic Business Planning

- Asset Management

- Market Analysis and Penetration

CAREER HIGHLIGHTS

- Successfully managed $50M worth of assets; effectively directed two associate investment advisor representatives and authored monthly pay subscription newsletter

- Provided exceptional performance in generating book of business from $0 to $60M in four years

- Conceptualized and developed strategic marketing plan; identified and capitalized on opportunities to improve overall company productivity

- Played a pivotal role in the successful development of two web sites

- Efficiently recommended assessment based on information gathered as well as direction to businesses and individuals for investment

- Analyzed economic stability of the company in quest of investment

- Monitored and managed financial matters for investment banks, insurance companies, securities firms, and business media

- Evaluated financial statements and ensured accuracy of prices, sales, costs, expenses, and tax rates

- Accomplished responsibilities for both buying and selling parties

- Implemented innovative investment methodologies in preparing portfolio

- Utilized and applied expertise in business practices, products, and competition

- Established and cultivated professional relationships with high net worth individuals concerning retirement, tax, and financial planning

- Presented detailed financial profiles to identify clients’ retirement needs and goals

- Ranked in Top 1% of graduating class nationwide

- Proactive member of President’s Club every year

- Recognized as Qualified Financial Planner, Retirement Planning Specialist, and Fixed Income Specialist

RELATED EXPERIENCE

PRESIDENT - RODGERS CAPITAL MANAGEMENT - NORTHPORT, NY - 1999-PRESENT

EARLIER EXPERIENCE

VICE PRESIDENT - KIRLIN SECURITIES, INCORPORATED - SYOSSET, NY

VICE PRESIDENT - PRUDENTIAL SECURITIES INCORPORATED - NEW YORK, NY

VICE PRESIDENT - SHEARSON LEHMAN HUTTON - NEW YORK, NY

INVESTMENT REPRESENTATIVE - JANNEY MONTGOMERY SCOTT, INCORPORATED - NEW YORK, NY

EDUCATION

- Bachelor of Arts in Psychology - Pace University, New York, NY

TRAINING

- Certified Financial Planner

AFFILIATIONS

- Participated in numerous financial and civic organizations

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