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Yyyyyy x. yyyyyy

4147 Roanoke Rd #0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phonexxx-xxx-xxxx ● Email:

External Wholesaler Mutual Funds

Boosting Sales ~ Driving Territory Growth ~ Delivering Presentations

Strategic Planning ~ Broker/Dealer Relations ~ Problem Solving ~ Sales Planning




         Extensive experience in the mutual fund industry with proven success in educating financial advisors in products and cogently illustrating how products can meet their clients needs.

         Excel in prospecting for new business and delivering convincing sales presentations.

         Confident, congenial, and tactical with exceptional analytical, prioritization, and communication skills.

         Continuously analyze competitive activity to devise effective approaches and techniques that maximize territory performance and meet or surpass assigned goals.

         Entrepreneurial and highly organized with outstanding performance in strategic planning and opportunity analysis.

         Possess incisive decision-making skills, team-building capabilities, and multi-tasking abilities.

         Adept at initiating and maintaining strong, consultative relationships with advisors to provide appropriate investment strategies as part of a client's overall financial plan.


Professional Experience


Ivy Investments Distributor Inc., Shawnee Mission, KS 2006 to Present

Regional Vice President Virginia & West Virginia (2013 to Present)

         Join forces with financial advisors across all broker/dealer channels (wirehouse, independent, Edward Jones) to meet clients investment planning needs while fueling business growth.

         Schedule appointments with prospects and travel within territory to deliver informative and impactful presentations, vital to achieving aggressive sales targets and annual production goals.

         Promote, organize, and deliver compelling value-added programs, proposals, and products to educate and update advisors and clients.

         Provide influential market insight and ideas to increase business within advisors' practices, and constantly strive to foster cohesive and long-lasting relationships throughout territory.

         Formulate and share ongoing best practices, sales/marketing strategies, and business development ideas with peers and advisors.





Yyyyyy x. yyyyyy Page 2 of 2


Professional Experience continued


Regional Sales Specialist South Florida & Puerto Rico (2008 to 2013)

         Secured, maintained and increased assets within assigned territory through proactive cold calling efforts to financial advisors to provide product information, gather marketing data, and offer sales support.

         Conducted frequent competitive analysis among investment firms to anticipate trends and re-focused sales and marketing strategies.

         Interviewed representatives to determine and assess needs, and promoted Ivy Funds products through persuasive and customized sales pitches and presentations.

         Participated in managing all administrative aspects of territory management from file management to client relations.


Client Services Representative (2006 to 2008)

         Analyzed and efficiently met wide-ranging needs of financial advisors and provided critical guidance in procedures and approaches related to sales and client service.

         Reviewed, organized, and processed trades in shareholder accounts.

         Applied dynamic leadership talents toward mentoring, training, and supervising new client service representatives.




Bachelor of Business Administration, Major in Marketing

Pittsburg State University, Pittsburg, KS, 2006


Credentials & Licensure


Certified Investment Management Analyst (CIMA)


Accredited Asset Management Specialist (AAMS)


National Social Security Adviser (NSSA)


NASD Licensure Series 6, 7, 63








Yyyyyy x. yyyyyy

4147 Roanoke Rd #0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phonexxx-xxx-xxxx ● Email:















I am currently seeking a challenging career opportunity as a (INSERT TARGET JOB TITLE/POSITION) and am submitting my resume for your review. In advance, thank you for your time and consideration.

I bring to you a seasoned background in the mutual fund industry, strong capabilities in new business development and regulatory compliance, and excellent skills in sales planning, public speaking, and territory management. My entrepreneurial mindset, time management expertise, and sharp communication skills would enable me to seamlessly transition into your firm and garner immediate results. Additionally, I offer polished organizational, marketing, and critical thinking skills which are integral as a (INSERT TARGET JOB TITLE/POSITION).

As a proactive contributor to your organization, you will find me to be a resourceful professional and stellar leader committed to supporting you in achieving your objectives through exemplary business and financial acumen, superior initiative, and exceptional problem solving abilities. I am confident that I could be a valuable asset to <INSERT NAME OF COMPANY>, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy

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