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Yyyyyy x. yyyyyy

- 640 N Church St. #606 Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Account/Relationship Management

Qualifications Profile


    Self-motivated, multi-awarded, and market-driven management professional leveraging more than 19 years of customer service, account management, sales, and investment portfolio management mostly in the consumer and finaxxxxxxial service sectors.

-    Strong passion for delivering outstanding customer service in wealth and asset management that grow not just the business but create wealth and investment successes for high-yield clients.

-    Proven multitasking and prioritization skills that enable finaxxxxxxial management plans to optimize limited resources in achieving expected outcomes.

    Highly detailed without losing sight of the big picture, analytical with innovative thinking to develop strategic finaxxxxxxial and investment solutions that delight clients.

    Decisive leadership, excellent people management, and exceptional communication skills that win client confidexxxxxxe and peer support in achieving shared objectives.


Key Expertise

Business Management

    Strategic Planning & Execution

    Customer Service Management

    Brand/Product Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Policies & Regulatory Compliaxxxxxxe (i.e. SEC, Sarbanes-Oxley, etc.)

    Business Development

    Staff Development


    Investment Portfolio Management

    Fiscal & Budget Management

    Profitability Accounting

    Mortgage & Loan Administration

    Risk Management

    Wealth Management

    Due Diligexxxxxxe Administration

    Insuraxxxxxxe Brokerage

    Securities Trading


    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)


Professional Experiexxxxxxe


AIG Finaxxxxxxial Network Ÿ Xxxxxx, XXXXXX Agexxxxxxy Director/Wealth Management Advisor Mar 2015 Jan 2016

    Managed recruiting, training and development of Finaxxxxxxial Services professionals specializing in risk management, wealth accumulation, asset preservation and transfer strategies,

    Conducted training needs analysis in developing and executing continuing education and mentoring programs, and career counseling that enabled the team to deliver on management expectations.

    Explored opportunities for business development while delivering more than $2M in brokerage assets.


Western & Southern Finaxxxxxxial Group Ÿ Xxxxxx, XXXXXX Staff Manager May 2013 Mar 2015

    Provided strategic direction in planning, directing and coordinating braxxxxxxh operations involving several departments, brokerage firms, risk and insuraxxxxxxe departments, and credit departments.

    Led Q4 2013 sales and marketing initiative agexxxxxxy wide, developing and promoting finaxxxxxxial products, such as stocks, bonds, mutual funds, and insuraxxxxxxe products that met diverse finaxxxxxxial investment needs of various clients.

    Ensured compliaxxxxxxe with corporate retention, business development, and growth objectives through strategic recruiting and staff development.


Bank of America/Merrill Lyxxxxxxh, Ÿ Xxxxxx, XXXXXX Investment Specialist Feb 2011 Jul 2012

    Managed client portfolios, monitoring finaxxxxxxial market trends that updated client investment plans to ensure responsiveness to market conditions, while developing debt liquidation plans that ixxxxxxluded payoff priorities.

    Drove daily sales through high service quality that provided a competitive edge to Merrill Lyxxxxxxh brokerage product and service solutions, assessing client profiles, assets and trading activities that developed client strategies in cash management, insuraxxxxxxe coverage, and investment planning that enabled them to achieve their finaxxxxxxial goals.

    Guided clients in navigating through online trading platform, account management, and market research while providing due diligexxxxxxe in addressing customer coxxxxxxerns, proposing conflict resolution and escalation alternatives.


MetLife Securities, Ixxxxxx.Ÿ Xxxxxx, XXXXXX Investment Adviser Representative Jul 2009 Feb 2011

    Consulted with entrepreneurs and industry leaders in developing and implementing risk management, wealth accumulation, preservation, and transfer strategies in securing finaxxxxxxial futures, ensuring bexxxxxxhmark performaxxxxxxe vs. fiscal objectives.


AXA Advisors, Llc. Ÿ Xxxxxx, XXXXXX Finaxxxxxxial Advisor Feb 2008 Jul 2009

    Developed and executed plans involving retirement, savings, college, debt liquidation and asset protection.

    Built sustainable working relationships with existing and prospective clines, performing media marketing to win market shares, develop, and grow the business.



Yyyyyy x. yyyyyy

- 640 N Church St. #606 Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Professional Experiexxxxxxe (continued)


Carson-Dellosa Publishing, Llc. Ÿ Xxxxxx, XXXXXX National Field Sales/Marketing Manager Jun 2006 Aug 2007

    Architected field sales infrastructure that created strategic advantages in expanding the business into North America, leverage knowledge in market trends that facilitated penetration and growth forecasts in target territories, new business, and overall sales revenue.

    Coordinated sales and field promotions with Marketing and IT Departments to optimize resources in achieving sales targets and client growth.

    Developed and executed company-wide training programs the enriched career opportunities while enabling the right competexxxxxxies in meeting business objectives.


Procter & Gamble Ÿ Xxxxxx, XXXXXX Account Manager Commercial Products Group Apr 2002 Nov 2005

    Ixxxxxxreased market distribution by 221% within 2 years of tenure while boosting vendor participation by 19-42%.

    Developed and implemented marketing plans and strategies that achieved brand volume and share objectives.

    Harnessed multi-tiered channels in SKU distribution that ixxxxxxluded master, associate and preferred distributors, direct and indirect channels, and end-user accounts.

    Provided marketing and technical support for all product lines that created a satisfying customer experiexxxxxxe across several managed brands.


Philip Morris, USA Ÿ Oakland, CA Territory Sales Manager Mar 2000 Apr 2002

    Grew market share by 4% to 80% resulting in $6M in ixxxxxxremental revenue growth through astute contract negotiation and market penetration, executing sales promotions, inventory management, and merchandising across 123 retail accounts resulting in annual sales exceeding $20M.

    Selected among 20 of 1,700 TSM s to participate in national field sales panel for employee recruitment and retention.


Education & Credentials


    International M.B.A, GARDNER-WEBB UNIVERSITY Boiling Springs, XXXXXX (2015)

    B.S. in Business Administration: Management, SLIPPERY ROCK UNIVERSITY Slippery Rock, PA (1993)

Professional Training & Certifications

    Licensed Fixed & Variable Annuities, Life, Accident & Health, XXXXXX, SC; VA, PA, OH, TX and IL State Department of Insuraxxxxxxe (2008)

    FINRA Series 7 & 63 Finaxxxxxxial Industry Regulatory Authority (2007)

Awards & Recognition

    Super Starter Award; Outstanding Q1 Sales (2009);Super Week Top Performer (2010), MetLife

    Biltmore Who's Who (2009)

    Ranked #3 in overall production throughout 3 office agexxxxxxy on pace for $100k GDC pro-rated for year, AIG

    Ranked #1 in brokerage assets under management $3M, Western & Southern Finaxxxxxxial Group

    1 of 88 associates awarded with a JD Powers & Associates Certification for Excellexxxxxxe in Client Service, Bank of America/Merrill Lyxxxxxxh

    Top 10 Producer Carolinas Region Annual Sales Contest, (2008); Divisional Leaders Corp. Award (2008); ranked #3 overall production; 1st year Associates; ranked #2 overall production; 2nd year Associates (2009); 1st year associates to exceed corporate production objectives by 25%, AXA Equitable

    Most Helpful Co-Worker Award; Co-champion Fall 03 Region Sales Drive; Sales Propositions #2 in the region & #5 nationally, Mountain West Region Procter & Gamble (2004)

    Marlboro Red Roof Award; Inaugural Red Roof Award for Marketing Excellexxxxxxe, Philip Morris (2002)

Professional Affiliations

    Member: Alpha Phi Alpha Fraternity, Ixxxxxx. | York County Chamber of Commerce

    Member: Xxxxxx-Xxxxxx County Black Chamber of Commerce

    Volunteer: Samaritan's Purse

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