Resume Service

The Following Text Is An Unformatted Professional Resume Sample

From The Writers At The Resume Writing Group, Inc.

This Resume Has Not Been Formatted

Click HERE!

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Driven, focused, and knowledgeable Executive Manager with 20+ years of experience in high-stress environments in addition to a strong background within the financial industry. Experienced in leading successful teams, designing operational/sales strategies, completing in-depth market/trend research, and providing comprehensive sales training/coaching. Equipped with a keen ability to develop positive relationships with others in addition to sourcing, developing, and retaining high-level accounts.


Key Competencies


         Key Account Management

         Staff Training/Coaching

         Contract Management

         Sales Strategy Development


         Sales/Business Development

         Industry Networking

         Financial Industry

         Series 6 & 63 Licensure


         Process Improvement

         Attention to Detail

         Complex Problem Solving

         Vendor Management


Professional Experience

William Blair November 2011-Present

Director of National Accounts

  • Directly manage several operational and administrative functions within a fast-paced environment with a focus on increasing organizational revenue and productivity
  • Played an integral role in obtaining over $1 billion in mandates in 2015 in addition to providing managerial and logistical support to a quickly growing team


New York Life/Mainstay Investments December 2010-August 2011

Managing Director, Head of Wirehouse Strategic Relationship Team

  • Coordinated day-to-day operations within a financial organization with a concentration on fostering positive relationships with key clients which included Merrill Lynch, MSSB, Oppenheimer, and UBS
  • Utilized superior communication and interpersonal abilities in order to providing individualized coaching and feedback to sales team members along with performing workforce planning functions
  • Designed and implemented comprehensive standard operating procedures which encouraged a positive working environment and outlined account management techniques
  • Successfully increased market share of Merrill Lynch from 22nd the 5th within 7 months


JPMorgan Asset Management December 2006-December 2010

Vice President, Global Strategic Relationship Manager

  • Facilitated the sourcing, management, and retention of key accounts which included Merrill Lynch, Bank of America, and US Trust Businesses
  • Successfully negotiated/executed strategic product agreements which included 15 mandates which were awarded within 4 years in addition to increasing retirement product placements by 200%
  • Created unique marketing content and targeted campaigns, maintained a robust pipeline of potential platform placements, and consistently exceeded individual sales goals


Additional Experience Includes: Director, Relationship Management, Alliance Bernstein (1997-2006) and Vice President, Corporate Legal, Alliance Bernstein (1991-1997)




Certified Investment Management Analyst, University of Pennsylvania, Wharton Business School

Master s of Business Administration, Banking and Finance, Dowling College

Bachelor of Arts, English & History, Minor in Business, Loyola College

<< Previous           Back to Sitemap           Next >>

Remember: Hire Us To Write YOUR New Resume
And We GUARANTEE That If You’re Not Working In 60 Days Or Less,
We’ll Revise Your Resume, Refund Your Money,
AND Give You $50 EXTRA!

Click HERE!

Members Of The Following Resume Writing Associations:

BBB Rating : A+

Proud Sponsors Of:



For General Customer Service, Call Us Toll Free At 1-800-466-3076 Or Email Our Writers By Clicking HERE

 Resume Writing Group © 2005-.   All graphics & text on ResumeWritingGroup.Com are either owned or licensed by our company and may
not be reproduced without expressed, written consent.  Terms of service and rules for guarantees may be reviewed here...
*our resume writing Guarantee requires clients to save receipts as proof that they've submitted COPIES OF their NEW resume to a minimum of 40 employers USING OUR ADVICE.   REFUNDS ARE LIMITED TO RESUMES AND DO NOT INCLUDE ADDITIONAL SERVICES SUCH AS COVER LETTERS.REFUNDS CAN BE CLAIMED UP TO 90 DAYS AFTER PURCHASE.