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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

Driven, focused, and knowledgeable Strategic Leader with 10+ years of experience and a proven ability to lead others and oversee operations within fast-paced environments. Experienced in providing executive leadership within the organization, coaching/mentoring clients on financial products, and assisting internal teams with operational strategies/best practices. Highly experienced in maintaining strong communication with internal/external stakeholders, clients, and members of the community.

 

Key Competencies

 

Operations/Strategic Management Account Management Sales Presentations Design

Contract Negotiation Customer Retention Industry Networking Industry Networking

Financial Account Analysis Attending Industry Trade Shows Financial/Data Analysis

 

Professional Experience

Fidelity Investments 2006-Present

Active Trader Consultant

  Direct day to day trading/account management logistics within a fast-paced environment with a focus on increasing productivity, efficiency, and operational revenue

  Maintain an expert level knowledge of trading platforms, ETF s, fixed income, and short interest rebate programs which has resulted in consistently making appropriate product recommendations

  Identify and contact potential clients within the territory, implement risk management procedures, and lead negotiations related to margin interest and commission rates for clients

  Provide both individualized and group coaching to both representative and partners in regard to current tools/services along with lead quality

  Attend industry specific trade shows, customer events, and conferences which requires creating and outlining presentations along with completing networking tasks

 

Account Manager

  • Supported account management logistics within the organization which included assisting clients with account inquiries and diffusing escalated customer service situations
  • Consistently focused on expanding the customer base by contacting potential clients, performed strategic annual reviews to identify client needs, and monitored account performance metrics
  • Attended industry specific conferences with a focus on booking personal meetings with potential clients and improving relationships with existing clients

 

Assistant Manager-New Business Development

  • Facilitated daily operations within the organization which centered on working closely with a large group of Sales Professionals throughout the United States
  • Provided training to others in regard to qualifying new customers and overseeing the full sales process in addition to handling training within the local office
  • Designed and implement detailed compensation plans and sales models which were used to attract potential high net worth clients
  • Increased production by 100% through utilizing traditional sales strategies and distribution channels

 

Education & Licensure

 

Bachelor of Science, Finance/Business, Providence College

Current NASD Series 3, 4, 7, 63, 65, 66 Licenses

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

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

 

As demonstrated in the accompanying resume, my professional qualifications include a strong background in strategic leadership and financial account management roles with experience in performing detailed account analysis, generating financial/sales models, and identifying financial trends within the market. In addition, I have strong experience in building positive relationships with both internal and external clients, supporting special projects, and increasing productivity levels.

 

Some of my key skills include:

 

  Provide both individualized and group coaching to both representative and partners in regard to current tools/services along with lead quality

 

  • Increased production by 100% through utilizing traditional sales strategies and distribution channels

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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