yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx                                                                                                                           abc@xyz.com

 

objective

solutions-focused relationship manager/financial consultant eager to contribute talents toward actively supporting a progressive brokerage organization in building a quality high-net worth client base.

career profile

ø  mba.

ø  over 15 years of institutional sales background.

ø  knowledgeable in all facets of established or start-up brokerage operations.

ø  series 7 and 63 licenses.

ø  award winner for business development contributions.

ø  comprehensive understanding of business and operations management.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in building market share and recognition.

ø  skilled in working with high-net-worth clientele, business owners and non-profit management.

ø  track record of achieving challenging revenue objectives.

ø  accomplished presenter, facilitator and communicator.

ø  outstanding capacity in customer service.

ø  well-organized multi-tasker with strong detail orientation.

ø  exceptional team leader.

ø  bachelor of fine arts.

professional experience

stanford group, new york, ny                                                                                                 2005 c present

senior vice president, institutional sales trading

       spearheaded the start-up of new sales trading desk.

       develop aggressive prospecting strategies.

       open and maintain multiple new accounts.

       expanded revenues from $2mm in 2004 to $40mm in 2008.

 

raymond james and company, new york, ny                                                                              2004 c 2005

vice president, institutional sales trading

       recruited to develop new business for one of the largest regional national trading desks.

       successfully met/exceeded sales revenue quotas.

 

soundview technology group, old greenwich, ct                                                                         2001 c 2004

senior vice president

       retained to perform business development for one of the prominent boutique research wall street shops.

       successfully covered and introduced new accounts on a consistent basis.

 

earlier background

prior to 2001, served as vice president, gerard klauer mattison and company, new york, ny.  in this assignment, developed expertise as an institutional sales trader including prospecting/managing new and existing accounts, working buy and sell orders, and solving trade breaks.

 

education

adelphi university, garden city, ny

master of business administration, 1993

 

new york institute of technology, old westbury, ct

bachelor of fine arts, 1983