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Yyyyyy x. yyyyyy

5055 Taft Place Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx


Dynamic, ambitious and articulate Senior Level Client Relationship Management Executive with a proven track record of leading critical market development, networking and sales strategies to optimize revenue and profitability goals for high profile employers.  In depth understanding of utilizing cross selling and consultative approaches, while maintaining trusting alliances with high net-worth clients.  Eager to integrate advanced communication, closing and relationship management talents toward optimizing the goals of a progressive employer in a Senior Level Account Management role.


Core Competencies


   Risk Management/Identify/Evaluate Trends

   Business Development/Relationship Management

   Account Management/Client Relations

   Trusted with Unquestionable Integrity

   Identify Niche Market Opportunities

   Persuasive Communicator/Public Speaker

   Perform Customer Needs Assessment

   Territory Development/Market Penetration

   Acquisition & Retention Programs

   Market Research and Competitive Analysis

   Strong Negotiation/Contract Management

   Client Acquisition and Retention


Professional Profile


   Recognize and capitalize on market trends, leverage solid knowledge of industry behavior to develop marketing plans that clearly position and reposition, develop brand awareness, align perception and create distinction among competitors.

   Exceptional public speaking talent with the ability to engage, excite, mentor and motivate others.

   High-performing operations-management style with expertise in building/optimizing organizational processes, measurement systems, and professional teams to maximize business.

   Cultivate meaningful internal/external alliances to strengthen position and influence cooperation.


Professional History


1985 to 2010:  UBS Gradison Financial Services, Xxxxxx, XXXXXX

Senior Vice President and Private Wealth Advisor

   Provided key leadership, client relationship management and oversight for an organization managing an $800MM portfolio for high net worth individual clients, corporations, foundations and endowments.

   Provided comprehensive wealth management services including portfolio management, financial planning, estate and trust advice; ranked #1 in the Great Lakes Region, and named by Barron s as one of Xxxxxx s Top 50 Investment Advisors and one of the country s Top 1000 Investment Advisors.

   Established aggressive investment strategies, developed strong client relationships, and grew alliances with service providers to provide full-cycle consulting.

   Contributed toward direct marketing, business development and communication strategies; created company client-focused communication and successfully formulated and executed business development strategies to capture new business opportunities.




University of Xxxxxx, Xxxxxx, XXXXXX - Bachelors of Science Degree, Finance

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