Performance-driven Sales leader with expertise in New Business Development and Client Relationship Management, and Executive Consulting eager to contribute talents toward supporting a progressive organization in maximizing sales and profits as a key team member.

 

Sales / Business Development Market Penetration Extensive Networking Strategic Alliances Productivity Best Practices

Conflict Management   Client Cultivation   Account Management   Training & Development   Consultative Selling

Organizational Leadership   Collaborative Process   Budgetary Oversight   Referral Base Expansion   Communication Expert

 

Ø  In-depth relationship cultivation expertise with the ability to work independently on multiple projects simultaneously with specialized knowledge of inside and outside sales methodologies, various product applications, client development practices, presentation skills, as well as forming collaborative relationships both internally and externally.

Ø  Consistently focus on ensuring development of high-standard client services programs.

Ø  Comprehensive understanding of the business development arena due to hands-on application regarding information management, communications, and marketing practices.

Ø  Excel in defining and implementing policies that enhance and maximize market visibility related to competitive advantages.

Ø  Consistently focus on ensuring development of high-standard efficiency protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

 

 

Ø  Capable of in-depth research and data analysis with the purpose of improving brand awareness and product exposure to various market segments.

Ø  Experience reporting to and advising high level executives including the President and CEO.

Ø  Embrace organization initiatives and mission statement.

Ø  Perform in-depth SWOT analyses in order to ascertain and proactively prepare for market variations.

Ø  Standardize sales and marketing protocols in order to streamline and increase workflow productivity whenever practical.

Ø  Skilled at managing multiple high dollar projects simultaneously and efficiently.

 

n Series 7- Securities License, Series 8- Supervisory License, Series 65 Investment Advisory License, Series 63 State Securities License,  Insurance License (life & health)

n Certified Professional Behavioral Analyst, CPBA / Certified Professional Values Analyst , CPVA

n Registered Corporate Coach, Worldwide Business Association of Business Coaches

 

 

Professional Development Consultant, Morgan Stanley Smith Barney            2007-Present

 

n Primary responsibilities include working directly with Regional Management and Complex Management teams in major dysfunction, coaching firm leadership teams related to how to structure roles and responsibilities, set expectations, conduct difficult conversations, hold team members accountable and strategies to increase productivity. 

n Participate in Recruiting meetings and speaking engagement at a Large Divisional level and smaller cluster meetings.

n Assist FA teams focus on Practice Management issues including roles and responsibilities, meeting structure and planning, strategic and tactical planning, client service (creating customized models) segmenting and analyzing practices, client deliverables (how to systematize products and services they offer clients.)

n Assist with development of strategies related to new business development, determining niche markets and structuring approaches to bring in and expand client relationships.

 

Branch Manager, Morgan Stanley Smith Barney                                                        2001-2007

 

n Primary responsibilities include comprehensive management and oversight of sales and operational processes of branch as well as leadership of staff.  Specific functions and achievements included;

n New Business Development

n Networking and Referrals

n Repeat Business Generation

n Contract negotiation

n Tripled Production in office over tenure through efficiency practices

n Moved branch from 4^th and 5^th quintile in every KPI category to 1^st and 2^nd quintile.

n Received numerous awards and accolades including Branch Manager of the year. 

 

Branch Manager, Stifel Nicolaus                                                                     1997-2001

 

n Primary responsibilities included oversight and identification of potential account acquisition opportunities in order to grow company by implementing numerous methods, including extensive business development strategies.  Specific functions and achievements included;

n Financial Analysis

n Market Research

n Contract Negotiation

n Assisted with the creation of worldwide FA training

n More than doubled branch revenue

n Moved branch from bottom quintile to first quintile

 

Earlier Experience

 

- Business Development Rep Manager, Stifel Nicolaus   

 

 

n Citi/Smith Barney C Women s Steering Committee, United Way, National Warbird s Association, Habitat for Humanity, Women s Race for the Cure

 

 

 

 

 

Yyyyyy x. yyyyyy

 

 

 

DATE

NAME HERE OF RECIPIENT

NAME HERE OF COMPANY

 

Dear RECIPEINT NAME:

Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I am eager and highly motivated to apply my skill set in business development, business analysis, project oversight and client relations to an organization in need of a professional who can increase productivity, implement efficiency best practices, as well as build strong relationships among peers and customers alike.  I have a solid track record of producing exceptional results in terms of relationship cultivation and administrative support.

            I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from utilizing my skill set to benefit the organization and streamlining and improving processes.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.

Sincerely,

Yyyyyy x. yyyyyy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

          

 

Dear  NAME:

 

Our meeting this morning was both enjoyable and informative. I want to thank you for taking the time to share with me your thoughts and ideas about the opportunity of joining your organization.

Based on our discussion, I am confident that I can make a strong contribution to the company. It seems that you are looking for someone with proven strengths in sales and marketing procedures, executive level coaching, conflict management,  human resource management, employee services, strong communication skills, and the ability to manage and motivate teams. 

I feel that my experience demonstrates a strong track record in these areas. As you may recall, I am a polished, results-driven and versatile Business Development, Management and Client Services Professional leveraging proven strengths in the development and launch of operational initiatives to drive efficiency and increase retention. I am also astute in identifying human capital plans needs, creating actionable programs, and effectively interacting with all departmental resources.

 

My key proficiency and career path has been very versatile and my primary work has included problem analysis and resolution, employee efficiency, cost savings and/or containment, relationship building, and employee training.

 

I would welcome the opportunity to do the same for your company. I am very interested and enthusiastic about the possibility of meeting you again. I look forward to hearing from you on DATE to discuss our next steps.  If I do not hear from you on this date, I will contact you to follow up.

Sincerely,

Yyyyyy x. yyyyyy