Objective
Obtain charter work or deckhand experience
Experience
William Blair & Company, Chicago, Illinois
Internal Sales Associate June 2011 – July 2012
Work in partnership with two external wholesalers covering the East Territory from Maine to Virginia and the Central West Territory that includes MI, IN, OH, TN, KY, and WV.
Developed and maintained relationships with centers of influence —District Managers, Sales Managers, Mutual Fund Coordinators and Financial Advisors with full service and independents firms.
Traveled in territories and participated in walk-throughs, groups meetings, and one-on-one meetings.
Implemented sales ideas and strategies to increase sales and cross-sell opportunities.
Maintained a strong working knowledge of William Blair’s mutual funds and Separately Managed Accounts, primary competitors, and industry news.
E*Trade Financial, Chicago, Illinois
Financial Consultant-Chicago Branch December 2010 – May 2011
Develop and strengthen the client relationship and increase clients assets at E*Trade Financial through in person or over the phone presentations.
Proactively call existing clients and prospects to drive asset acquisition and account consolidation and other sales opportunities.
Retain assets of affluent / wealthy households by effectively managing an assigned client base.
Evaluate the client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
Provide advice on a variety of investment solutions such as mutual funds, exchange traded funds, managed accounts, fixed income, and banking products.
Rydex/SGI, Schaumburg, Illinois
Wealth Management Associate-Diversified Financial Services May 2008 - August 2010¬¬
Achieved 2009 first quarter sales goal without an external wholesaler in the New England/Upstate NY territory. Achieved 154% of goal for the second quarter.
Split time between two external wholesalers in 2008. Achieved 120% of goal in the New England/Upstate NY and 117% in the Carolinas/Tennessee territories.
Developed and maintained relationships with centers of influence —District Managers, Sales Managers, Mutual Fund Coordinators and Financial Advisors with full service and independents firms.
Traveled in territories semi-annually and participated in walk-throughs, groups meetings, and one-on-one meetings.
Implemented sales ideas and strategies to increase sales and cross-sell opportunities using alternative strategies, fundamental alpha solutions, exchanged-traded funds, and separately managed accounts.
Maintained a strong working knowledge of Rydex/SGI’s solutions, primary competitors, and industry news.
Assisted in training new hires on products and territory management.
Genworth Financial, Richmond, Virginia
Internal Wholesaler-Wire Channel May 2006 - April 2008
Work in partnership with external wholesaler for the Illinois territory to drive annuity sales. Achieved 101% of sales goal in 2006 and 99% in 2007.
Implement sales ideas and strategies to increase sales and cross sell opportunities.
Develop and maintain relationships with centers of influence— Sales Managers, Financial Advisors, Annuity Coordinators and various Broker/Dealer Annuity Sales Desks.
Maintain a strong working knowledge of Genworth’s product line, primary competitors, and industry news.
Traveled in territory semiannually and participated in walk-throughs, groups meetings, and one-on-one meetings. Participated in firms’ regional and due diligence meetings
Evergreen Investments, Boston, Massachusetts
Internal Sales Consultant-National Broker Dealer Channel December 2000 - April 2006¬¬
Promoted to Officer in 2003.
Increased sales year over year in the Northern New England/Upstate NY territory and achieved sales goal in 2001, 2002. Achieved 140% of sales goal in 2004.
Developed and maintained relationships with centers of influence —District Managers, Sales Managers, Mutual Fund Coordinators and Financial Advisors.
Traveled in territory semiannually and participated in walk-throughs, groups meetings, and one-on-one meetings. Participated in firms’ regional and due diligence meetings.
Implemented sales ideas and strategies to increase sales, cross-sell opportunities, and achieve quarterly initiatives in partnership with outside wholesaler.
Maintained a strong working knowledge of Evergreen’s product line, primary competitors, and industry news.
Assisted in training of all new team members on Onyx and Investment View software, and product knowledge, territory management, and the “5 Step Sell to Close” needs-based call model.
Education
Currently enrolled at Roosevelt University, Chicago, Illinois, Masters of Arts in Training and Development-Online
University of Southern Maine, Gorham, Maine, Bachelor of Science in Business Administration, May 1997
• Captain’s License Course: US Maritime Academy Chicago- Spring of 2011
Certification
U.S. Coast Guard Licensed Captain: 50 Ton Masters Motor, Steam, and Sail for the Great Lakes and Inland Waterways, Authorized to Engage in Commercial Assistance Towing.
FCC Marine Radio Operator Permit
Current NSC First Aid and NSC CPR
Current TWIC and U.S. Passport
Skils
Responsible for leading all levels of club sailing from beginning to experienced, including sail plan, sail trim, reefing, navigation, docking, spinnaker, weather and safety preparation, rules of the road, anchoring, and general boat maintenance.
Non-Commercial Keel Boat Experience:
Mirage 29, C&C 30, Catalina 30, Tartan 10 and 30, Hunter 32 and 34, Peterson 34, Dufour 36 and 40.5, Island Packet 42
Races:
2010- Verve Cup Regatta , The Hook Race, and Corinthian Yacht Club’s Beer Can Races
2011- Chicago’s National Offshore One Design Race- NOOD, Corinthian Yacht Club’s Beer Can Races, and Race to St Joe’s, MI
2012- Chicago, IL-Michigan City, IN-Chicago, IL and Columbia Yacht Club’s Beer Can Races
Trips and Blue Water Experience:
Lake Michigan: Chicago - South Haven, MI – St Joe’s, MI - Chicago, IL
British Virgin Islands
Portland Harbor, Portland, ME