Rss

Donald H

The K.I.S.S. Defender

Occupation:

Financial Services Sales Agent

Location:

Roswell, GA

Education Level:

Master

Will Relocate:

No

CollapseDescription

Sr. financial services professional with proven sales ability, expert presentation and communication skills. High level of integrity, loyalty, and creativity.

Right_template4_bottom

CollapseWork Experience

COMPANY POSITION HELD DATES WORKED

TIAA-CREF Trust Company, FSB (Confidential) 8/2000 - 3/2006
TIAA-CREF Client Services (Confidential) 11/1988 - 8/2000
Mixon-Baker Financial (Confidential) 1/1987 - 11/1988
Right_template4_bottom

CollapseEducation

SCHOOL MAJOR YEAR DEGREE

University of Michigan Music 1981 Master Degree
University of Michigan Muisic 1970 Bachelor Degree
Right_template4_bottom

CollapseAccomplishments

Highlights:

Created and delivered a comprehensive financial planning and sales seminar to be used by all field associates. Reduce regional office technology costs by initiating a field consultant needs analysis, selecting and managing the project team, developing business requirements, completing hardware evaluations, and recommending purchasing guidelines. Resulted in $4,000 savings for each of over 200 field consultants in the first year of implementation.

Companies I like:

Goldman-Sachs, JP Morgan, Mellon, Fidelity, Calamos, Wilmington Trust, Northern Trust

Left_template4_bottom

CollapseJob Skills

Left_template4_bottom

CollapseKeywords

Left_template4_bottom

CollapseResponsibilities

Developed the Southern Region from $110,000 of fee income to total of $1,600,000 in 5 years through personal production and trained referral sources to increase lead generation by over 350% during the same time frame.
Left_template4_bottom