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Rich D

Financial Services - Sales & Relationship Management

Occupation:

Inside Sales Representative

Location:

Gloucester, MA

Education Level:

Bachelor

Will Relocate:

No

CollapseDescription

Results-driven sales professional with strong analytical and relationship building skills. Also have excellent territory management skills, organizational capabilities, and a strong team player.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 5/2000 - Present
Pioneer Investments (Confidential) 1/1997 - 5/2000
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SCHOOL MAJOR YEAR DEGREE

Syracuse University Economics 1993 Bachelor Degree
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Highlights:

* President's Club, 2007 * President's Club, 2006 (#1 Producer in Company) * Top Gross Sales, 2004 (Western Division) * Top Percentage of Goal, 2004 (Western Division) * Top Product Diversification, 2002 * Recipient of several DALBAR Awards, for Operations, Problem Resolution, and Wholesaler Support (in my prior role as relationship manager).

Companies I like:

Fidelity, MFS, Eaton Vance, State Street

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CollapseJob Skills

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CollapseResponsibilities

Currently the most tenured on our sales desk and have consistently been a top producer for the company, including #1 in 2006. Frequently involved in CRM development with our internal business systems analysts in testing and implementing enhancements.
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