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Financial Services Business Development Executive

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Position
Financial Services Business Development Executive
Location Confidential
No
Location
East Central USA
Willing to Relocate
Yes
Industry
Financial-Banks-Investment&VentureCapital
Function
SALES-MANAGEMENT-and-SALES
Compensation
$150,000 to $300,000

Resume Summary
Creative and strategically savvy Business Development Executive with a passion for strong revenue growth. Talent for bringing together people and ideas to work collaboratively toward increasing brand name awareness, meeting corporate objectives, and improving the bottom-line

Resume Body      FINANCIAL SERVICES BUSINESS DEVELOPMENT EXECUTIVE

Business Development Executive
Specializing in Promoting Brand Awareness and Million Dollar Profit Growth

Creative and strategically savvy Business Development Executive with a passion for strong revenue growth and a history of successful career progression. Talent for bringing together people and ideas to work collaboratively toward increasing brand name awareness among targeted industry groups, meeting corporate objectives, and improving the bottom-line. Superior people, communication, and leadership skills to build and maintain quality business relationships and mentor/direct results-driven sales teams. Significant strengths in:

Team Building and Training Client Relations
Budgeting and Forecasting Executive Sales Presentations
Market Research and Modeling National Marketing and Sales campaigns
Trade Show Marketing Advertising
Public Relations Competitive Market Analysis
Vision, Strategy, and Execution Proven Sales Closer


SELECTED ACHIVEMENTS

 Established and maintained a national and regional pipeline of banks and credit unions that resulted in $750,000,000 in potential funding.
 Successfully closed the largest deal in company history valued in excess of $1,000,000,000 that reshaped the distribution model for the entire firm, inspired a spin-off corporation (Universal SAF), and became a nationwide industry standard.
 Branded and launched a new corporate venture for a company while managing a tope revenue generating sales program.
 Internally positioned credit union group as the #1 fastest growing unit within RSM McGladrey from their prior position as 19th out of 27.
 Increased sales from prior year level of 9.5% to 17.5% and resulted in $2,544,306 in total new sales.
 Substantial background in creating and implementation of geographically specific programs that are based on product, market share, brand awareness, and delivery channel.
 Designed and implemented full-scale business development campaigns for prestigious credit unions that included, but was not limited to, Northwest FCU, NASA FCU, Apple FCU, US Senate FCU, and White House FCU that resulted in increased revenues by almost 300% in a three year period.
 Solely positioned a relatively unknown, one office accounting firm within the Washington, DC area as one of the top 15 credit union accounting and consulting firms in the nation with clients from New York to North Carolina.


COMPUTER SKILLS

Proficient in Microsoft Office Package, Publisher, PageMaker, Photo Shop, Photo Draw, Front Page, GoldMine, File Maker Pro, Lotus Notes, and RTE and other programs


CAREER PROGRESSION

Centrix Financial, LLC, Denver, CO (1/2005 – Present)
Vice President of Marketing and Sales
• Interact with corporate executives and decision makers at new and existing financial institutions, attend BOD meetings, and establish key relationships with COI’s at state and regional associations to construct a pipeline of financial institution assets for CENTRIX Financial Loan Portfolios.
• Manage and direct sales staff, operations, processes, and procedures for the largest privately held lender in the nation.
• Train, mentor, and support an external sales force of 40 sales professionals on a national basis.

RSM McGladrey, Inc., Bethesda, MD (3/2002 – 1/2005)
National Director of Marketing and Sales
• Recruited into position and oversaw acquisition of another firm and smooth integration into the McGladrey organization.
• Conceptualized, created, and implemented the firm’s first comprehensive credit union Business Development Program and oversaw a seamless integration of all national and regional programs.
• Managed and directed sales staff and operations for the 6th largest firm in the world and number one provider to the credit union industry.
• Personally mentored, directed, and led the firm’s first Credit Union Team and supported the fastest growing group within the division that was located in more than ten states.

DeLeon & Stang, CPA’s, Gaithersburg, MD (1998 – 3/2002)
Marketing and Sales Manager
• Managed and directed sales staff, operations, and all Marketing and Sales strategies and programs.
• Facilitated sales literature redesign effort and established an industry specific brand name awareness that resulted in a high-end company appearance and significantly increased sales.
• Established and introduced the company’s first comprehensive Marketing plan aimed at future growth and goal attainment; and, provided a clear road-map for all Marketing functions, as well as financial and market saturation objectives.


EDUCATION AND TRAINING

Bachelor of Science in Speech Communication
Wayne State College, Wayne, NE
Double Emphasis in Corporate, Community, and Public Relations
Completed Degree in 3 years while maintaining 3.6 Overall GPA and 3.8 GPA in Major


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Financial Services Business Development Executive

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