Position	Head of Business Development/National Accounts
Location Confidential	No
Location	No preference
Willing to Relocate	Yes
Industry	Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt
Function	MARKETING/Advertising/MarketResearch
Compensation	$150,000 to $300,000
Resume Summary
Areas of Experience • Relationship Management • Account Acquisition • Employee Supervision • Budget Development • Client Retention • Program Implementation • Wholesaling • Sales/Service
Resume Body      HEAD OF BUSINESS DEVELOPMENT/NATIONAL ACCOUNTS
The Woodlands, TX 77382 Summary of Experience Financial Services Executive offering 20 successful years of Experience in Management, Business Development, Relationship Management, Project Management and Sales. Qualification Highlights • Developed approximately 50% of company annuity key relationships. These relationships includes; Bank of America, BancOne/Chase, Dreyfus/Mellon, SunTrust, AmSouth, Citizens, World Savings and many others. • Acquired key relationships account for over $3 Billion in annual fixed annuity premium. • Responsible for supervision of Relationships Managers, Internal Wholesaling and Training Department. • Cultivated partnerships with new TPM’s resulting in over 200 new community bank relationships. • Implemented standardized launch plan for new accounts. • Developed 2005 Action Plan for existing partners. • Set sales goals and analyzed opportunities to grow market share and increase visibility. • Acted as liaison and trouble shooter between our key. partners and home office personnel. __________________________________________________ Areas of Experience • Relationship Management • Account Acquisition • Employee Supervision • Budget Development • Client Retention • Program Implementation • Wholesaling • Sales/Service __________________________________________________ Professional History 2007-present: SVP Bank Distribution • Business Development • Relationship Management 1996-2006 Annuity Marketing Group Houston, TX EVP National Accounts • Directed day-to-day national account activities • Oversight of Internal Wholesaling • Supervision of Training Department • Managed Team of Relationship Managers 1999-2004 EVP Business Development Fixed Annuity Marketing Group • Developed strategic partnerships with over 25 new key accounts • Initiated contact with potential partners • Prepared and responded to all RFP’s • Prepared customized presentations to senior management at major financial institutions • Monitored the implementation process • Successfully launched all new partnerships on time and within budget __________________________________________________ Education 1982 B.S. Dual Major in Marketing and Management Kent State University Kent, Ohio 1994 CLU, ChFC American College Bryn Mawr, PA Licenses Series 6, NASD, 1984 Series 7, NASD, 1997 Honors 1990-1992 MDRT Qualifier Affiliations Society of Financial Services Professionals, 1994-2007 Other Relevant Experience 1996-1999 Wholesaler Southeastern Territory – Fixed Annuity Marketing Group Sarasota, FL 1993-1996 Account Executive – Laughlin Group Advisors Sarasota, FL 1983-1993 District Agent – Prudential Insurance Sarasota, FL
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