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<pre>Array ( [var] => cut_url ) </pre> Resume for John Bradley H. for Salesperson / Representative / Banking in Bayport, Minnesota. Search More Resumes for Salesperson / Representative on #JLQU3N64X

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Resume for John Bradley H. for Salesperson / Representative / Banking in Bayport, Minnesota

Occupation: Salesperson / Representative Industry: Banking
Country: United States City: Bayport
State: Minnesota ZIP: 55003

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Investments, Insurance & Banking Professional              J. Brad H. 


A results driven professional, I possess investment, insurance and banking experiences with progressively responsible roles in the implementation and design of solutions for both individuals and businesses with revenues of up to $ million. 

Successes are predominantly in the development of new business and the maintenance of client relationships in which I delivered profitable financial results in competitive markets and variable economic conditions. 

Whether public speaking or presenting, I provide dynamic leadership, development and effective communication with an ability to encourage, influence and favorably impact the behavior of clients. 


Relationship / Account Manager – Investment and Insurance Planning             

Ameriprise Financial Advisory – Minneapolis, Minnesota 

  • Private office manages in excess of $ million / + investment and insurance account relationships
  • Responsible for new business development, account retention and maintaining accounts
  • Provided advanced investment / insurance / estate planning
  • Performed financial analysis and risk analysis evaluation of client assets / liabilities

    Portfolio Manager – Commercial Banking       

    U.S. Bancorp, U.S. Bank National Association – Minneapolis, Minnesota

  • Managed a regional credit portfolio in excess of $ million in outstanding loan commitments
  • Identified, qualified and analyzed commercial banking clients with revenues between $ million
  • Utilized a credit analysis approach to manage compliance and risk of outstanding loans
  • Profiled newly proposed commercial credit opportunities for profitability and reasonable fit
  •   Business Development Officer – Prospect Management, Commercial Banking year

  • Managed a disciplined frontend marketing and sales process, resulting in new loans in excess of $ million
  • Built and expanded a portfolio in excess of , commercial banking prospects in two distinct markets
  • Identified in excess of $ million commercial credit, depository and treasury management opportunities
  • Regular and consistent interaction with prospective companies CEO/CFO level contacts
  • Relationship / Account Manager – Investment and Insurance Planning   

    Northwestern Mutual – Saint Paul, Minnesota

  • Managed an insurance planning portfolio in excess of $ million and grew + account relationships
  • Developed / designed in excess of investment / insurance planning proposals
  • Performed financial analysis, risk analysis and evaluation of client assets / liabilities: needs analysis
  • Responsible for newbusiness development, account retention, crossselling and maintaining accounts

    Financial Services & Banking Professional               J. Brad H. 


    Project Manager – Mutual Fund Promotions Group       American Express Financial Advisors – Minneapolis, Minnesota  
  • Expanded new investment assets in excess of $ million via Marketing Promotions Group
  • Implemented in excess of ten mutual fund marketing, product promotions and conference planning events
  • Established, developed and helped manage in excess of five AXP Funds’ sponsored conference events
  • Key marketing contributor in the execution and rollout of in excess of five newly developed mutual funds
  •  Senior Marketing Analyst – Market Development Group years

  • Managed, developed and implemented in excess of + seminars / events, increasing client acquisition
  • Organized and executed in excess of + direct mail marketing campaigns
  • Appointed and responsible for training new hires for Seminar & Event Consulting Group
  • Reviewed and developed seminar / event best practices, compliance, support information
  •   Accountant – Investment Accounting, Managed Assets Department . years

  • Managed / reported asset balancing for three equity mutual funds with assets in excess of $ billion
  • Responsible for solving complex operational problems resulting in recovered assets in excess of $k
  • Performed daily accounting, reporting, and valuation for variableasset mutual fund portfolios
  • Accurately reported NAV, AUV, dividend calculation and monthly investment asset reconciliation
  •   Team Coach / Transaction Agent – Mutual Fund & Certificate Transaction Group . years

  • Designed and implemented process changes and improvements for mutual fund/certificate transactions
  • Appointed / responsible for mentoring + new associates; gathered industry information for team
  • Communicated necessary information on products and services to AXP clients & advisors
  • Education / Licenses             ChFC Chartered Financial Consultant candidateAdvanced Financial Planning

    The American College – Bryn Mawr, PA; target completion date is .

    Indepth coverage of insurance, taxation, retirement planning, investments and estate planning

    Managing New Product Development – Executive Education

    Northwestern University – Kellogg School of Management, Evanston, Illinois MBA – Venture Management / Business Administration, Opus School of Business University of St. Thomas – Minneapolis, Minnesota BA Bachelor of Arts, College of Science, University of St. Thomas – Saint Paul, Minnesota  

    Life, Accident and Health Producer, Minnesota current

    General Securities Representative Licenses, Series ’’

    Uniform Securities State Law Examination, Series ’’ 

    Community Involvement           

    American Red Cross, St. Croix Valley Chapter, Bayport, Minnesota, First Responder 

    St. Croix Valley Athletic Association, Stillwater, Minnesota, Cycling Advocate

    J. Brad H.    Prairie Way South    Bayport, Minnesota       

    J. Brad H.    Prairie Way South    Bayport, Minnesota       

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