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Bear Creek Lane Apt L
Objective To create solid relationships with new and old clients of the bank based on trust, confidence, and the need for financial guidance.
December Present Double Eagle Metals Petoskey MI
· Cold call selling Gold and Silver.
· Managing customer accounts and transactions.
· Teaching new phone salesman how to close.
October November Capital Consultants Bangkok, Thailand
· Cold call Selling private placement shares.
· Selling Shares of Private companies to global investors
February October Applebees Grill and Spirits Petoskey, MI
Bartender and Server
· Basic bartending and server responsibilities.
June January Hollywood Auditions Woodland Hills, CA
Advertising and Sales Representative
· Sell advertising space to photographers.
· Sell audition packages to prospective actors and models.
January May Washington Mutual Carson, CA
Licensed Personal Financial Representative
· Achieved Highest production totals for region within first days.
· Customer profiling, and financial planning.
· Opening checking accounts, savings, credit cards, IRA&;s.
· Handling refinance and home equity lines of Credit.
· Excelling in all aspects of customer service, continually going over and above the expectations of daily customers.
For reference, contact Letecia Jaime. .
November February Synergy Investments Charlevoix, MI
Senior Account Executive
· Maintained a monthly gross of ,+ after only months.
· Concentrated efforts on building residual income by setting up IRAs and Roth IRAs.
· Consistently showed growth in book of business, through cold call account opening and raising money through current clientele.
· Showed consistent improvements to sales skills, with a very high closing ratio.
Consistently gained knowledge of all aspects of the market from my supervisor Dan Koffman.
October July Hunter Scott Financial Delray Beach, FL
· Received an award for most accounts ever opened in a month for the company, with over fifty new accounts on a monthly basis for a consistent months.
· Maintained a monthly gross of ,+ from the first month of employment.
· Raised ,, dollars on a cold call close.
· Showed clients returns of %+ annually.
March October ITrade Direct Charlevoix, MI
Apprentice Broker/ Account Executive
· Studied and passed series and with only two weeks of study.
· Showed incredible improvement in sales skills from week to week, consistently opening accounts with in the first days.
· Became head of Sales training within days.
· Apprentice to Dan Koffman.
Education North Central Michigan College Petoskey, MI
· Classes in business law, finance, criminal justice, and economics.
Interests High Pressure Sales, Soft selling, Money Management, Public Relations, Computers, Business Management.