Sr. financial services professional with proven sales ability, expert presentation and communication skills. High level of integrity, loyalty, and creativity.

COMPANY	POSITION HELD	DATES WORKED
TIAA-CREF Trust Company, FSB	(Confidential)	8/2000 - 3/2006
TIAA-CREF Client Services	(Confidential)	11/1988 - 8/2000
Mixon-Baker Financial	(Confidential)	1/1987 - 11/1988

SCHOOL	MAJOR	YEAR	DEGREE
University of Michigan	Music	1981	Master Degree
University of Michigan	Muisic	1970	Bachelor Degree

Highlights:

Created and delivered a comprehensive financial planning and sales seminar to be used by all field associates. Reduce regional office technology costs by initiating a field consultant needs analysis, selecting and managing the project team, developing business requirements, completing hardware evaluations, and recommending purchasing guidelines. Resulted in $4,000 savings for each of over 200 field consultants in the first year of implementation.

Companies I like:

Goldman-Sachs, JP Morgan, Mellon, Fidelity, Calamos, Wilmington Trust, Northern Trust

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• New Business Development
• Relationship Management
• Regional Vice President
• Director

Developed the Southern Region from $110,000 of fee income to total of $1,600,000 in 5 years through personal production and trained referral sources to increase lead generation by over 350% during the same time frame.