Experienced (10+ yrs) marketing/sales professional seeking employment in the financial services arena. As you can see, most recently I've been working in a product management role. Desired position would involve interfacing with multiple constituencies (both internal and external) to develop product awareness and effective marketing themes.
Robert K. Atkins
Redwood City, CA 94061
(650) 468-1059
WHAT I CAN OFFER YOU
Timely and concise marketing messages that enable your company to attain a competitive advantage in its desired niche.
WHERE I'VE BEEN PRACTICING
Kelmoore Investment Company
Product Manager
Palo Alto, CA
Feb., 2001-Present
Created marketing presentations and collateral to be utilized by retail and institutional sales force. Collateral included fact sheets, product education pages, and performance reports. Responsible for being product advocate to both internal and external clients. Created and maintained performance composites according to AIMR and GIPS standards. Managed information-flow processes necessary for creating and updating request for proposal (RFPs), firm due diligence requests, manager databases and other third party outlets. Implemented Checkfree APL platform for client account performance reporting. Handled various ad hoc requests for performance information.
Vice-President - Inside Sales
Nov., 2000-Feb., 2001
Inside Sales Associate
Feb., 2000-Nov., 2000
Marketed line of strategic covered option products to the Broker Dealer and Financial Planner communities in the Western U.S. Educated financial representatives and clients on the benefits of proprietary strategies. Performed marketing functions in a number of different environments, including office meetings, one-on-one client meetings, trade shows and sporting events. Successfully expanded penetration of existing territories in order to achieve sales goals. Designed and executed expansion of inside sales force structure. Coordinated hiring and salary/benefit determination for new employees.
John Nuveen & Company
Secondary Defined Portfolio Trading Associate
Chicago, IL
Sept., 1998-Nov., 1999
Facilitated secondary market movement for full line of unit trust products. Marketed inventory nationwide to the full range of distribution channels, including Broker-Dealer, Independent Dealer, and Financial Institution. Responsible for education of financial advisors on how to position product with client base. Cultivated continuous working relationship with trading desks of firms in all distribution channels. Incorporated portfolio selection processes in order to maintain profitable inventory levels. Maintained working knowledge of settlement procedures and requirements.
Inside Sales
Irvine, CA
July, 1996-Sept., 1998
Marketed investment products including mutual funds, UITs, and managed accounts to the Broker Dealer community throughout Southern California and Nevada. Positioned and differentiated Nuveen and products against competitor firms through advertising, direct mail, telemarketing , office meetings and participation at national trade shows and sporting events. Cultivated new client prospects, developed marketing presentations and communicated sales ideas in order to increase sales in territory within the Broker Dealer channel. Instructed financial advisors on how to use selling tools such as hypothetical illustrations, prospecting letters and other literature to close sales.
Sales Assistant
Midwest
Sept., 1995-June 1996
Trained new representatives. Promoted investment products and the Nuveen name to brokerage community. Directly responsible for closing sales. Implemented a program to enhance customer service through detailed account surveillance and maintenance. Generated leads for regional wholesalers through telemarketing activities.
THINGS I'VE LEARNED
Series 7, 24, 63, and 65 licensed
MBA - Currently enrolled at Santa Clara University
Anticipated Completion - May 2008
CFA, Level 2 Candidate
North Park College
Chicago, IL
B.A. in Finance
May, 1994
Graduated Cum Laude
Recipient of Dean's Scholarship 1990-1994
Participated in Freshman Honors Program
Experienced with Microsoft Office Suite, APL, Lipper and Zephyr software
WHAT MOVES LIFE OUTSIDE OF WORK
Golf, Volleyball, Basketball, and Biking
Active in church community
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