SALES / MARKETING CANDIDATE with record of success in relationship building, new business development, account management, and B2B networking. Solid skills in consultative sales, solution selling, prospecting / cold calling, and customer relations.

	Results Driven – Competitive, goal-driven professional with proven ability to identify and capitalize on marketing opportunities, develop effective sales / marketing plans, exceed sales goals, and provide superior customer service in B2B sales environments.
	Persuasive Communicator – Well-developed interpersonal, communication, presentation, and negotiation skills. Skilled in building rapport and cultivating relationships with top-level decision-makers and business owners.
	Computer Savvy – Advanced knowledge of MS Office (Word, Excel, Outlook, and PowerPoint); and various contact management / sales applications.

Associate / Private Client Group (2006-Present)
California-based Multi-National Investment and Stock Brokerage Firm

Maintain, develop, and manage a client base of 670 high net-worth clients. Consult with clients on portfolio management and maintain critical relationships with nonprofit directors, high net-worth donors, affluent business owners, and investors. Function as liaison between clients, and CPAs, attorneys, and other professionals.

	Played an active role in marketing and sales planning.
	Maximized sales and revenue growth by developing sales reporting system to track quarterly activity.
	Developed marketing programs that increased production net revenue from $.8 million to $1.1 million.
	Maximized customer retention by providing proactive customer service.
	Increased gross production 31%.

Sales Associate / Sales & Marketing Department (2003-2006)
Western Pacifica Financial Group, Alta Vista, California

Made sales presentations to small business owners and decision-makers. Consulted with clients on financial goal setting and asset management.

	Prospected for new business and actively developed new accounts through aggressive cold calling.
	Recommended specific products to meet customers' individual needs.
	Created branded marketing materials and generated sales tracking reports.

Sales Assistant / Customer Service (1999-2003)
Bosworth, Associates Inc., Alta Vista, California





Bachelor of Science, Marketing (1999)
Mt. Hood Community College, Gresham, Oregon