118 N Conistor, Suite B, #290, Liberty MO 64068
Phone (816) 799-2234 email@example.com
summary Twenty-five years in sales, management and marketing. Successfully developed and fostered relationships with distributors, direct accounts and executives utilizing interpersonal skills combined with persistence and reliability. Managed political relationships at all levels in medium, large and jumbo governmental plans. Comfortable in state and local governmental board management. I am computer literate, with a variety of software experience. Series 6, 63 and 65 registered; Registered Investment Advisor and have passed the Qualified Retirement Advisor program. Licensed Life, Health and accident Insurance Agent – Missouri and Kansas
Proven track record in:
• Exceeding annual sales objectives
• Developing long-term relationships
• Developing connections at all levels of state and local governmental employers
• Successfully marketing and introducing new products into the marketplace.
• Educating and training customers on products and application procedures.
• Managing the RFP process from start to finish internally and externally
February 2008 –current
Partner of an All-Star Cheer Gym. Implemented start-up and continue day-to-day financial and facilities management. Grew business from 21 athletes year one and annual revenue of $26,000 to the current 240 athletes and 2010 revenue of $192,000.
October 2002 –February 2008
ICMA Retirement Corporation
Managing Director Institutional Sales, Midwest
Promoted to Institutional Sales Representative covering eight states with a target market of governmental retirement plans with assets in excess of $10 million. 2004 Sales = $101 Million; 2005 sales = $305 Million;2006 Sales = $379 Million; 2007 Sales = $36 Million
December 2000 – September 2002
ICMA Retirement Corporation
Retirement Plans Specialist
As a Retirement Plans Specialist with the ICMA Retirement Corporation, my role was to help employees and employers within the public sector with 457, 401 and IRA plans. My territory covered all of Kansas, specific accounts in the Kansas City metro area as well as others in the state of Missouri. Total assets under my jurisdiction exceeded 60 million with 36 plans included in this number. The job encompassed a wide variety of tasks within the public sector, including but not limited to:
• Group presentations to employees and employers
• Individual counseling with participants and prospective participants
• Territory management; reports, communications with decision-makers, planning committees
• New business acquisition
• Business retention
August 1999 – December 2000
Northwestern Mutual Life/Financial Services Representative
I was a Financial Services Representative with the Northwestern Mutual Financial Network. As a self-employed professional, I was responsible for helping individuals as well as small businesses. Through a comprehensive evaluation, I helped them identify any holes in their financial plan. I set appointments through cold-calling and referrals, established a relationship where possible, evaluated their plans and goals, then followed up with a proposal. Once established as clients, I stayed in touch on a regular basis to help with their changing needs. This position came with comprehensive training in financial services including insurance and investments. I am a registered Series 6 and 63 Broker as well as a fully licensed Life, Health and Accident agent.
July 1998 – October 1999
Nazdar Inc./Quality Control Supervisor
I supervised both the Quality Control and Color Matching departments that jointly contained14 technicians. My duties included all personnel management as well as project scheduling, color approval, and liaison between all other departments. We checked approximately 60 batches per day and output 8-10 color matches per day. I also assisted the Quality Manager with Nazdar’s ISO 9002 implementation. This included writing work instructions and training the entire facility to prepare for the year-end deadline.
December 1997 – July 1998
Service Corporation International
At Forest Hill Cemetery, I started as a pre-need counselor selling the complete line of property and services offered by the cemetery. I quickly moved into a Family Service position in addition to working as a pre-need counselor. Family Service duties included helping families at need to arrange for spaces, merchandise and service arrangements. I transferred to another location after four months; Mt. Moriah Terrace Park. This location had a funeral home in addition to a memorial park cemetery. I intended to learn the funeral side of pre-need and at-need. I worked as a family service counselor as well as selling both cemetery services and funerals pre-need. I obtained my Life Insurance license at this time.
September 1996 – October 1997
Akron Paint & Varnish
I worked for APV as a Technical Sales Representative. APV manufactured a variety of coatings including paints, inks, caulks and adhesives. I was responsible for expanding their screen printing ink business through direct and distributor sales in the entire US. I assisted with the development of marketing strategies, including advertising and marketing materials. I also covered several tire-manufacturing accounts – selling tire inks, cements and lubricants. I implemented a sales contact/customer service/sample database utilizing MS ACCESS, which would allow us to better track our marketing efforts.
March 1989 – September 1996
Summit Screen Inks
Summit, a division of Flint Ink, Inc., manufactured UV, waterbase and solvent screen printing inks. I began as the first Customer Service Representative with actual industry experience. After six months, I was given responsibility of the Lab Technicians and Sample personnel (seven employees). I oversaw the scheduling and implementation of all lab projects including color matches, substrate testing and sample shipments. I also took over as Facilitator of the Quality Program after a year. These responsibilities included employee involvement teams, SPC, quality training, Quality Manual and ISO 9000 Implementation. At the same time, I was able to convince management that we needed to establish a LAN to aid in all aspects of sales and lab support. I took on the role of Network Administrator and established a LANtastic, Peer-to-Peer, PC network linking the lab, administrative/sales/customer service and Production. I was then given outside Technical Representative status in 1994 and began
traveling extensively as technical distributor support. Beginning January 1995, I was given a specific Technical Sales territory and began covering both direct
accounts and distributors as a commissioned Representative. Through all this I maintained my status as Network Administrator and Quality Facilitator.
July 1987 – March 1989
Associated Wholesale Grocers/Assistant Manager/Sign Division
• Supervised 16 employees
• Established an in-house screen making facility to reduce the cost of outside purchases.
• Designed signage and textile products
education Bachelor of Science in Biology/Art 1985 Central Missouri State University
Licensed Life, Health and accident Insurance Agent – Missouri and Kansas
Licensed Series 6 and 63 investment broker
references Kristi Tedrow, Human Resources Manager, MeadWest Vaco, 816-986-6041
Greg Hertfelder, Media Manager, Cerner Corporation/NKC, MO, 816-201-1987