Legacy Financial Partners - New Business Director Resume Example

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Isabella Reed
XXX XXXXXXXXX XXXXXX, Northfield, MN 55057
Ph: XXXXXXXXXXXX
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Summary
Self-motivator with proven track record to set and achieve goals in new and developed regions. Successful in sales and management with extensive experience in both areas. Seeking a position with a National or Regional investment firm for sales managment, new business development, compliance or supervision. Willing to travel.
Skills
  • Sales and Marketing
  • Administration and Management
  • Complex Problem Solving
  • Negotiation
  • Persuasion
  • Critical Thinking
Experience
New Business Director Jun 2013Apr 2015 Legacy Financial Partners Windom , MN
  • Built out producer group, recruit experienced advisors to group, practice acquisition. Intergrated conversion strategy.
  • Increased Producer Group(Legacy Partners) by 180% in revenue and over 200% in assets under management.
  • Hired eight advisors both novice and experienced to partner with retiring advisors, retaining assets and driving new sales.
Regional Director of Recruiting & New Business Jan 2010Jun 2013 Ameriprise Financial Services Minneapolis, MN
  • Recruited experienced advisors, new business development, practice acquisition.
  • Developed, implemented and maintained successful recruiting pipeline for new 5 state region for both indendent and employee channels. Lead nation in key metrics for activity and results.
  • Manage key relationships, with senior leaders and field advisors including 3 seperate and distinct internal management groups.
  • Responsible for 22 hires in region with total production of $8,500,000 GDC and $680,000,000 in assets.
Wholesaler Mar 2008Sep 2009 Steve Lescher & Associates, Inc Fort Collins, CO
  • External wholesaler covering western US, drive sales, seminars and client meetings. Estate Planning and CRT focus.
  • Fixed, Indexed, Variable, Life and LTC products.
  • Annual sales goal of $10,000,000 in region.
Senior Vice President May 2007Mar 2008 Investment Centers of America Fort Collins, CO
  • Managed 40 Investment Advisors over seven states in the Western Region. Both Independent and Bank Channel.
  • New business development, retain and recruit advisors and financial institutions. Lead group in hires and new business.
  • Developed incentive and compensation plans for both banks and Financial Advisors.
  • Supervise and drive investment sales, conduct regional meetings with sponsors. Supervise and run compliance for region.
Senior Vice President, Branch Manager Oct 2004May 2007 D A Davidson and Companies, Inc Fort Collins, CO
  • Recruited to open new branch office for DA Davidson in Fort Collins.
  • Chairman Council Award top 25 gross dealer concessions (GDC).
  • Branch Manager responsible for hiring and supervising new representatives.
  • Total GDC over $2.2 million, working directly with individuals and companies.
Senior Investment Advisor Jan 1996Oct 2004 First National Bank/Primevest Fort Collins, CO
  • Recruited to take over underperforming bank investment program, increased production 800% in five years.
  • Successfully converted bank program through four broker/dealer conversations.
  • Primevest President Club member and top five representative nationally.
  • Set up new bank incentive program to drive referrals and GDC, total GDC over $7 million.
Regional Manager, Investment Advisor Jan 1989Jan 1996 Investment Centers of America, Inc Parker, CO
  • Promoted in 1992 to start up region opening new offices in the Southern and Western US.
  • Directly hired over 30 advisors and opened 31 new ICA offices (New Business Development).
  • Responsible for compliance and annual audits 1989 Rookie of the Year, Top 10 ICA Advisor four years in a row.
Education
CFP : Financial Planning Mar 1992 College of Financial Planning Denver, CO
Bachelor of Arts : Business Adminstration Dec 1988 Dickinson State University Dickinson , ND Finance & Banking emphasys
Additional Information
CERTIFIED FINANCIAL PLANNER Professional
Securities Registration Series 7, 24, 63 and 66
Health & Life Insurance

People also search for

New Business Director

Northfield ,Minnesota

Isabella Reed

Companies Worked For:

Legacy Financial Partners , Ameriprise Financial Services

JobTitles Held:

New Business Director , Regional Director of Recruiting & New Business

New Business Director

Northfield ,Minnesota

Daniel Thomas

Companies Worked For:

Legacy Financial Partners-Ameriprise Financial , Ameriprise Financial Services

JobTitles Held:

New Business Director , Regional Director of Recruiting & New Business

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About this resume

New Business Director FROM Northfield , Minnesota RESUME

This is a resume for a New Business Director in Northfield, Minnesota with experience working for such companies as Legacy Financial Partners and Ameriprise Financial Services. The grade for this resume is A and is one of hundreds of New Business Director resumes available on our site for free. Use these resumes as templates to get help creating the best New Business Director resume.

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School Attended
College of Financial Planning