marc sturman

* Managed the financial needs of a group of clients primarily related to their retirement goals. * Obtained new clients through cold calling, referrals, event marketing, direct marketing, and seminars. * Utilized financial planning software to tailor a financial roadmap for each client based on their own individual financial needs.

* Managed the financial needs of a group of clients primarily related to their retirement goals. * Obtained new clients through cold calling, referrals, event marketing, direct marketing, and seminars. * Leveraged the wealth management platforms of the bank and branch offices to offer clients the best level of customer experience. * Utilized financial planning software to tailor a financial roadmap for each client based on their own individual financial needs.

* Managed the financial needs of a group of clients primarily related to their retirement goals. * Obtained new clients through cold calling, referrals, event marketing, direct marketing, and seminars.

* Wholesale liquidation company that operated in the tri-state area. * Set our customer retention to an optimum level by using careful assessment of our customers’ needs. * Molded new and existing customer relationships to aid in business development expansion. * Discovered successful new business opportunities through research and careful analysis. * 2010 net sales were $500,000.

* Sold display print advertising to business owners and ad agencies. * Focused nearly 100% of efforts on new business development through cold calling and referrals. * Maintained and up sold existing clients on advertising solutions to help meet their sales goals. * Helped guide new account executive trainees through our sales process. * Aided potential clients in developing effective marketing strategies and programs. * Informed customers of available options for advertisement artwork and provided samples. * Presented advertising and illustration proofs to customers for approval. * 2007 net sales were $260,000 exceeding annual quota by 10%.

* Coordinated the airing of direct response infomercials for DirecTV with my team. * Consulted with our advertising representatives to find the most efficient way to place their clients infomercials.

* Provided operational, marketing and sales support to a group of financial advisors. * Supported $500,000,000 in assets under management. * Identified new sales opportunities for financial advisors to execute. * Assisted in executing securities trades for financial advisors and clients. * Leveraged communications channels to enhance relationships with clients. * Interfaced with clients and prospective clients as first point of contact to anticipate their needs, resolve their problems, and follow through to provide exceptional customer service. * Assisted with the preparation of reports and other materials for client meetings. * Educated clients on account services and capabilities. * Ensured appropriate documentation was collected for new accounts and service requests. * Maintained management systems with up to date client information.