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CV Financial Advisor Wells Fargo Advisors, Wachovia, FuelQuest ZyTax Saracen Gas Trading

Financial Advisor Wells Fargo Advisors, Wachovia, FuelQuest ZyTax Saracen Gas Trading

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CV/Resume ID no.: 123882

Location (Residence): Houston, United States
Citizenship: United States
  Native: English United States
  Other: None
Education & Experience: Work Authorization & Relocation:
  Masters in 1976

Years of Experience: 30+ years
Authorized to work in:
   United States
Present Location:
   USA, Houston
   United States, United States
Category Subcategory Ability Experience
Sales/Marketing Business Development Expert 41 years
Management Sales/Marketing Expert 32 years
Management Financial Experienced 13 years
CV/Resume Details
1. Summary (Cover Letter) - CV/Resume Part 1 [Mandatory]

I have consistently been an award winning executive-level sales and sales management professional driving client results through knowledge of consultative marketing and solution selling skills.

As a top performer with experience selling in established and start-up markets, I built my consistent success around vigorous field management, team motivation, persistent high level recruitment, innovative marketing strategies for targeted new business sales campaigns, expanding products and service, and introducing new products.

My attitude is direct and professional and as a team player with diverse skills and experience in inside and outside sales, marketing, administration, sales training, sales management, and operations, I feel that my career specialty lends itself to providing the self-start required to move the business forward.

2. Work Experience - CV/Resume Part 2 [Mandatory]

Award winning sales producer and senior sales management with broad proficiency in consultative strategies, sales operations, and cross-functional team management. Consistently exceeding corporate objectives and surpassing goals, achieving consistent and sustainable increases in revenue, market share, and profitability across a diverse range of industries with a proven track record in both start-ups and large company environments. A demonstrated record of presenting to senior level management, growing gross margin dollars, and expansion through developing and launching new product and service to the marketplace. Proven ability to manage key account relationships and complex sales cycles directly or through channel marketing.

Career History

Wells Fargo Advisors (Formerly Wachovia) January 2010 to present
As a financial advisor with Wells Fargo Advisors, my services draw on my prior business-to-business experience and include working with businesses and institutions building buy/sell agreements, key man and succession planning, merger acquisition investment, pension/retirement plans, and various forms of focused financial and advisory services to help maximize value and minimize risk to assets.
My approach is as advocate on behalf of businesses and households who desire to have a framework for informed decision making based on specifically identified needs and goals.
Active investment registrations are as follows: NASD Series 7 (General Securities), NASD Series 66 (Investment Company Representative) in several states, and life/health/accident general lines insurance licenses.

FuelQuest- ZyTax September 2007 to 2009
ZyTax, a wholly owned subsidiary of Saracen Gas Trading, is the lead supplier of strategic on-demand financial software solutions for motor fuel supply-chain. ZyTax provides indirect tax determination and excise tax compliance calculations for the global downstream, midstream, and upstream oil and gas, energy, transportation, and government market segments in both field and office environments.
• National Sales and Marketing Director. Maximized revenues through direction of inside (telesales) sales, field sales, and marketing/management reports for $10.8MM annual revenue sales. Directed and supported the field efforts of sales managers and supervisors.
o Hands-on responsibility for hiring, training, coaching, motivating and ongoing assessment of 17 sales and marketing staff with first year team growth from $7MM to $10MM+ sales.
o Developed and executed aggressive integrated business plan cross-departmentally including resource allocation, key performance indicators, budget, forecasting, managing cost of sale, sales support and training, and designing and administering compensation plans. Market penetration strategy and tactics resulted in identification and penetration of new verticals and revenue growth of annual $2.1 mill up-sell.

The Trust Group January 2000 to August 2007
The Trust Group was a privately held portfolio of several small businesses with sales of a variety of product and service combinations. The primary goal was expanding sales and presence to national scope for broader market penetration.
• Vice President of Sales and Marketing. My objective was directed toward oversight and expansion sales in several small companies under a single umbrella. These included medical background and license check services, oil & gas, energy consumption in manufacturing and other engineering based industries. Strong entrepreneurial component.
o Complex integrated product and service offerings included risk assessment, software applications, tax abatement services, and personnel background validation. As we reached $7-10MM per business in annual revenues, the companies were then sold or divested and profits returned to the Trust. My role was primarily directed toward building out personnel, profitably expanding, and improving internal and external sales operations processes. I established accountability systems, enhanced production through proactive marketing strategy, branding and targeted campaigns, competitively positioned and boosted new products and services, and managed field expenses and cost of sale. At sale of each business I helped implement handoff.

LexisNexis/ Matthew Bender October 1987 to December 1999
LexisNexis is a leading provider of information and services solutions to a wide range of professionals in the legal, risk management, healthcare, corporate, government, law enforcement, accounting and academic markets.
• 1998 to 1999, Regional Sales Manager. As selling manager, managed cross-functional sales and administrative staff for $100MM division.
o Outstanding Performance 1998. National Pilot Program Manager 1999. Merger Integration Council, Budgeting Team, Product Consultation and Review, Strategic Product Appraisal Team and Editorial liaison for products review and enhancement

• 1995 to 1997, Regional Sales Manager. Recruited, trained and managed sales team.
o Club award and President’s Council successive years.
o Field management consultant to President’s Round Table.
o High Performance Award 1995. President's Council 1996-1997.

• 1993 to 1996, Regional Manager / Electronic Product Specialist. Co-managed 22 field sales personnel and two regional managers across two regions through conversion from print to electronic media.
o Led Texas region to #1 nationally in electronic sales two consecutive years with e-sales of 30% overall increase and 75% of all sales from electronic medium.
o President’s Club 1993
• 1991 to 1992, Regional Sales Manager / Business Information Services. Recruited, trained, managed 10 new sales representatives in diverse corporate and federal government vertical markets.
o #1 region for three consecutive years
o Manager of the year Award 1992
o Successive President’s Club Awards 1991, 1992
o Outstanding Performance 1991
• 1987 to 1990, Sales Representative / Management Accounting Services. Sales of legal and compliance data in multiple media to corporate tax and government professionals.
o Consecutive President’s Club Awards, 1988, 1989,1990.
o Outstanding Performance 1989
o Special Achievement National Sales 1990

3. Education & Training - CV/Resume Part 3 [Mandatory]

MA – Behavioral Sciences, Southwestern Baptist Institute, Ft. Worth TX, 1976.
BS – Sociology/Anthropology, Texas A&M University, 1973 (Honor Student)
Seminars and Workshops:
Need Satisfaction Sales Consultative Selling Professional Sales Skills- trainer Behavioral Selling Interpersonal Manager Skills Managing for Success Advanced Interviewing Training Trainers Karrass Negotiating Skills Coaching for Performance Leveraging CRM Tools Team Management

4. Computer Skills - CV/Resume Part 4 [Mandatory]
Microsoft office, several graphics programs
5. Other Skills - CV/Resume Part 5 [Optional]
sales operations
6. Additional Information - CV/Resume Part 6 [Optional]


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Financial Advisor Wells Fargo Advisors, Wachovia, FuelQuest ZyTax Saracen Gas Trading
CV/Resume ID no.: 123882

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