Sales Inside

Daniel J. Moniz

** ******** *****

Hanover, MA **339

781-***-****

ac55gl@r.postjobfree.com

OBJECTIVE

Enhance sales through customer management, business development, product knowledge and solutions. Increase sales goals with existing clients through cross-selling and networking. Develop qualified pipelines of referrals and prospects through solution based marketing. EXPERIENCE

Vice President 2015-2016

Revere Securities LLC, Boston, MA

• Increased production from zero to $302K over 10 years.

• Traded in the IPO and secondary syndicate markets.

• Drove sales through face to face client meetings. Senior Vice President, Retail Fixed Income 2014-2015 Newport Coast Securities, Boston, MA

• Managed the Boston branch retail fixed income department including idea generation and sales meetings.

• Proactively managed 47 family’s financial assets. Also consulted on consumer finance.

• Averaged $25K monthly production.

Associate Vice President 2012-2014

Ameriprise Financial, Boston, MA

• Achieved 97% client satisfaction rate per corporate survey.

• Increased production 25% and assets 39% in 2 years.

• Increased assets under management from $17 to $27 million.

• Managed $7.8 million for the Rhode Island Public Transit Authority retirement plan.

• Increased the Rhode Island Public Transit Authority 457 retirement plan from

$2.4 million to $7.8 million through client seminars and investor education. Vice President 2010-2012

Moors & Cabot, Boston, MA

• Increased assets under management from $10 to $17 million.

• Achieved production goals of $271K. 17% above quota.

• Implemented tailored portfolio construction through various financial instruments including stocks, bonds, mutual funds, exchange traded funds, insurance products and options, dedicated to each client’s risk tolerance, objectives and long-term goals. First Vice President 2006-2010

Winslow, Evans & Crocker, Boston, MA

Product support Specialist, Inside Sales 1999-2004 Putnam Retail Management, Boston, MA

EDUCATION & PROFESSIONAL

Rhode Island College, Providence, RI 1995-2000

• Economics

• NASD License Series 6, 7, 63, 65

• Massachusetts Life and Health Insurance Licensures

• Wealth Management Specialist (WMS)

• Lend-A-Hand Therapeutic Riding Foundation, Treasurer 2012-2013

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