Brett E. Smith
Naples,FL
Summary
Leverage unique ability to communicate effectively with various Stakeholders, Clients, and Colleagues to enhance business outcomes. Possess a successful 30yr background in High Value Sales, as well as Sales Management, and have dramatically grown markets & revenues through personal sales efforts, recruiting, building successful teams, and integrating those teams with other company partners.
Overview
28
28
years of professional experience
Work History
Family Business Specialist
Meridian Associates
Naples, FL
05.2020 - Current
- Managed and Grew portfolio in Petroleum Marketing Industry
- Excels in New Client Acquisition and in closing Mid-Market Opportunities
- 2nd highest performer in the company for recent 30mos
- Strong influencer to Strategic Direction of the company
- Expert at working remotely while maintaining team-leading performance and outstanding client communication
Executive Recruiter, Regional Director
US Executive Recruiting Corporation
Naples, FL
01.2015 - 05.2020
- Managing practice and performing hands-on recruiting
- Excels in Client Management and New Client Acquisition
- Expert at working remotely while maintaining outstanding client communication
- Negotiated unique compensation packages to attract and close candidates.
Regional Sales Manager
Comerica Wealth Management
Boca Raton, FL
09.2007 - 01.2015
- Managed Florida market including all Investment Management, Private Banking, and Trust & Estate Management personnel
- Also Managed Texas market Investment Brokerage
- Exceeded annual plan in recruiting and building an Investment Consultant team in FL
- Established fee-based revenue culture and managed sales to increase YOY recurring revenue
- Managed P&L, enhanced Efficiency Ratio
Regional Sales Manager-VP
Wells Fargo, Wealth Management Group
Salt Lake City, UT
09.2004 - 09.2007
- Managed Utah market
- Objective: recruit experienced Investment Consultants, grow revenue, increase fee-based percentage of revenue, P&L management, change culture by enhancing partnering across business lines, and maintain satisfactory annual compliance audits
- Selected accomplishments:
- Fee-based Culture Ranked #1 enterprise-wide in fee-based revenue growth 2004-2005 (140%)
- Ranked #1 enterprise-wide in fee-based revenue growth 2005-2006 (110% revenue Increase)
- Increased Line of Business revenue from year end 2003 ($6.125mm) to year end 2006 ($11.699mm)
- Managed structured product sales to #1 enterprise-wide 2006
- Asset Growth Ranked #2 enterprise-wide 2004-2005 (39% YOY asset growth)
- Recruiting & Team Building Ranked #1enterprise-wide 2005 (recruited 10 experienced ICs in 12 months) Ranked #1 enterprise-wide in “net new” production recruited 2005
Concord Elite - received highest corporate recognition status, achieving Concord Elite 2006 by completing the year as the #2 ranked Tier 1 market, measured by revenue growth & NIBT
Market Sales Manager – VP
Bank Of America Investment Services
Newport Beach, CA
09.2002 - 08.2004
- Expanded existing market from 28 to 48 Investment Consultants in 16 months via recruiting of experienced ICs
- Ranked #2 of 36 markets in the company in growth of # experienced recruits, YTD April 2004
- Managed 48 ICs toward revenue growth via “Comprehensive Wealth Management”
- Successfully enhanced business partner relationships across various channels including Premier, Consumer, and Commercial Banking
- Successfully managed growth in, and transition to, fee-based asset management within market
Financial Advisor – AVP
MorganStanley
06.1996 - 09.2002
- Assistant Complex Manager - AVP (2000-2002)
- Completed MorganStanley’s Management Development Program
- Responsible for overall sales management, while also maintaining personal production
- Achieved Director’s Club status based on personal sales/revenue production
- Selected to speak to high producing Consultants at MorganStanley’s Horizons Conference, re: “How To Make A Quantum Leap”
Education
Bachelor of Science - Economics
University Of California Irvine
1987
Skills
- Influencing skills
- Cross-functional Team Coordination
- Sales management
- Strategic
- Business Development
- Revenue Generation
Timeline
Family Business Specialist
Meridian Associates
05.2020 - Current
Executive Recruiter, Regional Director
US Executive Recruiting Corporation
01.2015 - 05.2020
Regional Sales Manager
Comerica Wealth Management
09.2007 - 01.2015
Regional Sales Manager-VP
Wells Fargo, Wealth Management Group
09.2004 - 09.2007
Market Sales Manager – VP
Bank Of America Investment Services
09.2002 - 08.2004
Financial Advisor – AVP
MorganStanley
06.1996 - 09.2002
Bachelor of Science - Economics
University Of California Irvine
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