Daniel Kurowski
Indianapolis,IN
Summary
Business-conscious Senior Vice President offering over 25 years in the Financial Services sector. Strong track record of success specifically in the growth of market share and overall development of Financial Advisors and teams. Competitive, conscientious, and looking for an opportunity to expand my skill-set with upward career mobility.
Overview
28
28
years of professional experience
Work History
SVP, Regional Sales Manager
PNC Investments
Carmel, IN
05.2014 - Current
- Currently manage a team of 30 Centralized Financial Advisors across Indiana, Ohio, and Pennsylvania. Team is comprised of the most tenured and successful advisors in the firm. Collectively manages nearly $5 billion in assets and produces over $30 million in annual revenue.
SVP, Regional Sales
Fifth Third Securities
Indianapolis, IN
03.2007 - 04.2014
- Successfully led a team of Financial Advisors, growing the sales force from 14 to 26 over my tenure. Coached all aspects of financial planning, securities, life insurance, and fee-based solutions.
Market Manager
JPMorgan Securities
Indianapolis, IN
03.2003 - 03.2007
- Manged a team of 70 Financial Advisors and 3 Area Sales Managers. Team consistently performed in the top decile versus sales metrics. Responsibilities included sales, supervision, compliance, and recruiting as well as collaboration across all lines of business.
Financial Advisor
Chase Investment Services
Indianapolis, IN
11.1997 - 03.2003
- Directly responsible for financial planning, implementation of plans and recommendation of suitable investment vehicles for clients of the Bank. Mentored and coached series 6 licensed individuals.
Education
Bachelor of Science - Finance
Indiana University Bloomington
Bloomington, IN12.1995
Freshman Year of Studies
University of Notre Dame
Notre Dame, INSkills
- Distribution Channel Management
- New Account Development
- Market and Competitive Analysis
- Sales Leadership
- Process Improvement
- Customer Service
- Forecasting and Reporting
- Conflict Resolution
- Performance Evaluations
- Team Building
- Consultative and Relationship Selling
- Problem-Solving
References
References available upon request.
Timeline
SVP, Regional Sales Manager
PNC Investments
05.2014 - Current
SVP, Regional Sales
Fifth Third Securities
03.2007 - 04.2014
Market Manager
JPMorgan Securities
03.2003 - 03.2007
Financial Advisor
Chase Investment Services
11.1997 - 03.2003
Bachelor of Science - Finance
Indiana University Bloomington
Freshman Year of Studies
University of Notre Dame