Summary
Overview
Work History
Education
Timeline
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Eugene F Cosgrove

Scranton,PA

Summary

Experienced with sales leadership, strategic planning, and team management. Utilizes innovative sales techniques to drive revenue growth. Strong understanding of market dynamics and client relationship management.

Overview

45
45
years of professional experience

Work History

Senior Vice President of Sales

Wells Fargo Advisors
10.2008 - 10.2021
  • Championed product knowledge training sessions for the sales team, ensuring optimal representation of offerings during client interactions.
  • Spearheaded territory expansion initiatives, establishing a strong presence in previously untapped markets.
  • Enhanced forecasting accuracy through data-driven analysis and trend identification, leading to informed decisionmaking.
  • Mitigated potential risks by conducting regular competitor analyses to stay ahead of emerging industry trends.
  • Implemented robust performance metrics tracking systems to monitor progress toward strategic objectives.
  • Developed long-lasting client relationships for sustained business growth and repeat customers.
  • Increased sales revenue by implementing strategic marketing plans and overseeing a high-performing sales team.
  • Expanded market reach through targeted prospecting, cold calling, and networking initiatives.
  • Reduced customer churn rate by addressing concerns proactively and implementing effective retention strategies.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Built relationships with customers and community to establish long-term business growth.
  • Managed accounts to retain existing relationships and grow share of business.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Organized promotional events and interacted with community to increase sales volume.

Senior Vice President/ Investments

Wheat First Securities
10.1990 - 10.2008
  • Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
  • Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Represented organization at industry conferences and events.

Stock Broker

Dean Witter Reynolds
07.1981 - 10.1990
  • Implemented tax-efficient strategies for clients, optimizing their overall financial situation.
  • Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
  • Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
  • Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
  • Negotiated favorable trade executions, ensuring best possible pricing for clients'' transactions.
  • Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
  • Proactively responded to market fluctuations, adjusting portfolios as needed to protect clients'' assets.
  • Monitored economic indicators and global events, staying informed on factors affecting market conditions.
  • Built strong client relationships through effective communication and understanding of financial goals.
  • Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
  • Analyzed market trends to identify profitable investment opportunities for clients.
  • Maximized returns on client investments with strategic asset allocation and diversification.
  • Increased client satisfaction by providing personalized investment advice and portfolio management.
  • Educated clients on investment options, empowering them to make informed decisions about their finances.
  • Met with clients to generate new business and negotiate contracts.
  • Contacted potential clients to pursue sales and gather funds.

Scranton City Treaurer

City Of Scranton
01.1977 - 07.1981
  • Established strong relationships with financial institutions, securing favorable terms for city loans and investments.
  • Assisted in developing long-term financial plans to support the growth and development of the municipality.
  • Advised elected officials on matters relating to municipal finance, enabling informed decision-making processes.
  • Maintained accurate records of all city funds, ensuring transparency and accountability in financial management.
  • Enhanced financial reporting by streamlining processes and implementing new software.
  • Championed fiscal sustainability by consistently balancing budgets without compromising essential public services.
  • Streamlined procurement processes for increased efficiency in purchasing goods and services.
  • Managed cash flow efficiently for the city, ensuring timely payments and adequate reserves.
  • Conducted thorough analyses of proposed projects to determine their potential impact on the city''s finances before approval.
  • Coordinated grant applications on behalf of the city, securing additional resources for crucial community initiatives.

Education

Bachelor of Science - Business Administration

University of Scranton
Scranton, PA
05-1975

Timeline

Senior Vice President of Sales

Wells Fargo Advisors
10.2008 - 10.2021

Senior Vice President/ Investments

Wheat First Securities
10.1990 - 10.2008

Stock Broker

Dean Witter Reynolds
07.1981 - 10.1990

Scranton City Treaurer

City Of Scranton
01.1977 - 07.1981

Bachelor of Science - Business Administration

University of Scranton

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Eugene F Cosgrove