Summary
Overview
Work History
Education
Skills
Timeline
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JEFFREY C. LESNIK

Brooklyn,USA

Summary

Accomplished Sales Professional with vast experience dedicated to the sales process applicable to multiple industries. Driven tenacious polished and hardworking. Adaptable and immediately equipped to enhance sales .

Overview

39
39
years of professional experience

Work History

Inside Sales Specialist Millwork

The Home Depot Inc
03.2025 - Current
  • Led Dept in achieving #1 ranking out of 72 Millwork Dept's 2024 .
  • Easily adapted to previously unfamiliar industry quickly developing deep product knowledge ,lead generation and sales realization
  • Exceeded sales goals by up to 200% annually
  • Extremely successful establishing new "pro" high volume relationships using CRM to identify qualify prospect and develop previously unrecognized customers of the Millwork Dept
  • Worked seamlessly with corporate and store management given training and mentoring responsibilities
  • Tenaciously executed sales transactions from point of contact to completion providing technical support and customer resolution

Satellite Branch Manager

Lincoln Financial Advisors Corporation
01.2014 - 11.2017
  • Regional compliance approval to establish satellite branch in Brooklyn, New York. Responsible for all compliance issues, research and regulatory issues as a standalone branch
  • Achieved high marks for compliance and regulatory record keeping within the firm’s and FINRA’s guidelines during annual audits
  • Consulted continuously with my book of business regarding heavily researched investment opportunities predominantly in the equity markets due to historically low US interest rate environment and a reduced fixed income platform available at Lincoln
  • Exceeded pre-determined production goals on an annual basis
  • Established uniform risk management strategies regarding equity trading and market hedging
  • Increased focus on educating clients on insurance products
  • 85% client retention from Wells Fargo Advisors, LLC

Vice President of Investments

Wachovia / Wells Fargo Advisors, LLC
01.2008 - 12.2014
  • Utilized detailed financial planning software (hypotheticals) to assist clients in portfolio management, asset growth, risk assessments and retirement planning
  • Worked tirelessly to maintain relationships and financial goals during a tumultuous Great Recession
  • Exceeded production goals for seven consecutive years
  • $40,000 award for $10M+ asset growth in 2013 through Wells Fargo’s asset based lending program
  • 80%-90% client retention from Citigroup Global Markets, Inc.

Vice President Financial Consultant

Citigroup Global Markets, Inc. / Solomon Smith-Barney, Inc.
02.1998 - 12.2008
  • Increased assets under management by 80% to $27 million
  • Diversified book of business through complex asset allocation models to deliver well-rounded portfolios appropriately divided between equities, bonds, annuities and mutual funds
  • Fine-tuned the use of financial planning programs to penetrate client households with prudent financial plans, with a strong emphasis on asset gathering, asset allocation and retirement planning
  • Annual gross commissions in excess of $250K to $357K during 9 years with the firm – an increase of 35% from First Albany Corporation
  • 90% client retention from First Albany Corporation

Financial Consultant

Northeast / First Albany Corporation
12.1993 - 01.1998
  • Relocated from Smith Barney/Shearson, Inc., Los Angeles to New York to help establish Northeast Brokerage
  • One of four founding financial consultants that helped establish Northeast Brokerage which was subsequently sold to First Albany Corporation
  • Grew assets under management to $15M primarily due to cold call solicitations in government/municipal fixed income vehicles
  • Expanded knowledge of financial planning, annuities, life insurance and 401K rollover accounts and managed my first 401K corporate account
  • Exceeded $250K annually in production between 1995 and 1998

Registered Sales Assistant/Broker Trainee

Shearson Lehman Brothers, Inc.
12.1989 - 11.1993
  • Joined team of three financial advisors with annual commissions of over $1.5 million in 1989 as a registered assistant
  • Hired to assist highly motivated financial advisors and have daily interactions with high net worth clients
  • Provided daily support of book of business in excess of $100 million in assets
  • Interfaced with clients in a predominant manner, both via the phone and in person
  • Duties were to act as a direct representative of my team to solve client problems, provide account information, execute trades, which included complex options, maintain account paperwork, provide recounts of published market news, open new accounts, transfer assets, issue checks, etc.
  • Brought on specifically to work with Pan Am Airlines Pilot Association after pilot union endorsement and was instrumental in gathering 401K assets as a result of the airlines’ bankruptcy
  • Was an essential component with establishing our network with Pan Am’s Pilot Association
  • Provided support for establishing seminars, rollover accounts, asset transfers and problem solving while also supporting our established client base with an extremely high standard of professionalism
  • Completed Lehman Financial Advisor Training Program
  • Commodities licensed

Assistant Administrative Manager

Merrill Lynch, Pierce, Fenner & Smith, Incorporated
09.1986 - 11.1989
  • Managed and assisted in managing flagship office of Merrill Lynch at 717 Fifth Avenue compromised of 70 – 80 brokers with numerous multi-million dollar producers
  • Daily compliance duties included working directly with brokers on maintaining all current regulatory issues and ensuring that all current regulatory issues were up to date, including client activity letters, customer complaint responses, state registrations, branch legal files/lawsuits and continuing education
  • Worked tirelessly in ensuring all 70+ brokers were compliant with all aspects of regulatory issues in preparation for annual audits, both internal and with FINRA
  • Responsible for monitoring accurate payroll for supporting staff (sales assistants), job attendance, overtime approval and vacation scheduling
  • Coordinated the entire branch telecommunications systems, which entailed installing and moving quotrons, providing software entitlements to producers, and phone and hardware relocations
  • Prepared an extensive legal file system that was deemed necessary in the aftermath of the crash of 1987
  • Was responsible for getting timely responses from brokers, constructing special files for claims and arbitration proceedings, reconstructed events on trades time and sales, etc.
  • Developed Excel spreadsheets to monitor, daily, monthly and annual production runs for the entire office that was submitted to the branch manager on a daily basis
  • Series 7 and Series 63 registered

Education

Bachelors of Arts - Economics

Manhattanville College
Purchase, NY
01.1985

Skills

  • Relationship building and management
  • Client relationship management
  • Verbal/written communication
  • Decision-making
  • Business development
  • Goals and performance
  • Sales expertise
  • Friendly
  • Revenue generation
  • Federal regulations
  • Excellent communication skills

Timeline

Inside Sales Specialist Millwork

The Home Depot Inc
03.2025 - Current

Satellite Branch Manager

Lincoln Financial Advisors Corporation
01.2014 - 11.2017

Vice President of Investments

Wachovia / Wells Fargo Advisors, LLC
01.2008 - 12.2014

Vice President Financial Consultant

Citigroup Global Markets, Inc. / Solomon Smith-Barney, Inc.
02.1998 - 12.2008

Financial Consultant

Northeast / First Albany Corporation
12.1993 - 01.1998

Registered Sales Assistant/Broker Trainee

Shearson Lehman Brothers, Inc.
12.1989 - 11.1993

Assistant Administrative Manager

Merrill Lynch, Pierce, Fenner & Smith, Incorporated
09.1986 - 11.1989

Bachelors of Arts - Economics

Manhattanville College

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JEFFREY C. LESNIK