Jeffrey Puntney
Sammamish
Summary
Dynamic sales leader with a proven track record at BlackRock, adept at leveraging extensive personal network and consultative sales skills to drive market growth and client satisfaction. Excelled in building relationships and strategic marketing, achieving significant sales targets. Skilled in motivational communication, fostering team excellence and operational efficiency.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Market Leader
BlackRock
01.2006 - Current
- Increased market share across all product lines including: Mutual Funds, ETF's, CEF's, Separately Managed Accounts, Private Equity, Private Credit, Hedge Funds, Hedge Fund of Funds.
- Catalyzed deeper relationships with the largest and fastest growing advisors in the Pacific Northwest.
- Built brand awareness in local market and increased penetration with proactive strategies.
- Coached sales team members in effective selling strategies and closing techniques.
- Developed strong relationships with key industry partners, fostering collaboration and mutual growth opportunities.
- Implemented strategic marketing campaigns for improved brand recognition and client acquisition.
External Wholesaler
State Street Research and Management
04.2004 - 01.2006
- Increased market share across Mutual Funds.
- Boosted sales performance by implementing targeted marketing strategies.
- Provided detailed reports on sales performance, identifying areas for improvement and growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Rookie Wholesaler of the Year 2005.
Internal Wholesaler
State Street Research and Management
02.2003 - 04.2004
- Drove increased market share across multiple territories.
- Deepened client relationships through in market travel and outbound phone calls.
- Maintained sales pipeline and CRM.
- Helped to train and mentor junior team members.
Financial Advisor
LPL Financial
10.2001 - 02.2003
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Drove marketing for a $1B LPL team via an intensive dinner based seminar process.
Account Representative
First Republic Group
01.2000 - 10.2002
- Developed new business through proactive outbound call campaigns.
- Built and maintained prospect pipeline.
- Exceeded outbound call targets. Consistently made between 700-1000 dials a day.
Education
Bachelor of Arts - Political Science
University of Wisconsin, Madison
Madison, WI12-1993
Skills
- Verbal and written communication
- Product knowledge
- Sales presentations
- Positive and upbeat
- Rapport and relationship building
- Prospecting skills
- Territory management
- Consultative sales
- Pipeline management
- Extensive personal network
Certification
Certified Investment Management Analyst-Wharton School-University of Pennsylvania, 2005
Chartered Alternative Investment Analyst-2016
Timeline
Market Leader
BlackRock
01.2006 - Current
External Wholesaler
State Street Research and Management
04.2004 - 01.2006
Internal Wholesaler
State Street Research and Management
02.2003 - 04.2004
Financial Advisor
LPL Financial
10.2001 - 02.2003
Account Representative
First Republic Group
01.2000 - 10.2002
Certified Investment Management Analyst-Wharton School-University of Pennsylvania, 2005
Chartered Alternative Investment Analyst-2016
Bachelor of Arts - Political Science
University of Wisconsin, Madison
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