John O'Connor

Drove sales across key decision makers at hospitals, physician offices, wholesalers, and medical clinics across product portfolio

2023 Q1-Q4 top performing territory

Goal Champion '21 and '22 (over 100% against quota achievement

Presidents Club 2019 and 2020 (#1 ranked in Northeast)

Recognized as top overall performer with 25% increase of accessibility of top writers

Achieved 10 consecutive years of sustained growth and sales goal achievement

Developed institutional client base through prospecting with full responsibility for recruiting new sales and growing institutional relationships to cultivate a start up market making business

Grew business from zero trades per day to 350+ with 12 major institutions

Successfully passed and acquired license for Series 7,Series 55,Series 66,Series 4, and Series 3

Represented firm at major industry events to establish connections and increase business accounts

Proactively provided market research and analysis to continuously enhance client relationships across book

Conducted ongoing calls with clients operating as main point of escalation and resolution

Maintained strong market knowledge to understand trends and stay ahead of competition

Covered buy side accounts to bring in new business and cultivate key relationships

Leveraged industry network to create relationships to foster order flow

Delivered high profitability while managing risk

Increased business accounts and improved customer relation through networking, sales call, and representation at industry events

Acquired, developed and managed institutional client accounts to grow business and drive new sales

Rotated across various financial brokerage teams and offices within the Management Trainee program