John Wood
wholesaler
Minneapolis,MN
Summary
Talented Sales Executive possessing first-rate skills in relationship development, territory building and planning. Experienced in the retirement plan industry with a 20-year track record of successful leadership performance.
Overview
27
27
years of professional experience
Work History
Regional Vice President
John Hancock
08.2004 - 11.2023
- Led John Hancock retirement plan services team in Minneapolis covering Minnesota, North Dakota, South Dakota and Western Wisconsin.
- Increased territory sales from start up territory to over 100M in annual retirement plan sales.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Regional Vice President
Deutsche Asset Management/Scudder/Kemper
01.2002 - 08.2004
- Responsible for generating 100M in annual mutual fund, closed end fund, annuity, retirement plan and offshore fund sales.
- Grew territory from 20M in annual sales to over 100M across product lines.
- Oversaw 90k annual territory budget
Regional Sales Representative
Kemper Funds
01.2000 - 01.2002
- Jr. Wholesaler responsible for 80M in annual mutual fund sales covering Maine, Vermont, New Hampshire, Rhode Island and Massachusetts.
- Internal wholesaler covering territory from Chicago with quarterly travel throughout territory.
- Gold medal winner 1st place in Kemper's annual internal presentation olympics.
- CFP candidate DePaul University, Chicago IL.
Investment Executive
Paine Webber
08.1998 - 01.2000
- Monitored, managed and developed investment portfolios.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Built retail client book worth over 20 million dollars.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Loan Officer
First Bank Of Minneapolis/US Bank
01.1997 - 08.1998
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Consistently exceeded 150% of monthly corporate revenue goal across bank product lines.
- Assisted customers in understanding loan terms and conditions to make informed decisions
- Developed strong relationships with customers through high levels of customer service
Loan Officer
TCF Bank
06.1996 - 01.1997
- Consistently exceeded 100% of monthly corporate loan origination goal.
Education
Bachelor of Arts - Business Management
St. John's University
Collegeville, MN05.1996
Skills
- Goal Driven
- Results Oriented
- Strategic Decision-Making
- Time Management
- Active Listening
- Strategic Networking
Timeline
Regional Vice President
John Hancock
08.2004 - 11.2023
Regional Vice President
Deutsche Asset Management/Scudder/Kemper
01.2002 - 08.2004
Regional Sales Representative
Kemper Funds
01.2000 - 01.2002
Investment Executive
Paine Webber
08.1998 - 01.2000
Loan Officer
First Bank Of Minneapolis/US Bank
01.1997 - 08.1998
Loan Officer
TCF Bank
06.1996 - 01.1997
Bachelor of Arts - Business Management
St. John's University
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