JOHN D. NEYER BFA, LUTCF
Newington,Ct
Summary
Accomplished, multi-talented, results-driven sales executive with 25+ years of experience leading organizations to achieve strategic goals and maximize profitability. Proven track record of driving revenue growth, optimizing operations, and building high-performance teams. Possess strong strategic thinking, problem solving, business acumen, and a passion for delivering exceptional results. Adept at navigating complex business environments and forging strong relationships with stakeholders all levels. Seeking a senior executive position to leverage my expertise and drive transformative success.
Overview
26
26
years of professional experience
Work History
Senior Vice President of Sales
Think2Perform
Newington, CT
08.2019 - 06.2023
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Delivered presentations in person and virtually and attended industry conferences to promote company image and engage with prospective clients.
- Sustained organizational growth, revenue and profit generation.
- Coordinated with senior leadership to develop and implement organizational strategies and promote progress towards business objectives.
- Established and tracked key performance indicators to assess effectiveness of adopted initiatives and redirect efforts.
- Contributed to strategic planning and development of operations transformation roadmap as key member of executive team.
- Planned, developed and executed strategies which contributed to annual sales revenues.
- Leveraged company's mission and vision statements to craft business strategies and boost revenue opportunities.
- Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
- Delivered strategic input into business decisions and deals.
Independent Recruiting Consultant & Sales Coach
Neyer Consulting
South Glastonbury, CT
01.2013 - 02.2021
- Recruited and delivered training for a main contract with a Top 20 Independent, /RIA nationwide
- Trained and Developed Regional Vice Presidents and Financial Advisors.
- Evaluated recruitment or selection criteria for conformance to professional standards or recommended revisions.
- Provided management with information and training for interviewing and performance appraisals.
- Advised management on organizing, preparing, or implementing recruitment or retention programs.
- Assessed function of newly implemented hiring systems or recruitment procedures.
- Searched for qualified job candidates using computer databases, media advertisements or employee referrals.
- Developed or implemented recruiting strategies to meet current or anticipated staffing needs.
- Gathered and analyzed information on recruitment challenges or procedures.
Vice President of Advisor Sales Development
Nestwise LLC. / LPL Inc
Shelby, United States
01.2013 - 12.2013
- Grew an experienced Financial Advisor field force and dramatically increased productivity, client acquisition and assets under management
- Added multiple experienced Advisors to an existing team, grew assets 500% and recruited, mentored and developed the Advisor team for this startup subsidiary of LPL.
- Developed growth plans by identifying key clients, key targets and priority service lines.
- Identified institutions and market sectors with potential for expansion of operations, networking with key partners and individuals to build awareness of company within key demographics.
- Hired talented, trainable team members and drove new business strategies to grow revenues.
- Optimized profitability by developing pipeline of prospects using multiple research, referral and sales strategies.
- Delivered informative presentations to industry professionals, providing valuable information on topics relevant to daily operations and company products and services.
- Solved complex incidents and problems impacting management and business direction.
District / Branch Sales Manager
Waddell & Reed, Inc
Pasadena, United States
11.2009 - 01.2013
- Grew previously struggling District offices in Woodland Hills and Pasadena to company award winning District in both
- Advisor Growth and new advisor productivity through recruiting and mentoring advisors to new success levels.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Established and built customer relationships through targeted outreach and initiatives.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Analyzed competitors and market trends to facilitate business growth.
District / Branch Sales Manager, Field V.P.
American Express / Ameriprise
11.2003 - 08.2009
- Delivered strategic input into business decisions and deals.
- Led team in strategic executive-level planning.
- Determined performance goals and offered tactics for achieving milestones.
- Provided valuable leadership for program team members and third-party consultants.
- Managed annual review processes to support business functions and compliance.
- Directed annual budgeting processes and verified alignment with company objectives.
- Identified and established KPIs to improve team efficiencies and sales strategies.
- Created and integrated market plans to position company brands in target marketplace.
Branch Sales Manager
HSBC Finance Corporation
02.1997 - 04.2003
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Established and built customer relationships through targeted outreach and initiatives.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Grew business banking relationships through proactive outreach.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
Education
Business Administration and Management
Mansfield Business College
Mansfield, OhBusiness Administration and Management
Tennessee Temple University
Chattanooga, TNBusiness Administration
Purdue Global University
West Lafayette, INArctic and Mountaineering Infantry
U.S.M.C. Active And Reserves
Akron, OhSkills
- Executive Leadership
- Judgement and Decision Making
- Board Oversight
- Strategic Planning and Execution
- Annual Planning
- Business Development
- Organizational Development
- Leadership and People Development
- Effective Communicator and Public Speaker
- Employee Motivation and Performance
- Industry Expertise
- Change and Growth Management
- Relationship and Team Building
- Coaching and Mentoring
- Succession Planning
- Results Orientation
- Sales Growth
- MIssion and Vision
- Performance Benchmarking
- Strategic Goals
- Goal Setting
Additional Information
Licenses previously held:
- Series 7
- Series 6
- Series 63
- Series 65
- Series 66
- Series 9
- Series 10
- Series 24
Timeline
Senior Vice President of Sales
Think2Perform
08.2019 - 06.2023
Independent Recruiting Consultant & Sales Coach
Neyer Consulting
01.2013 - 02.2021
Vice President of Advisor Sales Development
Nestwise LLC. / LPL Inc
01.2013 - 12.2013
District / Branch Sales Manager
Waddell & Reed, Inc
11.2009 - 01.2013
District / Branch Sales Manager, Field V.P.
American Express / Ameriprise
11.2003 - 08.2009
Branch Sales Manager
HSBC Finance Corporation
02.1997 - 04.2003
Business Administration and Management
Mansfield Business College
Business Administration and Management
Tennessee Temple University
Business Administration
Purdue Global University
Arctic and Mountaineering Infantry
U.S.M.C. Active And Reserves
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