Jonathan Barrett
St Petersburg,FL
Summary
Goal-oriented Sales Professional with over 20 years of experience. Skilled in client relationship management, and strategic sales planning. Strong focus on team collaboration and achieving results, able to adapt to changing needs smoothly. Expertise in communication, negotiation, and problem-solving, valued for reliability and impact. Prepared to drive success and support business objectives in dynamic sales environment.
Overview
25
25
years of professional experience
Work History
Senior Internal Sales Consultant
Franklin Templeton
10.2022 - Current
- Deliver outstanding service to financial advisors to maintain and extend relationship for future business opportunities.
- Analyze problematic areas to provide investment recommendations and solutions for financial advisors' clients.
- Analyze primary and secondary research to understand economic and market trends.
- Cover cross channel territory of LA, MS, TX, AK and OK partnering with Allen Kuhn and Ken Parrish.
Senior Advisor Consultant
Franklin Templeton Investments
08.2016 - 11.2020
- Consulted with Financial Advisors to assess objectives and discuss optimal strategies.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Traveled 2 weeks per month to cover my territory of East Texas, Northern Louisiana, and Mississippi with annual Mutual Funds sales of 150M.
Advisor Consultant
Franklin Templeton
11.2007 - 07.2016
- Builds relationships with Advisors with goal of making Franklin Templeton their number one business partner.
- Promotes Franklin Templeton's diverse fund lineup by managing a $500 MM sales territory
- Works closely with Senior Advisor Consultant to form a coordinated sales effort territory wide.
- Strives to mentor newer colleagues by sharing market knowledge and territory management ideas.
Investment Advisor
KCD Financial
05.2005 - 11.2007
- Managed a $20 MM book for clients whose investments included stocks, bonds and mutual funds.
- Worked with partner Lee Neely to prospect for new business.
- Met with clients to discuss the best solutions for their financial goals.
Credit Analyst
Central Bank
01.2003 - 05.2005
- Reviewed loans fur credit worthiness Callaway Bank.
- Adhered to conservative bank guidelines when conducting reviews.
- Conducted presentations to upper management and executive teams for loan recommendations.
- Improved understanding of financial statements, which helped in assessing risk.
Investment Advisor
Primevest
01.2001 - 01.2003
- Started new Prime Vest branch in the Columbia Callaway Band location.
- Prospected for clients through bank referral programs and community outreach.
- Built investment portfolios that best suited the clients' needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Teller
Callaway Bank
05.2000 - 01.2001
- Cross sold bank products such as online bill pay and 5 year CDs
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
Education
2001
Bachelor of Science - Personal Finance
University Of Missouri
Columbia, MO1999
Skills
- Analytical skills
- Performance monitoring
- Trend Analysis
- Excellent work ethic
- Interpersonal Communication
- Planning and Coordination
Timeline
Senior Internal Sales Consultant
Franklin Templeton
10.2022 - Current
Senior Advisor Consultant
Franklin Templeton Investments
08.2016 - 11.2020
Advisor Consultant
Franklin Templeton
11.2007 - 07.2016
Investment Advisor
KCD Financial
05.2005 - 11.2007
Credit Analyst
Central Bank
01.2003 - 05.2005
Investment Advisor
Primevest
01.2001 - 01.2003
Teller
Callaway Bank
05.2000 - 01.2001
Bachelor of Science - Personal Finance
University Of Missouri
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