Keith Smallwood
San Antonio
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Edward Jones
San Antonio
02.2023 - Current
- FINRA Series 66 & 7 registered securities professional
- Led the development of innovative financial products and services to enhance customer engagement and drive revenue growth.
- Conducted in-depth quantitative and qualitative customer analysis to refine product strategy and prioritize roadmap initiatives.
- Researched industry trends, emerging technologies, and competitive landscapes to make data-driven product recommendations.
- Collaborated with developers to ensure seamless product execution.
- Engaged directly with customers to gather insights and optimize financial product offerings.
- Owned and executed product roadmaps, aligning business goals with key performance indicators (KPIs) to enhance financial services.
- CRM Tools: Salesforce, HubSpot
- Financial Platforms: Bloomberg, Morningstar, etc.
- MS Office Suite (Excel, PowerPoint, Word)
Territory Manager (Orthopedics)
Medex Surgical LLC
Dallas
03.2017 - 02.2023
- YTD highest percentage growth
- YTD top 3 dollar growth
- 322% growth in territory
- Create and maintain new customers
- Provide technical support during surgeries
- Successfully launched new products [Integra Titan Shoulder/Field Orthopaedics/Citieffe (external fixators and nails)]
- Establish, maintain and develop relationships with surgeons and their staff
- Communication with c-suite hospital executives
- Monitors competition by gathering current marketplace information on pricing, products, new products
- Business strategy planning
- 2020 & 2022 orthopedic mission trips with surgeon
Outside Business & Sales Manager
Tire Pros
Guymon
05.2014 - 03.2017
- Train and educate sales representatives
- Design competitive and profitable business strategy
- Prepare monthly budgets
Education
Bachelor of Science - Biomedical Sciences
University of Oklahoma
Norman, OK05.2009
Skills
- Product strategy
- Sales forecasting
- Customer relationship management
- Business strategy
- Territory growth
- Relationship building
- Team collaboration
- Analytical thinking
- Business development
- Time management
- Verbal and written communication
- Conflict resolution
- Risk assessment
- Sales and marketing
References
Available upon request.
Timeline
Financial Advisor
Edward Jones
02.2023 - Current
Territory Manager (Orthopedics)
Medex Surgical LLC
03.2017 - 02.2023
Outside Business & Sales Manager
Tire Pros
05.2014 - 03.2017
Bachelor of Science - Biomedical Sciences
University of Oklahoma