Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Lance Clemens

Winfield,IL

Summary

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.


Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Financial Advisor

EDWARD JONES
04.2017 - Current
    • Accountable for managing and developing a financial practice consisting of individuals and businesses; building and managing practice from the ground up.
    • Market and sell investment, wealth management and financial planning (fee-based or transactional) services to new and existing clients.
    • Lead financial planning and sales of various investment strategies, consisting of separately-managed accounts, annuities, stocks, bonds, mutual funds, ETFs, closed-end funds, insurance/retirement planning, managed futures, REITs, IRAs, 529 plans, business investments, etc.
    • Penetrate accounts through networking and presentations.
    • Provide risk, cost and market analysis focused towards a client's needs.
    • Conduct assessment meetings, instructing clients on successful long term planning skills.
    • Negotiate contracts and manage client account activity.

Financial Representative

NORTHWESTERN MUTUAL
01.2016 - 12.2016
  • Conduct aggressive sales and marketing calling on individuals and small businesses to close and manage investment services, insurance products, etc.
  • Tailor financial plans based on client objectives, income, risk tolerance and estate needs.
  • Penetrate new accounts through cold-calling, prospecting, lead generation, community sales presentations and referrals.

District Manager - Midwest

BERLITZ CORPORATION
01.2015 - 12.2016
  • Direct responsibility for sales, marketing and business development operations, including the oversight of seven direct reports and regional sales team.
  • Manage a full sales cycle, including cold-calling, sales presentation and needs analysis through contract negotiation, close and long-term account management.
  • Increase account penetration rates and revenue generated from each sale by strategically upselling/cross-selling clients on value-added options.
  • Handle invoice processing, billing and logistics coordination for client orders.
  • Consistently met/exceeded corporate objectives with regard to revenue generation, billing accuracy, account growth and client base retention.
  • Streamline daily operations by establishing open lines of communication with interdepartmental personnel, resulting in increased order accuracy/turnaround speed and client satisfaction.

National Accounts Manager - Agriculture

SPECTRUM TECHNOLOGIES
01.2014 - 12.2015
  • Accountable for daily management of all aspects of sales operations throughout the United States and Canada with a core focus on driving new business development.
  • Interfaced with clients to determine specific needs and deliver high-impact sales presentations, providing customized solutions designed to meet designated requirements.
  • Leveraged expertise in strategic brand management, market analysis, product positioning and niche product application to drive product viability and grow market share.
  • Produced profitable sales growth through retention and further penetration of current clients and by the acquisition of new accounts with sales of more than $1.5 million.

Co-Principal / Consultant

NUMINA SOLUTIONS
01.2010 - 12.2012
  • Founded company to serve public and private sector needs for quality English-language instruction.
  • Recruited C-level professionals as well as government ministers and military leadership.

Director of Strategy and Business Development

GREATER EUROPE MISSION
01.2006 - 12.2012
  • Executive oversight of NGO activities in Bulgaria, including fundraising and maintenance of internship program.
  • Raised over $200,000 annually in support of organization.

Pharmaceutical Sales Representative

ASTRA ZENECA LP
01.2000 - 12.2006
  • Conducted external sales and marketing functions in the Western Suburbs territory calling on a diverse range of specialty physicians (Cardiology, Neurology, Pulmonary, Primary Care, Internal Medicine) to promote and implement therapeutic products.
  • Prepared territory sales/marketing and key account plans; coordinated activities to maximize volume and concentrate on high-yield accounts. Established a rapport with office staff and physicians; built value to products.
  • Assisted in the launch of Nexium and Crestor.

Education

MBA - Finance

University of Illinois At Urbana-Champaign
Champaign, IL
08-2014

Master of Arts - European Union Studies

University of Illinois At Urbana-Champaign
Champaign, IL
08-2014

Master of Arts - Intercultural Studies And TESOL

Wheaton College
Wheaton, IL
05.2006

Master of Arts - Theology

Wheaton College
Wheaton
05.2004

Bachelor of Arts - Political Science

Iowa State University
Ames, IA

Skills

  • Investment management
  • Financial analysis
  • Comprehensive financial guidance
  • Customer engagement
  • Strategic problem assessment
  • Analytical reasoning
  • Sales strategy development
  • Strategic business development
  • Client relationship management
  • Behavioral finance analysis

Certification

  • CFP® - Certified Financial Planner
  • CEPA® - Certified Exit Planning Advisor
  • CRPC™ - Chartered Retirement Planning Counselor

Languages

Bulgarian
Limited Working

Timeline

Financial Advisor

EDWARD JONES
04.2017 - Current

Financial Representative

NORTHWESTERN MUTUAL
01.2016 - 12.2016

District Manager - Midwest

BERLITZ CORPORATION
01.2015 - 12.2016

National Accounts Manager - Agriculture

SPECTRUM TECHNOLOGIES
01.2014 - 12.2015

Co-Principal / Consultant

NUMINA SOLUTIONS
01.2010 - 12.2012

Director of Strategy and Business Development

GREATER EUROPE MISSION
01.2006 - 12.2012

Pharmaceutical Sales Representative

ASTRA ZENECA LP
01.2000 - 12.2006

MBA - Finance

University of Illinois At Urbana-Champaign

Master of Arts - European Union Studies

University of Illinois At Urbana-Champaign

Master of Arts - Intercultural Studies And TESOL

Wheaton College

Master of Arts - Theology

Wheaton College

Bachelor of Arts - Political Science

Iowa State University

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