M. Terrell Golden

-Responsible for strategic planning of territory sales and client satisfaction

-Managed & supervised team of internal associates responsible for daily/annual production goals

-Streamlined consultative process to ensure client first focus resulting in of $500M of added revenue

-Created and deployed enterprise wide client communication strategy resulting in increased national client engagement

-Collaborated across functions with market leaders, executives, finance, and legal teams to increase client engagement and sales

-Leverage resource allocation and budgeting skills, guiding sales team to $50M in first year of revenue

-Established financial budget for developing territories

-Coached team of internal sales members focused on developing client experience and retention

-Collaborated across divisions to create simple and sound client satisfaction model

-Motivated high net worth clients to take action through clear and concise planning presentations resulting in $5M in net new assets

-Developed divisional client centered wealth management model

-Simplified complex planning strategies giving stakeholders clarity on financial plans

• -Built partnership with external partners and stakeholders to increase territory growth
  -Leveraged Excel, MS Office, Powerpoint to develop new relationships
  -Responsible for business development in growth opportunity areas
  -Accounted for over $25M of territory sales