Paul Woodford
Chantilly,VA
Summary
- Reliable, highly skilled experienced financial sales professional with a strong working knowledge of the major wire-houses and regional brokerage firms and their respective investment platforms
- Excellent public speaking and interpersonal skills developed through extensive prospect meetings, client reviews, and investor events.
- Detail-oriented, passionate investment professional with a thorough understanding of capital markets, economic cycles, and investment vehicles capable of effectively managing competing initiatives
- Hard-working, adaptable, proven salesman with a successful history of building new and existing territories across multiple firms and product lines.
Overview
27
27
years of professional experience
Work History
VP, Regional Sales Coordinator
PGIM Investments
11.2009 - Current
- Successfully transitioned existing clients to a different asset manager while cultivating new relationships, effectively growing a bottom tier territory into a consistently performing top tier one.
- Exemplified an effective consultative sales approach promoting SMA's, ETF's, mutual funds, closed-end funds, and alternative investments from 5 different asset managers
- Accumulated a wide investment acumen representing a broad array of investment vehicles: fixed income, growth & value equities, sector strategies, real estate, and direct indexing
VP, Regional Sales Director
Columbia Management Distributors, Inc.
02.2005 - 11.2009
- Successfully transitioned to a new territory and company, increasing sales each year, improving the 27th ranked territory to 5 within 3 years
- Executed at a high level the firm initiative to diversify territory sales by product and firm finishing #1 in 2007, 5 in 2008 and 2009
- Effectively managed a large volume of information and competing initiatives while representing 5 unique asset managers
VP, Regional Wholesaler
Federated Investors Inc
08.1998 - 02.2005
- Built up an underdeveloped multi-state territory (IN, KY & Il) and increasing sales from less than $10m in 1998 to over $75m in 2003
- Successfully transitioned to a strong and developed market (OH) increasing sales by 15% in 2003 and achieving Chairman's Council in 2004
Internal Wholesaler
Federated Investors Inc
05.1997 - 08.1998
Education
Bachelor of Science - Accounting
Grove City College
Grove City, PA05.1997
Skills
- Sales leadership
- Effective communication skills
- Extensive public speaking
- Active listening skills
- New Customer Prospecting
- Relationship Building
- Competitor knowledge
- Subject manner expert
- Strong capital markets knowledge
- CRM Software - Salesforce
Hobbies
- Member of the Northern Virginia Men's Rugby Team
- Avid endurance athlete competing in triathlon, marathon & obstacle course events
Timeline
VP, Regional Sales Coordinator
PGIM Investments
11.2009 - Current
VP, Regional Sales Director
Columbia Management Distributors, Inc.
02.2005 - 11.2009
VP, Regional Wholesaler
Federated Investors Inc
08.1998 - 02.2005
Internal Wholesaler
Federated Investors Inc
05.1997 - 08.1998
Bachelor of Science - Accounting
Grove City College
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